One of the biggest challenges in expanding business is the identification of customer requirements. With a clearer idea of customer relationships, you can target customers better and deliver what they need. Benefits- Supports up-selling and cross-selling -
Automatically wishes customers on birthdays, wedding anniversaries, and festivals - Provides a 360-degree view of insurance portfolios to you and your customers- History of customer interactions for reference- Reduces cost per transaction - Two-way, 24/7/365
communication with customers For a demonstration of a sample insurance agent site, log on to our website.
eCRMagic – Web-based CRM for Insurance and Mutual Fund Intermediaries has not been reviewed by any customers.
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