Insurance Agent CRM | Policy Management CRM

Description

INTRODUCTION

Policy Management CRM, is a Customer Relationship Management system designed to provide
agents with the necessary tools and resources to effectively manage client interactions.

KEY FEATURES

Agent Features:

Dynamic Dashboard: Gain insights into key metrics and activities at a glance.
Lead Management: Track and manage leads throughout the sales process.
Contact Management: Organize and maintain client contact information efficiently.
Policy Management: Manage policies, including creation, updates, and renewals.
Task Management: Stay organized with task tracking and prioritization.
Meetings: Schedule and manage client meetings seamlessly.
Calls: Log and track client calls for follow-up and record-keeping.
Email: Send and receive emails directly within the CRM platform.
Calendar: Keep track of important events and deadlines with calendar integration.
Documents: Store and manage client-related documents securely.
Email Templates: Streamline communication with pre-designed email templates.
Subscription: Manage client subscriptions and services effectively.
Payment History: Keep track of payment history and transactions.
Admin Features:
Dynamic Dashboard: Monitor system activities and performance in real-time.
User Management: Manage user accounts and permissions efficiently.
Create Packages: Customize subscription packages and offerings.
Payment History: Track payment history and financial transactions seamlessly.

WHAT YOU’LL RECEIVE

– Frontend Code: React JS
– Backend Code: NodeJS
– MongoDB Collection Database
– API Documentation with Postman

Experience the power and efficiency of Policy Management CRM, empowering insurance
agents to streamline client interactions and maximize productivity. Unlock the potential of your
insurance business with our comprehensive CRM solution today.