An insurance CRM helps brokers and providers manage leads, claims, and policies. 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 sales pipeline helps Insurance Brokers visualize your sales process. In other words, it will show where your deals are!
A visual sales pipeline makes goals easier to achieve by breaking any process down into trackable tasks and it can make the difference in your bottom line.
Your sales teams have a complete view of your customers with a single sales and service solution, that integrates with your internal systems.
Each account in our Insurance Brokers 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!