CRM for Insurance

A CRM system suitable for individual agents or agency teams. Available on cloud or installed in your server.

Please find below more details on our CRM for insurance. Depending on your requirements, our CRM can be customised to meet your specific needs as well.

Insurance CRM Module

  • Keep track of customer profiles (company, individual owners) and contact information
  • Keep track of sales activities, documents and history
  • Keep track of sales opportunities

Reports

  • Upcoming renewal list
  • Upcoming contact birthday list