The robust and modular CRM-BPM solution for insurance, brokers and banks
Optimize your customer management with GeoProd, the powerful CRM-BPM solution that allows you to design, analyze, and automate your processes without development.
Benefit from the combination of collaborative CRM performance and BPM agility for easy configuration and maximum flexibility.
Maximize your productivity with process automation:
discover the benefits for your business:
Optimize your time
Improve productivity with automation: Save time and resources.
Transform your business with an extremely adaptable solution: Discover the benefits of CODELESS.
Ensure compliance for your business with GeoProd: The BPM solution to ensure adherence to procedures.
Optimize processing time
Improve customer satisfaction with automation: reduce response times.
Minimized errors with our technology
Optimize your productivity with GeoProd's robots: easily manage repetitive tasks and high-volume data entry.
DEVELOPERS OVER 8 YEARS
HOURS OF DEVELOPMENT
YEARS OF EXPERTISE
Compliance & Security
As a Manager, Geoprod Insurance allows me to communicate and track my teams with unmatched precision.Thanks to the dashboard, I have a complete overview of the activity, whether it's by day, week, month, year, etc.Charlotte O.Remote Sales Manager
When we use leads, they arrive in real-time, allowing me to be much more responsive. The dispatching of opportunities is done automatically according to an initial configuration, resulting in better organization of sources and optimal processing of prospect stocks.Geoprod insurance integrates a rating engine that allows us to offer the most suitable solution to our clients in record time, enabling them to subscribe online with electronic signatures or receive a quote by email or mail. The instant result tracking ensures ease of analysis and efficiency in my decision-making at any time.
From the Geoprod Insurance Management Platform, I have a clear view of the case I am handling. I can see the actions or modifications that have been made by the advisor or another management or accounting agent. I can also create "tickets" in real-time, enabling dynamic interaction between all departments.Chloé F.Management Supervisor
All exchanges are logged, allowing me to analyze the client's request more effectively. Among other conveniences, the secure payment interface, accessible directly from the case, allows me to rectify outstanding payments directly and stay connected with my client online.
If I were to compare the evolution in my role as a sales director between working with a product like Geoprod insurance or not, I would use the example of a salesperson with or without a smartphone.Frederic I.Sales Director
Geoprod insurance provides me with a comprehensive view of all the provided opportunities, real-time conversion rates, and the resulting revenue. The analysis of statistical data allows me to see where we are performing well and why, whether it's by salesperson, campaign, specific period, customer segment, or other factors. These detailed reports have become essential for informed decision-making. With Geoprod insurance, I know what works, why it works, and where and with whom it works effectively. This enables me to adjust my business model and optimize my results.
Geoprod Insurance has completely transformed my way of working. No longer do I need paper-based rate calculators for each insurance company. The integrated pricing tool and comparator allow me to offer the most accurate offer to my prospects. This is a significant time-saving with the assurance that my advisory work is well done.Jacques L.Field Sales Representative
Geoprod insurance provides invaluable support in terms of client follow-up, ease of follow-ups, and geolocation of other prospects around my appointments. The after-sales service is handled by our management teams, and I can see the progress of a case at any time and respond to my clients in real-time. With Geoprod insurance, my revenue has significantly increased. There was a before and an after Geoprod. Geoprod insurance has been designed for use both from my home and when meeting clients, without losing any benefits.
As a Remote Sales Representative, I acknowledge that Geoprod insurance has completely transformed my approach to remote sales, providing me with a level of comfort and precision that I had never experienced before.Sabine L.Distance Sales Representative
Thanks to Geoprod insurance, my opportunities are better managed and utilized, and my telephone calls, emails, etc. are automatically linked to my records, making my approach much more professional
Moreover, an intelligent agenda automatically manages my reminders and alerts, constantly offering me the best choice of action through advanced algorithms. Géoprod insurance also integrates highly efficient comparison and pricing tools, enabling me to be faster and more effective in selecting the solution offered to my prospects.
The transition to membership is seamless with secure electronic signature, compliant with regulations... which also allows me to efficiently offer automated setup and follow-up of cancellation letters. With Geoprod insurance, duplicate entries are a thing of the past... communication with other departments is instantaneous, and the automated processing history ensures that all requests are logged and addressed, thereby satisfying our clients. With Geoprod insurance, I am much more efficient, I manage my time better, which explains the impressive increase in my revenue.