
ASSUR3D
ASSUR3D, the CRM for insurance brokers that simplifies your daily work. An all-in-one tool designed to meet your needs and compliance requirements with an intuitive and efficient interface.
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Designed to simplify the daily operations of insurance brokers, it centralizes all aspects of brokerage activities within an intuitive and connected interface: customer relationship management, sales support and commercial tracking tools, contract and opportunity management, compliance tools (DDA, duty of advice, etc.), multichannel approach: e-mail, phone, SMS.
Thanks to its integration with Aircall, ASSUR3D becomes a complete solution, including phone call management directly within the CRM for a seamless user experience.
Integration features
Click-to-Call from client or prospect records
Call with a single click, without manually dialing a number
This feature allows you to initiate a call via Aircall directly from a contact record in ASSUR3D
Key benefits
Boost Your Productivity
Make calls faster with Click-to-Call integrated into the CRM. Reduce dialing errors. Instantly access client information without leaving your workspace.
Enhance Client Relationships
View key client data during calls. Ensure smoother, more personalized communication.
Modernize Your Call Management
Seamless integration designed for insurance brokers. Centralize your business tools for optimal daily efficiency.
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