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
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.
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.
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.
Distribution Channel Management
Start selling more policies from all your distribution channels – bank assurance, agencies, brokers and field sales. You can capture all your policy leads from whatever sources it is coming either offline or online. Distribute them to the right channel or field agents based on different agent and applicant attributes.
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.
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.
You can create support ticket for the customer so that you can resolve their problem or complaints of your customers as soon as possible. You can segregate the complains according to the priority of your customers and can assign the particular complains to a particular agent or executives.
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