Company Management for your insurance broker in Saint-Léonard to make your work easier

Numérique.ca developed a system that allows you to completely manage your company. As a matter of fact, internally we're actually using our own web application for our Company Management. Amongst the Company Management for your insurance broker in Saint-Léonard features, we have:

• Customer management for your insurance broker in Saint-Léonard;
• Contacts management;
• Billing management for your insurance broker in Saint-Léonard;
• Employee time and punch management for your insurance broker in Saint-Léonard;
• Hour bank management;
• Quotes management for your insurance broker in Saint-Léonard;
• Follow-up and reminders management;
• Leads management for your insurance broker in Saint-Léonard;
• And much more!

Of course, we can also build custom-made features for your insurance broker in Saint-Léonard, no matter what your project is! For example, we've even developed an application to help us automatically manage our labels to send out our Christmas cards.

With all these features, we also have a wide range of reports you can use to help you make important decisions. Here's a short list of reports we have for your insurance broker in Saint-Léonard:

• Profitability reports of projects, tickets and quotes for your insurance broker in Saint-Léonard;
• Revenues reports for your insurance broker in Saint-Léonard;
• Expenses reports for your insurance broker in Saint-Léonard;
• Revenues versus expenses reports;
• Employee wages reports for your insurance broker in Saint-Léonard;
• Late payment reports;
• Employee performances reports for your insurance broker in Saint-Léonard;
• And much more!

Besides, our entire Company Management system can also be connected directly to your accounting software (either via an API or an import file). We also have a wide range of reminders sent by e-mail or even SMS that can be configured to help you out. Amongst them are:

• Reminders when a renewal is due;
• Reminders when a product has reached a critical point in your inventory;
• Reminders when your hour bank only has a certain percentage of time left;
• Reminders when a customer is late for his payment;
• Etc.

Basically, we've developed everything you need to make your life easier.

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