SERVICES

EMPOWER YOUR AGENCY

Client Dynamics brings to you a powerful platform for your Sales, Marketing, and Services teams. Why use multiple systems when you can manage your Insurance Leads, Deals, Marketing Campaigns, Clients & their Policies within the same system.

Management System

Client Dynamics is feature-rich so that your sales team can easily manage any number of contacts/leads. Manage Leads, Contacts, Deals (Opportunities), Create Email or SMS campaigns, Workflow rules-based auto task creation for your sales team, Standard and Custom Reports, and much more.

UNPARALLELED, EASY TO USE RULES ENGINE

Client Dynamics gives all the power in your hands with its unparalleled, easy to use drag-drop enabled Business Rules Engine. Create any number of rules around Leads, Deals, Tasks, Policies or other objects, specify actions like SMS, Email, Add/Edit Record and more. Specify criteria with multiple conditions involving any attributes of any object.

All-in-One System

Client Dynamics offers core Insurance AMS features like P&C Policy Administration with Coverages, Limits, and Options, IVANS AL3 downloads to keep your policy data updated, integration with QuoteRush to get Quotes from various carriers, support for all Personal or Commercial lines of business, and much more.

Try out our System Live! Click Here

Multitenant SaaS Platform

Client Dynamics system is SaaS (software as a service) multitenant system hosted over secure cloud infrastructure. It is designed with important service-level factors in mind like Scalability, Data Security, Performance, Availability, and Reliability. You can focus on managing your insurance agency online from anywhere with the Client Dynamics platform.

Outstanding Services

Why Choose Us

WONDERFUL PRODUCT

Feature-rich, user-friendly, responsive, multitenant system for your agency

COMMENDABLE SERVICE

We walk the extra mile to ensure you get the best out of the system for your business

HAPPY CUSTOMERS

Our customers like our system and service, and highly recommend us to their contacts

AFFORDABLE PRICING

Genuinely affordable pricing compared to other expensive solutions in the market

Image

JOIN OUR HAPPY CUSTOMERS

Bring your Insurance Agency on the path of growth with Client Dynamics. Join our happy customers leveraging the best of technology, CRM and AMS features offered by our platform.

Contact Us Today to Learn More

They trusted us

Client Dynamics