Increase sales by enabling your agents to quote for new business in real-time when out in the field. Quotes are generated and customers can sign electronically immediately.
CRM functionality enables agents to follow up on leads, manage customers, manage time and manage key activities.
Customers can access and update their own information through web portals without the need of directly contacting their financial services provider.
Document Generation Tool (Snapper)
Web Portals (Exergy Portals)
Automation Testing Tool (Bhave)
Configuration Tool (RulesGuru)
Deployment Tool set (The Vault)
Remove unnecessary administration associated with having staff servicing broker requests.
Exergy Portals provides clients, agents and employers with the ability to access information anytime, anywhere through a choice of multiple devices.
If you are interested in our offerings or would like someone to contact you please email email@example.com or contact +27 12 360 0100.