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
Create, automate and manage targeted campaigns with dedicated customer segmentation
Lead Management
Improve your lead nurturing along with lead generation and distribution
Policy Management
Manage all customer policies with one platform. Automate notifications on renewal dates
Event Management
Lead the entire event process, covering invitations, managing events, and sending follow-ups
Sales Pipeline Management
Get full visibility of your sales cycle to forecast sales and track your team's progress
Unified View
Provide sales team with a unified view of all customers' and agents' contextual data
Full Omnichannel
Give your customers the freedom of interacting with you over their medium of choice
Customer Onboarding
Onboard customers with compliance enablement using effective KYC and FICA policy information capture
Customer Insights
Strengthen customer engagement process with pronounced customer behavioral insights
Cater to all your insurance sales software needs
Capture your scattered data from eliminate across different sales processes and operations to build a consolidated view. Our CRM solution is built to meet the specific needs of insurers and agents – from organizing leads and claims and managing policies to automating assignments.
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?