InsuranceCRM

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Manage & Bill Your Members

An online CRM billing solution that gives you a complete view of your customers - from lead to payment to customer service. With our software you have a powerful, easy-to-use solution to manage your sales processes, customer service, marketing and partner programs.

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Now you can have all the solutions to manage your business online

	Your Home Page Online access anytime from anywhere
	Customers-Members Take control of your Customers
	Leads-Prospects Capitalize on opportunities
	Agents-Affiliates Take control of your Agents
	Groups-Associations Solutions for groups and associations
	Web Sites Replicated ecommerce web sites
	Private-White Label Brand your company name not ours
	Customization Extensive configuration and customization
	Notes Notes, notes and more notes
	History Track your employees and administrators

	Billing-Subscriptions Automate payments and recurring billing
	Payments Secure online payment processing
	Invoices Instant custom invoices
	Account Payables Real-time payables tracking
	Commissions Real-time commission tracking
	Operations Business workflows and processes
	Interactions-Calls Track agent support and customer service
	Search Powerful database search capabilities
	To Do Calendar Your personal task list calendar
	Email-Letters Send mass marketing emails

	Products Build and sell your products
	Enrollment Forms Internal and external ecommerce forms
	Database All your information in one location
	Reports Extensive reporting features
	Import-Export Get your data in and out
	Media Files All your business content online
	Secure Documents Store and share secure documents
	Message Boards Broadcast messages and materials
	Help-Training 24/7/365 live support and service
	Consulting Project consulting and professional services