CRM

Within the Connections Management System is a powerful Client Relationship Management (CRM) component that is intuitive to use and allows administrators to access policy holder information quickly.  Contact names, lines of business, phone numbers, locations, properties, vehicles, email addresses and other vital client information is a single click away.

Demographics provide end user defined data fields to keep the most important client information immediately accessible. Action Items insure that client communication is completely documented in very robust diary. The Calendar keeps appointments on the client record so that all users are aware of appointments and important meetings. They can even be synchronized with the desktop calendar and PDA.  Tasks create workflow and provide accountability for client requests. And, data files can be stored and directly associated the client record so there’s no more searching for documents.