Title: Insurance CRM Software developed by CustomSoft
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2Insurance CRM Software by CustomSoft Introduction
- Insurance Customer Relationship Management (CRM)
Software by CustomSoft helps agents and brokers
manage policies and renewable, prioritize leads
and connect to prospects. We examined 10
insurance-specific software, comparing price and
functionality and identified the best Solution
for our users. - Some CRMs provide industry-specific functionality
like integrating with insurance carrier quoting
tools or access to regulatory forms, but comes at
a high premium. CustomSoft CRM for Insurance can
be customized to fit insurance processes and
includes document handling, custom forms, quote
and invoicing tools making it a great lower cost
alternative.
3Insurance CRM Software by CustomSoft Benefits
-
- Insurance CRM Software Saves Time
- Insurance CRM Software builds Customer loyalty
- Insurance CRM Software is a Cost effective
Solution - Insurance CRM Software is User friendly
- Dedicated support from CustomSoft team
4Insurance CRM Software by CustomSoft Features
- Lead Management
- Document handling
- Commission Management
- Sales Automation
- Daily Planner
- Account Management
- Automatic Dailer
- Call quality evaluation
- Phone Routing
- Social Media Integration
5Specialized Insurance CRM Software by CustomSoft -
- Create customized, relevant conversations
- Effectively track customer engagements
- Prioritize customer needs better
- Ensure quick turnarounds and timely follow-ups
- It organizes all your leads, maintains each
customers history and past activity on a single
platform. - It automates workflows, tracks opportunities, and
provides customized campaign features to
cross-sell or up sell products and much more.
6Insurance CRM Software by CustomSoft Client Says
- Custom Soft delivered the best customized
insurance software solution satisfying all
current insurance business needs on time. - Karen Lee
- IT Consultant Leading Insurance Company, UK
- Customize Insurance software solution by Custom
Soft turns as a boom for growth of our Insurance
industry. It work smartly and intelligently
handle all Insurance related activities and saves
cost of extra staffing." - Jennifer Miller
- Senior Insurance Agent, Australia
7Insurance CRM Software by CustomSoft Insurance
Software Portfolio
- Policy Management Software and App
- Insurance Agent Software and App
- Insurance Broker Software and App
- Travel Insurance Software and App
- Motor Insurance Software and App
- Life Insurance Software and App
- General Insurance Software and App
- Home Insurance Software and App
- Fire Insurance Software and App
8Insurance CRM Software by CustomSoft About
CustomSoft
- CustomSoft a leading Software Development
organization in India having expertise in
customized software development for international
clients from USA, UK, Canada, Australia, New
Zealand, Dubai, South Africa and so on.. -
- CustomSoft has successfully deployed
multiple projects in PHP, Android, I phone,
Delphi, Xojo and other latest technologies. -
-
9Insurance CRM Software by CustomSoft About
CustomSoft
CustomSoft has dedicated team of
developers to continual support.
CustomSoft is providing high-quality, cost
effective custom software development and many
business related outsourcing services to
industries and enterprises around world.
CustomSoft is custom offshore software
outsourcing company with expertise in outsourced
product development enterprise application
development services.
10Insurance CRM Software by CustomSoft CustomSoft
works on
- Real Estate
- Healthcare
- ERP
- CRM
- E-Commerce
- Retail
11Insurance CRM Software by CustomSoft Contact Us
- Â
- You can email your requirements at
info_at_custom-soft.com - To know more about CustomSoft and its Software
Solutions contact - http//www.custom-soft.com/insurance_brokers_softw
are.html - Â
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