SKY CRM / ERP: New Pricing Feature for Insurance Brokers

SKY, the CRM / ERP designed specifically for insurance brokers, is enhanced with a new key feature:

pricing, including comparative pricing, specially developed for brokers operating under delegated authority.

With this new module, you only need to enter the risk details once to instantly obtain the insurance company’s premium. No more repetitive data entry or switching between multiple tools: everything is now handled directly within SKY CRM / ERP.

Accurate Quotes in Just a Few Clicks

The comparative pricing module allows you to integrate your own pricing calculations and quickly generate accurate quotes, regardless of the type of product. SKY CRM automatically creates tailored proposals based on your rules.

In the event of a policy endorsement, SKY CRM / ERP updates the existing data and automatically generates the corresponding endorsement. All documents are produced and ready to be sent or archived. You save valuable time while significantly reducing the risk of errors.

With this new feature, SKY reinforces its position as a must-have CRM / ERP for insurance brokers. Comparative pricing is no longer a technical constraint, but a true performance driver.