A CRM for your insurance broker in Canada, 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 in Canada to manage different aspects of their operations.
Here are the main features of CRM software for your insurance broker in Canada:
Here are the main features of ERP software for your insurance broker in Canada:
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 for your insurance broker in Canada that help you increase your performances and make your employees in Canada be more productive.
The basis of a CRM for your insurance broker in Canada 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 for your insurance broker in Canada, 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 in Canada is complicated, so we've built a CRM for your insurance broker in Canada 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 for your insurance broker in Canada, you'll have the option to manage all your employees in Canada in a single place. That means you'll have access to all the tools required to manage:
If your employees for your insurance broker in Canada 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 in Canada cost is crucial information a manager for your insurance broker in Canada needs. Thanks to our CRM for your insurance broker in Canada, 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 in Canada.
Advanced systems like our CRM 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 in Canada, 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 Longueuil, for your NPO in Shawinigan, for your transportation company in Scott, for your hockey league in North Montreal, for your hotel in Granby, for your restaurant in Lac-Saint-Jean, for your business in Mauricie, for your company in Québec Maritime, for your SME in Charlottetown, for your car dealership in Saguenay, for your startup in Scott, for your small town in Saguenay-Lac-Saint-Jean, for your store in La Tuque, for your shop in Boucherville, for your thrift shop in the Eastern Townships, for your shoe store in Sorel-Tracy, for your clothing store in Hochelaga-Maisonneuve, for your electronics store in Granby, for your robotics store in Beauport, for your eyewear store in Repentigny, for your furniture store in Chateauguay, for your construction company in Chateauguay, for your hostel in Winnipeg, for your lodging in Charlottetown, for your camping in Montérégie, for your outfitter in Bromont, for your printing house in Lasalle, for your financial service company in Sherbrooke, for your organization in Anjou, for your nonprofit organization in Pierrefonds, for your non profit organization in Kirkland, for your small business in Nord-du-Québec, for your insurance broker in Rimouski, for your human ressources in Canada, for your non profit in Black Lake, for your HR in Beauport, for your warehouse in Saint-Jérôme, for your bed and breakfast in Brossard, for your spa in the Eastern Townships, for your brewery in Lachenaie, for your city in Lachine, for your town in Centre-du-Québec, for your microbrewery in Saint-Joseph-de-Beauce, for your association in Montreal, for your tourism association in Mont-Tremblant, for your regional tourism association in the South Shore, for your RTA in Gatineau, for your pub in Chambly, for your bistro in Centre-du-Québec, for your salon in Bas-Saint-Laurent, for your hairdressing salon in Quebec City, for your beauty salon in Lac-Saint-Jean, for your plumbing company in Gaspé, for your sugar shack in Repentigny, for your agency in Lachenaie, for your recruitment company in North Montreal, for your headhunting company in Repentigny, for your Clinic in Quebec
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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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