duku CRM Customizable User Interface

A major benefit of the duku CRM platform is the degree to which it can be customized to match how you do business. No longer are you stuck with only two choices, to build a custom application from scratch, or purchase a commercial off-the-shelf product to suite your Agency's needs. The duku CRM platform was built to support a deep level of customization while also providing a generic business CRM platform with all of the necessary buildings blocks that any enterprise level solution requires.

Insurance Agency Customizable User Interface


Each and every insurance agency we work with does have general similarities in that they all track insurance policies, market to and support their producers and need to properly adjudicate their commissions. That is typically where your uniqueness comes in, how you communicate with your producers, provide access to information regarding underwriting status, how payouts are handled and incoming information requests are handled to name a few.


duku CRM has the ability to configure and customize the details of how you choose to operate, allowing you the opportunity to adjust business procedures and have your agency management system follow suite as a help and not a hindrance. From mail merge templates, dynamic reporting, email and text notifications, business rules, external producer access and internal security roles, these can all be customized and are under your Agency's control.

Configurable User Interface Highlights

  • Design, track and report on unlimited custom entities
  • Add and modify individual fields business rules, labels and help descriptions
  • Have custom business logic or validation you need enforced? Not a problem, if duku CRM's standard options don't fit, we will build any custom logic you need
  • Custom transmittals, mail merge templates and reports tie directly into Microsoft Office and other tools
  • Build custom business process flows to ensure data is processed accurately the first time
  • Complete control over which fields are required, how fields are titled and much more
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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