CRM Insurance for Obamacare manages the sale of ACA (Obamacare) insurance. When you install the extension on a newly created Zoho CRM system, modules and fields are added to facilitate the process of selling insurance for Obamacare and its policies. It works with the required documents, quoted data, and declared dependents.
Key Features:
Obamacare insurance sales: Specific fields have been added in the Deal module to manage Obamacare insurance sales quotes.
Policies: The Policies module has been incorporated to store all policies generated from Obamacare insurance sales associated with an agency's customers.
Required documents: The Required Docs module efficiently manages the required documents that customers must submit.
Policy renewals: Automatically generate Obamacare insurance sales from policies that are about to expire (within 45 days) and are eligible for renewal.
You will only be billed for the extension/app you purchase. We don't request any additional charges outside of Zoho Marketplace. (Note: If the extension/app integrates with a third-party application that requires a paid edition, you must make a separate purchase with the third party.)
How will I be billed?
Once you click the purchase button and provide your credit card details, the amount due will be deducted from your card.
How often will I be billed?
You will be billed per month or per year depending upon the option that you choose. The payment will be recurring, meaning you won't have to bother doing it again manually.
What can I do if I decide that I don't want the extension after all?
You can cancel the plan that you have subscribed to, noting the reason. We will get back to you to help you out with the necessary requirements.
Whom do I contact in case of questions regarding payments and billing?
You can drop us a mail at sales@zohomarketplace.com and get your questions regarding payments clarified.
Can I extend my free trial?
No, unfortunately we can't provide an extension to the free trial period.
With years of large-scale business application implementations in a wide variety of industries under our belt. We are a group of passionate and innovative IT professionals prepared to provide high-quality value-added services to our clients.
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Hello,
I would recommend you to try Obamacare for Zoho CRM. It would add a lot more value to your CRM account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
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Payments have not been opened up for users in the EU yet. However, you can mail us at sales@zohomarketplace.com to continue with the purchase.
Only admins can install or purchase this app. Please contact your organization admin for more information.
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