POS System Setup for Insurance
Contact Manager Software
It is time to up sales your products
Insurance is a very specialized product that relies on close customer interactions. Contact List Manager CRM is an excellent method for increasing understanding of potential and existing customers and thereby enabling agents to provide unique services according to their situation. Contact Management Software includes advanced features that enable users to manage profitable customers, leads, and opportunities efficiently.
The dedicated modules in Contact List Manager CRM software can help insurance companies to track customer source, manage sales life cycle, annual membership, monthly billing, and other related business activities. Supporting personalized and efficient customer service and sales, Contact Management Software allows insurance companies to support customers, extending their journey with the company instead of simply providing services at the moment.
Contact Management Software Features:
- Offline CRM Software
- One-Time Payment SGD500
- Software Support
- IC Card Reader Support
- Record Customers Information Including Alternate Addresses, Educations, etc.
- Support Stand Alone Or Client And Server Architecture
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If you have any specific requirements for BMO POS System Setup for Insurance, please do not hesitate to contact us and share with us. We are not only marketing the POS software but the developers of the POS software and hardware which we continue to enhance every day.
- KK Leong: +6014 602 8442
- PG Office: +604 642 0621
- JB Office: +607 3618927
- Singapore: +65 9449 2378
- KL Office 1: +603 27803880
- KL Office 2: +603 79801388
- Email: firstname.lastname@example.org
Case and Task Management
Some of the clients may purchase multiple insurance policies. It might create confusion when it comes to insurance claims.
BMO POS System offers unique features that assist in solving this problem by creating service history by creating multiple cases and tasks. For example, you can create a Medical Claim case and assign a Heart attack claim task under that particular case.
Send SMS or Email
Send SMS and Email to all your clients directly from the POS terminal. SMS acts as a great tool to deliver information, educate clients, notify payment, and so on. Please note that SMS charges may apply, find out more at iSMS Malaysia.
Insurance policy record
Send SMS and Email to all your clients directly from the POS terminal. SMS acts as a great tool to deliver information, education clients, notify payment, and so on. Please note that SMS charges may apply, find out more at iSMS Malaysia