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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.

Seamlessly Manage Claims and Policies so People Come First
Insurance is Also About Trust and Communication

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.

We Help Clarify Company Processes

Integrations that Connect Sales Data and Leads

We Help Clarify Company Processes

Tools to Help Streamline Workflows and Processes

Manage Your Company’s Most Critical Issues and Relationships
Are You Ready to Get Started?

Are You Ready to Get Started?

Process Step 1

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.

Process Step 2

Determine Your Needs

Are you looking for a certified Zoho consultant to help facilitate training and program integration? Are you in need of customization tools? Or, do you need support services? Let’s determine your business requirements so we can create a custom solution.
Process Step 3

Present Your Integrated Solution

Based on your business goals and technology needs, we will present you with the right customized solutions and Zoho application development to address your unique business needs.
Process Step 4

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.

Boost Sales, Productivity, and Satisfaction
Testimonial

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