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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What is an Insurance CRM System?

Insurance Customer Relationship Management (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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