Insurance agency · Shlomi
Gal Almagor Yaarit
- The customer fills it in on the phone
- Own database and private files
- Staff back office
- A lead in the CRM
- Claim reports and the car insured declaration by personal link: the customer fills them in on their phone, attaches photos and documents, and signs the declaration with a finger.
- Home insurance as a full cycle: an estimate calculator on the site, a request that arrives already filled in, an offer the agent prepares beside it, and a locked link to approve and sign.
- Every form is kept in the agency's own database and private document storage, in a back office only signed-in staff can see.
- Connected to the Mslahtk CRM: each case can open one lead that moves along the lead board.
- Where the data lives
- In the agency's own database and file storage