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“Samarpan has helped us to improve our website and we are extremely impressed by the team’s efficiency, professionalism, technical knowledge, and devotion. Samarpan continuously completes the tasks ahead of schedule, and provide concrete feedback on how can we make our website even better. We are very happy about Samarpan’ services and would recommend them to all who need website design and development.”
Leo Robayo
CEO at Velox Insurance
“My Experience outsourcing Software and Mobile App development to Samarpan Infotech was a great one. They handled the process of developing my software proficiently and professionally. Working Sandip and his team was a great experience. We will certainly continue working with them.”
Randy Luton
CEO at RateForceFunnel All Sales Leads from Various Channels
Your target customers will search online the rates of different agencies by giving them the details of their requirements.
We will integrate multiple third party rater services like Accuagency, ITC along with some of the direct rater services of company’s like LeadCloud (The General), Assurance America, Arrowhead, etc.
By adding these rater services you will help your customers make an effective decision easily in buying a policy from an agency.
Talking about online binding, we help you achieve zero agency roles online. That means the customer can buy your policy from the website directly without any help from your agents.
The entire process of buying the policy will look like:
- Filling the document form
- Complete a questionnaire
- Estimation of the policy along with multiple comparative packages
- Multiple options in the different coverage packages
- Customization option will also be available
- Customer will do online payment from payment gateways like Stripe, Dynamic merchant, First data, etc
- The NSD process will also be integrated into the online binding with the package
- Finally the customer will do the e-sign by using DocuSign tool
This is a simple process that does not require any agent for assistance or explanation.
Automatically Distribute Leads to
Agents across Various Offices
Facing problems in managing and distributing the leads in your different offices?
Custom cloud insurance CRM solutions will do the efficient lead distribution for you.
The best part is it will be based on multiple criteria like agents’ availability, location proximity, and relevance.
- Agents and clients will not have any issues in communication language and meetings.
- The CRM will automatically assign the leads to the agents who are available as well as the sales team across the different office locations.
- This will ensure that the right leads are distributed among the capable agents.
All in One View for Communication Tracking
An end to end communication tracking will help your agents to keep a track of the policy taken by the customer.
We integrate third party tools like Twilio and Ring Central for real-time Built-in SMS & MMS communication with your customer.
Also; call tracking is an important aspect for the customer care service department, a CRM software for insurance agents will have a call trans scripting and tracking feature.
With the help of Artificial Intelligence, you can have another amazing features to deal with your customer queries.
Google AI language will be integrated into the CRM for an automated response on chat and call. This will your agency to save good money because of less human dependency and operation costs.
For basic queries and issues like details of past transactions or status of policy, the automated response will have the customers and will be redirected to the agent if the customers are not satisfied.
Smart Agent EOD Goal Setup
Reliable & Modern Sales Management Software For Insurance Agency can Boost ROI and Productivity of Agents
Smart Alerts for Important Agents Actions
A smart alert feature of custom insurance CRM solutions will be a good assistant for the agent.
Reminders will be there to help agents deal with the pending installment or payment status of the customer.
- If there is any important policy reminder related to any customer of that agent.
- If the agent has added any important notes in the reminder, an alert will be sent. In these scenarios, an agent will never forget anything crucial.
Talking about notifications and alerts; the insurance agent will get pending documentation notification for the customers.
- If a customer’s documentation is not as per the rules or there is any documentation missing the respective agent will get an alert instantly.
This saves the time of the agent in checking and comparing all the documentation of each new customer manually. Also reduce the chances of errors and mishandling of the documentation.
Explore Cross Sales Opportunities
Our insurance agency CRM software will help your agents to generate “Merchandising” opportunities from the data provided by the customers.
When the customer buy any policy – software has fetched his/her details including family’s details also, our insurance agency CRM software will help the agent with all the customer’s details about sales prediction, policies might he/she will look, purchase or buy, etc.
Then comes the integration of the NSD process along with the package. Nation Safe Driver offers roadside assistance and towing as well as a lot of products.
Our Azure cloud service will automize the entire process of NSD with the help of API integration. We will also set up an NSD rate chart in your system to assist your agents. The admin can easily track all the activities under nation safe drivers with the help of NSD API.
NSD is a proven solution to get customer retention, build a loyalty and help the agency manage the costs.
Automate Policy Renewal Process
We have added a completely automated policy renewal feature in the CRM.
A reminder SMS or MMS will be sent to the customer regarding the renewal of the policy and the amount of payment to be sent.
On the other hand; the agent will get alerts to take follow-up with the customer.
Advance Business Intelligence(BI) Reports of Policy Sales
Performance Analytics and Reporting
You can Boost Agency Leads Conversation with Custom Insurance Agency CRM Software
Agent-Based Hierarchical Data Access
It is important to manage and assign the permission to the office group in other franchisees and employees.
To avoid any data theft it is important to have hierarchical data access among the agents. We will help you with office wise SMTP setup and IP restrictions in your environment.
We understand the importance of data safety in an insurance agency. Hence; with a complete office management system you will get to manage the data access and permissions as per the employee role this will certainly add a new level of security in your agency.
User Data Privacy & Security
We follow and add all the USA government rules for the customer data privacy and security.
This makes sure the transactions are secured and the user’s personal data is safe. With tools like DocuSign, we help you to keep your documents safe in cloud storage.
Integrate Major Marketing, Sales, and Business Support Tools
We will integrate all the major tools you need for your business growth.
Integration of functionalities like Google Ads and Google Reviews API you will be able to manage the feedbacks and reviews from your customers.
With tools like different payment gateways, Docusign and Twilio you will be able to support your customers whenever they need.