Track your reports - Get your expiry policy and inform your clients. Clients can also retrieve their data of insured products. Investigators can request for data of a given insured product.

Why INSOFT benefits businesses

The use of Insoft can benefit organizations ranging from small agencies to large corporations, through:

• Policy Renewal - Now onwards , you will never miss the client's policy renewal and client will be reminded with our automated sms system about renewal.
• Managing Clients - You can add manage and access all your client's database in a single click and send automated bulk sms.
• Automation of menial, but necessary, sales funnel and customer support tasks.

Components of Insoft

Over time, many additional functions have been added to Insoft systems to make it more useful. Some of these functions include recording various customer interactions over email, phone, social media or other channels; depending on system capabilities, automating various workflow automation processes, such as tasks, calendars and alerts; and giving managers the ability to track performance and productivity based on information logged within the system.

• Marketing automation. Insoft has tools with marketing automation capabilities can automate repetitive tasks to enhance marketing efforts at different points in the lifecycle for lead generation. For example, as sales prospects come into the system, it might automatically send email marketing content, with the goal of turning a sales lead into a full-fledged customer.
• Sales force automation. Sales force automation tools track customer interactions and automate certain business functions of the sales cycle that are necessary to follow leads, obtain new customers and build customer loyalty.
• Contact center automation. Designed to reduce tedious aspects of a contact center agent's job, contact center automation might include prerecorded audio that assists in customer problem-solving and information dissemination. Various software tools that integrate with the agent's desktop tools can handle customer requests in order to cut down on the length of calls and to simplify customer service processes. Automated contact center tools, such as chatbots, can improve customer user experiences.
• Geolocation technology, or location-based services. Insoft systems include technologies that can create geographic marketing campaigns based on customers' physical locations, sometimes integrating with popular location-based GPS (global positioning system) apps. Geolocation technology can also be used as a networking or contact management tool in order to find sales prospects based on a location.