CRM for Insurance Agents & Brokers
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Manage leads, renewals, client relationships and insurance opportunities.
Capture Insurance Leads
With Onpipeline Insurance CRM, brokers and agents can capture insurance opportunities manually or automatically from website forms, referrals, campaigns and external systems.
Workflow Automation
Insurance brokers rely on timely follow-ups and ongoing customer relationships. Automate activities such as emails, reminders, renewals follow-ups and task assignments to improve productivity and keep every opportunity moving forward.
Referral & Partner Management
Manage referrals, partners and lead sources by assigning owners and tracking opportunities across the sales pipeline.
Keep insurance leads organized and maintain visibility into referral performance and customer acquisition channels.
Track Insurance Opportunities
Use a customizable pipeline to track insurance opportunities from first contact to active customer relationships.
A visual pipeline (Kanban board) helps insurance brokers organize opportunities, monitor progress and manage customer relationships throughout the sales process. Track proposals, follow-ups and renewal opportunities while ensuring no customer is overlooked.
Workflow:
→ Lead
→ Initial Consultation
→ Needs Analysis
→ Proposal Sent
→ Follow-Up
→ Active Client
Renewals and Follow-Ups
Insurance brokers rely on recurring customer relationships and renewals. Use activities, reminders and calendar scheduling to manage renewals, customer reviews and follow-up activities.
You can plan tasks, calls, emails meetings and deadlines, and link them to deals and contacts. Also, you can create custom activities to make the CRM more specific to your business.
Insurance Documents Management
Every client account includes integrated document storage to keep insurance records organized and accessible. Store policy documents, agreements, claims files, renewal documents and supporting files directly inside the CRM.
Documents can be linked to customer records, giving brokers and agents quick access to information during customer interactions, policy renewals and ongoing relationships.
Unlike other CRM systems, Onpipeline does not set storage limits.
Forecast Revenue and Growth
Forecast future revenue and business growth by tracking insurance opportunities, expected income and long-term customer relationships throughout your pipeline.
Gain visibility into future revenue streams, monitor active opportunities and improve planning for renewals and customer retention.
Insurance brokers can also track recurring business generated from renewals and ongoing customer relationships to support long-term growth.
External data sync
Insurance brokers often work with multiple systems to manage customer information, policies, renewals and operations. Onpipeline provides APIs and widgets to connect your Insurance CRM with external applications, databases and internal systems.
Custom fields allow brokers to extend the CRM database and synchronize policy details, renewal dates, billing information, claims data or any other customer information required during the sales process.
Through our API (included in all plans), CRM data can be synchronized with external applications and databases in real time, giving teams access to all relevant information directly inside Onpipeline.
Free for 30 days!
No contract and no credit card required. Fully operational account. You can try and confirm the same settings by placing an order, or simply let the trial period expire.
Start today