iStruct Finance is a good choice for both small start-ups and large, well-developed enterprises that use the agency model:
iStruct Finance is a CRM that:
Lets you build your business based on any products
Lets you integrate commission reports with any external provider (e.g., AXA, Generali)
Offers an extensive training module
Flexibly adjusts to specific project requirements
Developing individual groups, special distinctions, easy access to data on current sales, color-coding career steps.
Applications and policies
Any fields in the new application form, payment tracking and service provision management linked with statuses and dates.
Referral commissions, quick promotions, the 50% clause, additional distinctions – these are but a few out of the many possibilities to reward your Agents.
Statistics and reports
Tracking own promotions and structure promotions, precise and detailed commission reports and training participation statistics.
Contact import from Excel, inviting contacts for trainings, converting contacts into customers, list management – intuitive, functional, comfortable.
Online ticket sales, automated voucher generation (in PDF), attendance lists, price differentiation based on participant status.
We meet and talk to jointly determine the right configuration of the system.
The development team led by a dedicated Project Manager transforms the documentation into a fully functional IT system.
After both we and you are sure that the result of our work matches the initial assumptions, the application is launched in the production environment.