Inquiries come by form, by e‑mail and on the phone. One person conducts the initial meeting, another advises, and the service department learns about the deal from an e‑mail. What the customer has already said is asked again – and how much is currently in the pipeline is an estimate.
brokercare360 puts this into a process: The law firm’s website delivers leads, the lead becomes a deal in the pipeline, the conclusion becomes a contract in the customer file, and later concerns end up as a ticket to the service department. This way, everyone in the team can see where a customer stands and what is next.
brokercare360 complements your broker management program: Offers, applications, documents and brokerage billing remain where they are today. brokercare360 manages inquiries, sales, communication and support.
Why an end-to-end process determines your sales success
Interested parties expect a quick response – and not questions that they have already answered. If enquiries, handovers and support converge in one system, everyone in the team works with the same status, and no enquiry remains in the inbox.
One system for the entire journey to the customer
Marketing, sales and service – finally in one system
With brokercare360, your entire team works with the same level.
Marketing: Win inquiries
own website and landing pages from the construction kit, forms that arrive directly in the CRM, and the page and campaign that came from each lead. The mandatory information assistant creates templates for imprint, initial information and privacy policy.
Sales: Manage deals
From the initial meeting to the closing: Deals with product, company and contribution, from which the expected value according to your brokerage rates. The dashboard shows revenue gained, open pipeline and the funnel per phase.
Service: Customers hold
tickets for damage and concerns, all contracts in the customer file – and if a new need arises, start the next deal directly on the contract.
What you gain with brokercare360
- Every request from your website is in the system with its source – nothing gets lost in the inbox
- Clean handovers in the team without customers answering questions twice
- A clear view of pipeline, sales and goals
- More time for your customers because the process is in the system instead of in slips of paper and e‑mails
ComCare 360 is a certified brokercare360 partner.
We accompany your law firm professionally in the implementation and optimization. Our CRM experts ensure a quick start for daily use and comprehensive training of your team.
