CWLMS – A CRM for Insurance Agencies

Marketing methods are changing everyday and managing customer's data is an important key for every organization. For insurance agencies too things have changed a lot in last 4-5 years. For them it has become quite important to refine the database and provide the accurate prospects to the insurance companies. CWLMS is a leads management system for insurance agencies consisting all required features. User Roles: Our leads management system has multiple user roles like agency owner, campaign manager, tele caller, and lead receiver. Agency owner can access and manage all leads, campaign managers, tele callers and lead receiver. Tele-caller can access all leads, which are in follow-up. Campaign managers can run the campaign for agency and take a look leads received through them to the agency, whereas lead receiver can view all leads coming to their criteria. Lead Receivers Filter- Agency owner has ability to manage the criteria for Lead receiver. On basis...