Hello Dear,
Good day,
It sounds like you need a CRM Consultant with insurance experience to build your insurance system!
I have a ready-made CRM insurance application that is open to all types of customizations.
Also, I have built 4 CRMs for insurance clients starting from leads management, account management, policies management, new and renewals for the contracts, opportunity and quotes management, claims management and much more, these projects were on the top of Salesforce CRM platform and Zoho CRM platform (the most popular provider for the CRM Softwares).
I am a highly competent CRM Consultant with 4 years of total hands-on experience in the Software development field and 2 years of experience in Zoho and Salesforce CRM ecosystems customizations. As a CRM Engineer, I have worked on multiple small-to-large scale Salesforce projects(up to 2500 users), from the concept to the delivery, training and support.
I can also recommend which product will match your request, the timelines, cost, and all related development activities.
I have wide business experience in CRM processes, sales, traveling processes, contact centers, ticketing, insurance, banking, retail, human resources, customer support, surveys & customer satisfaction processes, quality assurance, risk management, B2C and B2B processes.
Please do reply to this message and let me know when would be a good time for you to connect this week.
Thanks & Regards,
Mohamed Osama.