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simon_austin

Simon A

@simon_austin

INSURANCE CRM WORKFLOWS AND AUTOMATIONS EXPERT

United Kingdom
English, French
About me
Hi there, I'm Simon an Insurance CRM Expert. I specialize in setting up and customizing CRMs designed specifically for insurance agents, brokers and agencies to automate workflows, manage policies and improve client retention Most CRM setups stop at basic configuration. I deliver fully tailored systems aligned with your sales process, policy lifecycle and renewal automation so you can focus on closing deals, not admin tasks Together, we can build a CRM system that increases productivity, drives sales and reduces manual work. Get in touch with me to know more and get started Thanks... Read more

Skills

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simon_austin
Simon A
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See my services

CRM Management
I will insurance CRM qqcatalyst agencyzoom nowcerts vanillasoft hawksoft better agency
CRM Management
I will insurance workflows salesforce leadsquared keap zoho bigin pipedrive hubspot