You will get Professional CRM Management & Optimization for Your Business
Project details
I provide end-to-end CRM management designed to save you time, improve client relationships, and streamline daily operations. Unlike one-time setup services, this project delivers ongoing monthly support, including configuration, automation, reporting, and team enablement, so your CRM truly works for you. With proven experience across multiple platforms (Applied Epic, AgencyZoom, HubSpot, Zoho, GoHighLevel, Salesforce), I help businesses not only organize data but also unlock real growth through efficient workflows and actionable insights.
Purpose
BusinessIndustry
Data Analytics, Marketing & Advertising, SoftwareLanguage
EnglishWhat's included
| Service Tiers |
Starter
$499
|
Standard
$699
|
Advanced
$899
|
|---|---|---|---|
| Delivery Time | 30 days | 30 days | 30 days |
Number of Hours of Work | 160 | 160 | 160 |
Scriptwriting | - | - | - |
Summary Report | - | - | - |
Social Media Replies | - | - | - |
Email Support | |||
Live Chat Support |
About Zain
Insurance Customer Support | USA Personal & Commercial Lines Support
Rawalpindi, Pakistan - 8:01 am local time
I have spent the last several years working in the customer services and insurance industries, helping agencies with personal and commercial lines support. Most of my work has been around policy servicing, renewals, COIs, accounting, and client communication, making sure things get done quickly and accurately so agents can focus on sales and relationships.
I am comfortable using Applied Epic, AMS360, GoHighLevel and AgencyZoom, along with everyday tools like Microsoft Office. Whether it’s managing homeowners and auto policies, setting up workflows, or keeping client records clean and organized, I know how to keep things running smoothly behind the scenes.
My background also includes customer service and administrative support, which means I’m used to juggling multiple tasks, solving problems on the go, and keeping both clients and teams satisfied.
Here’s where I can help you most:
𝐇𝐨𝐦𝐞𝐨𝐰𝐧𝐞𝐫𝐬 𝐈𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞: quoting, endorsements, and renewals
𝐀𝐮𝐭𝐨 𝐈𝐧𝐬𝐮𝐫𝐚𝐧𝐜𝐞: policy servicing through agent portals
𝐂𝐮𝐬𝐭𝐨𝐦𝐞𝐫 𝐒𝐞𝐫𝐯𝐢𝐜𝐞: fast, reliable, and client-focused support
𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗶𝗻𝗴: Applied Epic/AMS360 Accounting, Carrier Statement Reconciliation
𝗗𝗮𝘁𝗮 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀: reviewing reports and client data for insights and accuracy
𝐂𝐑𝐌 & 𝐀𝐌𝐒 𝐓𝐨𝐨𝐥𝐬: Applied Epic, AMS360, AgencyZoom
𝗔𝗱𝗺𝗶𝗻 𝗦𝘂𝗽𝗽𝗼𝗿𝘁: documentation, reporting, and back-office tasks
If you’re looking for someone dependable who understands how insurance agencies work and can jump right in, I’d love to connect.
Steps for completing your project
After purchasing the project, send requirements so Zain can start the project.
Delivery time starts when Zain receives requirements from you.
Zain works on your project following the steps below.
Revisions may occur after the delivery date.
Kickoff & Goals Alignment
Confirm monthly priorities, success metrics, and scope (call or chat).
Secure Access & Brief Audi
Get CRM access, review current setup, data, pipelines, and gaps.