CRM automates your insurance agency to increase sales and improve customer service

Vtiger gives you the flexibility to customize the CRM software for your insurance agency. Manage marketing campaigns, policy sales and renewals, customer service, and retention on a single platform.

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insurance agent with crm software

Powering 300,000+ Businesses globally

capture leads from enquiry

Create leads from insurance inquiries

Create a lead record in Vtiger from inbound emails, inquiry calls, webform submissions, and social channels interactions. Customize fields to capture non-standard data such as leads' goals.

Automate lead distribution

Assign leads to insurance agents based on factors such as policy type, location, and others.

assign leads to insurance agents

Centralize policy management

Capture all important information related to insurance policies in one place. Consolidate all claims submissions and make it accessible to other team members to accelerate processing. Associate each claim to the associated policy for quickly evaluating limits and options.

manage policy files
analyse insurance policy performance

Generate reports to measure policy performance

Generate reports to analyze claims approved, premiums collected, and costs associated with every insurance policy. Use these insights to optimize premiums, coverages, and deductibles, and minimize risk exposures.

Personalize every interaction without hinting at automation

Use Vtiger to design beautiful email campaigns, and merge tags to personalize every email with the customer’s name, policy number, city, and more, automatically.

emails to nurture insurance customers

Provide support through customer portal

Give private portal access to your insurance holders to send and download documents, submit inquiries, track progress on cases, and quickly find answers to frequently asked questions.

portal for assisting customers
resolve insurance cases quickly

Delight customers with quick case resolution

Bring all customer information and policy information from different sources in one place. Make this information available to customer support reps, insurance agents, underwriters, and claims adjusters to ensure quick case resolution.

Automate premium due reminders

Configure reminder emails that trigger once in a month, year, or on a specific date. Also, set an SMS reminder that triggers a few days before the premium is due.

reminders for premium due

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What Is An Insurance CRM System?

Insurance CRM is software to meet the particular requirements of insurance brokers, agencies, and service providers. A high-powered and functional insurance CRM solution can help you manage lead and contact communication history, streamline assignments, manage claims, and multiple policies, all within a unified platform. A multi-faceted tool, insurance CRM systems can facilitate agents to reach out to clients through various channels and automate workflows for business efficiency.


An insurance CRM solution can help your brokers maintain a high customer service quality and access a centralized database. It makes it easy to manage marketing campaigns, policies, renewals, and compliance on a single platform. It is an organizational asset that can provide insurance representatives, brokers, customers, and field agents with all the real-time information they need, anytime, anywhere!

Benefits of using Insurance CRM Software

Here are the prime benefits that insurance agencies can accrue by using specialized insurance CRM tools to gain a competitive advantage:

Effective Policy Management: Handle the customer information for multiple policies with customized page layouts. Keep policyholder data in a centralized location so that you can view and access it instantly.

Target the Right Leads: Identify potential customers and intelligently prioritize leads based on the CRM dashboard's contact information. Increase sales by cross-selling and upselling products based on customer requirements.

Automate Workflows: Save time by automating repetitive tasks such as lead assignment to insurance agents based on various fields. Create checklists and standards to ensure consistent service levels to valued customers.

Unified Database: Gain access to customer information such as claims, policies, and interactions with a few clicks, without leaving your CRM dashboard!

Advanced Reports and Analytics: Get to know the latest trends, sales forecasts, and key performance indicators by generating detailed reports.

Deliver Outstanding Service: Ensure quick adjustment of claims and timely renewal of policies to provide excellent service. Engage with customers on their preferred channel of communication to foster lasting relationships and retain loyal clients.

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