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.
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.
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.
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.
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.
Feature-rich, user-friendly, responsive, multitenant system for your agency
We walk the extra mile to ensure you get the best out of the system for your business
Our customers like our system and service, and highly recommend us to their contacts
Genuinely affordable pricing compared to other expensive solutions in the market
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.
“I wanted to take this time to commend you and your wonderful service and product. I have been a customer now for over a month and I am blown away with the level of excellent and professional service I have received. I am so impressed that I tell every insurance agency owner and agent to try Client Dynamics. The system is user friendly, the cost is affordable and it is the main backbone of my agency. I would recommend Client Dynamics over QQ solutions, Applied, Vertafore, TechCanary and sales force. Thank you for everything you have this client for life!”
“I would recommend Client Dynamics over QQ solutions, Applied, Vertafore, TechCanary and sales force.”