CRM system for insurance companies

CRM system for insurance companies

This system has been implemented for a company providing insurance settlement services for tourists around the world.The system is implemented throughout the customer management cycle, as well as accounting and analytics.The system automatically forms and sends the necessary documents to the partners.The possibility of informing customers through SM is realised.IP telephone is introduced for convenience.Possibilities of the system:
More than 60 users
Management of Users
Profiles of employees
Module of working time
The Task Module
Automatic import of input data
Accounting
Export of information
Automation of work with partners and contractors
Efficiency analysis of employees.SMS announcement
Email sending
Integration with Telephone
Automatic filling of mail templates for Contracting Parties
Formation of Acts of Swarka
Online viewing of documents (Word, Excel, PDF and images)
Documentation
Automatic currency rate charging
Encryption of data
SMS authorization
Interface for smartphones and tablets