Insurance

Linxoft can help you optimize your broker relationship management and minimize risks for your organization. Depending on your needs and where you are in your product evaluation our services can be tailored to fit your requirements. The products that we customize to meet your broker management needs support the following main functionality:

• Broker Relationship Management
• Sales force automation to support the sales process by deepening understanding of client needs and recording these needs for organization wide access
• Marketing automation to identify and target prospects and existing customers and measure the success of your marketing campaigns
• Knowledge management
• Case management
• Better and consistent customer service at each broker
• Cross and up selling of products and services
• Consolidation of client contact data across the organization
• Identify new or bad clients that require further activities
• Ability to show broker and customer locations on a map for better scheduling of activities
• Powerful reporting and document management