CRM4 Policy Importer

Mass update of clients and policies from the companies

Developed by: Zeus4
  ( 0 )

CRM4 Insurance Policy Importer is an application that integrates with Zoho CRM to automatically import information from insurance companies. The application is particularly for users implementing Zeus4 in Zoho CRM for Insurance Agents.

Key Features:

  • Integrate and automatically import insurance company data into Zoho CRM
  • View detailed summaries of imported data
  • Access a report of the records pending review that presented problems during the import
  • Optionally configure the modules to be integrated

Tags

Published date May 23, 2022
Version 1.0
Category Business
Pricing Paid
Vendor Website

Compatible Editions

  • Standard
  • Professional
  • Enterprise

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