Bay Area based insurance brokerage firm has selected A1 Enterprise to develop a web-based real insurance sales CRM software to track and control customer and group insurance plans, broker sales and activity, and insurance staff productivity.
This customer will use this insurance tracking and CRM software to manage and improve the work flow between insurance carriers, brokers, and customers consisting of small and medium sized insurance groups. Features include document control, sending and receiving faxes, and billing and accounting software integration. For more information visit our
