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ease
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design
support

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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Insuresoft's Diamond Billing solution aims to equip insurers with precise, instantaneous data and self-service features tailored for agents and policyholders alike. This system empowers agents to efficiently oversee their operations while allowing policyholders to manage their coverage whenever they choose. By automating routine processes, it ensures that tasks are handled correctly and supports real-time adjustments to payment plans across various options. Additionally, it adeptly manages scenarios like non-paid cancellations and reinstatements, which streamlines service delivery and boosts overall policyholder satisfaction. Its customizable design meets the specific requirements of both agents and policyholders, facilitating the adoption of flexible pay plans that align with clients' needs and enabling mid-term changes to payment arrangements. Moreover, Diamond Billing supports an extensive range of payment methods, including mobile transactions, online payments, credit cards, electronic funds transfers, checks, or cash, ensuring convenience for all users. This comprehensive approach not only enhances user experience but also fosters stronger relationships between insurers and their clients.

Description

Hanna CRM is an innovative tool designed to enhance a company's operational efficiency while also making work enjoyable. This system facilitates the management of customer databases, task organization, sales tracking, project oversight, and report generation all within a single platform. By utilizing Hanna CRM, productivity increases and work becomes more engaging, as users can replace multiple software applications with just one solution. The various functional modules of Hanna CRM allow for easy data entry and streamline the process of finding vital information necessary for informed decision-making. With effective time management features and the automation of routine tasks, users can dedicate more time to high-value activities. Assigning responsibilities for data entry and task allocation not only boosts employee accountability but also minimizes communication errors. An essential factor in selecting and deploying any system is the level of support provided. To ensure a seamless implementation process, we offer live support to our customers, making our assistance readily available and responsive. Furthermore, we provide multiple channels for communication, ensuring that help is always just a few clicks away!

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Insuresoft Diamond Yes 

Integrations

Insuresoft Diamond No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$19 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Insuresoft

Founded

1993

Country

United States

Website

www.insuresoft.com/platform/insurance-billing-software/

Vendor Details

Company Name

Future IT

Founded

2014

Country

Lithuania

Website

www.hannacrm.lt/en

Product Features

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management No 

Alternatives

Alternatives

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Zurmo

EspoCRM
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TRAVCRM

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