Q. What is Insurance Agency Apps, and how can it benefit my insurance agency?
A. Insurance Agency Apps is a CRM system designed to streamline and enhance insurance agency operations. It can help you manage policies, leads, client communications, and more, leading to increased efficiency and customer satisfaction.
Q. Can I track policy renewals and expiration dates with this CRM?
A. Yes, Insurance Agency Apps allows you to set up policy renewal alerts and track expiration dates, ensuring you never miss a renewal opportunity.
Q. How does the CRM help with lead generation and management?
A. The CRM offers lead tracking and management features to help you capture, qualify, and convert leads into clients.
Q. Is my clients sensitive information secure within the CRM?
A. Yes, Insurance Agency Apps employs robust security measures, including data encryption and access controls, to protect sensitive client information.
Q. How does the CRM assist with policy and claims management?
A. You can use the CRM to manage policy details, claims processing, and document storage, making it easier to serve your clients effectively.
Q. Can I access Insurance Agency Apps on my mobile device when I'm on the go?
A. Yes, the CRM offers mobile compatibility, allowing you to access critical information and manage tasks from anywhere.
Q. What are the subscription options and pricing plans for Insurance Agency Apps?
A. We offer various subscription plans to fit different agency sizes and needs. Pricing details can be found on our website or by contacting our sales team.
Q. Where is the data located?
A. The data is located in the cloud, on servers, or in data centers.
Q. Where is the server located and why?
A. The server is located in Jurong, Singapore, or Cyberjaya, Malaysia because it has been tested for transmission speed and security measures.
Q. Is the data secure?
A. Yes, the data is strictly confidential and accessible only to your company.
Q. Where can I access my data?
A. You can access your data anywhere in the world when you have an internet connection. The connection speed may vary depending on the location and the internet service provider of the respective country. The best experience can be achieved in Malaysia, Singapore, Thailand, and other Southeast Asian countries. (It has also been tested in Japan, Taiwan, and Hong Kong).
Q. Is the data secure to be accessed and transmitted on my phone?
A. Yes, all data are encrypted with SSL (secure socket layer) when transmitted, just like when you log in to your internet banking.
Q. Is the data accessible by the outsiders?
A. No, the server and the data are protected by a secure page. There will be no access without a valid login name and password.
Q. Can I create an account and access the data?
A. No, only the Management of your company can create a user account.
Q. Can I access my fellow colleagues data?
A. No, the data are strictly confidential to your colleagues and your company only. You can only access your own data.
Q. Can I change my username and password?
A. You may not change your username, as it has been created by your company , but you can change your password.
Q. What if I forgot my password?
A. The admin and moderator of your company will be able to reset the password for you.