Round Table Alert is
a powerful CRM tool for the insurance agents
/ advisors. The limitations of an agent
for maintaining a huge infrastructure and
the use of cutting edge technologies to
create an impression on their clients are
taken care of in this solution. This virtual
office set up on the web will ensure a professional
image tag for the agents. A personalized
relation with the clients can be assured
through the use of SMS for the following
services:
Timely
premium reminders.
Yearly
policy benefit notices.
Launch
of new policies.
Change
in bonus rates.
Closure
of policies.
Birthday
/ Anniversary wishes.
All the more
ADCC’s Round Table Alert helps you
maintain a profile database of the
clients and the potential customers.
The weekly / monthly work schedule
can be planned in the most professional
manner using the intelligence of
the system.
