A Customer Relationship Manager 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 Manager for your insurance broker that help you increase your performances and make your employees be more productive.
The basis of a Customer Relationship Manager 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 Manager 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 Manager 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 Manager 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 Manager 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 Manager 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 Magog, for your NPO in Winnipeg, for your transportation company in Black Lake, for your hockey league in Magog, for your hotel in Saint-Georges, for your restaurant in Montreal, for your business in Trois-Rivières, for your company in Plessisville, for your SME in Laval, for your car dealership in Bas-Saint-Laurent, for your startup in Black Lake, for your small town in Sorel-Tracy, for your store in Mont-Tremblant, for your shop in Canada, for your thrift shop in Verdun, for your shoe store in Tremblant, for your clothing store in Chandler, for your electronics store in Regina, for your robotics store in Mont-Tremblant, for your eyewear store in Sept-Îles, for your furniture store in North Montreal, for your construction company in Gaspésie, for your hostel in Edmonton, for your lodging in Kirkland, for your camping in Chateauguay, for your outfitter in Ottawa, for your printing house in Saint-Hyacinthe, for your financial service company in NDG, for your organization in Québec Maritime, for your nonprofit organization in Rivière-du-Loup, for your non profit organization in Abitibi-Témiscamingue, for your small business in Beauceville, for your insurance broker in Montérégie, for your human ressources in Nord-du-Québec, for your non profit in Baie-Comeau, for your HR in Saint-Georges, for your warehouse in Charlottetown, for your bed and breakfast in Yellowknife, for your spa in Repentigny, for your brewery in Winnipeg, for your city in Anjou, for your town in Whitehorse, for your microbrewery in Calgary, for your association in Saint-Léonard, for your tourism association in Vallée-Jonction, for your regional tourism association in Anjou, for your RTA in Sorel-Tracy, for your pub in Beauceville, for your bistro in Scott, for your salon in Lanaudière, for your hairdressing salon in Sainte-Thérèse, for your beauty salon in Terrebonne, for your plumbing company in Iqaluit, for your sugar shack in Rivière-du-Loup, for your agency in Trois-Rivières, for your recruitment company in Terrebonne, for your headhunting company in Gatineau, for your Clinic in Edmonton
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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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