Insurance Leads Automation CRM

Insurance Leads Automation CRM

Generate more insurance leads, Sell Insurance more policies from all your distribution channels, online sales, call center, agencies, brokers, and field sales.

Top Reasons to Choose Us


Automate your sales pipeline and make the daily tasks of sales teams easier. Right from prospecting to nurturing & closing deals. Engage on revenue generating activities.

Capture Leads

Capture all your leads from different integrated sources at one place so that you don’t ever miss a Insurance enquiry. You can also integrate with various portals.

Effective Followup

It enables the executive to keep reminders against every enquiry and every lead. Auto notifications help them to follow the prospects without letting go the chance.

Detailed Report

CRM helps you to track the performance of every lead, client, deal or contact reports and as well as the performance for your sales executive easily.

Email Campaigns

Running email campaigns helps you in creating awareness about your product and service among prospects and clients. Generate more lead quickly.


Tasks and notifications in the calendar are a handy CRM feature for agents. The system informs you about upcoming meetings, events, and essential tasks.


Manage your complete business process flow end to end from collecting an enquiry till its closure with post booking service & support functions.

Data Management

CRM software solution might be the perfect way to streamline your data handling processes and provide a better customer service experience. We take care of complete data.

Timely Reminders

Never miss a follow-up from now on. Get daily & hourly follow-up updates on a separate page with the option to filter and contact them based on various criteria's.

Enquiry Management

Enquiry Management

Client queries can be managed based on the policy they’ve signed up for, but can also expected to keep track of which policy is up for renewal, which client is requesting for a claim, what progress the claims have made, what approvals and documentation is needed to process the claims and so on. You can segregate by customers who have signed up for different policies; life, health, automotive or more. Insurance CRM enables businesses to organize leads, resolve claims in quick time, automate daily activities, build strong customer relationships, manage client data and streamline process.

Enquiry Management

Client Management

Strengthen and build long-lasting client relationships. Ensure better customer experience and satisfaction by understanding their needs and retain more clients. Know the start date, end date, policy type & purchase history of clients. Insurance CRM enables businesses to organize leads, resolve claims in quick time, automate daily activities, build strong customer relationships, manage customer data and streamline process.

contact management

Contact Management

Various details of clients like name, address, demographics, etc. are stored along with specific data on buying influences, behavior, economic backgrounds, interactions, and feedbacks can also be included in the software system.


Task Management

You would be able to assign the task of different insurance type, status wise to different agents or executive. You can check the availability of agent and performance of them and can check the task given is completed or not.


Plan Management

Can keep the record of your different plans such as health insurance, car insurance, life insurance etc.with their individual rate, unit or tax which you provide. You can add your inventory as well in the CRM. We also give the customization option where you can add fields of your choice apart from our default fields.


Agent Management

You can manage your agents in our CRM, where you can add agent’s every information and create a unique user id and password for them to log in into you CRM account. You can also segregate your agents according to their roles and designation. this can immensely assist in your regular operation as you can monitor the work of your agents


Report Management

Reporting is the feature that brings the results of your sales and marketing efforts all together. Manage each and every report individually which will help you to forecast for the future. Get complete control to the data your sales people access, Stay updated with an easy & simple reporting system.

Insurance Leads Automation CRM

Insurance Lead Marketing Automation Flow

For Insurance Agents, lead generation is top priority. Insurance Agents who worked in the days before the internet realize that the web has given them new tools that have dramatically changed the way that they can generate new customers and relate to existing clients.

Welcome Nurturing Automation Flow for Insurance Lead

Welcome Nurturing Automation Flow

Welcome Nurturing Automation Flow for Insurance Lead.

Sell more policies from all your distribution channels, online sales, call center, agencies, brokers, and field sales.

Insurance policy benefits workflow

Insurance policy benefits workflow

A major challenge to most Insurance Agents is to convert leads into customers. Whether they are agents for life, home, boat or other types of Insurance, they have traditionally gained clients by using leads from a variety of sources, getting in touch with those potential customers, and persuading them to take out Insurance with them.

Today, gaining such leads is significantly harder because people can shop around easily online. The use of marketing automation software overcomes that problem by making it easier to gain potential leads online through social media, inquiries from your website and other traffic sources across the web. Those leads are automatically rated, enabling agents to use their best efforts on those prospects that are most likely to produce results.


Agent Meeting Reminder Automation.

Not only do Insurance Agents understand the importance of making initial contact with prospects, they also have learned the need to follow up on those prospective leads, knowing that many are persuaded to do business with them once they have got to know them over time. An understanding of the client’s situation and the need for specific types of Insurance tailored to their needs are important factors.

Automated Refferral System for Insurance Lead


All Products

All Channels

All Processes

All Teams

Create your free Leads Automation account