Pro Insurance, CRM for insurance brokers is recognized by professionals for its ergonomics and ease of implementation. From a clear vision of your operation and your future, it is the result of 10 years of R & D.
«PRO ASSURANCE has responded perfectly to my expectations: management, transversality, adaptability, all with a lot of flexibility, responsiveness.
The good ergonomics of the product and the excellent response times have also contributed to the success of this project thanks to a quick start by users.»
Agence Axa – M. Laurent
|Manage your customers, contracts, claims, companies, receipts and all your contractual relationships, archived in the integrated DMS.||Find new clients by automatically distributing your mandates on the main real estate portals: Leboncoin.fr, Home, Individual, Logic-immo.com, Explorimmo, ParuSold Immo, Orpi, Century 21, Vivastreet Immo … and many others||Analyze and view your reports from the dashboard, or simply export your data.||Find your contacts in one click and communicate with your employees, customers, prospects and companies.||Build a strong customer and prospect link with our marketing campaign module: contact segmentation, integrated email, campaign setup, budget management, campaign reporting.|
Our software is well thought out and really complete, but each cabinet is unique, so we designed it so that all the modules are configurable and adaptable to your operation. And if by chance you are out of the ordinary, we can advise you and accompany you to design your own modules within our software.
Features by module of our CRM Real Estate Agency and Developer :
|Commercial Management / Production||Prospecting||Collaboration||Communication|