An insurance CRM helps insurance brokers and providers manage leads, claims, and policies. Insurance CRM software helps you manage your sales operation and insurance agents more effectively, while also giving you an overview of your team’s performance.
With Onpipeline Insurance CRM, you can create opportunities manually or receive leads directly from your website forms or an external system, via API.
You can create new contacts and deals, and specify the deal owner (agent), sales pipeline, and stage. You can also provide partners with a dedicated ID to send you new leads, and manage unlimited partner IDs.
A pipeline will help you visualize both your sales process and will show you where your deals are. Each stage brings an opportunity to the next phase, keeping in the previous stage those who have not passed the process.
The visual pipeline makes goals easier to achieve by breaking any process down into trackable tasks. It can make the difference in your bottom line. As a result, your sales teams have a complete view of your customers with a single sales and service solution, that integrates with your internal systems.
Onpipeline has a built-in calendar for storing next actions, which can be synced with Gmail or Outlook calendars.
Starting from an opportunity or a contact, you can plan visits, emails, meetings, deadlines or a custom activity, as well as assigning tasks.
Each account in your CRM software comes with an integrated file storage system. It is possible to save any type of document such as pdf, word, excel, etc. inside the platform.
The files can be easily used and connected to contacts and / or deals. The files can be personal or shared with other members of the organization as needed.
Unlike other CRM systems, Onpipeline does not set storage limits!
Automate and simplify processes across front and back-office. You can save time on recurring tasks like manually sending emails or creating follow-up activities.
When a new contact is added, you’ll be able to send an email, plan an event when the contract is extended to a specific stage, automatically reassign a deal to another owner based on specific circumstances, etc.
It’s easy to sync your CRM data with external applications and databases in real time and have all the details you need within Onpipeline, thanks to our API (included in all plans). For example, any ERP information, billing details or any relevant data during the sales process may be available within the contact information.
Our API is very simple to use even for a mid-level developer. For any technical needs or information, please know our team is available to provide support.