POS System Setup for Insurance
Pos Setup for Insurance
The BMO POS system is suitable for any type of insurance business. You can easily record, check, track and review client policies at any time. Through the POS system, you can directly email clients.
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If you have any special requirements for BMO POS System with WMS Warehouse Management System, please do not hesitate to contact us and share with us. We are not only selling the POS software but we are also the developer of the POS software and hardware.
- KK Leong: +6014 602 8442
- PG Office: +604 642 0621
- JB Office: +607 3618927
- SG WhatsApp: +6016 450 2380
- KL Office 1: +603 27803880
- KL Office 2: +603 79801388
- Email: firstname.lastname@example.org
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 via online, extending their journey with the company instead of simply providing services at the moment.
Contact Manager Software Features:
- Offline CRM Software
- One-Time Payment RM1400
- FREE 3 Years Online Support
- IC Card Reader Support
- Record Customers Information Including Alternate Addresses, Education, etc.
- Support Stand Alone Or Client And Server Architecture
Insurance policy record
With BMO POS System, you can record insurance policies purchased by customers. Other than that, you can trace purchase history and payment plans.
Client’s details such as names, contact numbers, addresses and insurance policies are stored in the POS System. It allows you to have access to real time report, service history and customer details with server based POS System.
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, education clients, notify payment, and so on. Please note that SMS charges may apply, find out more at iSMS Malaysia
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.