What is an insurance CRM?

An insurance CRM is CRM software set up for insurance distribution. It records prospects and clients, the follow-ups due for each, and every conversation, so advisors know whom to call today and managers can see the pipeline.

Who it is for

  • Insurance agents and advisors
  • Insurance brokers and agencies with several advisors
  • Teams selling motor, health and life insurance
  • Agencies running telecalling campaigns

Problems it solves

  • Renewals remembered only when a client calls
  • Leads shared on WhatsApp with no owner
  • No reminder system for follow-ups
  • No view of each advisor's pipeline

Key capabilities

Lead capture

Record leads from calls, the website, campaigns and walk-ins.

Advisor assignment

Assign each lead or client to an advisor.

Scheduled follow-ups

Schedule reminders for follow-ups, including ahead of a client's renewal.

Calls, SMS, email and WhatsApp

Contact clients through IVR/toll-free calls, SMS, email and WhatsApp.

Support CRM

Track client service requests after the sale.

Reports

See leads, follow-ups and conversions by advisor and source.

How it works

  1. A lead is recorded and assigned to an advisor.
  2. The advisor follows up until the policy is sold or the lead is closed.
  3. The client record is kept for service requests.
  4. Follow-ups are scheduled ahead of the renewal.
  5. The renewal conversation happens on time, by the client's preferred channel.

Renewals are planned, not remembered

Renewal business is often the most profitable, and the easiest to lose. When an advisor relies on memory or a diary, a renewal is missed and another agent takes the client. Scheduling a follow-up in the CRM ahead of each renewal turns it into a task that is visible to the advisor and the manager.

One record for sales and service

Clients call with questions about claims, documents and changes. Perfect CRM's support CRM keeps those requests on the same client record as the sale, so whoever picks up the call can see the history.

Frequently asked questions

Can it remind advisors before renewals?

Yes. Follow-up reminders can be scheduled for any date, including ahead of a client's renewal.

Can we message clients on WhatsApp?

Yes. Perfect CRM connects with WhatsApp messaging, as well as SMS and email.

Is it suitable for a single agent?

Yes. It works for individual advisors as well as agencies with several advisors and branches.

Is a demo available?

Yes. Request a free demo using the form on this page or call +91-9999365655.

Perfect CRM software for sales, service and support teams

CRM Software

Perfect CRM is the customer relationship management (CRM) software developed by Perfect ERP Software.

Learn more Lead management software dashboard illustration

Lead Management Software

Perfect ERP Software's lead management software, part of Perfect CRM, records every sales enquiry in one place, whether it arrives by phone, as a walk-in, through your website or from a campaign.

Learn more Diagram of a lead recorded in Perfect CRM, followed up on WhatsApp, with the history kept on the customer record

WhatsApp CRM Integration

Perfect CRM connects with WhatsApp messaging, alongside IVR/toll-free calls, SMS and email, so sales and support teams follow up leads and customers from the CRM.

Learn more

See how it fits your business

Book a free, no-obligation demo. Our team will show the software using your workflow and prepare a quote based on the modules and users you need.

or call +91-9999365655

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