The Vital Insurance CRM is developed for the Insurance Agency operation. It provides a complete system for the Insurance Agency to operate in a team environment, and to transact and manage its business.
Vital is designed around a number of related modules that cover processes from Lead development, through Quoting, and into ongoing Policy management and renewal.
The CRM is divided into two Sections. The Base Section includes the forms necessary to manage your Client information from a Leads through Policies. The optional Quoting Modules all you to manage the Request for Bid, Quoting, Sales Order and Invoice functions of your business.
These modules allow the team to work together to collect necessary data about an Account and its Exposures so that they can develop Coverage options to Bid.
Vital then has a process for submitting an RFB (Request for Bids) to Vendors to collect insurance pricing and terms. The Bids are then assembled into Quotes for a Coverage which are presented to the Account for selection. Once the Account selects the Coverage to purchase, a Sales Order is generated for Policy processing.
Upon Policy generation an Invoice is delivered to the Account. The Invoice manages the return of Funds and document signature process needed to complete the Policy Binding Requirements.
For Policy business that has been Won by the Agency, Vital provides tools to manage Service and Renewal activities.
For Policy business that the Agency is pursuing for New Business, Vital provides tools to manage the Expiration Dates, and Business Development processes.
These tools are delivered through modules such as Activities - Calendar, Event and Task ; Reports; and Dashboards.
There are 2 Options to obtain more information:
1) To schedule a personal interactive Demo of the Complete CRM
or to discuss Services and Pricing
Email your contact information including your phone number to
Info@Vital-DFx.com or Phone 408-427-5500.
2) For a self guided tour of the Base Modules email your complete contact information including phone number to Demo@Vital-DFx.com. We will reply with a link to our Demo system including User ID and Password.
Insurance CRM Module Descriptions