One23 is the simplest, yet advanced CRM of its kind for the insurance broking industry. Whether your business is personal protection, business protection, private medical insurance or commercial insurance, One23 offers a fully comprehensive and compliant solution that is not just a database to store your clients but a super effective tool to stay on top of renewals, identify new sales opportunities and generate multiple quotes literally at the touch of a button.
One of the great features we have incorporated in our system is called Multi Quote. This amazing funcation allows you to create one quote but with multiple benefit amounts and different terms.
Up to 9 quotes will then be returned for you to make an informed decision on behalf of your client.
We have integrated our advanced CRM system with the biggest social network sites including Facebook, Twitter and LinkedIn.
One23 has integrated our CRM system with a leading provider of company information. This allows you to easily see company incorporation details.
We have developed our system around the need for people to access client details whilst on the road. We have packed our mobile version full of handly functions including navigate to client which allows you to easily navigate to the clients address.
