Insurance Agency Back Office Solution

Insurance agents deals with very huge data, and the only objective of the agent is to categories the names according to their responses, call back dates, and buying interests. 
When it comes to the insurance agencies, it is become even bitter, as they have to deal with thin margins, regular employee attrition, and high online competition. Thus it become extremely important for them to keep their data organised so that they can approach their customers in more professional manner and can cut the cost to reach them.

How our Back office solution for Insurance Agencies can help you ?

• Bulk importing / exporting of data
• Mail Chimp Integration for automate email campaigns
• Insurance Expiry Filters
• Call back Filters
• Sales Performance Report
• Agent – Customer Interaction Logs
• SMS – SMS reminders for making faster decision

   

Mobile Based Call Center – Optional Feature

*astDIAL – an Android Call Center App allows agent to dial the customer from their mobile phone. Every call dialed is logged with the contact profile for further references. The disposition for each call can be done directly from the mobile app itself. So you can utilize your field agents to dial the customer during their commutation time.

Upgrade / Customisation Options

• Location tracking solution for field agents
• Generate Quotation with Comparing available insurance
• Add new fields and filters
• Add custom reports