duku CRM is an Agency Management Platform built for Brokerage General Agencies as well as Independent Marketing Organizations; allowing for powerful customization and adaptation to how your business operates. Built with over 15 years of experience supporting the technical needs of the insurance industry the duku CRM software platform contains a full suite of standard CRM as well as insurance specific features and functions.
duku CRM will improve efficiencies and streamline business processes, our web-based solution combines best practices garnered from decades of experience in the insurance field. The end result is a 21st-Century-solution with which you can effectively manage, promote and grow your business.
After trying multiple industry recommended CRM's and commission modules and becoming increasingly frustrated, the duku CRM system has relieved our headaches. We all feel confident that we have finally landed on the BEST option for our agency! The system has complete flexibility, WE couldn't be happier with the reporting capabilities and all around ease of using the system!
duku CRM pricing is simple and all-inclusive, one price for each user per month (10 user minimum).
Many of our clients are most interested in four areas when deciding on a new Agency management system, being able to properly handle their commissions, the ability to customize the user interface, real-time reporting and available integrations with other systems. duku CRM has placed a focus on these areas, the details are laid out below.
The duku CRM platform has allowed us to successfully integrate with our core Carriers, including commissions, policy status, licensing and contracting information. Having the ability to integrate all of our systems into duku CRM improves our data accuracy, frees my staff from repetitive data entry and allows our entire team to focus on producing more business.
The bread and butter of duku CRM, all of the vital insurance specific features built for processing new business, managing producers, forecasting performance and accurately paying commissions
Request, monitor and track all insurance offers, including contingencies.
Track each potential policy throughout its life-cycle. From underwriting, approval to placement, each step will be recorded using pre-defined or custom "stages."
Track and monitor the where, when and how on everything that has happened and should happen on your cases. From automated emails to case manager correspondence and everything in-between.
Standard notifications including agent onboarding, state licensing expiration notification, carrier appointment information, policy status. Also build your own on-domain notifications.
Provide your agents with a read-only portal into your agency's information with complete control over what they can see, who can see it and how it is viewed. Allow agents to open up their own custom dashboard to help promote your partnership.
Standard Web API allows for integration with any stands compliant API for both one-way and two-way data feeds.
Track your Producers State and Carrier appointment information. This allows check and balances and avoids unnecessary delays when processing a new application.
Dynamic real-time dashboards tailored to meet your business and management needs, specifically role-based. Each business unit can see at any time the key metrics which promote daily monitoring of the health of the agency.
Complete CRM tool, used to market to, promote and manage your agents which are the lifeblood of your business. Integrates into most 3rd-party email and social media platforms.
Automated and manually scheduled to-dos are seamlessly entered, monitored, and converted to notes upon completion (including integration with Outlook/Gmail/Yahoo).
Using a simple drag and drop GUI, build any report which can be run on-demand, attached to an automated notification or email to a set distribution list on a schedule.
Request, monitor and track all medical records for each potential insured (all policies) as well as billing/reimbursement information. Have the ability to track, store and quickly access commonly used doctors and vendors.
Standard import and processing facility for ACORD data files either from carriers or other data vendors.
Unlimited electronic files can be attached through the Outlook integration tool, or dragged and dropped onto your cases, classified with the ACORD standard types and referenced by anyone with security access, no size or number of file limitations, custom file types allowed.
As a business owner I absolutely rely on duku CRM for current production information, financial forecasting and everything in between, it drives our day-to-day business and tracks all of our critical KPIs allowing us to be agile in the ever changing insurance landscape.
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