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CRM for Agents
Manage your insurance network comprehensively and efficiently. Analyze the effectiveness of agents and brokers and monitor their performance. Manage the statuses, rates and commissions of agents in your network. Expand your sales team with an automated recruitment process. Benefit from a complete database of your organization and its current activities. Maximize business growth based on complete information about your customers and their contracts.
Automate sales
Automation of insurance sales network management
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Monitor efficiency
Monitoring the performance of agents and brokers
Calculate rates
Intuitive rate and commission calculator
Build a sales network
Expand sales network by optimizing recruitment process
CRM for Agents by Intersys
The best solution for insurance sales
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Features
Sales network management
Segmentation of agents in the sales network according to the currently most important parameters: current activity or effectiveness, granted partner status, served market segment, branch of activity. Efficient and transparent commission settlements thanks to parameters assigned in the system directly to the agent. Construction of effectiveness rankings in the representative network and effectiveness monitoring.
Optimize business development
Easy access to the sales funnel to track current sales processes, as well as to dedicated structures on the OneDrive platform to freely analyze policies already sold. Monitor the calendar of agents' sales appointments and the current status of their volume realization in the selected time unit (e.g. monthly target, yearly target, comparisons). Ability to track the current level of execution.
Sales network development
Optimize business network development with a simplified recruitment process. Monitor each stage of the recruitment process with profiles of potential agents and interview results, and schedule subsequent rounds of meetings directly from the system. Transfer full information about the recruitment process along with documents stored in a dedicated OneDrive structure.
Explore our realizations
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