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Local insurance broker
Are you a local insurance broker (or agent)?
As a Broker, your role is to provide personalized advice to your clients and offer them protection solutions tailored to their unique needs. Since contribution management is not at the heart of your mission, you need a simple but comprehensive customer management tool to focus on what matters: building trusting relationships and adding value to your customers.
SKY's 'CRM' formula will perfectly meet this need: SKY is a specialized CRM for insurance intermediaries, you will find all the tools adapted to the broker's profession developed from one of the most reputable CRMs in the world ODOO. This combination ensures reliability and robustness, while providing a user-friendly and intuitive interface for insurance brokers. Insurance brokers are required to comply with strict legal and regulatory requirements such as asset freeze, claims follow-up, duty to advise and protection of personal data (GDPR). All these aspects are perfectly integrated into the SKY solution, with SKY you can easily justify the exemplary management of your practice.
In addition, SKY offers your customers a dedicated space where they can view their contracts, submit claims and access all the information they need, enhancing their satisfaction and loyalty.
Is your firm evolving? With SKY, you benefit from a partner who accompanies you in your new challenges and opportunities. You can easily subscribe to add-ons, such as claims management, accounting, or pricing. Finally, SKY offers you the possibility of integrating unentrusted receipts and monitoring the commission to keep total control over your operations.
By choosing SKY, you are opting for a reliable tool that complies with the regulations in force. With SKY, you can optimise your practice management and grow your business.