Insurance CRM. Increase new policy sales & renewals
Sell more policies from all your distribution channels – STP (digital sales), call center, bancassurance, agencies, brokers and field sales
DIGITAL TRANSFORMATION PARTNER FOR SMART INSURANCE BUSINESSES
Manage all your products, intermediaries, teams and channels
Multiple processes, products and teams – one platform to increase their operational efficiency
All Products
- General Insurance
- Life Insurance
- Health Insurance
- Motor Insurance
- Group Insurance
All Channels
- Digital Sales (STP)
- Bancassurance
- Agencies/Brokers
- Captive Agents
- Other Intermediaries
All Processes
- New Policy Sales
- Renewals
- Upsell/Cross-sell
- Field Operations
- Verification
All Teams
- Marketing
- Call Center
- Verification
- Underwriting/Actuary
- Retention
Capture insurance inquiries and distribute to the right teams
Capture all your policy inquiries and applications from online & offline channels, including insurance aggregator websites (like PolicyBazaar, MyInsuranceClub), social, phone calls, and other online and offline channels. Distribute them to the right call center or field agents based on different agent and applicant attributes.
Self-serve forms & portals for paperless application
Ensure a smooth application experience for your insurance applicants. Self-serve, mobile-friendly application interface (forms and portals) for paperless and fast application processing. Customer portals ensure that applications can be resumed anytime, thereby enhancing prospect experience, and saving your agents’ time.
Prioritize leads to initiate relevant follow-up actions
Score all your leads with 360-degree lead profiles and activity tracking, prioritize your agent’s tasks accordingly, and reduce response time. Initiate follow-up actions as well – for instance, if leads are not contacted within 15 minutes, you can initiate escalations to managers. You can even automatically reactivate dormant leads by initiating relevant communication.
Onboard customers faster with e-KYC verification
Ensure faster and efficient customer onboarding. LeadSquared add-ons like eKYC verification solution and Video KYC helps insurance providers eliminate lengthy verification processes, reduce costs & fight fraud. Help your onboarding agents (both on and off the field), KYC reviewers, and verification teams stay on the same page.
Track prospect activities & automate proactive intervention
Capture live signals via prospect tracking on your website, and your other core systems (via APIs, LAPPS, or direct integrations), to automate intervention via the right channel – text or email messages, or manual intervention by call center and field agents.
Reduced Response Time
Scout new merchants, visit them door-to-door, upload documents digitally and more.
Next Task Recommendation
Ensure paperless & hassle-free verification. Integration with verification systems.
Agent Onboarding
Payment default alerts & collection planning for credit teams of B2B marketplaces..
Day Planner
Intelligent call distribution & quality tracking for efficient call center operations.
Geo-tracking of Field Teams
Build intelligent workflows for seamless end-to-end marketplace operations.
Real-time Reports
Customizable mobile feedback forms and day planning for inspection & quality control teams.
Increase the productivity of all your insurance field teams
Customizable for your teams – captive + independent sales agents, bancassurance and service teams
Automate communication for new policy sales, renewals & retention
Know the complete customer details – including the policies the customers have purchased and complete details about them. Automate prospect and customer communication armed with these insights – for renewal reminders, offer communication, or for retention.
