Customer management for your insurance company in Quebec City;
Contacts management;
Billing management for your insurance company in Quebec City;
Employee time and punch management for your insurance company in Quebec City;
Hour bank management;
Quotes management for your insurance company in Quebec City;
Follow-up and reminders management;
Leads management for your insurance company in Quebec City;
And much more!
Of course, we can also build custom-made features for your insurance company in Quebec City, no matter what your project is! For example, we've even developed an application to help us automatically manage our labels to send out our Christmas cards.
With all these features, we also have a wide range of reports you can use to help you make important decisions. Here's a short list of reports we have for your insurance company in Quebec City:
Profitability reports of projects, tickets and quotes for your insurance company in Quebec City;
Revenues reports for your insurance company in Quebec City;
Expenses reports for your insurance company in Quebec City;
Revenues versus expenses reports;
Employee wages reports for your insurance company in Quebec City;
Late payment reports;
Employee performances reports for your insurance company in Quebec City;
And much more!
Besides, our entire Company Management system can also be connected directly to your accounting software (either via an API or an import file). We also have a wide range of reminders sent by e-mail or even SMS that can be configured to help you out. Amongst them are:
Reminders when a renewal is due;
Reminders when a product has reached a critical point in your inventory;
Reminders when your hour bank only has a certain percentage of time left;
Reminders when a customer is late for his payment;
Je voulais te remercier toi et l'équipe de numérique. Vous m'aidez beaucoup pour réaliser mon projet. Je savais que vous étiez une équipe professionnelle mais là, j'en suis encore plus convaincu! Si jamais j'entends du monde qui se cherche une compagnie pour faire des pages web, tu peux être sûr que je vais vous "pluguer" Jimmy
Merci pour l'excellent suivi de nos demandes.
Au plaisir. Sarah