A CRM and ERP Software for your insurance broker, also known as CRM (Customer Relationship Management) software and ERP (Enterprise Resource Planning) software, are two types of computer systems used for your insurance broker to manage different aspects of their operations.
Here are the main features of CRM software for your insurance broker:
Here are the main features of ERP software for your insurance broker:
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 CRM and ERP Software for your insurance broker that help you increase your performances and make your employees be more productive.
The basis of a CRM and ERP Software 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):
With our CRM and ERP Software for your insurance broker, you'll be able to understand your relationship with each client and determine exactly what his needs are.
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 CRM and ERP Software 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:
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.
In our personnalized CRM and ERP Software 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:
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.
Knowing exactly what products for your insurance broker cost is crucial information a manager for your insurance broker needs. Thanks to our CRM and ERP Software for your insurance broker, you'll be able to manage:
By knowing exactly the cost of all the products, you'll be able to set the perfect sales price for your insurance broker.
Advanced systems like our CRM and ERP Software 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:
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 Toronto, for your NPO in Joliette, for your transportation company in Estrie, for your hockey league in Plessisville, for your hotel in Centre-du-Québec, for your restaurant in Kirkland, for your business in Robertsonville, for your company in Robertsonville, for your SME in Rivière-du-Loup, for your car dealership in Lanaudière, for your startup in Chambly, for your small town in Laval, for your store in Thetford Mines, for your shop in Saguenay, for your thrift shop in Chateauguay, for your shoe store in Verdun, for your clothing store in Drummondville, for your electronics store in Sainte-Thérèse, for your robotics store in Iqaluit, for your eyewear store in Gaspésie, for your furniture store in Lachenaie, for your construction company in Chambly, for your hostel in Hochelaga-Maisonneuve, for your lodging in Québec Maritime, for your camping in Repentigny, for your outfitter in Iqaluit, for your printing house in Beauport, for your financial service company in Estrie, for your organization in Outaouais, for your nonprofit organization in Ottawa, for your non profit organization in East-Broughton, for your small business in Lachenaie, for your insurance broker in Canada, for your human ressources in Sept-Îles, for your non profit in Saint-Eustache, for your HR in Abitibi-Témiscamingue, for your warehouse in Chambly, for your bed and breakfast in Magog, for your spa in Saint-Jean-sur-Richelieu, for your brewery in Laval, for your city in Saguenay-Lac-Saint-Jean, for your town in Candiac, for your microbrewery in Candiac, for your association in Côte-Nord, for your tourism association in Québec Maritime, for your regional tourism association in Côte-Nord, for your RTA in the Eastern Townships, for your pub in Outaouais, for your bistro in Outaouais, for your salon in Saint-Hubert, for your hairdressing salon in Boucherville, for your beauty salon in Lachine, for your plumbing company in Boucherville, for your sugar shack in Estrie, for your agency in Quebec City, for your recruitment company in Saint-Hubert, for your headhunting company in Sainte-Thérèse, for your Clinic in Saint-Hubert
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Where to find us
131, Notre-Dame Ouest
Office 202
Thetford Mines (Quebec)
G6G 1J4
Contact us
418 335-0804
418 335-4063
info@numerique.ca
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