Keeping track of all your customers and prospect details in papers can be tedious and a time consuming task. No worries, No more paper works any more. Joforce provides you with a unlimited storage access to maintain all the records of your insurance industry like cash transaction, client’s history, insured records and much more.
Automate all your repetitive task
If we ask any Insurance agent about their work life cycle, they will list a pile of task like policy renewals, lead follow up, monitoring policy application statues, new client onboarding, paperwork and much more. When these tasks are handled manually, it’s not only inefficient, but there’s the possibility of missing some of the important info. In order to overcome these drawbacks, Joforce enables you to have automated workflows. By automating the most repetitive task, your agents can concentrate on things that matters and enables them to be more productive.
Plan your work
Beyond just collecting the contact details, a good CRM will help you to keep track of all your appointments and other important to-do’s. The integration of Google Calendar with Joforce, you can seamlessly sync all your events and keep track of it efficiently. Now you no longer need to miss any of your important official or personal or any other work.
