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.
Leads Creation and Assignment
One of the tool that you get with the application is creation, assigning and reporting on leads. A lead is defined differently and is used by different departments. This feature lets you create a lead and assign it to a specific team member that has already been added to the platform.
Meetings and Activity Calendar
This is also a crucial part of your organizational activities. Meetings are created, reported on and reports generated on the platform. The application has a way that you are able to quickly add, attend and report on meetings. With activities such a field trips all are incorporated to your calendar.
Track Team Performance
There is a module that tracks your indicators that you tie to team performance. Is your team performance pegged on number of leads created? You are able to report on this. Is it pegged on sales closed? Generate printable charts to view all the activity reports.
In an organization the decision making body of the organization normally receives many reports. Hence you need an application that has that feature. The executive dashboard has reports that help in the decision making process by having easy to digest reports.
Whatsapp and Bulk SMS Integration
Communication with the leads created and team members can be done off platform. This application makes it easier for you to compose and send messages both via Whatsapp and SMS. Bulk SMS from the platform help your recipients increase confidence in your company.
Integration to Website and App
Integrate this CRM to other website and application that are outside the platform. Websites and other platforms that you already use in your day to day or periodically. Integrate to your website, to Facebook ad to other third party applications such as Truecaller and Viber.
Here are some of the features of our Sacco management system.
This CRM has the ability to aggregate data from several departments into a single database. We have also provided an API that can be used to easily integrate with other platforms.
Our CRM helps insurance companies monitor each stage of their sales process and activities. It is used to record and manage sales data including internet leads, quotations, referrals, and sales calls.
This enables insurance companies to provide excellent service to their clients. It’s easy to access crucial client information and offer the necessary support in a timely manner.
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