Lead Management System for Insurance Brokers

Lead Management System for Insurance Brokers is a free cloud-based application that helps to tremendously increase sales by reducing the lead waste. With system preset templates and scheduled reports, you will boost your sales faster. Automatic custom workflows, events tracking and document submissions will reduce your time spent on follow ups and drastically increase customer satisfaction. This Lead Management system, with most features found in top-edition of CRM market leaders, has unlimited users for free. No license fees. No monthly fees. You pay only for setup and training.

Our very efficient Lead Management System for Insurance Brokers is based on award-winning SuiteCRM platform.

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There are many benefits that offers this leading open-source CRM system. However, we customized the system for P & C Insurance Brokers.

For P&C Brokers we offer advanced setup and training services:

system installation
users setup
automatic lead feeds from your web-site
meetings and calls logging
custom policy modules
customizing forms (submission, proposals, binders)
customizing policy templates (certificates, endorsements, etc)
automated business processes (renewals, follow-ups, reminders, statements, reports, etc)
in-depth business reporting
data transfer from your paper lead-sheets and excel files
QuickBooks Online integration
phone systems integration
outlook, gmail integration
on-site and online CRM training for producers and office administrators
customize business performance training for your company
ongoing support and customization

Most noteworthy, this is more than a just lead management system, but a system to manage your whole brokerage, with additional sales and client portal modules and integrations it can be turned into the brokerage management suite.
It’s a real game changer for you that may give you a huge advantage over competitors.

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