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Insurance Agency Management System in Kenya

insurance agency management system in Nairobi Kenya, Kigali Rwanda, Kampala Uganda and Lusaka Zambia

Insurance Agency Management System Nairobi Kenya

We offer Simple, Affordable, and Easy to Use Insurance CRM System. We'll help you stay on top of leads, and even follow up with current customers before renewal dates so that nothing slips through the cracks. Our operations cover Kenya, Kampala Uganda, Kigali Rwanda and Lusaka Zambia.
As an insurance agent, you have a lot to keep track of: policy applications, renewal dates, leads, current clients, group plans, and more. We offer a system that will take some of the load off your brain (and day-planner) and help you manage the day to day activities of your business. For your clients, you need a reliable, safe place to store their data so that you always have their policy information on hand.

CRM System for Insurance Companies & Agencies.

  • Captures leads from all the channels.
  • Manage Customers, Agents, and Prospects from One Place.
  • Real-time Collaboration - resolve cases and increase underwriting throughput in a transparent, efficient manner.
  • Policy and Claims Management - strive to achieve a centralized view of policy information that can be shared across departments and product lines and can be utilized for trend analysis and marketing strategy.
  • Track quotes and administer policies.
  • Expenditure - supplier management, expenxe requisition and payment vouchers.
  • Reports - A/c statements, premiums, etc
  • Bulk SMS & Emailing - send sms notification and emails directly.

CRM System for Insurance Agency.

Generate everyday higher premiums.
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Why Choose Our Insurance CRM System.

We offer Simple, Affordable, and Easy to Use Insurance CRM System. We'll help you stay on top of leads, and even follow up with current customers before renewal dates so that nothing slips through the cracks.
  • Work Anytime Anywhere

    Our insurance management system gives agents the convenience of working form anyplace at anytime through a secure cloud platform. This provided business executives with real time data form the sales team in the field. Through team collaboration and message board features, decision can be passed to the sales executives in real-time and facilitate on closing more business deals.

  • Friendly User Interphase

    Forget about cluttered and complicated system, our crm system is designed with end-user in mind. System navigation and modules are visible at a glance from login page. User have the choice to filter reports and print or download in csv format. The system is optized for use in smart phones and tablets.

  • Security & Data Protection

    Our crm system is protected using banking grade ssl encription for secure data transmission. Our cloud platform is hosted in tier 4 data center with redudant backup servers in multiple location. To minimize the risk of downtimes in the event of any DDoS attacks. Our servers are backed by Neustar’s DDoS protection service and Cisco firewalls.

  • 24/7 Dedicated Support

    We offer dedicated support 24/7 through support tickets, email and phone. Because all our products are on monthly subscription, no fee is charged for maintainance or updates expect custom customization.