Agent management systems for Real estate, Retail, Insurance, any kind of Agent related business.
An agency management system, or AMS, is a SaaS (software as a service) technology that insurance agencies use to organize their book of business and more effectively run their operations.
Agency Management System (AMS) vs. CRMWhen comparing an agency management system (AMS) and a CRM, the three significant differences you’ll find in favor of an AMS are specificity, totality, productivity.
Generic CRMs are built for businesses at large. For insurance agencies to use them strategically, they often require extensive customizations that can cost a significant amount of time and money. Many agencies have to seek out a developer or third party to assist in these customizations. Conversely, an AMS is a CRM built for the needs of a specific industry. In the insurance industry, these specifications are usually life and health or property and casualty.
Key Features to Consider in Your Agency Management System:
Industry-Specific CRM
Track and manage your prospects and clients using a system intuitively built for life and health insurance agencies.
Sales Management
Seamlessly manage your leads, opportunities, sales processes, and pipelines to improve your sales efforts.
Commissions Processing
Streamline commissions processing by using one system to track both your CRM data and your commissions.
Workflow Automation
Create processes and automate your daily, repetitive tasks to create efficiencies and consistency throughout your agency.
Dashboard Analytics
Monitor real-time analytics to keep a pulse on your agency and address situations before they become problems.
Custom Reporting
Pull insightful reports that are helpful and useful in making more informed decisions for the future.
Policy Management
Manage policies in the same place as your prospects and clients to streamline business processes and provide more value to your clients.
Cloud-Based Access
Access your book of business from anywhere with a cloud-based AMS.
Cross-Selling
Grow your book of business from within by quickly identifying and acting upon cross-sell opportunities.
Insurance Agency Management Software
The most powerful way to connect carriers’ feeds, parameds, clients, policies, and other contracting and compliance systems to a single platform.
Manage your marketing strategy with high-level overviews:- Get the visibility you need to monitor all of your ongoing campaigns so you can make strategic decisions about your company’s goals.
Automate your campaign planning to keep everyone aligned:- Keep workflows running efficiently with automations. So you can notify the team of top-performing keywords, campaign deadlines, and final approvals.
Streamline the creative approval process from end-to-end:- Make sure all of the relevant information passes effortlessly from campaign managers to copywriters and designers with forms, annotations and versioning.
Launch campaigns seamlessly:- Launch Google Ad search campaigns directly from monday.com to easily manage, track, and optimize your marketing efforts in real-time.
Real estate CRM software for accelerated sales
Built for real estate agencies of all sizes, OGSS offers cutting edge sales process management, property management, and automation for real estate agents, real estate developers, and brokerage firms. Bring home more deals with the all-in-one real estate CRM platform that’s crafted for your business.
Real estate is all about building trust, and it’s no surprise that 90% of new property sales are referrals from either existing contacts, previous clients, family, friends, or relatives. Moreover, when it comes to real estate businesses, selling or buying is a long process, with many follow-ups and re-negotiations. In such scenarios, implementing a real estate CRM software gives realtors an efficient way to manage contacts, schedule tasks, monitor their pipelines, and stay organized to build successful relationships and close deals.
Real estate CRM software is a system that helps manage relationships between buyers, sellers, agents, brokers, developers, and financial institutions and caters to the multiple requirements of real estate agents and real estate firms.
From managing incoming requests to preparing price quotes, from selling commercial real-estate to property management, the real estate CRM system takes care of the end-to-end process management for real estate agencies.
Deciding on the right real estate agent system for your business can be quite a daunting task. Professional business systems for the property sector have a very unique way of operating, mainly due to the property listing data constantly requiring updates and amendments.
Real estate CRM software for accelerated sales
Built for real estate agencies of all sizes, OGSS offers cutting edge sales process management, property management, and automation for real estate agents, real estate developers, and brokerage firms. Bring home more deals with the all-in-one real estate CRM platform that’s crafted for your business.
Real estate is all about building trust, and it’s no surprise that 90% of new property sales are referrals from either existing contacts, previous clients, family, friends, or relatives. Moreover, when it comes to real estate businesses, selling or buying is a long process, with many follow-ups and re-negotiations. In such scenarios, implementing a real estate CRM software gives realtors an efficient way to manage contacts, schedule tasks, monitor their pipelines, and stay organized to build successful relationships and close deals.
Real estate CRM software is a system that helps manage relationships between buyers, sellers, agents, brokers, developers, and financial institutions and caters to the multiple requirements of real estate agents and real estate firms.
From managing incoming requests to preparing price quotes, from selling commercial real-estate to property management, the real estate CRM system takes care of the end-to-end process management for real estate agencies.
Deciding on the right real estate agent system for your business can be quite a daunting task. Professional business systems for the property sector have a very unique way of operating, mainly due to the property listing data constantly requiring updates and amendments.
A Customised Real Estate System.
Customisation ensures that you get Real Estate Transaction Management Software built to match your described business model and operational goals. At edirect, our developers build all our estate agent computer systems solely for each client. So a one of a kind estate agency system is built for your business only and not for any competing business. A unique, bespoke, one of a kind property listing and management software solution customised for your company’s specifications and one that you and your staff will love. Unlike open source platforms that have as many features as possible to cater for all kinds of businesses, our software developers will mould and design an incredible estate system that’s built just with you and your business in mind. Thus, only relevant and requested features by you, and agreed suggested features by our development team, will be incorporated.