CRM SOLUTIONS

for the Insurance Industry

The insurance industry has experienced a lot of growth and transformation over recent years. Technology has come to play a centerpiece role in marketing and lead generation efforts, with a well-positioned website and social media interactions acting as the face of companies and their main source of customers

CRM4  Insurance

CRM SOLUTIONS

for the Insurance Industry

The insurance industry has experienced a lot of growth and transformation over recent years. Technology has come to play a centerpiece role in marketing and lead generation efforts, with a well-positioned website and social media interactions acting as the face of companies and their main source of customers

At the same time, the pandemic has raised new challenges 

for the UNDERWRITING PROCESS

One

Keeping track with a constantly increasing 

volume of information

Two

Offering a customized service and detailed follow-up 

to clients

Three

Being able to accurately

analyze market trends

At the same time, pandemic 

has raised new challenges for 

the UNDERWRITING PROCESS

One

Keeping track with a 

constantly increasing 

volume of information

Two

Offering a customized service                                

and detailed follow-up                                

to clients

Three

Being able to accurately

analyze market trends

CLOUD-BASED CRM COMES TO THE RESCUE BY PROVIDING:

Readily access to data

Modern marketing tools

Smart business report

Limitless Integration Capabilities

CLOUD-BASED CRM COMES TO THE RESCUE BY PROVIDING:

Readily access to data

Modern marketing tools

Smart business report

Limitless Integration Capabilities

Meet the future of the INSURANCE

through our amazing solutions

One

Custom Zoho CRM

Two

Zeus4 Insurance

Three

Digital Marketing

Sample123

Meet the future of the INSURANCE
through our amazing solutions

One

Custom Zoho CRM

Two

Zeus4 Insurance

Three

Digital Marketing

Archives file

Custom Zoho CRM

WITH ALL THE CUSTOMER INFORMATION 
EVERY AGENT NEEDS

Customization is key when maximizing a CRM’s potential, as every industry needs to store different kinds of data in order to provide the best possible service. For insurance agents, this means keeping track of clients’ information, policies and associated documents, as well as a detailed calendar management, with records of scheduled calls, due dates and other tasks.

With our custom Zoho CRM implementation for insurance agents, you’ll have all the required information available, an updated calendar with helpful reminders, and a detailed tracking of all your business opportunities. At the same time, you’ll be unlocking the gate into Zoho’s ecosystem, with over 40 applications that will boost your sales process while making your business and team management effortless. 
One
Archives file

Custom Zoho CRM

WITH ALL THE CUSTOMER INFORMATION 
EVERY AGENT NEEDS

Customization is key when maximizing a CRM’s potential, as every industry needs to store different kinds of data in order to provide the best possible service. For insurance agents, this means keeping track of clients’ information, policies and associated documents, as well as a detailed calendar management, with records of scheduled calls, due dates and other tasks.

With our custom Zoho CRM implementation for insurance agents, you’ll have all the required information available, an updated calendar with helpful reminders, and a detailed tracking of all your business opportunities. At the same time, you’ll be unlocking the gate into Zoho’s ecosystem, with over 40 applications that will boost your sales process while making your business and team management effortless.                                    

Who benefits 
​the most from it?

Insurance agents

Insurance agents looking for a customized and flexible CRM to drive lead generation. 
We know the drill; we’ve done it before; now let’s do it for you

CONTACT US
Insurance agents
rehacer-1.svg

  Taking the next step

Let us show you around!

Request a demo
mano-sosteniendo-corazon.svg

  We can also help you with

 Initial Setup

 Data migration

 Training

 Integration with other Zoho apps

info.svg

  For specific features and 

  general information

Read more

Who benefits the 
most from it?

Insurance agents

Insurance agents looking for a 
customized and flexible CRM 
to drive lead generation. 
We know the drill; we’ve done 
it before; now let’s do it for you

CONTACT US
rehacer-1.svg

  Taking the next step

Let us show you around!

Request a demo
mano-sosteniendo-corazon.svg

  We can also help you with

 Initial Setup

 Data migration

 Training

 Integration with other Zoho apps

info.svg

  For specific features and 

  general information

Read more
Victory

CRM4 Insurance

Designed as an extension for your custom Zoho CRM, you’ll get to combine the power and possibilities of the Zoho environment with the specific policies’ management all insurance agents need. Our flexible solution helps you organize your every-day operations, improve your sales process and increase your productivity.

After the initial set-up is completed, you’ll be able to access all information directly from the CRM, load offers into the system for a fast quoting process, generate reports with vital business intelligence, and more.

It’s the perfect operations tool to fit your perfectly custom CRM.

Two
Victory

CRM4 Insurance

Designed as an extension for your custom Zoho CRM, you’ll get to combine the power and possibilities of the Zoho environment with the specific policies’ management all insurance agents need. Our flexible solution helps you organize your every-day operations, improve your sales process and increase your productivity.

After the initial set-up is completed, you’ll be able to access all information directly from the CRM, load offers into the system for a fast quoting process, generate reports with vital business intelligence, and more.

It’s the perfect operations tool to fit your perfectly custom CRM.

Who benefits 
the most from it?

Insurance agents

Insurance agents looking to extend their Zoho CRM potential with specific operations features.

Help your business grow: this is the way.

CONTACT US
Agent
rehacer-1.svg

  Taking the next step

Let us show you around!

Request a demo
mano-sosteniendo-corazon.svg

  We can also help you with

 Zoho CRM customization

 Initial Setup

 Training

 Integration with other Zoho apps

info.svg

  For specific features and 

  general information

Read more

Who benefits the 
most from it?

Insurance agents

Insurance agents looking to 

extend their Zoho CRM 

potential with specific 

operations features.

Help your business grow: 

this is the way.

CONTACT US
rehacer-1.svg

  Taking the next step

Let us show you around!

Request a demo
mano-sosteniendo-corazon.svg

  We can also help you with

 Zoho CRM customization

 Initial Setup

 Training

 Integration with other Zoho apps

info.svg

  For specific features and 

  general information

Read more
Marketing

Digital Marketing

MORE LEADS, MORE SALES

Over 80% of people looking for information about products and services use Google as a search platform. Our team of marketing specialists is prepared to set, run and maintain Google Ads campaigns designed to increase your conversion rate. With our refined segmentation and market- it ads, your phones will ring over 10 times a week. Titles, descriptions, graphic content, keyword topics, budget & bid strategies, calls to action: we set it all to engage smarter by keeping you on top of the search results for your target audience.

Insurance agents also benefit from our branding and leads’ generation campaigns on social media. Whatever the platform, we take care of engaging the right audience, bring them to your sales team and improve the organic positioning of your website and profiles.

Three
Marketing

Digital Marketing

MORE LEADS, MORE SALES

Over 80% of people looking for information about products and services use Google as a search platform. Our team of marketing specialists is prepared to set, run and maintain Google Ads campaigns designed to increase your conversion rate. With our refined segmentation and market- it ads, your phones will ring over 10 times a week. Titles, descriptions, graphic content, keyword topics, budget & bid strategies, calls to action: we set it all to engage smarter by keeping you on top of the search results for your target audience.

Insurance agents also benefit from our branding and leads’ generation campaigns on social media. Whatever the platform, we take care of engaging the right audience, bring them to your sales team and improve the organic positioning of your website and profiles.

Who benefits 
the most from it?

Insurance agents

Insurance agents looking to improve their lead generation through a specialized and detailed management of their digital marketing efforts.

You manage the sale; we bring the 

customer to you

CONTACT US
Leads
rehacer-1.svg

  Taking the next step

Let us show you around!

Request a demo
info.svg

   For specific features and 

  general information

Read more

Who benefits the 
most from it?

Insurance agents

Insurance agents looking to 

improve their lead generation 

through a specialized and 

detailed management of their 

digital marketing efforts.

You manage the sale; we 

bring the customer to you

CONTACT US
rehacer-1.svg

  Taking the next step

Let us show you around!

Request a demo
info.svg

  For specific features and 

  general information

Read more

Didn’t find what you were 

looking for?

Consulting

Consulting

If you’re new to the CRM world and not sure which of our options to choose, let us know what your goal is and we’ll advise on the best available solution.

Read More
CRM Automation

CRM Automation

If you feel our industry specific solutions are not a good match for your business, we can always build a new one from scratch, specifically designed for you!

Read More
Contact Us

Contact Us

If you have any questions, need further information, or just want to say ‘Hi!’, we’re always available. Reach out today!

Read More

Didn’t find what you were looking for?

Consulting

Consulting

If you’re new to the CRM world and not sure which of our options to choose, let us know what your goal is and we’ll advise on the best available solution.

Read More
CRM Automation

CRM Automation

If you feel our industry specific solutions are not a good match for your business, we can always build a new one from scratch, specifically designed for you!

Read More
Contact Us

Contact Us

If you have any questions, need further information, or just want to say ‘Hi!’, we’re always available. Reach out today!

Read More