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Easy Insure |
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EasyInsure is a software for insurance agents. It is a dynamic CRMS (Client Relationship Management system) which will assist you in increasing customer satisfaction and efficiency by timely management of resources. It thus creates sales opportunities and in turn increases revenue.EasyInsure offers automation of many day to day tasks for customer service and sales. EasyInsure offers a systematic and technical approach towards your profession by making you technically strong. EasyInsure enables an Insurance agent to provide full spectrum of insurance products (life, motor, medical and general), and also other financial services, thus enabling an agent to perform as a financial consultant.
Key Features
- Manage client information
- Manage client portfolio
- Automatic reminders
- Maintain calendar / to-do list
- Automatic commission calculation
- Send regular client updates
- Client portfolio at your fingertips
- Analyze client data
- Save time
- Extremely easy to use
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EasySite is a CRMW (Client Relationship website) which serves as a showcase of the services and products offered by the agent. It provides an easy to setup web presence, and empowers the agent to sell better though their very own portal. It also serves as a cost effective medium of presenting a brochure. This website will be further enriched by information and tools uploaded by the company on your behalf. The website will work as an online tool which will increase the productivity of the insurance agents.
Key Features
- Create and own a website in an hour
- Upload your photo for personalized view
- Easy to change color schemes
- Secure login Area
- Easily update content - Technical skills not required
- Value Added information and tools at no extra cost
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