We were purely manual before and use paper based system for everything. Web Alliance came across at BNI Lighthouse and we have tried our hands on the bespoke CRM and the result was fantastic.
Now we have got a automated process for enquiry, quotation, Jobs, notes, documents preparation, appointments, reminders to the renewals of the policy.
Highly recommend very professional service offered by Web Alliance. The team are super customer service orientated and only want you to be happy with your customised system.
GSI Ltd
marcus@gsiinsurance.co.uk
01933 411888