Company Management for your insurance broker to make your work easier
A Web application is a great investment to help manage your business
When comes the time to manage your business, you need the right tools, adapted to your reality. Our developpers make sure to put the best technological solutions adapted to all browsers (Chrome, Edge, Safari or Firefox) for your insurance broker. You'll get impressive results with our system Company Management for your insurance broker. Explore some other tools we develop for our customers:
- Web applications for your insurance broker;
- Complete company management for your insurance broker;
- Employee schedule management for your insurance broker;
- CRM and ERP software for your insurance broker;
- Custom-made applications for your insurance broker;
- Intervention plan software for your insurance broker;
- Customer loyalty for your insurance broker;
- Digital transformation for your insurance broker.
Numérique.ca developed a system that allows you to completely manage your company. As a matter of fact, internally we're actually using our own web application for our Company Management. Amongst the Company Management for your insurance broker features, we have:
- Customer management for your insurance broker;
- Contacts management;
- Billing management for your insurance broker;
- Employee time and punch management for your insurance broker;
- Hour bank management;
- Quotes management for your insurance broker;
- Follow-up and reminders management;
- Leads management for your insurance broker;
- And much more!
Of course, we can also build custom-made features for your insurance broker, no matter what your project is! For example, we've even developed an application to help us automatically manage our labels to send out our Christmas cards.
With all these features, we also have a wide range of reports you can use to help you make important decisions. Here's a short list of reports we have for your insurance broker:
- Profitability reports of projects, tickets and quotes for your insurance broker;
- Revenues reports for your insurance broker;
- Expenses reports for your insurance broker;
- Revenues versus expenses reports;
- Employee wages reports for your insurance broker;
- Late payment reports;
- Employee performances reports for your insurance broker;
- And much more!
Besides, our entire Company Management system can also be connected directly to your accounting software (either via an API or an import file). We also have a wide range of reminders sent by e-mail or even SMS that can be configured to help you out. Amongst them are:
- Reminders when a renewal is due;
- Reminders when a product has reached a critical point in your inventory;
- Reminders when your hour bank only has a certain percentage of time left;
- Reminders when a customer is late for his payment;
- Etc.
Basically, we've developed everything you need to make your life easier.
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GET IN TOUCH
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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