p
pincel_magico

Pincel Magico

@pincel_magico

CERTIFIED INSURANCE CRM EXPERT

Regno Unito
Inglese, Francese, Spagnolo
Alcune informazioni sono riportate in lingua inglese.
Chi sono
Hi, I'm MAGICO, an Insurance CRM specialist helping insurance agencies streamline their workflows, manage leads, organize clients, automate repetitive tasks, and improve reporting. I work with AgencyZoom, EZLynx, AgencyBloc, HawkSoft, Applied Epic, GoHighLevel, Better Agency, Zoho CRM, and HubSpot. My services include CRM setup, lead automation, client onboarding, policy workflows, CRM integrations, KPI dashboards, reporting, and optimization. I focus on building practical systems that save time, improve follow-up, and give agencies better visibility and control.... Continua a leggere

Competenze

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pincel_magico
Pincel Magico
offline • 
Tempo di risposta medio: 1 ora

Consulta i miei servizi

Sviluppo CRM ed ERP
I will create insurance agency KPI dashboards and management reports using agencyzoom
Sviluppo CRM ed ERP
I will audit and optimize your insurance CRM with agencyzoom ezlynx agencybloc hawksoft