Integrated Life insurance sourcing through either Iress’ The Exchange’ or Ipipeline’s ‘Solution Builder’
Give your network access to all the information they need in order to fully meet their requirements. Network portals allow individual compliance scoring of applications which can then be transferred directly to CRM performance reports.
External portals linked to main system are available offering secure access to the data and functionality you want to provide.
Give your clients direct access to their application and allow them piece of mind of securely transferring their documents and personal information direct to your CRM
Give your network access to all the information they need in order to fully meet their requirements. Allows individual compliance scoring of applications which can then be transferred directly to CRM performance reports
Give your introducers direct access to add new business as well as track the progression of cases added to the system showing them key information such as conversion rates.
Full bespoke reporting suite, allowing for custom reports showing you the data you need to run and manage your business at the click of a button.
ECRMs report builder allows you to choose your filters and build a unique report showing you exactly the data you want to see.
Task Management system for case progression
A bespoke data capture area for you to capture all relevant application:
Income and expenditure tracking
Set up and manage Introducers and individual campaigns allowing you to know exactly where each application in your system has come from. Lead purchase price and quality scoring can also be set from this area.
Automated and manual E-mail delivery
Automated and manual SMS delivery
At Engaged Resource we do not provide a process for you to adapt to but instead will work alongside you to implement your way of working into our software.
Our project management and development team will assess all areas of your business and work with you to ensure the system is a perfect match for your business culture and requirements.
Engaged Resource will use your current company branding to ensure that all areas of our system look and feel the part within your office and to your parents and clients.