Athena CRM for Insurance Brokers

Policy Renewal


Considered as an important source of business for the insurance brokers, Athena treats Renewal Management in a unique way. From renewal alerts to brokers and clients via SMS or Email to booking renewal appointment, the system captures every facet of policy renewal process. The renewal commission, forecasts and renewal reports are additional tools given to broker to track renewal business effectively.

  • Automatic renewal alert - SMS/Email to client and sales team
  • Renewal Appointment scheduling
  • Renewal Activity Tracking
  • Renewal commission calculation
  • Reports to track the projected earnings

 

Travel Management