CaptaIMS Desktop
CaptaIMS built-in e-Signature
CaptaIMS w/ Phone enabled
CaptaIMS White Labeled
Solution: An insurance brokerage uses CaptaIMS insurance management software to streamline its process for handling prospects. The software allows the brokerage to efficiently review and assign leads to , ensuring that each prospect receives the attention they need on time.
1. A prospect fills out a form on the brokerage's website, providing information about their insurance needs and contact information.
2. CaptaIMS automatically captures this data and creates a new prospect record.
3. The manager reviews the prospect record and assigns it to an agent based on their expertise and availability.
4. The agent receives a notification of the assignment and begins working with the prospect to gather additional information and assess their policy needs.
5. The agent uses CaptIMS software to track their progress and update the manager on the prospect's status.
6. If the prospect decides to move forward with the brokerage, the agent uses the software to help generate the necessary documents and complete the policy request process.
7. The manager continues to monitor the progress of the policy request through CaptaIMS, ensuring that all necessary steps are completed in time.
Solution: A commercial insurance brokerage uses the CaptaIMS CRM portion of its policy management software to contact a list of customers using the built-in phone system for improved communication and data collection.
1. An administrator of the CaptaIMS account enables the built-in phone system.
2. Agents navigate to your CaptIMS dashboard or vertical workspace to generate a list of client records.
3. The agent then clicks on a client's phone number launching the built-in dialer and phone system.
4. As the agent converses with the client. Then can simultaneously collect data such as notes and set task reminders for that client.
5. When the conversation is complete, the user can move to the next client in the list and re-start the entire process.
6. This process can continue until the user completes the list of clients they need to contact.
7. The manager continues to monitor the progress of the policy request through CaptaIMS, ensuring that all necessary steps are completed on time.
Solution: A specialty insurance broker uses CaptaIMS, policy management solution, and needs a signature from a client.
1. A broker searches for a client and navigates to their record.
2. The broker creates a new e-signature job and provides the necessary data, including pdf(s) and recipients needed for signature.
3. The broker makes adjustments to the pdf, such as adding a signature field, signature date field, and any other required fields needed for the e-signature job.
4. The broker sends the e-signature job to the client through CaptaIMS.
5. Client completes the signature, and all parties involved are notified that the job is complete.
6. The broker navigates back to the client's record, where they can view, download, and archive signature documents for later use.
