Insurance CRM software is designed to make the. Customer relationship management software for insurance companies has pricing. Free Download: CRM Software. Pega offers insurance software solutions, such as insurance policy management software that provides CRM solutions and intelligent process automation.
InsurancePro Agency Management System Are you using paper files or a spreadsheet to manage your client information? There is a better way. ITC’s agency management system InsurancePro can handle everything involved in running your insurance agency.
Adobe Pdf Software Free Download For Windows 8. It can track commissions, automatically update policy data and reconcile payment transactions. InsurancePro automates your daily tasks, which decreases your workload and increases your efficiency.
All your client data will be at your fingertips and easy to access, which gives you time to focus on growing your agency. Want to know what clients are up for renewal? Or, want to identify people for potential cross-selling? The reports in our agency management software can give you that information and more to make solid business decisions. Plus, the notes and financial reconciliation features can help protect your agency from the unexpected. InsurancePro Features • ACORD Forms • Commission Reporting • Easy-to-Use Interface • Imaging • Client Notes and Follow-Up Reminders • Letters and Mail Merge • Reporting • Online Cloud Storage • Company Downloads • Built-in accounting features • Advanced Quote Management • Email Capabilities • Printing of Documents • InsurancePro Support Options • Customizable Policy Types and Fields We know you are busy meeting the needs of current and potential clients.