AgentHub – Insurance Agent CRM | Policy Management CRM | Policy Management System

Description

AgentHub – Insurance Agent CRM | Policy Management CRM | Policy Management System

AgentHub – Insurance Agent CRM

• Created: 02/14/2024
• By: Samyotech Software Solutions Pvt Ltd
• [email protected]
• Connect on Whatsapp

Customer Benefits

• Free Setup on Server
• Free Domain Mapping
• Free SSL Certificates installation from Let’s Encrypt
• Rebranding task like [Logo, Name, Color theme etc] addition charge @173 USD
• For adding new payment gateway addition charge @499 USD

Minimum requirement for setup

• Cloud server from digital Ocean
• Full access of server
• One Gmail account with login details
• App name and logo and color theme
• CRM name
• It will not work on shared hosting. May be user will get installation issue.

AgentHub – Insurance agent CRM (Customer Relationship Management) system involves providing useful information and resources that help agents manage their client interactions effectively

AgentHub Functionalities & Features – An Overview

Agent Have

• Dynamic Dashboard
• Lead Management
• Contact Management
• Policy Management
• Task
• Meetings
• Calls
• Email
• Calendar
• Documents
• Email Templates
• Subscription
• Payment History

Admin Have

• Dynamic Dashboard
• User Mangement
• Create Packages
• Payment History