{"id":1731,"date":"2022-08-08T14:37:00","date_gmt":"2022-08-08T14:37:00","guid":{"rendered":"https:\/\/courtigo.fr\/blog\/?p=1731"},"modified":"2022-08-08T14:37:00","modified_gmt":"2022-08-08T14:37:00","slug":"newsletter-crm-courtiers-assurances-08-08-2022","status":"publish","type":"post","link":"https:\/\/courtigo.fr\/blog\/newsletter-crm-courtiers-assurances-08-08-2022\/","title":{"rendered":"Newsletter de votre CRM"},"content":{"rendered":"

Les derni\u00e8res mises \u00e0 jour de votre CRM pour courtier en assurance:<\/h1>\n

 <\/p>\n

Module sinistre:<\/h3>\n

Voyez en seul clic vos sinistres en cours et termin\u00e9s gr\u00e2ce aux onglets rajout\u00e9s dans le module gestion des sinistres.<\/p>\n

\nDocuments obligatoires:<\/h3>\n

Rattachez un document de la GED client \u00e0 un document obligatoire (contrats ou clients)<\/p>\n

Am\u00e9liorations diverses<\/h3>\n

Diff\u00e9rentes petites am\u00e9liorations comme la r\u00e9cup\u00e9ration des infos d’un client lors d’un devis express, la suppression de biblioth\u00e8ques\u2026<\/p>\n

Calcul et contr\u00f4le des commissions<\/h3>\n

\u00ad\u00ad
\nContr\u00f4lez que toutes vos commissions soient bien renseign\u00e9es sur vos contrats depuis le menu Gestion > Contr\u00f4le des donn\u00e9es > Contrats sans commissions rattach\u00e9es.<\/p>\n

Vous y verrez tous vos contrats mal remplis qui faussent la vision de votre CA.<\/p>\n

Nous avons \u00e9galement d\u00e9tect\u00e9 un bug sur le calcul de com automatique pour les contrats en fractionnement annuel, \u00e7a a \u00e9t\u00e9 corrig\u00e9.<\/p>\n

 <\/p>\n

Une demande, un besoin ?
\n\u00ad<\/h3>\n

Faites nous remonter vos besoins et attentes \u00e0 notre support client en envoyant un email \u00e0 support@courtigo.fr<\/p>\n

Contactez-nous<\/a> ou suivez nous sur LinkedIn<\/a> pour plus d\u2019information sur CourtiGo la solution pour courtiers en assurance.<\/p>\n

Nos autres post\u00a0 :\u00a0 https:\/\/courtigo.fr\/blog\/<\/a><\/p>\n\n\n

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\n Donnez nous votre avis : post<\/span>\n <\/div>\n <\/div>\n","protected":false},"excerpt":{"rendered":"

Les derni\u00e8res mises \u00e0 jour de votre CRM pour courtier en assurance:   Module sinistre: Voyez en seul clic vos sinistres en cours et termin\u00e9s gr\u00e2ce aux onglets rajout\u00e9s dans le module gestion des sinistres. Documents obligatoires: Rattachez un document de la GED client \u00e0 un document obligatoire (contrats ou clients) Am\u00e9liorations diverses Diff\u00e9rentes petites … <\/p>\n

Continuer la lecture de « Newsletter de votre CRM »<\/span><\/a><\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-1731","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"yoast_head":"\nNewsletter de votre CRM - Courtigo - Logiciel pour courtier en assurance<\/title>\n<meta name=\"description\" content=\"Courtigo - Logiciel pour courtier Newsletter de votre CRM - La newsletter de votre CRM sp\u00e9cialis\u00e9 pour les courtiers en assurance\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/courtigo.fr\/blog\/newsletter-crm-courtiers-assurances-08-08-2022\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Newsletter de votre CRM - Courtigo - Logiciel pour courtier en assurance\" \/>\n<meta property=\"og:description\" content=\"Courtigo - Logiciel pour courtier Newsletter de votre CRM - La newsletter de votre CRM sp\u00e9cialis\u00e9 pour les courtiers en assurance\" \/>\n<meta property=\"og:url\" content=\"https:\/\/courtigo.fr\/blog\/newsletter-crm-courtiers-assurances-08-08-2022\/\" \/>\n<meta property=\"og:site_name\" content=\"Courtigo - Logiciel pour courtier\" \/>\n<meta property=\"article:published_time\" content=\"2022-08-08T14:37:00+00:00\" \/>\n<meta name=\"author\" content=\"S\u00e9bastien\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"\u00c9crit par\" \/>\n\t<meta name=\"twitter:data1\" content=\"S\u00e9bastien\" \/>\n\t<meta name=\"twitter:label2\" content=\"Dur\u00e9e de lecture estim\u00e9e\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Newsletter de votre CRM - 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