- contactus@quixtec.com
- (425) 367-9025
iMerge Insurance CRM
The system is designed to provide a complete solution for an Insurance Agency CRM requirements. The default modules are customized and new modules are created to implement the processes as accurately as possible.
Overview
Introduction
The system is designed to provide a complete solution for an Insurance Agency CRM requirements. The default modules are customized and new modules are created to implement the processes as accurately as possible.
For lead generation the system integrates with several lead generating systems (that constantly push leads) and also with agency’s website:
Future Enhancement
- Commission Calculation and Processing System
- Automated Commission verification through Carrier provided Commission Statements
- More intense Data Migration Phases
- Customized Reporting
- Ability to have as many addresses as required with Lead/Contact/Account records through structural and view customizations
Main Features
- Customized Lead Conversion Process
- Complete business process involving Anticipated Policies and Policies
- Customizations to handle Carriers and their Products
- Customized process for handling Household Member with Policies
- Conversion of Household member to Contact during the Contact selection process
- Structural and view customizations to have as many telephone numbers as required
- Interfacing with multiple lead generating system
- Extensive Data Migration Phases for legacy data
Usually Asked
Discover Quick Answers To your Questions
We tailor every installation to each individual customers’ specific business needs.
A CRM system centralizes customer data, improves communication, and optimizes the entire sales process, making it easier to manage relationships and close deals faster.
From email campaigns and social media posts to lead scoring and customer segmentation, Marketing Automation can handle many repetitive tasks, allowing you to focus on strategy.
When integrated, Marketing Automation feeds data into CRM systems, allowing you to deliver personalized messages at every stage of the customer journey and ensuring a smooth handoff from marketing to sales.
Still have questions about how quixtec can help you?
Make a Call
(425) 367-9025
Contact Us
contactus@quixtec.com