Insurance

Our CRM system is specifically designed for insurance centers to facilitate organization and provide reliable protection for our clients. It helps to efficiently manage customer records, control insurance policies, and track the status of concluded deals in real time. Thanks to our system, you can easily manage client inquiries, provide consultations on insurance matters, remind about policy payments, and offer a personalized approach for each client. Our CRM enables the optimization of the workflow for insurance centers, ensuring high quality of service and reliable protection of our clients' property and health.

Convenient calendar

Simplify the process of booking and billing clients

Intelligible and simple interface with the ability to look at the layout in the mode

Employees can review their schedule from their gadgets

Automatic notification of appointments to clients for help SMS or messengers

Dynamic filters, which help to compare the bookings on one screen