Software built for your Insurance agencies
- Share estimates and process payments
- Manage clients’ detailed records
- Automate updates and appointment reminders
- And much, much more with this all-in-one insurance software
ESTIMATES & PAYMENT PROCESSING
Secure revenue with flexible and easy online payment processing.
Quickly send insurance and coverage estimates electronically. Share multiple estimates for comparison at once via a custom client login. Attach policy terms and conditions and other important documents for review. Process premium payments online, 24/7 with Mykooltoolspro’s insurance billing software.
CUSTOMER DATABASE (CRM)
Organize lead and client information so you can nurture relationships.
Organize your leads and client information with detailed records and customizable tags. Use Mykooltoolspro insurance CRM software to save client history to ensure a personalized touch and pick up where teammates left off.. Segment leads and clients to manage renewal and upsell opportunities.
EMAIL & SMS MARKETING
Stay top of mind with automated reminders and communications.
Mykooltoolspro insurance software manages your customer communication. Deliver updates and reminders to your clients via text and email. Get a text-enabled business number so they can easily respond and interact with your business. Never forget to follow up again, sharing custom renewal and upsell opportunities as you see fit.
Easily integrate with the apps you use daily.
Enjoy seemless integration with your favorite apps
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Check out how my KoolToolsPro can boost your profits
and take your company to the next level!
Protect your business like you protect theirs.
Make your insurance business thrive with Mykooltoolspro small business software.
