SEICRM top

The accounting system for insurance agents and brokers

Demo
Quick access to random data system.

SEI CRM Features

IT-solution allows insurance agents and brokers effectively manage sales and customer relations.

Keep customers. Expand the base.

SEI CRM makes it easy to add and edit client data.

Client relations history, authomatic birthday greeting, reminder of important events do not let your clients forget about you and join another company.

Customer loyalty – the most important asset in the insurance business.

Specificity of insurance contracts.

SEICRM helps you to keep track of the risk insurances.

Term of action, a reminder of the prolongation, the formation of any payment plan and a reminder to the next payment, and more.

Avoid contract payment delay trouble and customer loss because manager forget to remind customer about contact term end.

Accountable blanks control.

Blanks inventory, link to contract, period usage report.

With SEICRM all blanks are in order!

Tasks: Automatic and programmable.

The system automatically sets tasks for important events.

The ability to create tasks quickly with or without deadlines and assign them to yourself or control managers work.

Set a task and you will not miss important event.

Two interfaces - visible ongoing tasks assigned to you + flexible filter and report system.

Keep deals records.

Deals help you to encourage customers to conclude an insurance.

Control yourself and managers. Do not lose a single customer.

Measure the effectiveness.

It is important to know at what deal stage you lose your customers. If you do not work on your weak points and do not improve the conversion, you will not be able to compete with other insurance brokers, who are constantly working to improve the efficiency of their sales.

Get every aspect of the business.

Manager report allows you evaluate manager perfomance, and calculate his effectiveness.

It is useful, even if you are self-employed.

 

Customizable sales funnel will help you to find the stage when you lose your clients. Focus on broblem stages and increase the conversion rate.

And much more! Just try SEICRM for free!

Customer reviews

30 days free test drive

Users
Users management
Clients accounting
Contracts accounting
Deals management
Storage
Blanks management
Tasks
Custom fields
SMS sending
SSL encryption
History
Reports
Contracts import
Backups
Own DB
Company
or $ 7.23 per day
$
216.90
Clients
50
Clients managment
Clients managment
Contracts managment (max)
1000 per month
Deals managment
Storage
1000 GB
Blanks managment
Advanced tasks managment
Custom fields
SMS sending
SSL encryption of data transmission
History
Reports
Contracts import
Backups
Own DB
Start
or $ 0.49 per day
$
14.70
Clients
3
Role managment
Clients managment
Contracts managment (max)
100 per month
Dels managment
Storage
1 GB
Blanks managment
Advanced tasks managment
Custom fields
SMS sending
SSL encryption of data transmission
History
Reports
Contracts import
Backups
Own DB
Hobby
or $ 0.09 per day
$
2.70
Clients
1
Clients managment
Clients managment
Contracts managment (max)
30 в мес.
Deals managment
Storage
Blanks managment
Advanced tasks managment
Custom fields
SMS sending
SSL encryption of data transmission
History
Reports
partly
Contracts import
Backups
Own DB