OGGO Data : All-in-One CRM for Insurance Brokers
OGGO Data: in summary
OGGO Data is a comprehensive software designed to simplify the management and growth of insurance brokerage businesses. This ready-to-use, powerful CRM offers a wide range of features to optimize client relationships, automate commercial processes, and maximize business opportunities. Accessible and flexible, OGGO Data adapts to the needs of every professional, with no annual commitment required.
What are the main features of OGGO Data?
Centralized management of insurance products
OGGO Data provides a unified platform for managing a variety of insurance products:
- Quick pricing for health, life, loan, and pet insurance (dog and cat).
- Side-by-side comparisons of coverage options to find the best solutions.
- Automatic generation of quotes and cancellation letters.
Integrated CRM to enhance client relationships
With its built-in CRM, OGGO Data simplifies client management and fosters better communication:
- Track contracts and maintain a history of interactions.
- Personalize marketing efforts with email campaigns.
- Use electronic document management (EDM) for centralized storage.
Automated commercial processes
OGGO Data automates essential tasks, enabling brokers to focus on selling:
- Instant quote generation and integrated electronic signatures.
- "Click-to-call" feature for direct calls from the platform.
- Automated follow-ups to ensure no business opportunity is missed.
Real-time analytics for strategic decision-making
The platform provides advanced analytics tools to help brokers manage their businesses effectively:
- Real-time visualization of commercial performance.
- Identify opportunities for upselling and cross-selling.
- Detailed tracking of key indicators to refine strategies.
Flexible and affordable solution
OGGO Data adapts to the needs of all brokers with its pay-as-you-use pricing model:
- Pay only for the features you need, with no annual contracts.
- Suitable for independent brokers and larger organizations alike.
Why choose OGGO Data?
By centralizing product management, client relationships, and commercial processes, OGGO Data helps brokers increase efficiency and competitiveness. With a pre-configured interface and powerful tools like marketing automation and electronic signatures, OGGO Data is a turnkey solution that simplifies brokerage operations while enhancing performance.
Pricing tailored to brokers’ needs
- OGGO Primo: €69/month (excl. VAT) for a single-user version.
- OGGO Facility: €99/month (excl. VAT) with extended features.
- OGGO Target: €149/month (excl. VAT) for advanced management capabilities.
With OGGO Data, brokers can efficiently manage their operations, strengthen client loyalty, and unlock new business opportunities.
OGGO Data: its rates
standard
Rate
On demand
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