Customizable CRM
Quality and fast customer service is the key to keeping customers satisfied.
Smart Management System for Insurance Agents
Our new management system has been built specifically for insurance agents. The system is built in a way that will provide a comprehensive solution to all the needs of your business, all in one place. Managing customer relationships, creating automated campaigns, digital signatures and secure payment, documenting service calls and much more - everything is within our system.
We thought about everything you may need for your insurance company!
Our smart management system allows you to customize and edit the details that are presented about each customer. In addition, you can assign employees to customers, build dedicated automated campaigns, view the status of each customer, send messages, and much more - all in one place built especially for you
Automated Campaigns
Think how many of the actions you do during the month are repetitive and in fact technical? Our smart system allows you to create automations in a very wide range of areas, ones that will help you focus on a job that requires your full attention. If it is a regular monthly reminder to the customer to transfer documents to you, you automatically refer tasks to specific employees in the office, issue payment demands in a dedicated email and more - all completely automatically!
Flow Process for each client
The system allows a full view of all stages of the contract with the insured. From the initial digital signing of the representation documents, through all the contact with the client on the part of the firm, receiving payments, sending messages, etc. - everything is possible directly from our system. You can easily and quickly view complete customer data in whatever way you choose.
Digital Signature on Health Statements
Today, it's easier than ever to digitally sign all your most important documents without the hassle of using a printer, scanner or fax machine. Our system offers an efficient, simple and completely secure end-to-end solution that will enable a comprehensive solution to all your digital signing needs. You can upload documents, perform a friendly and simple edit, send via email or sms and receive the signed document directly to you.
Full Calls' Documentation
An important part of constantly improving sales and customer service capabilities depends on your ability to examine the calls made by your representatives. Through our system all sales and service calls are documented and saved for your review. In this way any conversation can be learned, in addition any complaint or feedback can be checked against a specific conversation.
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A full CRM for free — customers, invoicing, calendar, payments, chat, and built-in AI. Pay only for extras.