{"id":1758,"date":"2022-10-24T15:03:02","date_gmt":"2022-10-24T15:03:02","guid":{"rendered":"https:\/\/courtigo.fr\/blog\/?p=1758"},"modified":"2022-10-24T15:03:02","modified_gmt":"2022-10-24T15:03:02","slug":"crm-pour-courtiers-en-assurance","status":"publish","type":"post","link":"https:\/\/courtigo.fr\/blog\/crm-pour-courtiers-en-assurance\/","title":{"rendered":"Mises \u00e0 jours et nouveaut\u00e9s de votre CRM"},"content":{"rendered":"

CRM pour courtiers en assurance : CourtiGo<\/h3>\n

Voici les mises \u00e0 jour et nouveaut\u00e9s de ces 2 derni\u00e8res semaines de votre crm pour courtiers en assurance :<\/p>\n

\ud83d\udd01 Choix du projet et types de contrats d’assurance:<\/h3>\n

Am\u00e9lioration du menu d\u00e9roulant lors du choix du type de contrat et projets.<\/p>\n

Cliquez n’importe o\u00f9 pour fermer le menu.<\/p>\n

\ud83d\udd01R\u00e9partition des leads<\/h2>\n

R\u00e9attribution automatique d’un lead \u00e0 un commercial s’il est d\u00e9j\u00e0 prospect ou client chez vous.<\/p>\n

Pour exemple, un prospect qui a fait 2 demandes, tombera sur le m\u00eame commercial pour ses 2 projets.<\/p>\n

\ud83d\udd01Gestion des commissions courtiers<\/h2>\n

Dans le menu \u201cGestion\u201d puis \u201cReversement Com\u201d Agence et Collaborateur, vous pouvez mettre le montant en somme fixe ou en pourcentage.<\/p>\n

\u00ad
\n\ud83c\udd95Fen\u00eatre d’activit\u00e9 lors d’un appel<\/h3>\n

Lors d’un appel sortant, une page s’affiche pour classifier votre appel.<\/p>\n

Choisissez le contexte, laissez une note, ajoutez un fichier et retrouvez l’historique de cet appel directement sur la fiche client.<\/p>\n

\ud83d\udd01 Requ\u00eateur<\/h3>\n

Am\u00e9lioration visuelle du requ\u00eateur client.<\/p>\n

Une demande, un besoin ?<\/h2>\n

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

Bien cordialement,<\/p>\n

L’\u00e9quipe CourtiGo<\/p>\n

 <\/p>\n

CourtiGo – Le CRM pour courtiers en assurance<\/p>\n

Venez essayer:<\/p>\n

https:\/\/apps.courtigo.fr<\/a><\/p>\n

Nos autres actualit\u00e9s:<\/p>\n

https:\/\/courtigo.fr\/blog\/<\/a><\/p>\n\n\n

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CRM pour courtiers en assurance : CourtiGo Voici les mises \u00e0 jour et nouveaut\u00e9s de ces 2 derni\u00e8res semaines de votre crm pour courtiers en assurance : \ud83d\udd01 Choix du projet et types de contrats d’assurance: Am\u00e9lioration du menu d\u00e9roulant lors du choix du type de contrat et projets. Cliquez n’importe o\u00f9 pour fermer le … <\/p>\n

Continuer la lecture de « Mises \u00e0 jours et nouveaut\u00e9s de votre CRM »<\/span><\/a><\/p>\n","protected":false},"author":3,"featured_media":1061,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-1758","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"yoast_head":"\nCourtiGo - CRM pour courtiers en assurance - Newsletter du 24\/10\/2022<\/title>\n<meta name=\"description\" content=\"D\u00e9couvrez les mises \u00e0 jours et nouveaut\u00e9s des 2 derni\u00e8res semaines de votre crm pour courtiers en assurance CourtiGo.\" \/>\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\/crm-pour-courtiers-en-assurance\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CourtiGo - CRM pour courtiers en assurance - Newsletter du 24\/10\/2022\" \/>\n<meta property=\"og:description\" content=\"D\u00e9couvrez les mises \u00e0 jours et nouveaut\u00e9s des 2 derni\u00e8res semaines de votre crm pour courtiers en assurance CourtiGo.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/courtigo.fr\/blog\/crm-pour-courtiers-en-assurance\/\" \/>\n<meta property=\"og:site_name\" content=\"Courtigo - Logiciel pour courtier\" \/>\n<meta property=\"article:published_time\" content=\"2022-10-24T15:03:02+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/courtigo.fr\/blog\/wp-content\/uploads\/2020\/04\/cropped-logo_short.png\" \/>\n\t<meta property=\"og:image:width\" content=\"512\" \/>\n\t<meta property=\"og:image:height\" content=\"512\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\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":"CourtiGo - 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