One23 launches new CRM software to adviser market

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Following a pilot period, One23crm, a multi-device customer relationship management software (CRM) has been released to the broker market by One23.co.uk.

The cloud based system, which integrates with Facebook, twitter and Linkedin, covers personal protection, business protection, private medical insurance or commercial insurance.

Alongside a client database it offers a facility for renewals, identifying new sales opportunities and generating multiple quotes.

With what One23 claim as the most advanced protection quote engine of its kind, the system can produce unlimited life, CI, IP, decreasing term, whole of life and FIB quotes at the same time on one report.

It produces multi quotes for business and residential of up to nine at one time with no rekeying of data.

Group PMI quoting to all insurers with one click is also available, with quotes returned to the individual client

One23 also claim full compliance capability, able to be tailored to individual network or company requirements.

Steve warden, director of One23.co.uk, said: "To be ahead in the insurance industry today you have to be equipped with the right tools, systems and processes, our software provides all of this.

"We understand the importance of compliance, that's why using it has been designed with total transparency and is the most comprehensive solution of providing a full audit trail but at the same time being very simple to use."

One23 is currently offering a 30 day trial at www.one23.co.uk

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