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What is CX Connected Portal?

Elevate the satisfaction levels of your clients and partners by providing a tailored self-service experience through a dedicated portal and mobile application that seamlessly interfaces with your CRM, ERP, and customer support systems. Create a customer-oriented portal utilizing pre-made templates that feature flexible layouts, optional widgets, and interconnected forms. Empower customers to submit and track their support inquiries, delve into knowledge base articles, and obtain product details. Design a customized, intuitive mobile application that delivers an easy-to-navigate self-service experience customized to align with your customers' preferences. Ensure users receive timely updates regarding their support cases, renewals, and orders, while also recommending related products and services to enhance cross-selling potential and drive revenue growth. This all-encompassing strategy not only boosts customer engagement but also cultivates a sense of loyalty and satisfaction among your clientele, leading to long-term relationships. By prioritizing the user experience, you position your business as a leader in customer service excellence.

What is C2MS?

Introduce both innovative and traditional products through diverse sales channels such as self-service platforms, mobile apps, broker networks, aggregator websites, White Label solutions, or direct consumer sales. Leverage comprehensive CRM systems to manage relationships effectively with Brokers, Agents, and Customers. Improve efficiency by automating renewal notifications and providing web access with self-service options. Support the management of account relationships by assigning dedicated account managers for tailored service. Establish seamless connections with leading aggregators through C2MS APIs and implement a rating engine that offers instantaneous quotes, integrating with platforms such as MoneySuperMarket, GoCompare, Compare the Market, and Confused.com. Use sophisticated GUI tools to create and adjust products, guiding them through all stages from data modeling to validation, logic application, and mapping for web services and reporting. Furthermore, prioritize user experience by ensuring that all tools are user-friendly and accessible, enabling users to navigate and fully utilize the provided services with ease. As a result, users are more likely to engage with the offerings, leading to increased satisfaction and loyalty.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

MobileForce Software

Company Location

United States

Company Website

www.mobileforcesoftware.com

Company Facts

Organization Name

Buckhill

Date Founded

2004

Company Location

United Kingdom

Company Website

www.buckhill.co.uk

Categories and Features

Channel Management

Campaign Management
Channel Analytics
Incentive Management
Inventory Control
Lead Management
Opportunity Management
Order Management
Partner Management
Product Management
Reseller Management

Categories and Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Insurance Underwriting and Rating

Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating

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