Best Insurance Agency Management & Brokerage Software
Visualize key customer metrics using Charts, KPIs, and more, so you don’t miss out on vital information. Handle customer data for multiple policies inside Zoho CRM with multi-page layouts and conditional fields. Set up layouts for your policy offerings to push data to the right policy. Automated procedures within a CRM module include sending sales team marketing materials based on a customer’s selection of a product or service. Programs also assess a customer’s needs to reduce the time it takes to fulfill a request. LionDesk excels at the basics and provides unique add-ons, setting it apart in the real estate professional market. It takes this a step further by offering customized workflows that help you get both your workspace and your communications exactly how you would like them to be. Beyond customer and communication notes, CRM software often includes marketing automation capabilities connected to prospect and customer contact records. Tracking these…