InsurancePM

Overview

Designed specifically for insurance companies.

Most insurance companies sell products for a large number of carriers, making it hard to manage multiple customers, each with multiple policies. InsurancePM changes that.

Guided Demo

With InsurancePM, you can:

alt Manage Policies Online
alt Quickly Locate Polcy Details
alt Manage Group Appointments
alt Manage Leads & Prospects
alt Track Policy Sales
alt Manage Quotes & Contracts
alt Maintain Customer History
alt Set Renewal Reminders
alt Supports Remote Offices

Screenshots

Policy Management

Policies are managed by customers so that a single customer account can have policies from several different cariers.

alt Manage Policies Online
alt Quickly Locate Polcy Details
alt Manage Group Appointments
alt Manage Quotes & Contracts
alt Set Renewal Reminders
alt Supports Remote Offices

Account Management

Every customer action and detail can be managed under the customer account.

alt Multiple policies on one customer
alt Customer contact history
alt Customer Quotes
alt Customer Contracts
alt Customer Sales
alt Administrative notes

Policy Sales Cycle

This adds a complete sales force management system to help you and your agents close more sales.

alt Record all sales leads
alt Agents see only thier leads
alt Supervisors see all leads
alt Tracks lead through sales cycle
alt Analyzes lead sources
alt View sales pipeline
alt Manage quotes & contracts
alt Easy to evaluate your sales program

Time Management

These featuers can be used by your staff and you to stay on task and track all activities to the respective customer.

alt Personal & Group Calendars
alt To-Do list
alt Set appointments
alt Set followup reminders
alt Complete audit trail of contact
alt Attatches emails to customer account
alt Send & receive email from within

Tutorials

Tutorials

Tutorials are unlocked after signup.

Pricing

Two pricing models available

	Full Purchase	Per User Option
One Time Cost
Custom Package Installation	$700	$0
Site Configuration Cost	$200	$100
User Setup Cost		$25 (per user)
Monthly Cost
Per User Monthly Cost	unlimited users	1-2 users = $20 ea 3-9 users = $15 ea 10+ users = $10 ea
Monthly Hosting & core support	$25	included

Site Support Cost
Hosting Issues	free	free
Core Application Issues	free	free
Future Core Upgrades (usually 1 per yr)		free

End User Support
Access to tutorials & help documents	free	free
Web Ticket Support	free x 90 days	free

Upgrades

Custom ModificationsOur developers are always available to quote custom jobs to build a specific module or make a site modification.

Developer

Access to this information requires

a developers subscription.

To obtain a developer subscription click here

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