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Arcus

CRM

Multi Intermediary CRM

What Arcus can do for you:

Built to Integrate

Arcus is completely built using API's, every feature in the user interface plus more have a corresponding REST API available.

Leads Management

Push your leads from multiple sources through the Arcus API's and manage their conversion journey through Arcus.

Custom Quoting

Generate quotes in seconds using the Arcus quote template and catalog. You can also integrate with your existing product database. 

Compliance

Do compliance checks on Advisers to review their work.

Single or Multi Intermediary

Whether your agents work in-house or for external agencies, you have visibility on a single platform. Leads can also  be capped per agent to spread the work according to agent performance.

Customer Relations

Give your customers a portal to access their information.

Customization 

We can customize Arcus to work for your specific requirements, whether it is integration with your partners or changes to the process, we can make it happen for you.

Cloud or On-Premise

You can host Arcus in your data center or we can host it for you in a secure cloud environment.

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