CRM for your insurance company to increase your productivity and profits

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 company that help you increase your performances and make your employees be more productive. 

Customer Management for your insurance company

The basis of a CRM 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 CRM 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 CRM 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 CRM 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 CRM 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 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: 

• 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. 

It's the perfect system for your insurance company in the Eastern Townships, for your NPO in Chambly, for your transportation company in Chicoutimi, for your hockey league in Hochelaga-Maisonneuve, for your hotel in Montmagny, for your restaurant in Nuns' Island, for your business in East-Broughton, for your company in Bromont, for your SME in Centre-du-Québec, for your car dealership in Calgary, for your startup in Mascouche, for your small town in Chicoutimi, for your store in Gaspé, for your shop in Chambly, for your thrift shop in Trois-Rivières, for your shoe store in Québec Maritime, for your clothing store in Yellowknife, for your electronics store in Edmonton, for your robotics store in Notre-Dame-des-Pins, for your eyewear store in Notre-Dame-des-Pins, for your furniture store in Mont-Tremblant, for your construction company in Notre-Dame-des-Pins, for your hostel in Québec Maritime, for your lodging in La Prairie, for your camping in Outaouais, for your outfitter in Mauricie, for your printing house in Granby, for your financial service company in Lévis, for your organization in Black Lake, for your nonprofit organization in the Eastern Townships, for your non profit organization in Montmagny, for your small business in Kirkland, for your insurance broker in Sainte-Thérèse, for your human ressources in Winnipeg, for your non profit in Chateauguay, for your HR in Vancouver, for your warehouse in Bas-Saint-Laurent, for your bed and breakfast in Whitehorse, for your spa in Bas-Saint-Laurent, for your brewery in Lachenaie, for your city in Hochelaga-Maisonneuve, for your town in Napierville, for your microbrewery in the South Shore, for your association in Saint-Jérôme, for your tourism association in Robertsonville, for your regional tourism association in Saguenay, for your RTA in Québec Maritime, for your pub in Mascouche, for your bistro in Verdun, for your salon in Longueuil, for your hairdressing salon in Quebec City, for your beauty salon in Vallée-Jonction, for your plumbing company in Sorel-Tracy, for your sugar shack in Plateau-Mont-Royal, for your agency in Rimouski, for your recruitment company in Gaspé, for your headhunting company in Yellowknife, for your Clinic in Lanaudière

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