Our Products

Products

Bespoke CRM

Our bespoke CRM built specifically to your needs. Our project management and development team will assess all areas of your business and work with you to ensure the system is a perfect match for your business culture and requirements.

At ER CRM we do not provide a process for you to adapt to but instead will work alongside you to implement your way of working into our software.

ER CRM will use your current company branding to ensure that all areas of our system look and feel the part within your office and to your parents and clients.

ER Life CRM

The Best of Life Insurance CRMs in one neat package

We have created an off-the-shelf CRM that we believe will meet your business requirements. With our experience, we have carefully designed ER CRM to include features that we believe are required in the field.

It is designed to handle various products, compliance, multiple office locations, remote users, call centres, lead generation, administration, underwriting, and processing operations, as well as a diverse set of operational streamlining tools, controls, reporting, plugins, and integration partners.

ER Medical CRM

We’ve developed a bespoke, ready-to-use CRM for Private Medical Insurance, designed to meet your business needs. Drawing on our extensive industry expertise, PMI CRM is crafted with essential features to streamline your operations.
Tailored to manage various PMI products, ensure regulatory compliance, support multiple office locations, and empower remote teams, it also caters to call centres, lead generation, policy administration, underwriting, and claims processing. With robust tools for operational efficiency, comprehensive reporting, seamless plugins, and integration with leading partners, ER Medical CRM is your all-in-one solution for success in the PMI sector.

ER Mortgage CRM

Introducing our specialised Mortgage CRM, a ready-to-use solution engineered to elevate your mortgage business. Built with insights from industry leaders, it includes the critical tools needed to thrive in a competitive market.
Designed to handle a range of mortgage products, ensure compliance, and support multi-location offices, remote advisers, and lead generation campaigns, it integrates seamlessly with 27tec sourcing to streamline mortgage sourcing, application processing, and client management. With powerful reporting, operational controls, and compatibility with top-tier plugins and integration partners, ER Mortgage CRM simplifies your operations and drives growth.