اشتراک گذاری:
Insurance Agents CRM Software
Insurance Agents Web Based Tolue CRM Software
Facilities of policyholders relationship management
1. Define policyholders:
Full information about all of natural and legal policyholders are recorded in this section.
Characteristics of natural policyholders included:
Code (automatically recorded and it is editable by users)
Person's first and last name, Date of birth, National code, photo, Marital Status, Date of marriage, Favorite color, Certificates
Country, Province, city and region
Define color and icon to classify policyholders
Type of activity
Favorite color
Certificates
Foreign languages
Person how familiar
Setting priorities
Grouping policyholders into the branch and n level
Ranking companies manually
Setting active or inactive policyholder
Specifying relevant expert
Setting different roles for person
Grouping the policyholders to various levels
Characteristics of legal policyholder included:
Code (automatically recorded and it is editable by users)
Company name, Brand, Economic code, Registration number, Established year, Activity type, Ownership status, Certificates,
Company type
The image of Company logo
Contact information
Country, Province, city and region
Company how familiar
Grouping companies
Classifying companies
Setting priorities
Setting active or inactive company
Specifying relevant expert
Setting different roles for company
Ownership status: Leased, goodwill, ...
2. users
Each of policyholders and companies (personnel of companies, marketers, policyholders, suppliers, representations, competitors) can use the different sections of the software with specified access level. A username, password and role is defined for each user.
Two types of access level can be defined in Insurance Agents Web Based Tolue CRM Software:
1. Access to the forms
For each user that he/she has access to forms, how to access to the forms is determined. These accessibilities includes:
Access to enter new record
Access to edit previous records
Access to logical remove
Access to physical remove
Access to the reports
Access to the statistic
Access to determine the relevant expert
Access to sendings
Access to print
Access to deactivate the records
2. Access to the records
In this access level how to access to existence records is determined for companies and policyholders users.
If the access is based on relevant expert, the user has only access to records that he is their relevant expert.
If the access is based on relevant pattern, the user has access to records that he/she and other users in the same pattern are their relevant expert.
3. Insurer companies
Insurer companies information is recorded in this section of the Insurance Agents Web Based Tolue CRM Software. The fields of this section is similar to the fields of the policyholders section.
4. Competitors
The information of policyholders and companies that are the competitor of the software user is recorded in this section. The fields of this section is similar to the fields of the policyholders section.
This section's policyholders and companies in addition to competitor role may also have other roles.
5. Recording all of the communications
All of the communications with policyholders, suppliers, representations, and competitors are recorded and reported in the software.
Recording the communication title
Recording the marketer's name
Recording the personality-communicate types
Recording date and time of communication
Recording the commodity concerned to the communication
Recording the communication result
Recording the communication effect
The ability to attach files exchanged in communication
General description about the communication
6. Defining the insurance services
Defining company's services and products
Determine insurance company
The ability to group services and products into multi level
7. Policy
Recording policy number
Validity date
Expiration date
Title of policy
Print format
Relevant marketer
Amount of discount
Financial invoice tax
Insurance services including the type of insurance policy, payment methods, premium base , first insured, Second insured and ...
Rider (rider type, rider date, rider number, …)
Wage
Recording payment type
The ability to print the insurance in proper formats
The ability to create different print formats for insurance
8. User daily dashboard
To define a task the following fields are filled:
Code (automatically recorded)
Task title
Task type
Task status
Task priority (high, medium, low)
Determining a person that should be communicate with him/her
Start time (date and time)
Refering time (date and time)
Maturity time (date and time) that the task must be done in that time.
Reminder time (date and time)
The name of the person that the task has referenced from he/she
The name of the person that the task has referenced to him/her
Percentage of completion
Completion date
The result of the task
Description
Determining color and icon (Finding and categorizing the tasks will be done easily)
Determining priority
The ability to present tasks in gannt chart format
9. Setting alarms on collected data
characteristics that the software alarms on them that the user according to them can be reconnect with customer again:
When refering a task to a user
When completing the referral tasks that alarms to reference from person
If a task not complete at the time of maturity, it will be given alarms to reference from and reference to person.
Tasks reminder date
Date of birth
Date of marriage
Date of company establishment
Date of completion the contract
Date of payments maturity
Date of cheques maturity
...
These dates can be informed to persons and companies through group sendings of the software and default texts.
10. Reports
Insurance Agents Web Based Tolue CRM Software is able to report based on all the input parameters. Types of reports are available and definable in different entities. Users access to the reports in form of data and charts.
Each report has a specific report form which the user can filter its fields and get the requirement report.
Samples of the reports are available on this system:
Reports of insurance companies
Reports of policyholders
Reports of Communications
Reports on insurances
Reports of tasks
Reports of records History