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Our Insurance CRM Rewards ‘Risk-Takers’ Automated Processes

Strategize Better And Get Your Leads Through The Pipeline Easily

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14 Days Free Trial. No Credit Card Required.

Real Estate CRM Software

Trusted By 2000+ Insurance Agents & CRM Experts

  • 100%
    Quality of Support
  • 95%
    Ease of use
  • 91%
    Requirements Fulfillment
  • 100%
    Ease of Doing Business with

Awards
  • Finance Online
  • Software Suggest
  • Business.com
  • Red Herring Winner
  • Software Suggest
  • Finance Online

Research by different organizations like TeleNet, Ovation Sales Group, and InsideSales.com have repeatedly shown that

An Average Sale Requires 8-12 Follow-ups.

Whereas an average salesperson takes only 2 follow-ups!

Real Estate CRM Software - Follow up reminders

Monitor Sales Strategy
And Manage Sales Collaborations With An Insurance CRM

Real Estate CRM Software - Follow up suggestions

CompanyHub’s CRM for insurance agents eases the complete process with guided selling, best practices, reports and quotas, knowledge bases.

 

Monitor pull-through and manage territories using customizable dashboards to the best benefit of your business.

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14 Days Free Trial. No Credit Card Required.

Identify The Potential Customers For Reinstatement and
Renewal Campaigns On The Basis Of Smart Rules, External And Internal Data.

Insurance CRM software helps businesses in –

  1. Elevating the graph of their Sales
  2. Retaining the clients
  3. Automating manual banking processes
CompanyHub - Email Tracking

CompanyHub CRM For Insurance Agents Helps Them To

  • Target the potential customers
  • Prioritize leads intelligently
  • Encourage the team’s morale

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14 Days Free Trial. No Credit Card Required.

Automate Alerts, Reminders, Lead Assignment, Detecting Duplicates
or Any Other Process in Clicks with Drag Drop Automation.

Every modern sales organization, like yours, must automate boring tasks and focus on productive things.

CRM Automation

Offer Best Deliverables to Your Clients
Using Insurance CRM.

  • Review customer status instantly
  • Automated call scripts for customer queries
  • Solve customer problems instantly
  • End-To-End processing for sales fulfillment

Track the Progress from Enquiry to Sale & Paperwork in Single Screen
Using Visual Sales Pipeline

Also helps insurance agents focus on the next steps to close each deal

Real Estate CRM Software - Sales pipeline crm

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14 Days Free Trial. No Credit Card Required.

Boost Your Business’s Profitability, Streamline Processes And
Improve Intermediary Management With Us

See Agent Activities

How many emails they sent, calls they made, new leads etc

Real Estate CRM Software - Sales pipeline reports

Compare Performance of Agents

Real Estate CRM Software - Performance report

Analyze Anything in Realtime

Sales, deal sizes, close rate, activities, comparative performance, etc.

For Any Time Frame

Last 6 months, Last 30 days, Last Month, Last 2 quarters etc

Awesome Visualizations

  • Area Chart
  • Bar Chart
  • Pie Chart
  • Line Chart
  • Donut Chart
  • Pivot Table

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14 Days Free Trial. No Credit Card Required.

Sell Insurance Products Faster

In a very easy yet powerful CRM

$49/user per month + $1000 Setup

$24/user per month (billed annually)

$32 month-to-month

Core Benefits

  • Smarter campaigns
  • 24×7 access
  • Complete customer view
  • Multiple deployment options
  • Advanced integration platform

Organized Working

  • Modern user interface
  • Boost customer relationships
  • Improve profitability
  • Exhaustive customer solutions
  • Automated call scripts

Better Market Foothold

  • Grow sales
  • Deliver customized services
  • Effective marketing campaigns
  • Smart marketing campaigns
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14 Days Free Trial. No Credit Card Required.

Our Insurance CRM solutions allows users to effectively collaborate
with the intermediaries and agents to prevent revenue leaks, build a good relationship with
customers and manage the complete sales process.

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14 Days Free Trial. No Credit Card Required.

Are You Ready To Get Started With CompanyHub?

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14 Days Free Trial. No Credit Card Required.
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