Marketing tools Integrated
Send mass e-mail
campaigns to potential
policy applicants
Schedule posts on
social media with info
about different policy
types
Implement a Chatbot
Marketing tools
Integrated
Send mass e-mail
campaigns to potential
policy applicants
Schedule posts on
social media with info
about different policy
types
Implement a Chatbot
Prospect, customer and supplier management
Customer file with:
- General Info
- E-mails, calls and messages exchanged
- Policies and applications
- General Info
- E-mails, calls and messages exchanged
- Policies and applications
Send automatic notifications when a policy expires
Set commissions
Assign tasks, meetings and calls with reminders
CONVERT MORE LEADS INTO CUSTOMERS
Prospect, customer and
supplier management
Customer file with:
- General Info
- E-mails, calls and messages exchanged
- Policies and applications
- General Info
- E-mails, calls and
messages exchanged
- Policies and applications
Send automatic notifications
when a policy expires
Set commissions
Assign tasks, meetings and
calls with reminders
CONVERT MORE LEADS
INTO CUSTOMERS
Policies and Applications
Set status to your applications
Send automatic emails requesting missing information
Filter your applications by stage
Policies and
Applications
Set status to your applications
Send automatic emails requesting
missing information
