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Circle 7 is exceptionally designed for insurance agents to store their customer data securely and this information can be accessed by the agents at any time even on the go.
Any number of vendors and policies can be added and followed in a plain sailing manner.
Circle 7 also maintains a record of overdue policyholders list and reminds agents on policies that are nearing the due date.
Every data stored is protected, only administrators and the users with the access rights can view, access and edit the policy details.
Circle 7 can be used to ensure better insurance service to the customers.
Circle 7 is enriched with various special highlights that make it simpler for the insurance companies and insurance agents to securely store the policy holder’s information at ease.
Retain policyholders at ease: Every customer data can be stored and accessed at any time such that you can offer them with the best Insurance service in line with the customer’s interest.
Determine overdue policies: Circle 7 brings the complete history or record of overdue policies in a single dashboard such that the insurance agents can follow the overdue policies at ease.
View upcoming renewals: Circle 7 is also designed with an advanced feature called “Upcoming Renewal Policy” where you will find all the policies that are nearing the due date to alert the clients.
With Circle 7, you can save more time in maintaining the records of policyholders and you can focus on the key performance indicators and vital business progression techniques to elevate the growth of your Insurance business and you can also expand your customer base at ease.