Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
The CRM software serves as a comprehensive platform for managing and monitoring interactions with current and prospective clients, partners, agents, and other important contacts. This system establishes a robust database for storing and managing the history and interactions related to each contact. All new activities, including calls, messages, and meetings associated with a specific contact or company, can be easily recorded, while future interactions can be organized through integrated task features. Additionally, the option to utilize your own domain name for your social intranet enhances customization, enabling better management of meetings, briefings, and various events that frequently occur within your organization. Monitoring working hours and the time users dedicate to individual tasks and projects is essential for operational efficiency. Ultimately, our CRM software represents a significant investment tailored to meet the distinct needs and operational requirements of your business, ensuring it aligns well with your overall strategy and objectives. This level of customization allows companies to create a more personalized experience for their clients and stakeholders.
Description
Software for specialist insurance broking management. Software engineers built it. Software solution for insurance policy administration. Customer relationship management (CRM). Manage personal and commercial clients with multiple addresses and contact information. Monitor communication and drive marketing. Track and manage multiple policies and quotes. Record detailed risk information. Automate underwriters' quote requests. Record, manage and report on insurance claims. Prepare custom financial reports. Enforce FCA compliant documentation. Clear visibility of client data, with quick access to more detail. Ability to view multiple clients simultaneously. Visualize the location of your client and plot geographical data such as flood or subsidence. Customer service is easier when you have easy access to client information. Document storage and processing. Integrated workflow tasks, events, and notes.
API Access
Has API
API Access
Has API
Pricing Details
$99 per year
Free Trial
Free Version
Pricing Details
$70 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Cairo Web Design
Founded
2015
Country
Egypt
Website
www.cairowebdesign.com
Vendor Details
Company Name
PolicyFlow
Founded
2013
Country
United Kingdom
Website
policyflow.co.uk
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Insurance Policy
Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management