3GB INSURANCE CRM

"1 System of all front-end insurance data..."

3GB INSURANCE CRM is a Policy Management System which has been designed differently from all other Insurance applications. Based on true business requirements rather than technology platforms, it optimises Insurance processes so your businesses can maximise sales, deliver the highest levels of customer service, and empower staff with the right information for the right customer at the right time. 3GB INSURANCE CRM is customised out-of-the-box for the insurance industry and can be further customized delivering the true power of your business to your customers.

3GB INSURANCE CRM provides you all the benefits of 3GB ENTERPRISE with the added benefits of integrated Policy Management System.

3GB INSURANCE CRM is a fully customizable software application which is one single easy-to-use solution for all INSURANCE customer data, actions/tasks, appointments, contacts, product information, reference documents, brochures, messaging, sales data PLUS the ability to manage sales invoices and sales receipts within the accounts management system and the comprehensive 3GB Job Management System. 3GB INSURANCE CRM can be configured and customised by non-technical users – AND – sized for any business, large or small.

3GB INSURANCE CRM software comes with the following 10 main modules:

1. Contact Management
2. Company Calendar
3. e-Docs
4. Action Management
5. Customisation System
6. 3G Messaging
7. Workflow
8. Marketing System
9. Product System
10. Quotes
11. Payments
12. Accounts System
13. Policy Management System