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CRM4INSURANCE is researched and designed by Insurance experts and Business analysts with integrated approach to retain, serve customers and manage penetration on products they purchase periodically. By enabling Insurance Agencies to coordinate services across multiple channels, CRM4INSURANCE helps Agencies maximize the value of every customer interaction and drive superior corporate performance.
Today’s Insurance Agencies must manage customer interactions across multiple communications channels—including the Mail, Personal Visits, Phone calls, Customer support, and Field sales. CRM4INSURANCE automates daily workflow and manages new/existing Clients, Contacts generating comprehensive reports on daily service schedules. These Reports save time in assigning Value added services to Account Executives and Account Managers and managing the service status.
CRM4INSURANCE is built to suit small and medium size enterprises to keep the daily workflow at fingertips on this highspeed CRM engine. Installing CRM4INSURANCE incubates a system in your Organization and tracks the customer service and relationship using sophisticated forms and reports.