software and web

Our Client Relationship Management system, used with passion, is guaranteed to maximize revenue and profit opportunities

VisionCentric is available for general office use, and customized for Financial Services and Group Insurance companies. VisionCentric can be easily customized to fit your business needs.

Give us a call and we will be glad to set a demo account for you to try it out.

Overall Benefits:

• Increase Overall Productivity - Immediately access client and contact information and vital records
• Centralized data storage on a private, secured database – VisionCentric is a hosted-solution, deployed on a server with multiple levels of security on a private database with redundant backup and recovery
• Quickly respond to opportunities and client requests using VisonCentric’s paperless processing capabilities – Full  integration with your MS Word documents, will ensure that you stay a step ahead of your competition
• Increase Sales – Track leads, contacts, opportunities and accounts, seamlessly without the need for redundant data-entry
• Pipeline Management and Sales Forecasting – Built - in opportunity management feature allows managers and sales staff to track potential sales and individual progress
• Improve Scheduling & Activity Management – Schedule calls, meetings and follow-up activities – Record meetings, activities and tasks and attach them leads, contacts, opportunities and accounts
• Effective Case Management (Reduced Liability) – Open and track a client inquiry, or case, ensuring a prompt, thorough response and resolution
• Instant Disaster Recovery & Virtually maintenance free - Your data is secured and safe on multiple remote servers.

Value Proposition

• Easy to Implement, Web-Based CRM (Client Relationship Management) solution
• No installation required – Ready for  immediate use
• Built-In disaster recovery for mission-critical data
• Accessible from anywhere there’s access to the World Wide Web
• Intuitive, browser-based GUI provides rapid mastery and immediate implementation
• Designed in conjunction with health insurance professionals to optimize their time and resources
• Customizable – Easily customized to address unique applications and requirements of individual customers
• Low Start-Up Cost - Priced to fit the budgets of small and medium size business.