Appointment Management for your insurance company 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 company that help you increase your performances and make your employees be more productive. 

Customer Management for your insurance company

The basis of a Appointment Management for your insurance company 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 company, 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 company

More often than not, our customers need more than just a simple online shop. We understand that sometimes, building quotes for your insurance company is complicated, so we've built a Appointment Management for your insurance company 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 company;
• Quotes for windows and doors;
• Quotes for a custom-built application for your insurance company;
• 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 company

In our personnalized Appointment Management for your insurance company, 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 company;
• The hourly rate of employees for your insurance company;
• The meetings and availabilities of employees for your insurance company;
• The expenses of employees for your insurance company;
• The tasks employees for your insurance company need to complete;
• The paychecks of employees for your insurance company;
• Etc.

If your employees for your insurance company 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 company

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

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

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

Advanced Statistics for your insurance company

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 company, 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. 

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