A Customer Relationship Management 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 Customer Relationship Management Software for your insurance broker that help you increase your performances and make your employees be more productive.
The basis of a Customer Relationship Management 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 Customer Relationship Management 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 Customer Relationship Management 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 Customer Relationship Management 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 Customer Relationship Management 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 Customer Relationship Management 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 La Prairie, for your NPO in Magog, for your transportation company in North Montreal, for your hockey league in Abitibi-Témiscamingue, for your hotel in Baie-Comeau, for your restaurant in Candiac, for your business in Yellowknife, for your company in Pointe-Claire, for your SME in Chateauguay, for your car dealership in the Eastern Townships, for your startup in Centre-du-Québec, for your small town in Mauricie, for your store in Lachenaie, for your shop in Shawinigan, for your thrift shop in Quebec City, for your shoe store in Saint-Eustache, for your clothing store in Mauricie, for your electronics store in Lanaudière, for your robotics store in Nuns' Island, for your eyewear store in East-Broughton, for your furniture store in Scott, for your construction company in Bromont, for your hostel in Rivière-du-Loup, for your lodging in Pierrefonds, for your camping in Charlottetown, for your outfitter in Longueuil, for your printing house in Boisbriand, for your financial service company in Saguenay, for your organization in Saint-Joseph-de-Beauce, for your nonprofit organization in Pierrefonds, for your non profit organization in Gatineau, for your small business in Rimouski, for your insurance broker in Canada, for your human ressources in Nord-du-Québec, for your non profit in Trois-Pistoles, for your HR in Gaspésie, for your warehouse in Rimouski, for your bed and breakfast in Quebec City, for your spa in Princeville, for your brewery in Drummondville, for your city in Drummondville, for your town in the South Shore, for your microbrewery in the Laurentians, for your association in Brossard, for your tourism association in Rivière-du-Loup, for your regional tourism association in Gaspésie, for your RTA in Sherbrooke, for your pub in Montreal, for your bistro in Terrebonne, for your salon in Pointe-Claire, for your hairdressing salon in Sainte-Marie-de-Beauce, for your beauty salon in Laval, for your plumbing company in Chambly, for your sugar shack in Côte-des-Neiges, for your agency in Saguenay, for your recruitment company in Brossard, for your headhunting company in NDG, for your Clinic in the Eastern Townships
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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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