CRM

for Insurance

Customers, policies and applications 
in a single system

​Mobile version

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CRM

for Insurance

Customers, policies and 
applications in a single 
system

​Mobile version

Marketing tools Integrated

Send e-mail

Send mass e-mail 
campaigns to potential 
policy applicants

Schedule posts

Schedule posts on 
social media with info 
about different policy 
types

Chatbot

Implement a Chatbot

CONTACT US

Marketing tools
Integrated

Send e-mail

Send mass e-mail 
campaigns to potential 
policy applicants

Schedule posts

Schedule posts on 
social media with info 
about different policy 
types

Chatbot

Implement a Chatbot

CONTACT US

Prospect, customer and supplier management

Customer file with:

- General Info

- E-mails, calls and messages exchanged

- Policies and applications

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 Send automatic notifications when a policy expires

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 Set commissions

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 Assign tasks, meetings and calls with reminders

CONTACT US

CONVERT MORE LEADS INTO CUSTOMERS

Prospect, customer and 
supplier management 

Customer file with:

- General Info

- E-mails, calls and 
messages exchanged 

- Policies and applications

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  Send automatic notifications 
​  when a policy expires

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  Set commissions

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  Assign tasks, meetings and 
​  calls with reminders

CONVERT MORE LEADS 
INTO CUSTOMERS

Insurance Policy

Policies and Applications

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Set status to your applications

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Send automatic emails requesting missing information

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Filter your applications by stage

CONTACT US

Policies and 
Applications 

Insurance Policy
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Set status to your applications

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Send automatic emails requesting 
missing information

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Filter your applications by stage

CONTACT US

CRM FOR INSURANCE AGENCIES INCREASES YOUR PRODUCTIVITY!

CRM FOR INSURANCE 
AGENCIES INCREASES 
YOUR PRODUCTIVITY!