CRMcomplex

A comprehensive CRM platform designed to streamline operations for health insurance agencies, agents, and their customers. Manage agents, track policies, handle commissions, and enhance communication.

Data types

  • Agent
  • Customer
  • Policy
  • Carrier
  • Commission
  • Message
  • Document
  • Reminder
  • Notification
  • ApplicationRequest
  • AgencySubscription
  • AutomatedFollowUp
  • QuoteRequest
  • PolicyRenewal
  • MarketingCampaign
  • CampaignRecipient
  • ServiceRequest
  • Appointment
  • Claim
  • Lead
  • AdminViewContext
  • AgencyTeam
  • AgencyTeamMember
  • EmailTemplate
  • Invitation
  • CommissionTier
  • CustomRole
  • PerformanceQuota
  • WhiteLabelConfig