Insurance

 

User Friendly

Offer a user friendly application to all your agents no matter their computer skills. With customized ability levels AIMcrm will keep your employees working not wondering.

Automated Lead Delegation

Automate the process of lead delegation to agents and offices nationwide. The powerful marketing automation capability within AIMcrm makes this possible. Leads can be assigned to users across the country automatically and in real time, based on advanced criteria you set.

Performance Reporting

Keep on top of all sales agents and their leads no matter how large your branch is. Have real time reports constantly available to you for making crucial decisions. Manage your Insurance Agency by knowing exactly how each agent is performing at any time during the sales pipeline process.

Capture All Your Leads

When your Insurance company needs to capture leads in multiple ways AIMcrm will provide the platform.  Leads you receive by email, http post, feedback forms on your website, manually imported, or manually entered all will appear to your users in real time for instant response and more closed sales.

Private Label / Resell?

Consider the impact you would have on your industry if you had the only totally customizable platform with your brand label on it for resale. You will dominate the Insurance industry with the AIMcrm Insurance reseller edition. Sell it as a add on value to outside agents, or populate the software with leads and sell as a package deal. Either way it will give you the upper hand on your competition.