IT-solution allows insurance agents and brokers effectively manage sales and customer relations.
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.
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.
Blanks inventory, link to contract, period usage report.
With SEICRM all blanks are in order!
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.
Deals help you to encourage customers to conclude an insurance.
Control yourself and managers. Do not lose a single customer.
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.
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!
