Omni Pro Insurance CRM Overview
An Omni Pro insurance CRM is a solution that addresses the specific needs of insurance brokers and insurance providers. Organize all your leads and claims, automate assignments to the right people, and manage multiple policies in a single system with an Omni Pro insurance CRM. Let your agents close deals and build long-lasting relationships by taking advantage of powerful desktop and mobile functionality.
Our expanded omnichannel support for phone, email, live chat, social media, and in-person meetings make Omni Pro CRM the most tightly integrated system in the market. Your sales team can spend more time selling instead of entering data with the help of workflow automation, lead scoring, real-time notifications.
Automate routine sales, marketing, and support functions using Omni Pro insurance CRM, giving you more time to concentrate on your customers. Create optimized workflows that help you reduce manual data entry, eliminate redundancies, and speed up your overall process.
Accelerate your sales team’s productivity with accurate forecasts of potential revenue, and make use of productivity games to exceed your sales quotas.
Get your marketing and sales teams on the same page. Generate new leads, execute targeted email marketing campaigns, and compare ad spending to sales revenue using the Google Ads integration.
Your security is our top priority. We understand that every organization needs to strike the right balance between protecting their customers’ data and giving employees the freedom to get their work done. Our Omni Pro CRM succeeds in meeting both of these requirements.
Use Omni Pro CRM’s developer platform and SDKs to build and deploy secure, scalable, and enterprise-ready solutions. Build integrated systems, offer personalized user experiences, and develop apps for both web and mobile.