Onsite CRM for insurance companies

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OnSite CRM saves your insurance company time and money by providing you with an integrated application that has everything you need in one place. Move beyond simple client relationship management and into a package that combines customer contact with insurance forms to allow you to see and manage everything each customer needs without ever having to jump to a different application.

The Onsite CRM enterprise-wide software is the ideal solution for tracking and staying in touch with new and existing customers and their purchases, as well as costs, marketing efforts and everything else you need to keep you ahead of the competition and boost your bottom line.

OnSite CRM also lets you know which customers might need additional coverage and which ones are due for contact. Our integrated package saves you time, money, and a lot of headaches by managing your contacts, leads, and jobs easily and effectively. It’s a big boost to your bottom line.

A Powerful CRM System

OnSite CRM has the power you need to handle every aspect of your insurance business. Our customer relationship management system leads the industry with everything you need to track leads, inquiries and clients across every department in your company, and even across multiple office locations.

This means that anybody in your operation can enter data about a client or contact, and as soon as the information has been input everybody has access to it. This seamless operation keeps all of your agents on the same page and keeps you looking good.

A Seamless System

OnSite CRM puts everything at your fingertips, making it easy to manage and track calls and results for one agent or an entire office full. Better yet, front office personnel can use it along with everyone else. OnSite CRM brings everything together in a single neat, clean package, with all the information resources, forms, and tracking that you might need. And with this user-friendly, intuitive system, the whole company can be up and running very quickly, with no need for lengthy training sessions or complicated user manuals.

Integration allows you to track a client and get a snapshot of where that client’s account stands. You can learn his current status, what follow-up has been done, what is still required, and easily identify all accounts that need to be escalated for any reason. Follow-up is automatic, with no need to jump from one system to the next, a great savings of time and money for your insurance business. Having only a single point of data entry also reduces the number of opportunities for errors to be introduced into your data, since the less you have to handle it, the greater the integrity of your data will be.

Drip Email Campaigns

A drip email campaign is the heart of many insurance businesses, so Onsite CRM has partnered with SMTP to give you the best delivery service in the world for your email campaigns.