Customer record
The customer calls and you have it all in front of you
With Connect each customer has one record, and the answer is there before the call ends.
Does this sound familiar?
Your customer is split across ten places
- A customer calls and you offer to call them back.
- Policies in the portal, documents in a folder, messages on a phone.
- Only one person in the office knows the history.
- Nobody can see what was said last time.
In plain words
The customer record is each person's page in your software. Instead of searching folders and portals, you open one screen and find it all.
What you do when they call
- Find the customer by name, tax number or phone.
- See their policies and claims.
- Open documents and notes.
- Send a message from the same screen.
The phone rings
A customer calls about a claim. The colleague who answers has never spoken to them, but opens the record and sees the policy, the claim and the latest note.
Who it is for
For any agency where customers are served by more than one person.
One customer, one record
The customer record gathers everything about a person: policies, claims, documents, notes and every message sent. Anyone on the team who opens it knows what has happened.
Policies
3 active, with 2 insurers
Claims
1 open, 2 closed
Documents
Licence, registration, applications
Notes
The latest one pinned on top
Communication
Every SMS and email sent
Family
Spouse and child, with their own records
What each person sees on the record
In insurance agency software the customer record is the screen opened most often. In Connect it is the heart of the back office, and even a price from multi-quote ends up there.
The owner
Sees the whole relationship: how many policies, which classes, what is missing. So they know where there is room for a second policy and which customer deserves a call today.
The front desk
Answers the phone with everything in view: the policy, the open task, the last message. No need to ask a colleague or promise to call back.
The partner
Works on their own customers, on the same data as the agency. What they note, the team sees too, so the customer never explains the same thing twice.
The claims handler
Opens the record and finds the claim beside the policy, with documents and notes, without searching folders or email.
A good record shows on the hardest day: when the person who knows the customer is away and someone angry calls. If the answer is on one screen, service does not depend on who is in the office at that moment. That is how an agency grows without losing the personal relationship that built it.
What's included
- Policies and applications
- All the customer's policies, across classes and insurers.
- Claims
- The customer's claims, with their status.
- Documents
- Whatever belongs to the customer is kept on their record.
- Notes
- Write what the team must remember and pin what matters.
- Communication history
- SMS, email and Viber sent, in one place.
- Family and details
- Relatives, addresses, tags and licence expiry.
How it connects to the rest
Frequently asked questions
How does it differ from CRM Suite?
The customer record is part of Connect and holds all the customer's details. CRM Suite is an extra: it adds tasks, opportunities, call lists and AI tools.
Does the whole team see the same record?
Yes. What one person writes, the others see.
Can I link members of a family?
Yes, you set the relationship on the record.
Can I pin a note?
Yes, so it stays on top.
Can I group my customers?
Yes, with tags.
Can I try it for free?
Yes. The trial lasts 14 days, with no card and no commitment.
Is there anything to install?
No. Everything runs in the cloud, from your browser, with no server at the office.
Do you help me get started?
Yes. Moving your data from your old system and helping your team in the first days are free.
Does support cost extra?
No. Support is included in your subscription.
Can I cancel?
Yes, whenever you like. Cancellation takes effect once the current period is over.
All products
Five questions, and you know what fits
Tell us how your agency works. We suggest a plan and add-ons, and you try them for 14 days with your own data.