Customer Relationship
Management (CRM) is the way in which businesses acquire, document, and assess their potential customers, and maintain relationships with their clientele. CRM systems aid businesses in scheduling and maintaining their clients in order to build a long lasting and trusting business relationship more efficiently than ever before. Specifically designed around the insurance industry, AgencyOrganizer features various modules, such as ParaMed orders and health information, that are geared toward helping life insurance agencies to manage and generate leads for their business.
Without such a system, an agent would constantly be rewriting the same information on different documents. With a CRM system, fields are automatically populated by the information that is repetitive (Name, D.O.B., etc.) such that agents save vast amounts of time and energy on these forms, time and energy that is then reassigned to attaining new cases.
AgencyOrganizer features such modules as calendar tasks, lead assignment, and many other features that will hasten the day-to-day operations of an agency to provide more time to create new business ventures. For more information about AgencyOrganizer’s features please Click here or the Features tab at the top of the screen. |
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