| SMARTNESS IS WORKING SMART Road To Success – Consistent Follow-up with Your Customers Using Cost Effective & Scalable INFOMAN eCRM ! Insurance Selling is a highly competitive business totally dependent on reliable, contactable and updated customer data. Post Covid-19 with new entrants eyeing their share of the pie, competition is getting tougher. Only a strong technology backbone to support operations and leads generation holds the key to success ! INFOMAN mini ERP solution -specially designed for Insurance Brokers & Agents helps to – Build a high volume of contactable data Consistent and cost effective followup with customers for successful conversion. |
| Key functional areas of INFOMAN solution include the following : Easy Data management : Create & Maintain customer & prospect data received from different resources without duplicates. Track complete cycle : From Lead Generation to Enquiry follow-up to Sale closure – from anywhere, at anytime. Calibrated Renewal follow up for motor & Health insurance. Automatic Payment collection and Reconciliation : Compare month-wise, tele-caller wise, Insurance company-wise premium collections. Commissions & Incentive Calculation : Month wise, model-wise, manufacture year-wise, Tele-caller wise and Insurance company-wise commission / Incentive earned reports. Generates Reports required by IRDAI Multiple Dialler Integration Options : Integrated Dialer options with Call recording, Call barging, Call whispering, call conference and Call monitoring features. Choose as per your needs ! Claim History Maintenance : INFOMAN eCRM maintains customer’s “CLAIM History” of each policy helping telecallers in selling insurance. Key Features: Mobile APP – For Field executives, WFH Tele-Sales Team and efficient management of Virtual Call Center Premium Calculator – Insurance company wise premium calculation and Quotation in PDF format. Multiple Touch Points options – WhatsApp / SMS / eMail integration for payments/Insurance due reminders. PSF Follow-up – Define multiple Post sale follow-up questionnaire to record customer feedback. Integrated Accounts Module : INFOMAN eCRM is integrated with INFOMAN Accounts module for auto-posting of financial entries like payments received, commission from Insurance Company etc. |
| Contact our expert for a demo at: |
Mr Vinoj Xavier Senior Manager Business Development 9311140302 |
