Building strong relationships with customers and working carefully with their data will become a little easier with our ERP for insurance companies.
Use your client data more efficiently. Anticipate and meet their needs. Personalize your communication with them.
The key to success in the insurance industry – and beyond – is gaining customer trust. Your customer shouldn’t be just another anonymous entry in your client database. And your company shouldn’t be just a service provider and a name on a contract that will be replaced at the earliest opportunity.
Our ERP system will help you avoid such a situation. Get to know your clients better and offer them relevant services with features such as…
Having all your client data and information easily accessible in one place saves a lot of effort. Each of your customers has their own profile in the database, where you can not only see their personal data, but also change or add to it. Family relationships, interests, contract and communication history, credit rating and much more - all this allows you to provide a truly tailored service.
Divide your clients into different groups and segments according to your defined customer criteria.
Before the expiry of a given contract, the system can automatically send out a notification to clients or offer a new product straight away. Keep your existing customers and don't miss any new business opportunities.
AutomaticERP is suitable not only for data collection, but also for data analysis and evaluation thanks to its advanced analytical functions. The results of such analyses are then presented to you in clear automated reports.
AutomaticERP is not only suitable for improving your company's customer relationships, but it can also help improve processes within your company. Automation of routine activities, better planning and synchronization of tasks, improved communication between departments, sales monitoring and much more will become much easier with the acquisition of our system.
Of course, calls can also be recorded not only from a landline but also from a mobile phone. As an additional option, the conversation can also be transcribed into a document using AI.
AutomaticERP can offer dozens of essential features that can dramatically improve your company’s operations.
Tools for sales automation, calendars, emailing, project management, an integrated chat tool, call center, or features to improve customer support and marketing automation, and more – you’ll be able to take advantage of it all at the same time you purchase the software.
Take a closer look at the features AutomaticERP offers here.
Our ERP is Opensource software that you can customize to your own needs. The source codes become your property with the acquisition, so you can further customize and develop the ERP as needed.
When purchasing AutomaticERP, we offer a double option – you can implement the system on your own servers if you have sufficient facilities to do so. In this case, you pay a lump sum and the system is completely yours. If you do not have sufficient capacity for your own implementation, you can choose the cloud hosting option for a monthly fee – you save yourself technical worries and just enjoy all the features of the system.
Start AutoERP – contains a complete ERP system
The price is calculated from the amount of data in the system and consists of a one-time fee for implementing and customizing the system. Then from the regular monthly fee for administration, cloud, updates, security and backup of the entire system and all its modules.
We do not require any additional license or user fees during use.
The price for NoCode AutoERP is always decided individually.
The price consists of a one-time fee for the implementation and customization of the system. Then from the regular monthly fee for administration, cloud, updates, security and backup of the entire system and all its modules.
We do not require any additional license or user fees during use.
As for the pricing of both solutions, it also depends on the size of your company and the range of features you want to use.
After several months of market research, we decided to use the system from AutoERP, because we have the opportunity to develop the system ourselves, create our own entities, and mainly automate processes. After the first year of full use, we have created at least twice as many entities as we started and counted on at the beginning. Due to the positive experience we have gained so far, we have decided to integrate the AutoERP information system into our second company. Last but not least, I would like to highlight the technical support from AutoERP developers, which is key for us.
Our development company ALIS Tech is specific in the dynamism of product portfolio development, which reflects the needs of the market in the field of occupational safety. Our basic development item is an open platform that allows the creation of so-called puzzle system. It was the openness and ability to intervene in the existing solution that were the main factors in choosing a suitable information system. After several months of market research, we decided to use the system from AutoERP, because we have the opportunity to develop the system ourselves, create our own entities, and mainly automate processes. After the first year of full use, we have created at least twice as many entities as we started and counted on at the beginning. Due to the positive experience we have gained so far, we have decided to integrate the AutoERP information system into our second company. Last but not least, I would like to highlight the technical support from AutoERP developers, which is key for us.
See for yourself if AutomaticERP is what you are looking for.
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