Start with all of the features of the Dibcase platform and then tailor it for insurance agencies and agents
Core CRM Features
- U.S. Based secure AWS servers with 256-bit encryption
- 2-Factor Authentication for added security
- Document Generation is conducted with our advanced internal document editor which can also import PDF merge forms. We provide a document manager for easily sorting our deep forms library.
- Calendar that syncs with Google Calendar with SMS, email, and popup alerts for clients and staff
- Advanced Task Management with templates
- Clause Library create your collections of clauses for easy document assembly
- Incomg and Expens ledgers across modules
- Invoice Generation
- Two-way SMS (text) messaging
- Client Portal with two-way messaging, file sharing, and more
- Contact Manager Rolodex with tags
- Internal Storage and integrations with DropBox and Google Drive
- Team Features including productivity tracking, roles, and exportable activities reports
- Automation Tools New custom process pipelines (with kanban style interface) unlimited boards with aging feature
- Lead Management with our leads pipeline and user editable stages
- User Editable Reports across all client and module types
- Unlimited Digital Intake and Quote Forms at no extra cost
- Send automated SMS & email Messages with our Twilio integration
- Date Based Automations for automated renewal reminders, birthdays, anniversaries, etc.
- Pipelines/Processes for tracking deal/sales/marketing stages
- Configure Modules for All Insurance Types
- Custom Income Tracking Modules to track commissions from all sources and create custom reports
- Interactive Portal where clients can view their policies, update their contact info, send secure messages, view invoices, etc.