Why the insurance industry chooses to use monday.com

The insurance industry is fast-paced. So much is going on every day from chasing leads to meeting with clients and managing claims – to name but a few. How do they ensure that nothing slips through the cracks?

A streamlined process with powerful CRM software will ensure that you and your team won’t drop the ball.

What is CRM software?

Customer relationship management (CRM) software gives insurance agents the ability to strengthen client relationships while effectively managing their workflow. Form organising leads to managing policies and everything in between, a CRM software will give you the power to do more – and in less time.

Insurance is specialised, and you need CRM software that can be customised to meet your needs. You need Monday.com.

With Monday.com, you can analyse and track data, learn from your customer behaviour and develop customised offerings.

Additional benefits include:

  • Improved data management
  • Improved customer service
  • Enhanced collaboration
  • Automated tasks

Sign up to monday.com South Africa  – Activation or Trial Link and track time with monday.com South Africa.

Interested in uncovering CRM with monday.com then hit the link below and start your monday.com journey, partnering with Syscor all the way.

Syscor monday.com trial and activation

Signing up to monday.com in South Africa and Africa

Book a call for monday.com Pro Services in South Africa and Africa

Once you have an active account Syscor can assist with a full consulting and professional services stack, including:

  • Process design
  • Workflow design
  • Workspace builds
  • Board builds
  • Customisation
  • App integration
  • Installs
  • Training
  • Support

Syscor is a sales, installation, and support partner to monday.com, having completed many successful projects on monday.com.  Thus making us very experienced.  Syscor has clients that range from Tanzanian Banks to small manufacturing businesses in South Africa, for instance. Our reach is completely continental.

Syscor’s Consulting team are all qualified to deliver a full installation and support offering, meaning we offer turn-key services.  We will gladly share any referrals, in order to give you peace of mind. So you can embark on your monday.com journey, with confidence.

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