Commence CRM for Insurance Agencies

Insurance companies don’t want an over bloated CRM system that’s costly and too hard to use. Commence CRM for insurance provides the perfect balance, a feature rich intuitive solution that enables you to Capture, Track, Manage and Share vital customer information such as; contact information, policies, policy tracking, policy rates, notes and attachments, tasks and follow up activity,  renewals, even commissions.

Commence CRM is web based so you have access to customer data anytime, anywhere and from any device and it’s fully integrated with Microsoft Outlook, Office and Gmail.

Some of the key features include:

  • Manage Deal Flow and Pipeline
  • Task and Calendar notification
  • Auto Lead Qualification
  • Reminders and Alerts
  • Document Management
  • Lead and Opportunity Management
  • Marketing Campaign Management
  • Custom Reporting
  • Sync with MS Outlook and GMAIL

All this from a company that has been providing best in class CRM software for more than two decades.