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.

insurance agent with crm software
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Powering 300,000+ Businesses globally

Create leads from insurance enquiries

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.

Automate lead distribution

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

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

Generate reports to measure policy performance

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.

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.

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

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 SMS reminder that trigger a few days before the premium is due.

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