Customer Relationship Manager for your insurance broker to increase your productivity and profits

Effective management of business relationships for your insurance broker

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:

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

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

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

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