InsuranceCRM

30+ powerful features to manage your administration & billing



Groups-Associations

Solutions for groups and associations

  • Unified view of all your group information
  • Create groups in a tree hierarchy downline
  • Define your group database information
  • Assign and customize product information and pricing
  • Add and assign Customers to groups
  • Extensive search capabilities to find groups quickly
  • Add and append group notes
  • Send custom and personalized emails with attachments
  • Automated database update tracking for each group
  • Create unlimited user logins
  • Store bank accounts, licenses and credentials
  • Setup internal and external representatives
  • Upload and categorize group documents

membership association management software

tpa third party administrator Better Business Bureau BBB Accredited Business

sas 70 type 2 certified
security-hacker-proof

pci dss compliant
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