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EQUATO Assist
Insurance It all started when we are approached by
a group of Insurance agent requesting us to
develop a Customized CRM tools to exist them for
better contact management. After proceeding with a
comprehensive market study, we discover the
existing CRM tools in the market are either too
expensive or inadequate to meet agent
requirements. As a result, we decided to develop a
comprehensive, affordable and professional CRM
tools that could assist Insurance agent with
better contact management and effective marketing.
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Why better ?
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A CRM tools for Insurance agent, shouldn't serves
as only a data-recording tool. It should be able
to assist agent in others area where by it will
improve productivity and serve as a marketing
tool.
So, EQUATO Assist Insurance was design with the
integration of Client Profile Management, Contact
Management, Policy Management, Task and Schedule
Management, Prospect management, and Alert system.
With just a click, agents are now able to retrieve
necessary and critical information from the above
section without any hazard.
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Software Cost:
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You might think this going to be Expensive for the
software that integrated with all above mention
features. Well surprisingly, we are selling the
software in retail price of RM 688. Yes, It was just
only RM 688, and you are able to equip yourself with
the above tools, which capable to assist you on better
profile management and effective marketing.
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Why benefits ?
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With the build in prospect management system, the
software allows you to efficiently categorized your
prospect according to the status of your proposed
policy. With these features, you are capable to
develop strategic marketing plan to promote your
services to yours prospect and help you to isolate
potential customers and non-potential customers.
EQUATO Assist Insurance come with a policy management
tool, that allow agent to effectively store and
organize their client policy details, inclusive of
supplementary information and nominee. Agents are now
no longer depended on the hardcopy policy paper.
Everything was store in the database and with just one
mouse click, agent are capable to retrieve the client
profile or contact information without any hassle.
It also comes with a Task and scheduler that help you
to organize your daily schedule effectively and with a
better time management, no doubt your productivity are
guarantee to be improved.
Last but not least, the powerful Alert System that
integrated in the software are allow you to receive
reminder notice from the system for every single
policy due or important dates of your client, such as
birthday or wedding anniversary. With this tool, you
are allowed to better serve your client and good
services mean better relationship with your client.
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