CRM for Insurance designed and developed by CustomSoft

PUNE, India - July 17, 2019 - PRLog -- Insurance Customer Relationship Management (CRM) Software by CustomSoft helps agents and brokers manage policies and renewable, prioritize leads and connect to prospects. We examined 10+ insurance-specific software, comparing price and functionality and identified the best Solution for our users.

Some CRMs provide industry-specific functionality like integrating with insurance carrier quoting tools or access to regulatory forms, but comes at a high premium. CustomSoft CRM for Insurance can be customized to fit insurance processes and includes document handling, custom forms, quote and invoicing tools making it a great lower cost alternative. Plus, it's free for three users.

It is a powerful tool designed to improve efficiency in all respects and aspects relating to your business as an insurance agency. It provides high level of service through it Efficiency, flexibility and user friendliness. Custom Soft deeply have knowledge of integrating broker software and providing services to many clients with need for such products across the countries like USA, UK, Canada, Australia, South Africa, New Zealand and India.

A specialized CRM for Insurance does-

• eate customized, relevant conversations
• Effectively track customer engagements
• Prioritize customer needs better
• Ensure quick turnarounds and timely follow-ups
• It organizes all your leads, maintains each customer's history and past activity on a single platform.
• It automates workflows, tracks opportunities, and provides customized campaign features to cross-sell or up sell products and much more.

Features of CRM for Insurance by CustomSoft–

·         Lead Management

·         Document handling

·         Commission Management

·         Sales Automation

·         Daily Planner

·         Account Management

·         Automatic Dailer

·         Call quality evaluation

·         Phone Routing

·         Social Media Integration

Benefits of CRM for Insurance by CustomSoft

• Saves Time
• Build Customer loyalty
• Cost effective
• User friendly
• Dedicated support from CustomSoft team

CRM for Insurance by CustomSoft is also available in Android and Iphone version.

Other Insurance Software developed by CustomSoft-

• Insurance Management Software
• Insurance Brokers Software
• General Insurance Software
• Insurance Claims Software
• Web Based Insurance Software
• Health Insurance Software

CustomSoft developed high range of Software Solution is PHP, Java, Android, Iphone, Xojo and Delphi technologies.

CustomSoft has dedicated team of developers to continual support. CustomSoft is providing high-quality, cost effective custom software development and many business related outsourcing services to industries and enterprises around world. CustomSoft is custom offshore software outsourcing company with expertise in outsourced product development & enterprise application development services.

To know more log on to-

http://custom-soft.com/custom_insurance_management_software_services.html

Or send your requirement on info@custom-soft.com