Who Uses This Software?

Insurance


Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    $2.70/month
  • Pricing Details
    Business - $ 49.80 with 10 users limit Company - $ 216.90 with 50 users
  • Free Demo
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Live Online
  • Support
    Business Hours

Vendor Details

  • Everlabs
  • everlabs.com
  • Founded 2013
  • Ukraine

About SEI CRM

The accounting system for insurance agents and brokers - contracts, payment, deals, clients accounting; - event reminder; - user managment and access control; - management in scope of insurance types, insurers, sales channels; - secure data storage and transaction; - extensive reporting system; - PC, mobile, tablet adapted;


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SEI CRM Features

  • Call Logging
  • Contact Management
  • Customer Support
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Sales Pipeline Management
  • Territory Management
  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Rating
  • Policy Management
  • Quote Management

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