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Average Ratings 0 Ratings
Description
ActionClient is designed specifically for small and medium-sized enterprises (SMEs) and self-employed individuals, allowing you to focus primarily on sales and prospecting efforts. This CRM caters to small businesses, freelancers, and sales representatives, making it straightforward and effective to enhance your sales performance. Crafted by sales professionals for their peers, this customer relationship manager stands out in its commitment to meeting the unique needs of its users. If you are part of a small business, SME, VSE, startup, or freelance operation aiming for growth, this tool will pique your interest. The success of any business hinges on its customers, which makes it essential to prioritize excellent service to retain existing clients while also attracting new ones. This solution is ideal for representatives and agents across various sectors, including insurance, real estate, financial advising, and brokerage. Additionally, customer service agents seeking to offer tailored support and expand their client base will find this tool particularly valuable. By using ActionClient, you can streamline your processes and ultimately foster stronger relationships with your clients.
Description
SohamGeni's core Insurance system enables you to seamlessly manage the entire life cycle of your insurance operations in a fast and dependable environment. By leveraging cutting-edge technologies, SohamGeni delivers a flexible user experience along with a robust platform tailored for your business needs. You can categorize your intermediaries according to your company's specific model, distinguishing them as Banks, Individual Agents, Brokers, and more, while further labeling them as Commission Agents, Direct Agents, Sub-brokers, or Associate Agents based on their commission structures. Each intermediary is assigned a unique identification number for easy tracking, allowing you to monitor their business activities through comprehensive analytic reports. The system facilitates the configuration and transaction of commissions across various lines of business for different types of intermediaries. Additionally, it streamlines the registration process for intermediary information, capturing the details of Agents, Brokers, Corporate Agents, or Direct Sales within the system. Users also have the capability to modify existing intermediary details, ensuring that all information remains current and accurate. This comprehensive approach not only enhances operational efficiency but also supports better decision-making for your insurance business.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
Yes
Pricing Details
$250 per month
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
ActionClient
Country
Canada
Website
actionclient.com/en/
Vendor Details
Company Name
Dream Tekis Software
Founded
2005
Country
India
Website
dreamtekis.com/general-insurance-software/
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No
Product Features
Insurance Policy
Cancellation Tracking
Yes
Claims Tracking
Yes
Policy Generation
Yes
Policy Issuance
Yes
Policy Processing
Yes
Quotes / Estimates
Yes
Rating Engine
Yes
Reinstatement Tracking
Yes
Reinsurance Administration
Yes
Renewal Management
Yes
Underwriting Management
Yes