Great news for advisors working with the CRM platform of GetMore Systems! Thanks to a brand new integration, double data entry is now a thing of the past. You can now calculate, apply for, and change insurance from RISK directly from your trusted GetMore environment.
This strategic link is a direct improvement to your daily workflow. It significantly streamlines the workflow by enabling you to perform all essential actions for property insurance without having to switch platforms. This saves you and your office valuable time and minimizes the risk of errors.
Efficiency and higher conversion
The added value of this integration is also emphasized by our partner.
“User-friendliness and efficiency are important characteristics of our solutions. With this connection, we streamline the process for advisors to offer insurance. This contributes to a higher conversion and better service for the customer,” says Jos Bassa, Sales Manager at GetMore Systems.
Your work, simpler and more effective
For RISK, this integration is a perfect match with our core mission:
Ferry Olthof, Sales Manager at RISK, adds: “Our mission is to make the work of advisors simpler and more effective. The integration with GetMore fits this perfectly and enables us to support you even better in offering and managing property insurance. You will experience how quickly and accurately the process runs, which benefits the service to your customers.”
What does this concretely mean for you?
Starting today, you can:
Perform instant calculations with up-to-date customer data, without having to re-enter.
Submit requests with one click from the customer file.
Make changes to existing policies directly in the CRM environment of GetMore Systems.
