Insurance CRM Software for Agents, Brokers and Aggregators
Manage customer interactions, track claims and automate all business operations.
Insurance CRM header
Watch the videoWhat is a
Insurance CRM?
Insurance CRM (customer relationship management) is software designed for insurance companies to manage customer relationships, sales processes and marketing efforts. It helps centralise customer data, track lead and policy details and automate communication by integrating with existing systems, helping insurance agencies to improve customer services, increase sales and maintain regulatory compliance.
Key features of an Insurance CRM software
An Insurance CRM software is designed with features specifically for companies dealing in the insurance industry
Contact management
Manage all your contacts in a single dashboard
Your phonebook is the source of your business but it may not be the best way to manage your contacts
- Import leads directly from your phonebook to CRM
- Use lead rating and tags to segment your contacts properly
- Use advanced CRM filters to quickly find any type of lead
Customisation Capabilities
Custom lead info collection
Build and customise the CRM to maximise your business goals
- Add custom lead fields as per your business needs
- Track the entire customer journey with custom lead status
Centralised Data Hub
Document management
Losing documents and asking clients to send them again and again makes for a poor customer experience and harms your brand reputation
- Consolidate all important documents into a single source of truth
- Access important documents anytime from anywhere
Follow-up reminders
Never miss follow-ups again
Because missed follow-ups = lost deals
- Never miss a follow-up
- Become your customers or leads first and only choice
Integration
Auto application capture
Because the time spent to manually manage applications from different platforms can be used to grow your business
- Effortlessly integrates data from applications in one place
- Contact your leads or customers faster
- Close more deals
WhatsApp Automation
Automatic WhatsApp reminders
Whether you have 5,000 prospects or 25,000, message them on WhatsApp with a single click
- Send WhatsApp alerts to customers for insurance renewal
- Send them birthday and festive greetings to stay on their mind
Bulk WhatsApp
WhatsApp broadcast
Because SMS does not pass DND and people rarely open marketing emails, but WhatsApp marketing gets you results
- Send WhatsApp marketing blasts to your leads
- Capture interested leads' replies
- Automatically distribute and start calling campaigns on those leads
1-Click Messaging
Send WhatsApp messages, SMS or emails with 1-click
Because you need to reach your customers where they are
- Reach your contacts on their favourite channel without needing any cumbersome integrations
Why Telecrm is the best insurance CRM
Customisable CRM
Tailor Telecrm to meet your specific insurance processes and client management needs.
Mobile app
Access client information, schedule meetings and communicate with customers from the comfort of your smartphone.
User-friendly
Get up and running in less than a day with a simple and intuitive interface.
WhatsApp integration
Boost client outreach, promote insurance products and automate responses to customer enquiries using WhatsApp.
Personalised support
Dedicated onboarding via Zoom and phone calls, plus access to a WhatsApp support group for as long as you're subscribed.
Affordable pricing
Power-packed features at a price that fits your budget.
Why Insurance companies rely on Telecrm
Telecrm helps insurance agents and brokers address these pain points by
- Centralising customer data: Access client information in one place which makes providing personalised service and managing policies easier
- Automating routine tasks: Automate tasks like follow-ups, policy renewal reminders and customer engagement to cultivate better relationships and close deals faster
- Improving customer communication: Telecrm integrates with your existing communication tools (email, SMS, WhatsApp), allowing you to stay in touch with clients and respond promptly to enquiries on their preferred channel
- Enhancing sales and lead management: Manage your sales pipeline and create custom workflows to increase sales and boost operational efficiency
Telecrm software is ideal for you as insurance aggregators because it helps in
- Organising customer information: Track customer enquiries, quotes and policies, directly from the lead info tab in the Telecrm app, ensuring accurate reporting and quick responses
- Automating marketing campaigns: Access customer historical data to run targeted marketing campaigns and promote specific insurance products based on customer preferences
- Providing analytics and reporting: Get detailed insights into customer feedback and preferences so that you can tailor your offerings to meet market demands
Telecrm simplifies bancassurance by
- Facilitating collaboration: Enable seamless coordination and collaboration between the bank and your team through a centralised platform
- Improve Policy management: Track and renew policies by providing timely reminders on WhatsApp, all while reducing errors resulting from manual work
- Enhancing customer service: Telecrm streamlines tasks like responding to customer queries, scheduling appointments and tracking conversations which helps maintain high service levels
- Providing data security and compliance: Ensure customer data is secure and no critical information is leaked
Telecrm helps affiliates and partnerships address these challenges by
- Managing partner relationships: Track and manage relationships with affiliates and partners, ensuring clear communication and consistent support
- Automating partner onboarding: Automate the onboarding process for new partners, providing them with information and tools to promote insurance products effectively
- Tracking performance metrics: Monitor partner performance with reporting tools and identify successful partnerships and areas for improvement
Book a free Demo!
Book nowFrequently asked questions
Can’t find what you are looking for? Drop a message on our WhatsApp number.
- Improve customer relationships: CRM helps insurers build stronger client connections through better communication and personalised service.
- Streamline business processes: Automate routine tasks and centralize data, making insurance operations more efficient and error-free.
- Increase sales and revenue: Manage the sales pipelines and provide end-to-end sales and marketing automation to drive conversions and revenue.
- Enhance customer retention: Maintain consistent communication for higher customer satisfaction and retention rates.
- Insurance compliance and data security: Meet industry regulations and keep customer data secure, reducing the risk of legal consequences.
- Improved customer management: Companies can store customer information in a centralised location, improving customer service and increasing customer retention.
- Increased efficiency: Automate tasks associated with sales process, such as lead management, contact management, lead nurturing, outreach and sending reminders, etc., improving the overall speed and accuracy of sales executives.
- Mobile access: You and your team can access the CRM from your mobile devices, staying productive even while on the go.
- Customisable automation: With Telecrm, you can send follow-up reminders to team members and leads on WhatsApp, automatically schedule appointments and automate most other day-to-day tasks, saving time and money.
- Customer data management: Centralise customer information, including contact details, policies and claims history.
- Lead and sales tracking: Track leads and manage the sales pipeline.
- Automated workflows: Automate tasks like follow-ups, policy renewals and customer communications.
- Integrated communication tools: Availability of email, SMS and WhatsApp for direct communication with customers.
- Policy and claims management: Enable tracking of insurance policies and claims.
- Reporting and analytics: Provide insights into sales performance, customer trends and other key metrics.
- Mobile access: A mobile app that provides access to most CRM features.
- Integration with other systems: Connect with existing insurance software, accounting tools and marketing platforms.
- Security and compliance: Ensure customer data is secure and 100% compliance with industry regulations.
- Telecrm: Telecrm is a highly customisable CRM designed for insurance professionals. It adapts to your business needs, offering mobile access, exceptional customer service and automation for lead management and communication. Plus, you can get started within a day with this intuitive CRM system.
- LeadSquared: LeadSquared is known for its focus on lead management and automation. It helps insurance agents and brokers track leads, streamline sales processes and automate routine tasks.
- Freshworks: Freshworks is designed to enhance client relationships and maximise insurance agents’ productivity. It offers visual Kanban boards for easy data management, built-in chat and phone functionalities for better communication.
- Pipedrive: Pipedrive is a budget-friendly CRM with a focus on sales. It provides an intuitive user interface, helping insurance agents manage leads and sales processes efficiently.
- Salesmate: Salesmate offers a comprehensive solution for managing customer relationships, automating sales tasks and maximising sales opportunities. It has a user-friendly design and a customisable interface, allowing insurance agents to adapt the platform to their needs.