When Agents Adopt INFOMAN eCRM-Even the Toughest Competition doesn’t Stand a Chance !


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

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