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
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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 Processes
- New Policy Sales
- Renewals
- Upsell/Cross-sell
- Field Operations
- Verification
All Teams
- Marketing
- Call Center
- Verification
- Underwriting/Actuary
- Retention
Increase insurance sales from all your distribution channels
Maximize policy sales & renewals digitally and from bancassurance, agencies and other channels
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.
Increase call center & field efficiency
Reduced Response Time
Initiate timely actions based on lead priority to reduce response time
Day Planner
Prioritize the meetings and calls for your call center and field agents including route planning.
Next Task Recommendation
Recommend the next lead to call or customer to meet for all your teams
Geo-tracking of Field Teams
Track every move of your field agents to ensure no misrepresentations
Agent Onboarding
Ensure easy and fast agent onboarding – easy to set-up, easy to use. Built for scale
Real-time Reports
Get real-time reports both for your call center and field agents to ensure productivity
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.
Complete Performance Reports for Insurance Sales and Renewals
Across teams, products, regions, relationship managers, channels and more
Loved by insurance companies around the world
We have observed that with the introduction of LeadSquared, the average sales per day per agent (i.e insurance sales) has moved up by 40% and the lead-to-sale ratio has increased by 35%. And this is just in three months. Plus the support has been phenomenal, even over the weekends and holidays.
Mayank Gupta
Director of Business
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