The first mobile CRM system

for insurance brokers for all types of insurance

INSME application - digital management of processes in insurance

Advantages

INSME - is the newest platform for qualitative analysis, the most convenient management of all processes related to communication with insurance companies and customers.

The goal of INSME is to become the #1 CRM system for the insurance brokers by providing an intuitive program management and automation of more than 65% of the insurance brokers daily routine.

WHY US?

The INSME application has no counterparts

on the insurance market of Latvia and neighboring countries

Smart solution

Easy to select, quick to receive data, thanks to the automated search and intuitive design

1

Convenient storage

A convenient way to store all policies in one place. Always "at your fingertips" when you need it

2

Data security

Secure cloud solution complying with data protection protocol standards and Amazon group regulations.

3

PROJECT CONCEPT

Advantages of INSME system

INSME - is the newest platform for qualitative analysis, the most convenient management of all processes related to communication with insurance companies and customers.

1.

Intuitive operation

Visual design helps to quickly master the functions of the application and understand the insurance product in general.

2.

Tools on the main page

Every action starts from the home screen. All the daily tools you need are just a click away.

3.

Mobile solution

Can manage over 90% of the insurance broker's daily work from a mobile device and be 7/24 available to the customer if they so desire.

4.

Helpful reminders

Easily keep track of active cases and set personal reminders

5.

Company performance analysis

Easily create reports on the activities of the entire company, and each business unit separately. Possibility to create and save several templates at a time.

6.

Chronology of daily processes

Observed, optimized and automated all daily processes for efficient work both in the office and remotely.

CRM FUNCTIONAL

Managing system tools for different profiles

Commission

Commission accrual ON-LINE
Commission Management
Payroll tool

Financial part

Automatic creation of invoices (incl. advance payments)
Accounts payable control
Accounts receivable tracking

Insurance policies

Insurance policy creation
Policy claim management
Creating CASCO offers

Company clients

Management of client database
Availability of client history
Integration with Lursoft and Google Calendar

Personnel section

Creation and control of sales plans
Manage company staff
Tracking broker profitability

Reports and notifications

Generating reports of varying complexity
Creation and saving report templates
Ability to filter information
Notes for clients, notifications for employees

Office ONLINE

Minimum requirements for use
Calendar and event management
Direct communication with your broker

24/7 access

Working with fast and secure AWS servers
Authorized access to the system
Tracking and controlling all activities in the system

LIFE company pulse

All LIFE financials
Performance statistics for each broker
Productivity by type of insurance

Team management

Accessibility of each agent's results
Statistics and data archive per agent
Interface for setting tasks and % C.V.

Goals and planning

Creation and monitoring of sales plans
Setting personal targets for agents
Possibility of creating a long-term budget

Company finances

Integration with all Latvian banks (and not only)
Overview of paid and pending invoices
Analysis of financial plan fulfillment online

KEY FEATURES

Features and convenient functions of CRM

List on the home screen

45 day reminder

Complete information about the object in the renewal card

Ability to delegate

Create resume in a few clicks

Chronology by descending order

Make your own notes

Set your own deadline for reminders

The system collects data for the account from the account

Possibility to create an advance invoice

Automatic bill generation, for divided payments

Preparing an invoice from a confirmed offer

Billing in two clicks

Immediate generation of several invoices for different types of insurance for the same customer

The system collects data for the account from the account

Possibility to create an advance invoice

Automatic bill generation, for divided payments

Preparation of the invoice from a confirmed offer

Billing in two clicks

Immediate generation of several invoices for different types of insurance for the same customer

Automatic CASCO proposal generation

Data for the proposal are generated from the system

LURSOFT support for new customers

Sending an offer in the form of a link where the client can make a choice

Offers are sent from the system with embedded text template

Design with company logos

INSME FUTURE

Platform development

Adding a module for documentation

Internal secure digital document workflow with easy document search, distribution and versioning

Adding a sales control module

Control of sales stages
during the entire sales cycle

Integration with SAO systems

Selective processes in collaboration with SAO systems
allow to speed up many simplify many procedures

Continuous improvement of the product

Adding/updating functionality according to the evaluation of user requests

AVAILABLE RATES

The cost of CRM INSME

Connection / 1 user

(one-time payment)

150/ + VAT

Company database import

from third-party systems (negotiable individually)

BY REQUEST

Monthly payment

for 1 user

45/ + VAT

Learn more about the product and tariffs here

MAKE A REQUEST

You can order a demo here!

We will contact you to provide you with a demo program. Fill out and submit the feedback form!

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