InStream CRM for Insurance Brokers
Tool every Insurance Agent should have
Raise your efficiency by shorting the communication time with your potential clients. Gather all information like age, health condition or history of accidents in one place. Rate the risk correctly to ensure full protection for your client.and give best offers. Share your relations with agents responsible for different types of insurance.
Monitor all your communication with clients, in one place.
Calendar
Plan your actions with mobile calendar. Arrange meetings and organise your schedule
Lists
Create suitable lists and organize communication with customers.
Notifications
In order to be up to date, use intelligence notifications.
CRM adjusted to Insurance Brokers' needs
Adjust the view of a customer list to see only information that is important to you. Your insurance company has new offer dedicated for people under 30? Sort out your list and find people suitable for it. Be the first who makes the offer and win the market.
Reports
Thanks to automatic reports you can measure your team resoults
Customization
Customize your lists. Store your data wisely.
Tools
Use intelligent fields and Business Intelligence tools
Clients
Gather all information about your clients in one place
Stream view
Through view of all communication in one place you will no longer miss important details and waste your time. Do you share a few deals with another person? Monitor each case in different relations in order to avoid miscommunication.
Available in browser
You can use InStream from any device which has acces to the Internet
Intuitive design
You don't have to be skilled computer user to use the platform
Remote access to data
You can access InStream no matter where you are
“Thanks to the platform it is now easier to handle communication with many different clients. The ability of lists customization turned out as the most important feature. I adjusted lists to my needs and now while scrolling down I only see data which is important from my point of view.”
