Numérique.ca doesn't only build websites, but we also build a wide range of Web Apps, including a personnalized information system, a CRM (Customer Relationship Manager) and an ERP (Enterprise Ressource Planning). We can build CRM and ERP Software for your insurance broker that help you increase your performances and make your employees be more productive.
Customer Management for your insurance broker
The basis of a CRM and ERP Software for your insurance broker is managing your customers. With our system, in addition to managing all their general information, you'll be able to view (and manage):
- All the follow-ups;
- Every order, past, current and future;
- The customer's complete profile (including which products interest him the most).
With our CRM and ERP Software for your insurance broker, you'll be able to understand your relationship with each client and determine exactly what his needs are.
Quotes and Purchase Orders Management for your insurance broker
More often than not, our customers need more than just a simple online shop. We understand that sometimes, building quotes for your insurance broker is complicated, so we've built a CRM and ERP Software for your insurance broker to simplify this process and make it much quicker. Here are a couple of complex types of quotes we're able to build for your business:
- Quotes for your insurance broker;
- Quotes for windows and doors;
- Quotes for a custom-built application for your insurance broker;
- Quotes for the purchase of a house;
Of course, once the quote is sent and signed, we have all you need to convert it to a purchase order, and even link it directly with your accounting department.
Employee Management for your insurance broker
In our personnalized CRM and ERP Software for your insurance broker, you'll have the option to manage all your employees in a single place. That means you'll have access to all the tools required to manage:
- The general information of employees for your insurance broker;
- The hourly rate of employees for your insurance broker;
- The meetings and availabilities of employees for your insurance broker;
- The expenses of employees for your insurance broker;
- The tasks employees for your insurance broker need to complete;
- The paychecks of employees for your insurance broker;
- Etc.
If your employees for your insurance broker have special conditions you need to manage, we're able to custom build all the tools you need to manage them.
Production Costs Management for your insurance broker
Knowing exactly what products for your insurance broker cost is crucial information a manager for your insurance broker needs. Thanks to our CRM and ERP Software for your insurance broker, you'll be able to manage:
- Workforce costs for your insurance broker;
- Raw material costs for your insurance broker;
- Equipment costs and other expenses for your insurance broker.
By knowing exactly the cost of all the products, you'll be able to set the perfect sales price for your insurance broker.
Advanced Statistics for your insurance broker
Advanced systems like our CRM and ERP Software offer a wide range of statistics about your clients, products, projects, or whatever you need to help you make the right decision. Amongst the statistics we offer, you have:
- Annual Revenue by Company;
- Monthly Revenue;
- Revenue / Expenses per day;
- Annual Employee Performance Increase;
- Monthly Employee Performance Report;
- Project Profitability;
- Etc.
Of course, if you need to have access to more statistics for your insurance broker, we're able to give you whatever type of stats you need, quickly.
It's important to know that all our Web Apps can be directly integrated in our information system (even our CMS), which allows us to centralize all your company's data in a single location, whether it comes from your in-house employees, your website or even your newsletter.
More
It's the perfect system for your insurance company in Mauricie, for your NPO in Chandler, for your transportation company in Chateauguay, for your hockey league in Montreal, for your hotel in Saint-Jean-sur-Richelieu, for your restaurant in Granby, for your business in Mascouche, for your company in Sainte-Thérèse, for your SME in Montreal, for your car dealership in Saint-Georges, for your startup in Mauricie, for your small town in Chambly, for your store in Outaouais, for your shop in Sherbrooke, for your thrift shop in Bromont, for your shoe store in Saint-Hubert, for your clothing store in Mont-Tremblant, for your electronics store in Centre-du-Québec, for your robotics store in Saint-Laurent, for your eyewear store in Verdun, for your furniture store in Lasalle, for your construction company in Côte-Nord, for your hostel in the Magdalen Islands, for your lodging in Thetford Mines, for your camping in Chicoutimi, for your outfitter in the Eastern Townships, for your printing house in the Laurentians, for your financial services company in Saint-Georges, for your organization in Estrie, for your nonprofit organization in Quebec City, for your non profit organization in NDG, for your small business in Lachenaie, for your insurance broker in the South Shore, for your human ressources in Saguenay, for your non profit in Saint-Laurent, for your HR in Hochelaga-Maisonneuve, for your warehouse in Rimouski, for your bed and breakfast in Sept-Îles
!