USER FRIENDLY INTERFACE
- Whether your team is new to the industry or find technology challenging, they will love the user friendly interface
- Find the information you need easily on one page
- Checklists ensure teams adhere to regulation requirements and underwriting criteria
- Never miss a deadline with effective abeyances and reminders
- Document communications with notes and email logs
- Access file history anytime
- Track policies and quotes provided to leads
NON-RESTRICTIVE
- Say good-bye to technology restrictions
- Brokerages of any size and located in any Canadian province qualify for SMART Solutions™
- Focus on what really matters
- No locked in contract term (Why would you want to leave?)
- Applies to Personal lines and Commercial lines sales and Commercial marketing
- Use for new business, rewrite and remarketing processes
- Cloud-based so access from anywhere
DETAILED REPORTS
- Deliver valuable insights into the performance of your teams and Insurers
- Segmented into categories which allows for pin-pointing areas which are impacting your bottom line
- Forecast potential sales and set target/budget achievement
- Allows teams to understand their productivity and shift focus to strategies which produce positive results
- Identify Insurers that are contributing to your sales team success
- Initiate meaningful conversations with Insurers to discuss their performance based on factual data
- Forecast if meeting contract requirements with Insurers will be achieved
TOP LEVEL SECURITY
Zoho is a global leader in cloud-based software and you can rest assured your data and the personal information of your customers is protected by the highest level of protection.
INTEGRATED WORKFLOWS
- Designed to increase team efficiency and productivity
- Keep teams organized and on track
- Include all stages and steps of the sales and marketing processes
- Transform leads into sales and increase revenue
INFORMATIVE DASHBOARDS
Each team member has access to their own private dashboard which provides real-time insights into their progress and tasks they need to complete
PROGRESS INDICATORS
LIST OF LEADS
ABEYANCES
