Insurance CRM Old
Epesi Insurance CRM
What is Epesi Insurance CRM?
This CRM solution eliminates data entry and the need to have physical documents therefore saving insurance agent’s a lot of time.
Epesi Insurance CRM platform for insurance companies is designed to automate most of the lead generation, sales, reporting, policy tracking, and marketing processes. This CRM solution eliminates data entry and the need to have physical documents therefore saving insurance agent’s a lot of time.
Payment Management Module
Our CRM is integrated with various payment platforms to ensure payments are collected and processed securely at any time and from any location.
Member Policy Management Module
This platform also enables you to manage the entire member process, including signing up, changing details and processing claims. The reporting system can also help you monitor all the activities in one place.
In order to meet the needs and desires of each client, this platform is equipped with a call centre used for client servicing and claims processing.
We have a POS hand-held device for printing premium receipts via cash, credit and debit cards. This device is also used to capture data for new members.
Claims Processing Module
This platform also has a Claims Processing module used to calculate claims and processes automatic payments to beneficiaries.
Here are some of the features of our Sacco management system.
The system can be customised to meet specific user requirements. It can be used in various industries and it has unlimited capacity for members and agents.
The data is securely stored in the cloud which reduces the risk of loss or damage. Accessing the data is also easy and fast since the system can be accessed from any location.
The data is protected from unauthorized access, corruption, or theft by ensuring security hardening in all parts of the system. Data is also frequently backup up and the system is continuously monitored.
We have incorporated a SMS validation system used to validate a member’s details. Once the data is validated, it is captured and securely stored in our system.
The system can be accessed via most devices including desktop, laptop, tablet, cell phone and Smart TV. With a user-friendly interface, it’s easy to interact with the system.
Our platform can be integrated easily with existing systems by using our API’s. We have prepared proper documentation to help other developers with integration process.
The salesify platform can be used in almost all the businesses. Here are some examples of how it can be used in this specific sectors.
Insurance firms sell policies. This can be treated as products even if they are documents. This application can be used exclusively by the insurance sector in its sales process as the insurance sector incorporates agents, images and documents. Salesify lets you manage all this, for instance if you have a standard policy document for fire insurance you can preset it on the application so that when your team makes a sale they do not have to go back to your premises to get it. They just preset the clients details and the document is ready.
When in the business of selling houses, time and company documents are of the essence. You may get a client who will buy a house impulsively, you may get a client who has a million questions. Instead of stressing your sales people when they find themselves in such a scenario, get an application that makes this to minimize on mistakes that are brought about by human error.
Some deals that involve large volumes of vehicle’s take place at the buyer’s premise. Having an application that your team members can carry to go and try to convince a buyer take up a couple of cars is an added advantage. It portrays professionalism and class; this makes the buyer want to be interested in your services. You can also involve the buyer in the process by getting them to download the client side of the app where you can manage your communication.
Manage your SACCO using this bewildering system.
Request for a demo and view all features of
Epesi cloud suite
What our clients say
There are thousands of CRM platforms but there’s nothing like Epesi CRM. It’s popularity and reputation is just evident.
IT service is not an easy path to follow. But these guys can make it to the top with premium services and dedicated customer support.
Frequently Asked Questions
Feel free to contact us for any questions
Why should I consider using this application?
Smart question Onesmus; Salesify makes work easier by aiding you manage your sales firm’s details effectively.
Any plans for expansion?
Yes, we want Epesi Cloud to be the biggest vendor of cloud computing in Africa. Our products are tried and tested and our customers find them effective and efficient. People can reach us through 0757560600 or email [email protected]
How many users does the system have?
We have three users for Epesi Realty, two for Epesi Elimu, one for Epesi Salesify, one for workflow and one for Epesi Legal