CRM Courtage Assurance et produits financiers

  • Mise à jour le 02/07/14
  • Note :

Your insurance brokerage software and financial products gathers, in the same database, all the information of the client or prospect: his contact details, projects, estimates, contracts, assets, insurance, knowledge network, contact history, digitized documents (forms, contracts, special conditions, receipts, letters).

  • Third party management: Prospects, customers, companies, contributors, managers, banks, suppliers…
  • File management (proposals, quotes, contracts)
  • Event history with digitized letters and attachments.
  • Contact planning, to-do list management
  • Management of the Client/Company/Contractor relationship, Control of slips, management of repayments Management of contracts, forms, CG, special conditions by company and branch Standard letters, standard emails with attachments
  • Management accounting, fees, bonuses, commissions, repayments, purchases Accounting follow-up of clients, companies, contributors,
  • Cash flow forecast,
  • Access control, protection of customer files
  • Parameter setting of branches of activity, cabinets

Capture d'écran CRM Courtage Assurance et produits financiers
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