SEI CRM is an accounting and insurance system for agents and brokers to manage sales and customer relations. It allows agents to manage their customer base, add and edit client data and maintain client history.
The application keeps track of risk insurance, terms of action, payment plans and provides a reminder to customers for next payment. SEI CRM automatically sets tasks for important events, such as payment reminders, and allows users to create tasks with or without deadlines. Users can assign those tasks to teammates. Insurance records are kept in an internal database.
The software helps users to analyze interactions between insurers, and also provides data on lost customers, including the stage when a customer drops out. Users can run weekly and monthly reports on sales and marketing performance.
Pricing is per month. Support is offered via email and over the phone.