tag:blogger.com,1999:blog-15209106902888931372024-03-06T13:03:22.900+05:30CRM for insuranceOnline CRM software for insurances companiesCatherine De Lucahttp://www.blogger.com/profile/15866688325122597066noreply@blogger.comBlogger1125tag:blogger.com,1999:blog-1520910690288893137.post-38068480546836368682014-11-20T19:49:00.002+05:302019-08-14T14:42:39.636+05:30CRM for insurance activitiesInsurance activity has become nowadays more and more complex.<br />
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Business’ concurrence and the offers proliferation demand a platform that could centralize all those information.<br />
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Simple CRM is <a href="http://simple-crm-online.com/" target="_blank">online CRM software</a> optimized for this special activity.<br />
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Thanks to Simple CRM you can:<br />
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Create files for the policy holders (individuals or companies);<br />
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<li>Describe your relation with the policy holders, via a custom check box. Example of check box: house insurance, vehicle insurance, motorcycle insurance at competitor X, health insurance at competitor Y;</li>
<li>You can have reports related to those check boxes. Example: launch a search on clients with auto insurance/ GAP at competitor and then send them a newsletter with your specific offers;</li>
<li>Easier creation of newsletter: Simple CRM has a very powerful Mass Mailing which can help with your insurance online marketing. </li>
<li>Link important emails, notes, documents etc. to policy holders;</li>
<li>Import documents to Simple CRM directly for your network scanner;</li>
<li>Import documents to Simple CRM by email;</li>
<li>Check all information from a IPhone/IPad, Android mobile phone or PC tablet;</li>
<li>Convert emails in sales opportunity, follow-up document, support ticket etc. </li>
<li>Synchronize your contact and your agenda with IPhone/IPad, Android mobile phone or PC tablet etc.</li>
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More information: <a href="http://simple-crm-online.com/" rel="nofollow" target="_blank">http://simple-crm-online.com</a><br />
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<br />Catherine De Lucahttp://www.blogger.com/profile/15866688325122597066noreply@blogger.com1