ClickForm

Persönliche CRM-Software

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This tool automates the process of transferring client data from a customer relationship management system directly into multiple insurance carrier portals, streamlining the quoting workflow and reducing manual data entry. Key features include seamless integration with popular CRMs, automatic auto-filling of form fields across various carrier websites, strict data privacy as it does not store login credentials, and compatibility within existing browser environments without the need for additional software, making it ideal for independent insurance agents, agencies, and quoting teams who handle multiple quotes weekly.

ClickForm kann gefunden werden in Personal CRM Software Kategorien.

Die Produkte, die ClickForm am ähnlichsten sind, sind:

Parse2ERP Verifiziertes Profil Befördert → Fat Agent Verifiziertes Profil → Ezyagent →

Screenshots

Details

ClickForm Hauptfunktionen

• No Scraping
  It does not use screen scraping to get data; it reads visible fields only.
• Fast Quoting
  It saves you time by filling out forms in just one click, speeding up your work.
• Secure Login
  You stay logged into your own carrier accounts without sharing passwords.
• Easy Data Import
  It fetches your client's data from your CRM and fills out carrier forms automatically.
• Flexible Pricing
  It offers a simple free tier and paid plans with transparent prices that pay for themselves quickly.
• Works Inside Browser
  It works inside your existing browser without opening new tabs or copying information.
• Time and Money Saving
  It saves hours every week, which can be worth hundreds of dollars.
• Supports Multiple CRMs
  It can pull data from many CRM programs like Applied Epic, HawkSoft, or QQ Catalyst.
• Automatic Field Filling
  It automatically fills out the correct fields on carrier portals with your client's data.
• Suitable for All Agents
  It is made for independent agents, agencies, and quoting teams of any size.

Abzeichen

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Abzeichen kopieren

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Abzeichen kopieren

ClickForm-Alternativen

Parse2ERP

Verifiziertes Profil

Befördert

This automated solution streamlines and accelerates repetitive business tasks...

Fat Agent

Verifiziertes Profil

This comprehensive insurance customer relationship management (CRM) platform ...

Ezyagent

This platform automates daily operations for insurance agencies, enhancing ef...

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