Unleash the power of automation to maximize business profits and create a delightful customer experience
What does Inginetech CRM do?
Inginetech CRM helps insurance agents and brokers secure and grow their business with integrated insurance business processes.
Thus, creating an automated approach to selling, resulting in more sales, less paperwork, and happier clients.
A single window system to track, manage & automates all those menial tasks for you to manage customer data, keeping quotes, contracts, upload insurance documents, generating invoices, payments receipts, tracking activity, sending emails/SMS, you name it, and it’ll take care of it.
Functionalities Of INcome™ CRM
Automation to maximize business profits
With the Inginetech CRM , we have digitized and automated insurance processes for the sales, marketing, customer services and better communication & collaboration to increase the revenues and customer retention.
Creating a delightful customer experience
Insurance agents and brokers deal with multiple tasks and clients every day. From calling prospects to closing deals and scheduling appointments, they’ve got a lot on the platter.
Therefore, without a streamlined process of managing tasks, an agent might miss out on essential tasks. To prevent such errors, you need insurance CRM software that is intuitive and adds value.