SEI CRM Description
SEI CRM makes it easy for you to add and modify client data. Client relations history, authomatic birthday greetings, reminder of important events - don't let your clients forget you and join another company. Customer loyalty is the most valuable asset in the insurance industry.
SEI CRM Alternatives
Majesco Digital1st
Majesco Digital1st®, Platform is a low-code/no code digital insurance platform that offers robust digital experience tools, microservices and accelerators. It also has rich insurance content and connects with a robust plug-and-play ecosystem with partner solutions and data sources to allow for innovation and experimentation to address changing customer needs. Digital1st®, Engagement offers a range of apps and accelerators to help customers create personalized experiences. Majesco consultants and delivery specialists can help your company make the most out of digital technology. Continuous innovation and agility allow you to quickly test and learn. You can use pre-built insurance capabilities to launch or scale your business. New channels can be opened to customers and agents. Easy-to use, easy-to learn SaaS tools. No credit card required. 30 day risk-free trial
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RiskVille
RiskVille helps you automate core routine tasks in policy, claims, and risk management. All your day-today operations, including customer relationships, claims and policies, can be managed in one system. RiskVille, a cloud-based software solution for all types of insurance businesses, is designed to help you manage your day-to-day operations. We are familiar with your business and understand how important it is to have a complete picture of your business. We also know how important it can be to accurately and carefully execute daily operations. RiskVille automates your employees' routines, freeing them from the burden of doing repetitive tasks. Audits are something we all face. We want to smile and feel secure, compliant, and comfortable with them. Making audit processes simpler will improve compliance. RiskVille conforms to GDPR and is hosted on the secure Microsoft Azure platform. This ensures safety and security for your data as well as your processes. Clients can expect more from you by allowing them to access their policies and claims online. You can also remind them about renewals.
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Xanatek
A simple, intuitive system that uses the latest technology. It comes with unlimited training and support. Our goal is to maximize the value of your agency management system. We offer solutions for small and medium-sized agencies, with a single focus: customer service.
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Radius
CRM for insurance agencies. Never lose a lead or client again due to misplaced information or a hard drive crash, corrupted spreadsheet, or a tipped-over file cabinet. Radius makes it easy to organize and manage all your leads and clients. Radius is an all-in-one solution for your Agency. Radius is the best email marketing software for your Agency. Radius can send autoresponders, drip marketing, mass emails, and SMS/Text messages. Each Radius Lead and Client has their own history, tasks, reminders, notes, information, file storage, and information. Radius Dropbox also helps you stay organized by automatically importing your emails. Integrate Radius into your business. You can define custom form fields, lead temperatures, client status, and many other things. Integrate Radius with your website or third-party app, such as a quote engine, lead vendor, or third-party app.
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Pricing
Pricing Starts At:
$2.70 per month
Free Trial:
Yes
Integrations
No Integrations at this time
Company Details
Company:
Everlabs
Year Founded:
2013
Headquarters:
Ukraine
Website:
everlabs.com
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Product Details
Platforms
SaaS
Type of Training
Live Online
Customer Support
Phone Support
Online
SEI CRM Features and Options
Insurance Agency Software
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
SEI CRM Lists
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