By Dyad
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Accounting
Tracking and reporting various financials
Contact Management
Storing and organizing client contact information
Commissions
Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal
Sales Tools
Organizing sales representatives' pipelines and tracking the sales process
Reporting & Dashboards
Compiling visual representations of various types of data
Payment Processing
Processing credit card and bank payments
Email Integration
Accessing and sending emails via the platform
Task Management
Assigning tasks to employees in order to organize and track productivity
Claims Management
Organizing and processing customers' insurance claims
Policy Management
Maintaining policy and customer information
Invoicing & Receipts
Creating and organizing insurance invoices and payment receipts
Electronic Signatures
Sending electronic documents to clients to sign and return electronically