Insurance CRM Solutions with Salesforce
-
Our Insurance CRM Solution is a reliable app for insurance companies and brokers. Insurance is an important segment intertwined with all industries. Every single job profession needs to have insurance coverage in order to protect themselves from work-related injuries. It provides detailed information on each insurance case, linked to a respective client, showing when the agent has a meeting, seminar, when’s the due payment date, and much more. Never again get lost in that infinite data!
Major Functions
- Comprehensive organization of insurance applications
- Client information management & insurance details
- Easy creation of insurance policies depending on insurance type
- Pristine organization meetings, seminars, and programs to learn about new products and services
- Easy calculation of premiums, bills and payments
- Keeping track of insurance claims
- Insurance form generation
- Easy emailing and getting emails from clients
- Important document upload for safekeeping and easy access
- Documentation management and report generation
- Interfaces to 3rd party systems for electronic data exchange
- Viber communication (in progress)
Competitive Advantage
- Modular and customizable to specific organizational & user needs
- Intuitive interface provides ease of use
- Fully automated workflow process increases workplace efficiency & optimizes case-solving time
- Comprehensive case database ensures quality in insurance practice
- Control over full cycle cases helps avoid potential malpractice claims
Learn How OhanaOne Can Maximize Your Business' Potential
Mailing Address: 701 Palomar Airport Rd. Suite 300 Carlsbad, CA 92011 USA
Email: inquiry@ohanaone.com
Phone: +1-760-478-6770
North Macedonia Office
St. 11 Oktomvri, No.25,11th floor
1000 Skopje
Our Global Headquaters
45 Rockefeller Plaza Suite 2000
New York City, NY, 10111