Onsite CRM for Insurance Companies

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onsitecRMCrm for insurance companies

• OnSite CRM saves your insurance company time and
  money by providing you with an integrated
  application that has everything you need in one
  place. Move beyond simple customer relationship
  management and into a package that combines
  customer contact with insurance forms to allow
  you to see and manage everything each customer
  needs without ever having to jump to a different
  application.
• The OnSite CRM enterprise-wide software is the
  ideal solution for tracking and staying in touch
  with new and existing customers and their
  purchases, as well as costs, marketing efforts
  and everything else you need to keep you ahead of
  the competition and boost your bottom line.

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OnSite CRM also lets you know which customers
might need additional coverage and which ones are
due for contact. Our integrated package saves you
time, money, and a lot of headaches by managing
your contacts, leads, and jobs easily and
effectively. Its a big boost to your bottom
line. A Powerful CRM System OnSite CRM has the
power you need to handle every aspect of your
insurance business. Our customer relationship
management system leads the industry with
everything you need to track leads, inquiries and
clients across every department in your company,
and even across multiple office locations.
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This means that anybody in your operation can
enter data about a client or contact, and as soon
as the information has been input everybody has
access to it. This seamless operation keeps all
of your agents on the same page and keeps you
looking good. A Seamless System OnSite CRM
puts everything at your fingertips, making it
easy to manage and track calls and results for
one agent or an entire office full. Better yet,
front office personnel can use it along with
everyone else. OnSite CRM brings everything
together in a single neat, clean package, with
all the information resources, forms, and
tracking that you might need. And with this
user-friendly, intuitive system, the whole
company can be up and running very quickly, with
no need for lengthy training sessions or
complicated user manuals.
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Integration allows you to track a client and get
a snapshot of where that clients account stands.
You can learn his current status, what follow-up
has been done, what is still required, and easily
identify all accounts that need to be escalated
for any reason. Follow-up is automatic, with no
need to jump from one system to the next, a great
savings of time and money for your insurance
business. Having only a single point of data
entry also reduces the number of opportunities
for errors to be introduced into your data, since
the less you have to handle it, the greater the
integrity of your data will be. Drip Email
Campaigns A drip email campaign is the heart of
many insurance businesses, so OnSite CRM has
partnered with SMTP to give you the best delivery
service in the world for your email campaigns.
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This allows us to provide you and your customers
with the best possible overall email experience.
SMTP is a first-rate company with more than 10
years of success at delivering emails, always
making sure each email gets where it needs to go.
The company is publicly traded and is the epitome
of the standard that all other email delivery
services strive for. SMTPs record is unmatched
in the industry they reach more in-boxes than
any other service. This means that you dont
waste your money sending emails to potential
clients only to have your campaign end up in
SPAM. Its a known fact that 22 of business
emails never actually make it to the client, even
when clients have requested information. With
SMTP you get the highest rate of deliverability
in the industry, so your drip campaigns dont go
down the drain. When you work with OnSite CRM
your message is delivered, not lost.
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This means that you dont waste your money
sending emails to potential clients only to have
your campaign end up in SPAM. Its a known fact
that 22 of business emails never actually make
it to the client, even when clients have
requested information. 
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Contact OnSite CRM now to make the leap into the
world of complete enterprise CRM with
fully-integrated verticals for your insurance
business. Prevent your team from introducing
costly data errors and having to jump from one
application to another to get anything done, only
to find that important information has been lost
along the way. Let OnSite CRM handle it all to
save you money every day with an easy-to-use,
total package that puts you miles ahead of the
competition and beefs up your bottom line.