A Management system 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 Management system for your insurance broker that help you increase your performances and make your employees be more productive.
The basis of a Management system 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 Management system 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 Management system 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 Management system 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 Management system 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 Management system 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 Montreal, for your NPO in Drummondville, for your transportation company in Sorel-Tracy, for your hockey league in Napierville, for your hotel in Montérégie, for your restaurant in Tremblant, for your business in East-Broughton, for your company in Quebec City, for your SME in NDG, for your car dealership in Lasalle, for your startup in Drummondville, for your small town in Trois-Pistoles, for your store in Vancouver, for your shop in Trois-Rivières, for your thrift shop in Mont-Tremblant, for your shoe store in Regina, for your clothing store in Black Lake, for your electronics store in Terrebonne, for your robotics store in Gaspé, for your eyewear store in Princeville, for your furniture store in Joliette, for your construction company in Laval, for your hostel in Repentigny, for your lodging in Outaouais, for your camping in Bromont, for your outfitter in Québec Maritime, for your printing house in Saint-Jérôme, for your financial service company in Victoriaville, for your organization in Victoriaville, for your nonprofit organization in Bromont, for your non profit organization in Trois-Rivières, for your small business in Trois-Pistoles, for your insurance broker in Whitehorse, for your human ressources in Brossard, for your non profit in Victoriaville, for your HR in East-Broughton, for your warehouse in Kirkland, for your bed and breakfast in Saint-Eustache, for your spa in Beauceville, for your brewery in the Eastern Townships, for your city in La Tuque, for your town in Boucherville, for your microbrewery in Mascouche, for your association in Candiac, for your tourism association in Fredericton, for your regional tourism association in Nord-du-Québec, for your RTA in Black Lake, for your pub in Beauport, for your bistro in Yellowknife, for your salon in Halifax, for your hairdressing salon in Lasalle, for your beauty salon in Bromont, for your plumbing company in Calgary, for your sugar shack in Montmagny, for your agency in Chicoutimi, for your recruitment company in Outaouais, for your headhunting company in Joliette, for your Clinic in the Magdalen Islands
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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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