CRM and ERP Software for your insurance company to increase your productivity and profits

Effective management of business relationships for your insurance company

A CRM and ERP Software for your insurance company, also known as CRM (Customer Relationship Management) software and ERP (Enterprise Resource Planning) software, are two types of computer systems used for your insurance company to manage different aspects of their operations.

Here are the main features of CRM software for your insurance company:

  • Contact and account management for your insurance company;
  • Sales management for your insurance company;
  • Customer service for your insurance company;
  • Marketing for your insurance company;
  • Analytics and reporting for your insurance company.

Here are the main features of ERP software for your insurance company:

  • Human resources management for your insurance company;
  • Financial management for your insurance company;
  • Inventory and procurement management for your insurance company;
  • Production management for your insurance company;
  • Purchasing management for your insurance company;
  • Analytics and reporting for your insurance company.

More