Our Insurance CRM Rewards ‘Risk-Takers’ Automated Processes
Strategize Better And Get Your Leads Through The Pipeline Easily
Trusted By 2000+ Insurance Agents & CRM Experts
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100%Quality of Support
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95%Ease of use
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91%Requirements Fulfillment
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100%Ease of Doing Business with
Finance Online
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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!
Monitor Sales Strategy
And Manage Sales Collaborations With An Insurance CRM
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.
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 –
- Elevating the graph of their Sales
- Retaining the clients
- Automating manual banking processes
CompanyHub CRM For Insurance Agents Helps Them To
- Target the potential customers
- Prioritize leads intelligently
- Encourage the team’s morale
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.
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
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
Compare Performance of Agents
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
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
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.
