Appointment Management for your insurance broker for optimal appointment management

Numérique.ca doesn't only build websites, but we also build a wide range of Web Apps, including a personnalized information system, a CRM (Customer Relationship Manager), an HRMS (Human Ressources Management System) and an ERP (Enterprise Ressource Planning). We can build Appointment Management for your insurance broker that help you increase your performances and make your employees be more productive. 

Customer Management for your insurance broker

The basis of a Appointment Management for your insurance broker is managing your customers. With our system, in addition to managing all their general information, you'll be able to view (and manage):  

• All the follow-ups;
• Every order, past, current and future;
• The customer's complete profile (including which products interest him the most).

With our Appointment Management for your insurance broker, you'll be able to understand your relationship with each client and determine exactly what his needs are.

Quotes and Purchase Orders Management for your insurance broker

More often than not, our customers need more than just a simple online shop. We understand that sometimes, building quotes for your insurance broker is complicated, so we've built a Appointment Management for your insurance broker to simplify this process and make it much quicker. Here are a couple of complex types of quotes we're able to build for your business: 

• Quotes for your insurance broker;
• Quotes for windows and doors;
• Quotes for a custom-built application for your insurance broker;
• Quotes for the purchase of a house;

Of course, once the quote is sent and signed, we have all you need to convert it to a purchase order, and even link it directly with your accounting department.

Employee Management for your insurance broker

In our personnalized Appointment Management for your insurance broker, you'll have the option to manage all your employees in a single place. That means you'll have access to all the tools required to manage: 

• The general information of employees for your insurance broker;
• The hourly rate of employees for your insurance broker;
• The meetings and availabilities of employees for your insurance broker;
• The expenses of employees for your insurance broker;
• The tasks employees for your insurance broker need to complete;
• The paychecks of employees for your insurance broker;
• Etc.

If your employees for your insurance broker have special conditions you need to manage, we're able to custom build all the tools you need to manage them. 

Production Costs Management for your insurance broker

Knowing exactly what products for your insurance broker cost is crucial information a manager for your insurance broker needs. Thanks to our Appointment Management for your insurance broker, you'll be able to manage: 

• Workforce costs for your insurance broker;
• Raw material costs for your insurance broker;
• Equipment costs and other expenses for your insurance broker.

By knowing exactly the cost of all the products, you'll be able to set the perfect sales price for your insurance broker. 

Advanced Statistics for your insurance broker

Advanced systems like our Appointment Management offer a wide range of statistics about your clients, products, projects, or whatever you need to help you make the right decision. Amongst the statistics we offer, you have: 

• Annual Revenue by Company;
• Monthly Revenue;
• Revenue / Expenses per day;
• Annual Employee Performance Increase;
• Monthly Employee Performance Report;
• Project Profitability;
• Etc.

Of course, if you need to have access to more statistics for your insurance broker, we're able to give you whatever type of stats you need, quickly. 

It's important to know that all our Web Apps can be directly integrated in our information system (even our CMS), which allows us to centralize all your company's data in a single location, whether it comes from your in-house employees, your website or even your newsletter. 

It's the perfect system for your insurance company in Sherbrooke, for your NPO in Lanaudière, for your transportation company in Gaspésie, for your hockey league in Robertsonville, for your hotel in Brossard, for your restaurant in Montreal, for your business in Lasalle, for your company in Centre-du-Québec, for your SME in Mont-Tremblant, for your car dealership in Saint-Hyacinthe, for your startup in Mauricie, for your small town in North Montreal, for your store in Bas-Saint-Laurent, for your shop in Yellowknife, for your thrift shop in Saint-Jérôme, for your shoe store in Lachine, for your clothing store in Granby, for your electronics store in Lachenaie, for your robotics store in Joliette, for your eyewear store in Whitehorse, for your furniture store in Chandler, for your construction company in Granby, for your hostel in Chambly, for your lodging in Côte-des-Neiges, for your camping in La Prairie, for your outfitter in Lachine, for your printing house in Joliette, for your financial service company in Quebec City, for your organization in Victoriaville, for your nonprofit organization in Saint-Laurent, for your non profit organization in Outaouais, for your small business in Bromont, for your insurance broker in Chambly, for your human ressources in Brossard, for your non profit in Chandler, for your HR in Estrie, for your warehouse in North Montreal, for your bed and breakfast in Edmonton, for your spa in Black Lake, for your brewery in the South Shore, for your city in Boucherville, for your town in Sept-Îles, for your microbrewery in Côte-Nord, for your association in Bromont, for your tourism association in Sainte-Thérèse, for your regional tourism association in Pointe-Claire, for your RTA in Chandler, for your pub in Baie-Comeau, for your bistro in Rimouski, for your salon in Shawinigan, for your hairdressing salon in Abitibi-Témiscamingue, for your beauty salon in Shawinigan, for your plumbing company in Victoriaville, for your sugar shack in Kirkland, for your agency in Saint-Jérôme, for your recruitment company in Kirkland, for your headhunting company in Baie-Comeau, for your Clinic in Chateauguay

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