India's Simplest Insurance CRM

Contact management...

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Contact management

Contact management

In the insurance business, your phonebook is the source of your business. But it's not the best way to manage your contacts

  • Directly import leads from your phonebook to CRM
  • Use lead rating and tags to properly segment your contacts
  • Use advanced CRM filters to quickly find any type of lead whenever you need

Custom lead info collection

Custom lead info collection

So that you can build and customize the CRM as per your business needs

  • Add custom lead fields as per your business needs

Documents management

Documents management

Because losing documents and asking clients to send them again and again is a waste of time and leaves a bad image

  • Collect all important documents in one place
  • Access important documents anytime from anywhere

Follow-up reminders

Follow-up reminders

Because missed follow-ups = lost deals

  • Never miss a follow-up
  • Become their first and only choice

Automatic WhatsApp Reminders

Automatic WhatsApp reminders

Whether you have 5,000 prospects or 25,000, message them on WhatsApp with one click

  • Send WhatsApp alerts to customers for insurance renewal
  • Send them birthdays and festival wishes to stay on top of their mind

WhatsApp Broadcasts blasting

WhatsApp broadcasts blasting

Because SMS does not pass DND and nobody reads emails, but WhatsApp marketing gets results

  • Send WhatsApp marketing blasts to your leads
  • Capture interested leads' replies
  • Automatically distribute and start calling campaigns on those leads

Auto application capture

Auto application capture

Because manually managing applications from different platforms is a waste of time. The time that can be used to grow your business

  • Effortlessly get applications from everywhere in one place
  • Contact them faster
  • And close more deals

1-click SMS/WhatsApp/Email

1-click WhatsApp /SMS/Email

Because you need to reach your customers where they are

  • Reach your contacts on their favourite platform
  • Without needing any cumbersome integrations

FAQs

All these 6 parts combined form the user journey, and TeleCRM is the only CRM that helps you take the best care of your customers, and deliver top-notch experience across the entire user journey, making it the one simple place for your entire insurance sales workflow.
  1. Lead Management: Easily manage all your leads till they become customers. Capture your leads with all major integrations, and complete lead history in one place.
  2. Team management: Your sales grow when your entire team aligns and works for a single goal. With automatic call tracking and recording, incoming calls logging, follow-up reminders, etc, that's exactly what TeleCRM helps you achieve.
  3. Sales growth: Turning more and more leads into customers with auto/power dialer, WhatsApp follow-ups, and WhatsApp marketing.
  4. Retention: Make sure the people you have sold, keep paying you by creating the best experience for all your customers.
  5. Upsell/cross-sell: Make sure that those customers keep coming back to you to buy other services from you.
  6. Referral: Make sure that those customers bring you more customers.

Insurance CRM software is used by insurance companies and agents to manage customer relationships, sales, policy management, and premium reminders. With features like contact management, lead tracking, policy management, and reporting insurance CRM assists organizations in streamlining their sales and policy renewal processes as well as improving customer service and efficiency.

Insurance CRM software can provide an overview of the company's insurance products and services and access to customer data and history, assisting agents in better understanding the customer's requirements and providing more personalized service. Insurance CRM software can also automate parts of the sales process, from lead generation to deal closure, as well as the policy management process, from policy issuance to claims management.

There are several advantages of using insurance CRM software, including:
  1. Sales growth: Insurance CRM helps you eliminate lead leakage, missed follow-ups, duplicates, errors, miscommunication, and time wastage... basically all the things that stand between you and business growth.
  2. Centralized data: Insurance CRM helps you integrate all the different sources of your leads - FB/Google ads, old excel sheets, leads from other platforms, etc. and manage all your data and sales workflow from one place. Also, you can easily score leads, and add them to labels, so that you can segment and find important leads with just a few clicks.
  3. Better teamwork: CRM comes with tools like auto-dialer, and call reminders, that help your team members become faster and more productive. It also helps you to track and reward high-performers, and train & improve the people who are lagging.
  4. Better customer experience and retention: CRM comes with tools and automation to ensure that your customers are never stuck and helpless even when your team is sleeping. You can instantly connect with leads with WhatsApp welcome messages, automatically engage and guide them to purchase with WhatsApp chatbot and improve the overall customer experience. This makes sure they never even think of leaving you. Creating sky-high customer retention rates for you.
  5. Peace of mind for business owners and managers: CRM helps you to automatically monitor team members and make sure they are doing their work properly without watching them all the time. It also helps you keep a log of all the conversations so that you are never clueless when some miscommunication or emergency happens.
  6. Better automatic reports: CRM automatically generates real-time actionable reports that help you understand in one glance, which campaigns are doing well, which ones need improvement, also exactly what needs to be improved.
  7. Complete control of your data and workflows: CRM puts the control back into your hands. You can edit simple settings to control who can view, edit, or act on which leads, what actions can they perform, what reports and filters they can access, etc. Making sure that only you have complete control of your data and business.

Yes, you can import your existing insurance sales leads data from excel directly into TeleCRM. Also, you can customize the CRM with custom fields for Insurance type, location, maturity date, eligibility, KYC and documentation status, etc, or any other fields as needed for your business.

Insurance companies need CRM software to manage and improve their interactions and relationship with customers. CRM software can help insurance companies in the following ways:
  1. Improved customer management: Insurance CRM software allows companies to store and organize customer information in a central location, which can improve customer service and increase customer retention.
  2. Increased efficiency: Insurance CRM software automates many of the tasks associated with sales, such as lead management, contact management, lead nurturing, reheating, outreach and sending reminders, etc. which can improve the speed and accuracy of sales executives.
  3. Mobile access: It allows your team to access the CRM from mobile devices, which enables them to access the customer data and perform their job from anywhere on the go without depending on the availability of a system.
  4. Customizable automation:  TeleCRM software is customizable and can be tailored to the specific needs of the company. For example, you can send WhatsApp reminders for follow-ups to team members, manipulate lead scores based on activity, automatically schedule appointments, and automate other day-to-day work to save time and money.

The key features of insurance CRM software include:
  1. Customer calling management: Insurance CRM comes with an autodialer for fast calling, reminders so your callers never miss follow-ups, call tracking to see exactly what each team member is doing, and automatic call recording to track and log every conversation.
  2. WhatsApp messaging: Connect with customers where they are and make sure that every follow-up message is seen. You can save templates and send personalized messages with one click, use official WhatsApp API to send bulk updates and marketing messages, and provide support to leads and customers with automated WhatsApp chatbots.
  3. Integration and lead capture: Get all your leads from your website, Facebook/Google ads, WhatsApp, and 20+ other platforms in one place without doing anything at all.
  4. Automation: Do all your repetitive tasks with 100% accuracy and save tons of time. Send WhatsApp welcome messages to leads, auto distribute and assign leads to team members based on predefined logic, schedule automatic renewal reminders, and birthday wishes to stay in touch with leads and set up WhatsApp drip marketing to engage and convert leads on automation.
  5. Tracking and analytics: To help you measure what matters So that you can take the right actions to improve your workflow and grow your business. Track, monitor, and incentivize your team's performance. Get accurate tracking for calls and sales numbers, and generate custom reports to find actionable insights in real-time.