IO CRM is a comprehensive mobile management application developed for insurance industry professionals.
With the application you can:
🚗 Quickly get quotes for traffic, comprehensive, compulsory earthquake insurance, home, health and travel insurance
📋 Compare the quotes you receive and instantly convert them into policies
📁 Track your existing policies from a single screen
📊 Monitor your team's performance with the analytics page — who issued how many quotes, from which company, and at what price
📱 Work seamlessly in the field and in the office with IOCRM
IOCRM is designed to speed up the daily operations of insurance agents and increase efficiency.
It automatically captures and saves SMS notifications for policy and premium payments from insurance companies (only the companies you select). It is not the default SMS application.
Quoting, policy management, and SMS notification tracking for insurance agents.