WELCOME TO duku CRM

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.

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What duku CRM CAN do for you

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.

  • Powerful customization and configuration , no more square pegs and circular holes
  • Insurance industry-standard suite of features and integration options
  • Quick and painless, data migration, training and implementation for an easy go-live
  • Reliable US-based email and phone support
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duku CRM Pricing

duku CRM pricing is simple and all-inclusive, one price for each user per month (5 user minimum).

Functional Highlights

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.

Commission Tracking

From initial first year target and excess all the way to renewals, track and adjudicate the commissions for all of your cases and ensure you get paid on-time and can accurately forecast your agency's income

Customizable UI

Tailor the system to match how your business operates, instead of the other way around, setup easy business rules, fields and validations without costly customization charges

Dashboards & Reporting

Generate real time dynamic Dashboards to track all of your important Key Performance Indicators Setup automatic notifications and push information flows, both for internal stake holders and external producers

Data Integration

Integrate duku CRM with many other systems either internal or external including Carriers and e-Application vendors

Features

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

Carrier Offer Tracking

Request, monitor and track all insurance offers, including contingencies.

Life-cycle Tracking

Track each potential policy throughout its life-cycle. From underwriting, approval to placement, each step will be recorded using pre-defined or custom "stages."

Notes

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.

Automated Notifications

Standard notifications including agent onboarding, state licensing expiration notification, carrier appointment information, policy status. Also build your own on-domain notifications.

Agent Access

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.

Web API Integration Tool

Standard Web API allows for integration with any stands compliant API for both one-way and two-way data feeds.

Producer Licensing + Appointment Tracking

Track your Producers State and Carrier appointment information. This allows check and balances and avoids unnecessary delays when processing a new application.

Dashboards

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.

CRM/Marketing

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.

Tasks/Calendaring

Automated and manually scheduled to-dos are seamlessly entered, monitored, and converted to notes upon completion (including integration with Outlook/Gmail/Yahoo).

Powerful & Dynamic Reporting

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.

Medical Records

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.

ACORD File Integration

Standard import and processing facility for ACORD data files either from carriers or other data vendors.

Electronic File Repository

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.

Request a Demo

Contact one of our sales reps today to set up a time to test drive the duku CRM platform.

Product Tour

Take a peek at our one-of-a-kind agency management platform.

  • All
  • Dashboards
  • Policy
  • Producer
  • Reports
  • Tasks