ALLEGROUPE A RELIABLE FRIEND
Allégroupe: from sales, to administration, to invoicing
ALLÉGROUPE a smart
INTELLIGENT CMR
Working for you to effectiently
Simplify your life
OUR PRODUCTS*
* The videos, reports and products presented dates back to year 2011.
You can expect the current version to be substantially improved
The document structure reflects
our 3 CRM / GRC options:
CRM / GRC INFO
GENERAL
CRM/GRC
SALES
CRM/GRC
ADMIN
In addition to the "Power Point" presentations, here are four videos,
in real time, providing you with more information.
+
REPORT SAMPLES
CRM / GRC GENERAL INFO: Provides you with a simple and effective single data manager to process all your GROUP INSURANCE information.
This management module is common to the two SALE and ADMIN CRMs.
SALES CRM: incorporates a set of tools specifically built to facilitate the administration of the sales cycle triggered by a client mandate. Your CRM control panel manages and tracks each step of the process, while our insurance module allows you to manage all industry specific data, generate your RFP, produce your comparative market analysis, as well as manage all your communications with your clients, their employees and insurers.
ADMIN CRM : thanks to our Cloud based solution you have the freedom to work and access your information quickly and efficiently from anywhere in the world. ADMIN CRM facilitates the management of your day-to-day activities, as well as provides you with specialized tools to deliver your clients high value added services. The Elite version becomes first-rate tools in the implementation of a paperless work environment, while the billing module makes it easy to bill as well as manage the employer/yee contributions. As a bonus when managing your billings, Allégroupe will automatically produce for each employee a personalized year end report to facilitate the tax return reporting guaranteeing maximum tax savings.
In addition to Power Point presentations, we have prepared real-time presentations (General, Sales, Administration and Billing) of the Allégroupe software. You'll be amazed by the user-friendliness, the robustness and the simplicity of the user interface that ensures quick and unequivocal implementation of Allegroupe within your organization.
WARNING, please do not be fooled by the fact that the operation of our software seems simplistic. We had to invest years of work and millions to create such a friendly environment. Rest assured that despite this apparent simplicity Allegroupe is able to manage your most complex work load.
General
Admin
Sales
Billing
GENERAL CRM
ADMIN CRM
SALES CRM
BILLING CRM
Finally for both ADMIN and SALE CRMs we provide you with report samples:
(Please take note that we refer you to C-surance.ca report samples, so some features that are presented may not be available with Allegroupe):
ADMIN
SALES
CHARGING SPECIFICATION