Insurance CRM Software developed by CustomSoft - PowerPoint PPT Presentation

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Insurance CRM Software developed by CustomSoft

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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. – PowerPoint PPT presentation

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Title: Insurance CRM Software developed by CustomSoft


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Insurance 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.

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Insurance 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

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Insurance 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

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Specialized 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.

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Insurance 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

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Insurance 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

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Insurance 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.

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Insurance 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.
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Insurance CRM Software by CustomSoft CustomSoft
works on
  • Real Estate
  • Healthcare
  • ERP
  • CRM
  • E-Commerce
  • Retail

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Insurance CRM Software by CustomSoft Contact Us
  •  
  • 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 
  •  

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