Provide value and build strong customer relationships CRM

In today’s competitive world, customer is the king. One of the biggest challenges you face in maximizing business from your customers is in identifying their requirements. Once you know what they want it is way easier to satisfy them with relevant financial solutions. eCRMagic provides you and your customer a 360-degree view of their insurance portfolio and a history of interactions with your organization.

You can also target your esteemed clients for up-selling or cross-selling objectivities. This software allows you as an agent to maximize every opportunity to enhance your relation with your customers by automatically wishing them on their special days like
Anniversaries, Birthday, Events & Occasions, Every Day Cards, Festival cards and many more.......

Why eCRMagic For Insurance Advisors eCRMAGIC

  • 24 x 7 x 365
    Customer Service
    Offices

  • Anywhere Anytime
    Information Access To
    Your Customers

  • Automation of routine
    tasks like Premium,
    Maturity, SB and New
    Product intimations

  • Branding your
    Organization

  • Online Insurance
    Portfolio for your
    customers. Information
    when they want it

  • Tapping International
    clients. Strong structure
    to enable future up
    gradation as per
    requirements.

View Templates RESPONSIVE

Our eCRMagic CRM is designed specifically for your unique insurance business requirements. Select your template from the variety of modern and mobile friendly designs.

Our Features FEATURES

Maximize every opportunity to enhance your relation with your customers

Auto Generated Messages 01

Don’t worry about forgetting to wish your clients on their special days. Birthday greetings, Anniversary wishes, Congratulatory messages, Festival greetings are automatically sent as per your settings.

Custom Intimations 02

Inform your clients about newly launched policies and benefits to be derived from certain policies. Use this tool to draft different messages that you want to convey to your customers. Just imagine, the last thing a customer would expect is a best of luck greetings for your Childs exams. It would increase your value in his eyes.

Online Product Info, Articles & News 03

Empower your customers by informing them about the different product details. Provide them with thought provoking and informative articles, which can facilitate your sales.

Online Portfolio Access04

A desktop-based application, enabling you to give provide insurance and investment-based information to the clients. Now give your client a presentation on their current Comprehensive Insurance Chart, Cash Flow Chart, Premium Calendar, Non-Life Insurance chart, Small Savings investment etc.

Analytical Tools 05

The software provides cutting edge analytical tools like the Basic Insurance Needs Analysis, Comprehensive Insurance Needs Analysis, Wealth Potential Analysis, Insurance Eligibility Check, Premium Calculator, Loan Calculator, Surrender Value Calculator etc. In addition there is the Comprehensive Insurance chart, Premium Calendars, Cash Flow Chart, Status Reports and many other powerful applications for you and your customers to use.

Online MIS 06

Track the browsing and selection choices of your customers. View their interests and decide how better you can serve them. View the reports, which will tell you which policies have interested the majority of your clients. This will enable you to create powerful as well as targeted sales and marketing strategies, thereby increasing your conversion rate.

Auto Pilot Service 07

As one of the top performing insurance professionals, your time is often not your own With your busy schedule, it may be difficult for you to be on desktop application regularly.


The Auto Pilot feature of eCRMagic does your work of updating articles, news, banners (another point of sale) and also targeted direct marketing campaigns.


The Auto Pilot is like a copilot (a Datacomp expert), working while you relax, but with control never leaving your hands.

Online Magic SMS08

Most individuals carry around a mobile phone now a days and that is one of the easiest means staying in touch. The online Magic SMS automatically keeps sending out intimations and messages once you have made the settings directly from your website.

Get in Touch Contact

Our pricing is customized in various packages depending on your requirements and set up.
Share your details with us and our representative will call you to discuss further

Have a Query ? Ask Us ASK US

For more information on our other financial products, do visit our website

What our Clients Say TESTIMONIALS

About

ECR Wealth is a product by Datacomp Web Technologies, a well-known player in the Insurance & Financial Services automation software sector. Since the last three decades, Datacomp has been developing software solutions for the intermediaries in the finance and insurance sectors.

Contact Info

+91 (022) 6148 6000

+91 (022) 6183 8000

2nd Floor, Techniplex II,
Jn. Veer Savarkar Flyover & S.V. Road, Goregaon (West), Mumbai – 400062.

@Copyright 2019 Datacomp Pvt Ltd.| All Rights Reserved