CRM FOR INSURANCE
Customers, policies and applications in a single system
CRM FOR INSURANCE
Customers, policies and applications in a single system
QUOTE MANAGEMENT
Create quotes
Offer quotes
Store quotes
Add documents to quotes
Convert the winning quote into a Policy
QUOTE MANAGEMENT
Create quotes
Offer quotes
Store quotes
Add documents to quotes
Convert the winning quote into a Policy
DOCUMENTS MANAGEMENT
Request specific documents from clients automatically
Submit documents
Validate documents
Receive and store documents
DOCUMENTS MANAGEMENT
Request specific documents from clients automatically
Submit documents
Validate documents
Receive and store documents
APPLICATION
Create your own forms online, illimited for all kinds, of policies
Fill out your applications manually or send them to your customers to fill out.
Generate custom application PDF
Store each application in the customer's file
APPLICATION
Create your own forms online, illimited for all kinds, of policies
Fill out your applications manually or send them to your customers to fill out.
Generate custom application PDF
Store each application in the customer's file
RENEWALS
Generate new sales opportunities based on the expiration date
Generate campaigns or strategies
Assign different channels to handle renewals
Customize your channels to guarantee your renewals
RENEWALS
Generate new sales opportunities based on the expiration date
Generate campaigns or strategies
Assign different channels to handle renewals
Customize your channels to guarantee your renewals
IMPORTS COMMISSIONS
COMMISSIONS
Reconcile commissions in relation to previous months with the same provider
Reconcile commissions based on the current state of the policies
Analyze the differences between previous months and analyzes full dashboard commissions
IMPORTS COMMISSIONS
COMMISSIONS
Reconcile commissions in relation to previous months with the same provider
Reconcile commissions based on the current state of the policies
Analyze the differences between previous months and analyzes full dashboard commissions
Policy imports
Integrate and automatically import insurance company data into Zoho CRM
View detailed summaries of imported data
Access a report of the records pending review that presented problems during the import
Optionally configure the modules to be integrated
Policy imports
Integrate and automatically import insurance company data into Zoho CRM
View detailed summaries of imported data
Access a report of the records pending review that presented problems during the import
Optionally configure the modules to be integrated
Marketing tools Integrated
Send mass e-mail
campaigns to potential
policy applicants
Schedule posts on
social media with info
about different policy
types
Implement a Chatbot
Marketing tools
Integrated
Send mass e-mail
campaigns to potential
policy applicants
Schedule posts on
social media with info
about different policy
types
Implement a Chatbot
Prospect, customer and supplier management
Customer file with:
- General Info
- E-mails, calls and messages exchanged
- Policies and applications
- General Info
- E-mails, calls and messages exchanged
- Policies and applications
Send automatic notifications when a policy expires
Set commissions
Assign tasks, meetings and calls with reminders
CONVERT MORE LEADS INTO CUSTOMERS
Prospect, customer and
supplier management
Customer file with:
- General Info
- E-mails, calls and messages exchanged
- Policies and applications
- General Info
- E-mails, calls and
messages exchanged
- Policies and applications
Send automatic notifications
when a policy expires
Set commissions
Assign tasks, meetings and
calls with reminders
CONVERT MORE LEADS
INTO CUSTOMERS
Policies and Applications
Set status to your applications
Send automatic emails requesting missing information
Filter your applications by stage
Policies and
Applications
Set status to your applications
Send automatic emails requesting
missing information
