Insurance CRM

Complete CRM Software for Insurance Agents

Connect all your channels and teams - digital, call center, bancassurance, agency & field sales

TRUSTED BY 150,000 SALES USERS WORLDWIDE

Easy to set-up, Easy to use
Get started in days with zero partner dependency, and zero extra cost

Lead Capture
Capture inquiries from all sources – website, insurance portals, Google, referrals – onto one platform with zero leakage.

Lead Distribution
Assign leads to agents based on their zip code, product preferences, locations, etc. or in round-robin fashion

Call Center Integration
Instant distribution to call centers based on advanced logic, like lead’s activities, insurance product, agent availability & more

Customer Engagement
Engage leads on all channels: triggered emails, SMSs, phone calls, remarketing campaigns & more

Mobile CRM
Plan your day in advance, update activities, upload documents and track your field agents with mobile CRM

Renewal Reminders
Notify the customers & sales agents about upcoming renewals automatically and recommend actions

Cross Sell Engine
Track your existing customers to identify up-sell/cross-sell opportunities and increase your average CLV

Connected Systems
Build seamless processes by integrating LeadSquared completely to your core systems with connectors, APIs and Lapps

Don't just take OUR word for it - hear it from real insurance users

Complete policy inquiry capture & distribution

Capture leads from all your channels – digital, phone calls, email, social media, insurance aggregator websites, portals and more. Assign leads to agents based on their zip code, product preferences, locations, etc. or in round-robin fashion.

Biometric eKYC verification

Eliminate lengthy verification processes, reduce costs & fight fraud with a simple biometric eKYC verification. Also onboard your customers faster with reduced verification time and paperless document verification.

Monitor Your FOS Teams

LeadSquared automatically plans your agents’ day, including meetings in order of priority, best routes to follow, goals for the day and more. Increase your team’s productivity by auto-identifying possible meetings in their proximity.

Cross-sell opportunity identification

Enable your reps to sell more & increase your average CLV. At every meeting, the system can use the customer or prospects' past data to identify cross-sell / upsell opportunities, and give real-time action recommendations to the rep.

Automated renewals & payment reminders

Engage prospects and customers for recurring events automatically. For instance, you can automate subscription/policy renewal reminders, special offers for important life events etc.

Increase the operational efficiency of bancassurance channels

Up the engagement from your Bancassurance channels with end-to-end monitoring of branches & relationship managers. RMs always have a real-time view of their KPIs, performances, incentives & their current rank on the team.

Complete performance report

Analyze and improve every possible metric, pre-define individual performance metrics for each role / RM. Get reports for all important metrics such as lead conversion, cross sell, policy service request closure, policies issued, premium collected etc.

Why Salespeople love LeadSquared?

Others
Agents need to search the leads to contact next	Agents are handed the leads to contact in order of priority
Several clicks are needed to perform a single task	Sales operations can be automated to reduce manual work.
Agents may skip important steps necessary for a sale	Agents are bound to follow the preset process.
Agents need to switch screens and visit reports every time	Agents have a real-time visibility of their leads
Agents don't know if it’s the right time to call their leads	Agents gave real-time info about when their leads are online
Productivity issues while working from home	Remote workforce monitoring options are available
Your business process must adjust to platform capabilities	Completely customizable to fit your exact business process
Implementation includes just software configuration	Implementation includes holistic mapping of business process
Agents need to work on random, broken lists	Lists are automatically created for the agents.

On an average, LeadSquared customers see

< 0.1%

lead leakage

61%

faster insurance sales

tasks efficiency

70%

faster funnel movement

Insurance CRM for all distribution channels: call center, bancassurance, agencies, brokers and field sales

We have observed that 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 has increased by 35%. And this is just in the last three months.

Mayank Gupta, Growth Hacker

Acko General Insurance

Now we are able to track leads, easily share information between colleagues and follow up in a timely manner. It has made our sales team more efficient, allowing them to focus their time on the most promising leads.

Umesh Gholap, Vice President

Exide Life Insurance

It is used as an integrated marketing and our sales/leads automation tool in our organization for 100% of our leads which are obtained from the web. We have been able to address lead prioritization, tracking, sales attribution etc.

Sanju Mathew George, Senior Manager - Digital Sales

Bharti Axa GI

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