How to work as an online insurance agent

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AmoCRM The work of credit brokers is associated with a large number of incoming applications, from each of which it is desirable to get the maximum profit. AmoCRM can help you solve this problem . It is one of the leading CRM for credit brokers in Russia. AmoCRM functionality includes: Integration with the site; Segmentation of the customer base; Built-in telephony; Automatic sending of credit decisions to clients; Visual analytics; Reminder system; Free API.


This CRM can be easily and quickly set up for a small team. 3.BITRIX24 india car owner data CRM "Bitrix24" allows you to automate the work processes of any business. It can also be adapted for the work of a brokerage company. For example, the settings allow you to automate the process of filling out and submitting a borrower's questionnaire to different banks.

The CRM includes: online office, checklist with tasks, project management, contact center, live chat. Connecting messengers and social networks to the CRM will help optimize the work of the credit intermediary. 4. MegaCRM This CRM is developed based on the experience of Amo and Bitrix. This determines its advantages for use by credit brokers. It allows tracking any interaction with clients.