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
Equisoft/centralize
Our insurance agency system is a powerful tool for connecting carriers' feeds, clients, policies and other contracting systems and compliance systems into a single platform.
Equisoft/centralize, a management system for insurance agencies, connects all stakeholders to streamline insurance distribution and commission administration.
Our insurance agency software is designed by industry experts to provide you with business processes that are ready-to-use.
Reports on sales of policies and commissions are among the most important reports used to track operations.
Equisoft/centralize allows you to track leads and highlight advisor sales performance.
Payouts can be processed with ease, even when the hierarchy is complex. Disparities between expected and received compensation are clearly identified. Support for all commission structures and custom compensation types. Integration of all data feeds from insurance carriers and medical requirements companies.
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INSURA
INSURA is an insurance technology partnership for the insurance industry. We help them increase their market, give more options for their agents, and enhance their corporate image. We offer secure web and mobile-based apps that can be accessed from anywhere and anytime. Insura is a digital transformation partner for clients and provides services and solutions that are based on business and technology consulting. This allows clients to seamlessly translate their strategies into action. Batavianet is an insurance member. Based on the risk profile, analyze the customer's financial requirements. It is easy to make proposals from client gadgets, and it is available anywhere and at any time. Transmit new business instantly, integrated to the payment gateway After submission, agents will be notified by Head Office System of the status of their customer's application. Agents e-submission eq is open to feedback and comments from new businesses. Inadequate ID document, not readable birth date, etc.
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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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AgencySmart
AgencySmart is cloud-based. This means that you can access your client information from anywhere you are with any internet-connected device. Answer client questions, make calls based upon when they are due for renewal, and track their activities. Tracks and alerts about prospect and client policy renewals. Tracks service issues and alerts when they need immediate attention. Tracks changes, terminations, and enrollments. Tracks dependents turning 26 and aging out. Tracks dependents and employees turning 65 (Medicare eligible). Alerts you and tracks your to-dos. Audit tracking is complete so you can see who is working on which task. This helps you cross-sell and ensures compliance. Send reminders to prospects and clients about renewals and other important information. Important information about plan changes. Send cards and notes to celebrate holidays, birthdays, and other important events. This page lists all cross-sale opportunities.
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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
Media
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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
SEI CRM User Reviews
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