Experience the power of our Multi-Agency CRM, purpose-built for insurance agencies. Streamline your operations, strengthen customer loyalty, and automate routine tasks with secure, scalable solutions—allowing you to focus on driving growth and success.
Launch Your Success Today!Launch Your Success Today!
Sureforce, in partnership with Synergy Technologies LLC, is revolutionizing insurance agency management with our all-in-one CRM platform. Designed specifically for the insurance agencies, our CRM streamlines workflows, enhances customer engagement, and automates complex processes. From opportunity management to policy tracking and insightful reporting, our scalable solution evolves with your business, empowering agencies to thrive in a competitive market.
Experience the future of insurance CRM with Sureforce.
Seamless Tracking, Instant Conversions
Streamlined follow-up processes
Real-time interaction tracking
Full visibility from initial contact to conversion
Maximize Campaign Success
Accurate campaign tracking
Import opportunities by campaign
Link products directly to campaigns
All Customer Data in One Place
Complete customer profiles
Interaction and communication logs
Real-time opportunity status
Boost Call Center Efficiency
Campaign-based outbound and inbound calls
Real-time call dispositions and updates
Enhanced communication flow for agents and supervisors
Simplify Policy Management
CSV imports for policies
Detailed policy records and interactions
Centralized dashboard for quick policy management
Streamline Commission Calculations
Automated commission calculations
CSV import for commission data
Transparent earnings tracking for agents
Tailored Access for Enhanced Security
Customizable user roles and permissions
Four default roles for streamlined access
Data protection through precise access control
Data-Driven Decisions
Import/export capabilities for key data
Role-based permissions for report access
Centralized, secure reporting hub
Your Data, Fully Protected
Fine-tune access permissions to secure sensitive client information.
Adhere to stringent regulations governing the insurance industry.
Employ advanced security measures to safeguard user data integrity.
Grow Without Limits
Easily add new users or agencies
Customize workflows, pipelines, and reports to align with your operational model
Expertly crafted for the insurance sector, addressing your unique operational challenges seamlessly.
Empower your agency with the ability to tailor workflows and permissions to match your distinctive business model.
Safeguard sensitive data with advanced security protocols and stringent role-based access controls.
Optimize processes and minimize errors through sophisticated automation and real-time updates.
Leverage comprehensive onboarding, expert training, and continuous support from our dedicated team.
Automate opportunity capture and assignment to eliminate delays and prevent lost opportunities.
Track every interaction to spot bottlenecks and streamline your sales process.
Custom dashboards and automated reminders ensure no task or follow-up is missed.
Prioritize opportunities by scoring their quality and engagement, maximizing your team's efforts.
Segment opportunities and create targeted campaigns with ease using marketing automation.