Zoho for Insurance Providers
Seamlessly Manage Claims and Policies so People Come First
Three30 Group is one of the country’s leading Zoho consulting partners, and the perfect technology support agency to solve your insurance CRM challenges.
Utilizing Zoho CRM for your insurance business, Three30 Group can help you seamlessly manage complicated claims and assignment rules, track paperwork, and monitor policy data so people come first.
Insurance is Also About Trust and Communication
Recent unprecedented events from the pandemic and supply chain issues, to weather and economic upheaval have negatively impacted the insurance industry.
Add to this the public’s long-standing lack of trust in insurance brokers and it’s easy to see why CRM software for insurance can help provide better outcomes and communication with policy holders.
Manage Your Company’s Most Critical Issues and Relationships
We understand the challenges faced by insurance businesses, and we can help provide the right CRM system with Zoho CRM to help manage these critical issues and relationships.
Insurance teams need a CRM solution that can seamlessly integrate the sales process, leads, phone calls, sales forecasts and reporting functions while giving insurance agents multiple channels to connect and monitor customers’ complete satisfaction.
Integrations that Connect Sales Data and Leads
Tools to Help Streamline Workflows and Processes
Are You Ready to Get Started?
Schedule a Discovery Meeting
Let us start helping you today. It’s easy. Email us at info@three30group.com, call us at (330) 339-4017, or fill out the form on our Contact Page, and we will contact you shortly.
Determine Your Needs
Present Your Integrated Solution
Implement and Support
Three30 Group is with you throughout the development, integration, and training process to ensure your team’s success.
Boost Sales, Productivity, and Satisfaction
After working with Three30 Group on Zoho program integration and custom productivity solutions, your entire team will save time and money on redundant and unnecessary activities, benefit from better company-wide collaboration, streamlined processes, and more profitable sales initiatives. Most importantly, you’ll gain important, actionable insights from a 360-degree holistic view of your customer.
Three30 Group has been working with us for over 10 years. They have been instrumental in migrating and implementing a full-scale, cross-departmental CRM for our U.S. headquarters and sales team of 100+. They have helped us build out key integrations, enhancements, reporting, and business intelligence solutions against both our legacy (AS/400) systems, as well as our current SAP, web, and SharePoint environments. I’d recommend Three30 Group to any organizational leader, as they have saved us time, resources, and money each year. They are great to work with.
Manager of Information Systems & Technology | COLTENE