CRM Sales and Service Automation for Insurance Agencies

We develop & maintain CRM systems and also extend the capabilities of Salesforce CRM for insurance AMS vendors and Insurance Agencies. We have extensive knowledge of CRM terminology and processes like Sales Flow Automation, Service Flow Automation, and Marketing automation. If your agency uses Salesforce and needs help in optimizing your use of it contact us. If you want to develop a new CRM or you want your CRM capabilities to be enhanced, our development team will be the right choice again.

We can help you with

  • Sales Automation
  • Post-Sales (Service Automation)
  • Marketing Automation

Under Sales Automation import of your leads from any external sources or uploads with CSV/excel, opportunity data (potential insurance policies) import or creation, auto assignment of leads to sales staff based on product interest, lead location, or other factors, creation of tasks for sales staff based on lead or opportunity status, reminders, integration of telephony system, email, chat, and text message to create an opportunity and auto notify sales staff, Web to Lead (creation of lead when contact us form is filled), Rater integration, quotes generation, Proposal creation, auto email of proposals, ESignature, Dashboards based on profile permissions and other features required for sales can be supported.

Under Post-Sales (Service Automation) Lead to Account conversion, Opportunity to Policy creation, Auto Renewals, Pre-Expiry notifications, AL3 downloads,  integration of telephony system, email, chat, and text message to create a case and auto notify producer/service-staff, Web to Case (creation of a case when the contact us form is filled by a policy holder, and also a task for the producer), workflow rules based emails, Dashboards, Reports based on profile, etc can be supported.

Under Marketing Automation, personalized mass mailing for running Email Campaigns, Email Templates with customer and policy data, scheduling emails based on specific events like days or status changes, payment reminders, renewal reminders, welcome emails, new product or service introduction, workflow rules based emails can be supported.

Also Partner Portal, Customer Portal, (Salesforce Experience), and Analytics can be developed.

So we can help with the optimization of your Salesforce CRM and to develop/maintain your CRM so that your insurance agency could make full use of your spending.

Write to us today at our development email id to get in touch with us or fill the contact form on our website.