Insurance CRM
Manage policies, claims, renewals, and client relationships seamlessly
Overview
The Insurance CRM gives brokers and agencies complete control over their book of business. Manage client policies across all types of insurance, track claims from submission to settlement, automate renewal reminders, and maintain a full communication history with every client. Whether you manage 50 policies or 5,000, this CRM keeps your operations professional and efficient.
Who is it for?
- Insurance brokers managing portfolios of personal and commercial policies
- Insurance agencies coordinating agents and their client books
- Claims administrators tracking claim submissions and resolutions
- Independent brokers building and managing their client base
Quick Facts
- Best for
- Insurance brokers, agencies, underwriters, and claims administrators
- Purchase model
- Once-off payment
- Workspace
- Private, isolated per company
- Users
- Unlimited team members
Features
Everything included in the Insurance CRM
Client & Policy Management
Maintain comprehensive client profiles with all their policies — type, insurer, cover amount, premium, start and end dates, and special conditions.
Claims Tracking & Status
Log claims, track their progress through stages (submitted, assessed, approved, settled, rejected), and maintain supporting documentation.
Renewal Management & Reminders
Never miss a renewal. The CRM tracks policy expiry dates and sends reminders well in advance so you can retain clients.
Premium Tracking References
Reference premium amounts, payment frequencies, and collection status alongside each policy record.
Agent & Team Management
Assign clients to agents, track their book of business, and monitor performance across your team.
Communication History
Record all interactions — policy discussions, claim updates, renewal negotiations, and advisory calls.
Document Management
Store policy documents, claim forms, assessor reports, and correspondence linked to each client and policy.
Reports & Dashboards
View your book of business by insurer, policy type, premium volume, claims ratio, and renewal pipeline.
Why Choose Insurance CRM?
Retain More Clients
Proactive renewal reminders and consistent follow-ups reduce lapsed policies and lost clients.
Faster Claims Handling
Structured claims tracking ensures nothing falls through the cracks and clients are kept informed.
Professional Service
Complete client histories and organised records mean you always have the context to serve clients well.
Grow Your Book
Clear visibility of your portfolio helps you identify cross-sell opportunities and focus on high-value clients.
Real-World Use Cases
See how businesses like yours use the Insurance CRM
An insurance broker managing 800 personal and commercial policies
A brokerage with 5 agents tracking their individual client books
A claims administrator processing 50 claims per month
An independent broker building a new client portfolio from scratch
Frequently Asked Questions
Ready for Insurance CRM?
Get a proposal today. Your own private workspace, ready in minutes.
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