Insurance Customer Relationship Management (CRM) Software by CustomSoft helps agents and brokers manage policies and renewable, prioritize leads and connect.

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Presentation transcript:

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. Insurance CRM Software by CustomSoft Introduction

Insurance CRM Software Saves Time Insurance CRM Software builds Customer loyalty Insurance CRM Software is a Cost effective Solution Insurance CRM Software is User friendly Dedicated support from CustomSoft team Insurance CRM Software by CustomSoft Benefits

Lead Management Document handling Commission Management Sales Automation Daily Planner Account Management Automatic Dailer Call quality evaluation Phone Routing Social Media Integration Insurance CRM Software by CustomSoft Features

Create 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. Specialized Insurance CRM Software by CustomSoft -

“Custom Soft delivered the best customized insurance software solution satisfying all current insurance business needs on time.“ Karen Lee IT Consultant Leading Insurance Company, UK “Customize Insurance software solution by Custom Soft turns as a boom for growth of our Insurance industry. It work smartly and intelligently handle all Insurance related activities and saves cost of extra staffing." Jennifer Miller Senior Insurance Agent, Australia Insurance CRM Software by CustomSoft Client Says

Policy Management Software and App Insurance Agent Software and App Insurance Broker Software and App Travel Insurance Software and App Motor Insurance Software and App Life Insurance Software and App General Insurance Software and App Home Insurance Software and App Fire Insurance Software and App Insurance CRM Software by CustomSoft Insurance Software Portfolio

CustomSoft a leading Software Development organization in India having expertise in customized software development for international clients from USA, UK, Canada, Australia, New Zealand, Dubai, South Africa and so on.. CustomSoft has successfully deployed multiple projects in PHP, Android, I phone, Delphi, Xojo and other latest technologies. Insurance CRM Software by CustomSoft About CustomSoft

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. Insurance CRM Software by CustomSoft About CustomSoft

oReal Estate oHealthcare oERP oCRM oE-Commerce oRetail Insurance CRM Software by CustomSoft CustomSoft works on

You can your requirements at: To know more about CustomSoft and its Software Solutions contact Insurance CRM Software by CustomSoft Contact Us