Smart Leads

SMART LEADS

A SMART Lead management system

Wave goodbye to the outdated approach of handling data and documents across numerous files and devices. The SMART app empowers you to centralize the management of thousands of client data and documents using cutting-edge technology, ensuring swift access to your requirements in mere seconds. By alleviating concerns related to data management and deadlines, you can channel your focus entirely on closing deals, generating more leads, and enhancing income for your business.

BENEFITS

All you need is in Single place

You only require a single platform where all your needs are met. With over 50 fields and 8 document upload fields within the application, you have everything necessary to finalize a deal with a client. There's no need to worry about accessing user data through various channels.

Never Miss a Deadline

With SMART LEADS app consolidating all your data, the dashboard is structured to display all clients due in six distinct categories, covering various timeframes such as today, tomorrow, next week, and next month.

Increased Productivity

With all client data, due dates, relevant documents, and information consolidated in a single location, your primary concern is closing as many deals as possible each day. This allows you to unleash your full potential and concentrate on what truly matters for expanding your business.

FEATURES

Client Management

Handling clients poses the greatest challenge in the insurance industry. With the user-friendly client management capability of SMART LEADS, efficiently overseeing all client details in a centralized location becomes simple.

Dashboard

Access all functionalities conveniently through a user-friendly dashboard. SMART LEADS CRM software designed for insurance agents enables seamless management of vehicle insurance and various other aspects from a single location. It offers distinct dashboards tailored for specific purposes and usage scenarios.

Master Data Management

Undoubtedly, insurance agencies handle a substantial amount of organizational data, emphasizing the critical and sensitive nature of data management in the business. SMART LEADS software facilitates the categorization of data at an elevated level, simplifying the overall process of data management.

Reporting

Generate reports effortlessly and swiftly with SMART LEADS reporting features. This capability allows you to create and oversee reports covering policy registers, vehicle policy renewals, emissions, tax details, permits, and more. This functionality is instrumental in closely evaluating and analyzing client requirements.

Frequently Asked Questions

What is SMART LEADS Software?

SMART LEADS operates as a Software as a Service (SAAS) platform for vehicle insurance & other management, designed to enhance the efficiency of agencies. This system contributes to improved business operations, ultimately leading to increased revenue through the enhancement of client relationships.

Who can use SMART LEADS?

This software is suitable for use by individual insurance agents, as well as small or large agencies and insurance brokers.

Do we need to install any software to use SMART LEADS?

The beauty of SAAS-based software lies in the fact that there's no need to install any software on your devices. This system can be accessed from any device—be it a desktop, laptop, or mobile—from any corner of the world, provided you have a reliable internet connection.

Can I use it on mobile like an APP?

Absolutely! You have the flexibility to install it as a Progressive Web Application (PWA) without the need to download it from the Google Play Store. Once installed as a PWA, you can access and use it on your mobile device as if it were a standalone app. However, it's important to note that due to its extensive data management capabilities, the optimal viewing experience is achieved on a desktop.

How secure is your data?

Your data is securely stored in MongoDB hosted on AWS, and the application itself is hosted on Vercel. Both AWS and Vercel are industry leaders known for their reliability and security measures. It's worth noting that they adhere to GDPR compliance standards, ensuring that your data is handled in accordance with data protection regulations. This provides an added layer of assurance regarding the privacy and security of the information stored and processed by the application.