CRM for Brokers and Underwriters
Pythagoras’ CRM solution for Brokers and Underwriters is a complete, comprehensive relationship management system tailored to meet the needs of brokers and underwriters, offering industry-specific functionality that enables users to better manage client opportunities and relationships and helps sales.
Benefits and Features of Pythagoras’ CRM Solution for Brokers and Underwriters:
- Powerful relationship driven sales
- Improves user productivity
- Comprehensive organisation, contact, and deal tracking to enable you to see everything about your customers
- Coordinating complex teams
- Profitability driven account planning
- Award-winning relationship management and contact management
- Powerful queries and groups
- Marketing automation
- Workflow and Process automation that will automate key business processes in the business
- Full range of Business alerts
- Powerful Analytics, Dashboards, Reporting and Business Intelligence
- Full integration with Outlook, Email, Office suite, Lotus Notes
- Comprehensive Mobile and Wireless options, via Laptop, PDA, web or BlackBerry
- Ability to integrate with back office and other trading systems
For more information or to book a demonstration, please contact the Pythagoras sales team on 0845 850 1550, or email us at sales@pythagoras.co.uk.