CRM for Insurance Sales

Make the most with insurance sales software

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Gain an edge over your competition with exceptional CRM insurance software

Enhance your operational efficiency and overall productivity by managing multiple processes, products, and sales teams under one platform – the CRM for insurance sales. Automate potential and existing customer communication armed with invaluable customer insights.

Campaign Management
Campaign Management

Create, automate and manage targeted campaigns with dedicated customer segmentation

Lead Management
Lead Management

Improve your lead nurturing along with lead generation and distribution

AI in insurance
Policy Management

Manage all customer policies with one platform. Automate notifications on renewal dates

Event Management
Event Management

Lead the entire event process, covering invitations, managing events, and sending follow-ups

Sales Pipeline Management
Sales Pipeline Management

Get full visibility of your sales cycle to forecast sales and track your team's progress

Unified View
Unified View

Provide sales team with a unified view of all customers' and agents' contextual data

Full Omnichannel
Full Omnichannel

Give your customers the freedom of interacting with you over their medium of choice

Customer Onboarding
Customer Onboarding

Onboard customers with compliance enablement using effective KYC and FICA policy information capture

Customer Insights
Customer Insights

Strengthen customer engagement process with pronounced customer behavioral insights

Cater to all your insurance sales needs

Eliminate response delays by lead prioritization

Build a 360-degree lead profile with an activity tracking feature. Assign your leads a score to comprehend the relevant priority tasks.

Never let your leads slip through the window

From active to dormant prospects, engage and convert them into high-quality leads then to loyal customers by taking appropriate, personalized actions.

Automated follow-ups with limited human intervention

Put an end to evitable human intervention to automate follow-up actions. Connect with your customers at the right intervals and whenever required.

Cover your communication base from anywhere and anytime

Capture all policy inquiries and applications from online and offline communication channels and hand them over to the right field agents for quicker response.

Direct next best actions with guided insurance selling

Proactively recommend the right products and policies to the right customer at the right time. Analyze the customer profile to match their requirements with highly personalized insurance sales software.

Increase churn analysis using analytics and insights

Use data-driven customer insights to examine agent performance and other funnel metrics. Understand multiple channel effectiveness as well.

Case studies

Challenges get the best out of us. What about you?

We love what we do so much and we’re always looking for the next big challenge, the next problem to be solved, the next idea that simply needs the breath of life to become a reality. What’s your challenge?