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Increase digital sales & make your partner & field sales teams more efficient
Manage complete insurance marketing, policy sales, renewals/cross-sales, and your teams - field-sales & partners
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Insurance Marketing - Capture leads from multi-channel campaigns%20of%20icon2.png)
Smart Policy Sales - Make more digital sales, track your sales agents
Call-center Integration - Integrate easily with your call center tools 
Sales Performance Reports - Get detailed sales-performance reports
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Get more Renewals & Cross-sales - Identify cross-sell opportunities & sell more
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Capture all your leads from online & offline channels, including insurance aggregator websites, like PolicyBazaar, MyInsuranceClub, and others. Capture policy inquiries from your website, social channels, PPC campaigns, phone calls, and even traditional on-the-ground campaigns, like cross-promotional events. Leads from traditional channels like billboards etc. can also be captured with telephony integration.
Distribute leads among your salespeople - based on different criteria of your choosing - including agent availability, past performance, insurance product specialty, location, simply in a round-robin fashion, or any other criteria important to you.
Help your salespeople manage their daily sales tasks with incredible ease! With lead-tracking, your salespeople have all the context they need to know the complete details of the leads, including the policies they are interested in, the ones that they have already bought, and other details. Smart view of their leads helps them make the sales calls faster, increasing their productivity.
Send only those leads to your call center that do not close online. LeadSquared integrates with whichever call center software you already use. For all inbound and outbound calls, your agents will see progressive calling pop-ups. These pop-ups have all key lead details, and allow you to enter the notes of the conversation, set follow-up tasks etc. without ever leaving the pop-up screen or opening any more tabs. The pop-ups are completely customizable, help your salespeople immensely, and save tons of time.
Know your prospects/customers inside out - including the policies they have purchased and complete details about them. Use this to identify cross-sell opportunities. For example: a customer who buys a health policy for their spouse, might also be willing to buy a life insurance policy. Using LeadSquared developer platform (Lapps), you can take this one step further, and fetch these signals from a 3rd party platform - like a Loan Origination system or an Inventory Management System, and create highly relevant offers.
Trigger dynamic communication with your leads, based on their preferences and activities. For example, send dynamic insurance quotes to leads based on their location preferences and budget, customized travel packages to travelers based on their preferences and more. Fetch data accurately from your inventory management tools, and use it to create highly customized messages.
Automatically notify policy-holders when their renewal date draws close. Simultaneously, notify agents and set tasks for them to make follow-ups, if the customers don't renew on their own.
Enable your field sales team to be more efficient with LeadSquared mobile CRM. They can see all their leads, tasks for the day, and other important things on the mobile app. They get notified of their new leads on the app itself, after which they can make the calls directly from the app, making the whole process very convenient. All of this is tracked in LeadSquared as well. Features like leads near me further increase their productivity by telling them of their leads in their proximity.
Keep a keen eye on all your on-field agents, including your own field salespeople, and partners like Banca agents and other 3rd party partners. Track their meetings, their actual movement while they travel for meetings, their collections, check-in/check-out time and more.
You can set limited lead-view for your teams and salespeople based on hierarchy. So, one salesperson can only see his own leads, his manager can see leads of all the salespeople reporting to him and so on. This helps you avoid data-theft, and builds a secure system
Measure the performance of your marketing campaigns, salespeople, and different policy types. You can measure salesperson effectiveness in terms of calls they have made, number of new policy sales, number of renewals, or number of cross-sales and upsells. Even measure the time taken to sell each insurance product type.
Out-of-the-box integrations with all the major marketing, sales, and business tools that you use - including Google Adwords, Facebook, Chat tools, telephony & IVR tools and more. We even have Zapier connector that you can use to build all the Zaps you need, open APIs, which allow you to build your own connectors, and even a developer platform if you have in-house developers.
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Bharti AXA General Insurance
Leadquared is very powerful in allowing customizations, unlike large CRMs. We use it to power our new telephony-assisted online sales channel. Automations help us engage customers without delays, and we have increased our conversion rates. The lead capture is seamless from all sources. The in-built connectors, APIs & Web-hooks are simple to use and can be integrated with your core systems.
Exide Life Insurance
We use LeadSquared as an integrated marketing & sales automation tool for 100% of our web leads. Our fulfillment channels include website and call centers and integration and customization with relation to all these leads sources and fulfillment channels was required by the CRM solution. We have been able to address lead prioritization, tracking, leads and sales attribution, sales and lead automation etc.