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.
Create a lead record in Vtiger from inbound emails, inquiry calls, webform submissions, and interactions on social channels. Customize fields to capture non-standard data such as leads’ goals.
Assign leads to insurance agents based on factors such as policy type, location, and others.
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.
Generate reports to analyse claims approved, premiums collected, and costs associated with every insurance policy. Use these insights to optimize premiums, coverages, and deductibles, and minimize risk exposures.
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.
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.
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.
Configure reminder emails that trigger once in a month, year, or on a specific date. Also, set SMS reminder that trigger a few days before the premium is due.