KG CRM Solutions

Best CRM Software For Insurance Agencies

Grow your revenue and profits with intelligent automation and integrated tools of our Best CRM Software for Insurance Companies. You can build strong customer relationships and use process automation to help your team stay efficient. Get a user-friendly interface for quick adoption and AI-based sales assistance to stay on top of your tasks.

How it Looks Like

CRM Software helps insurance agencies to engage their customers through email, live chat, phone calls, and social media platforms. It provides a combined view of all interactions along with real-time notifications.

    Insurance agents can manage multiple tasks and track ever-changing information to work in a fast-paced environment. CRM Software can help to easily calculate orders, reviews, shares and other activities in your business.


    It helps in the following:

  • Strengthening data security
  • Tracking leads efficiently
  • Automating manual tasks
  • Personalized interactions with prospects
  • Improve customer experience and resolve claims faster

    Our CRM Software for insurance companies empowers large insurers to radically cut costs and respond to swiftly changing customer and community needs and demands in real time.


  • Enhance relationships with clients
  • Organize leads and claims
  • Manage multiple policies in a single platform
  • Collect potential customer information
  • Get in-built security measures to protect data

    Make policy servicing faster by providing a 360-degree view on a single screen. With CRM Software, users can quickly create layouts including demographics, transactions, payments and interactions.


  • Streamline and automate processes
  • Faster customer onboarding
  • Track opportunities with top-class tools
  • Gain a complete picture of interactions, requests, and opportunities

    Managing leads is the most demanding task for insurance relationship managers. CRM Software helps to solve issues and track information from multiple channels.


  • Get an automated renewal alert feature to notify customers
  • Resolve billing errors and ensure timeliness of renewals
  • Track the necessary information
  • Carefully review the insurance plan

    Manage multiple policies on one platform! Our CRM software enables you to handle customer data for numerous policies and set up the layout for your offerings. Keep your policyholders organized and get a complete view of different policies.


  • Leverage the data you have in your CRM
  • Generate sales forecast
  • Visualize key metrics
  • Automate mundane activities

    The best Insurance CRM Software provides an in-built feature that allows you to call the client directly from the application. It helps to organize meetings and schedule conferences quickly.


  • Create a checklist and automate specific tasks
  • Get in touch with clients through a single click
  • Maintain records and store data safely in the cloud
  • Gain the trust of new insurance leads


A comparison chart for traditional and digital insurance practices

BasisTradional WayGoing digital with Zoho CRM
Cost of operationTraditional way of insurance involved a high operating cost as there was a need to open multiple offices.You can manage all your clients from one place so the need to hire more agents and brokers is done away with.
CommunicationThere was no direct communication channel between the insurer and the insured. The agents or brokers acted as an intermediary.The insurer can get in touch with his clients through a single click of a mouse in Insurance CRM software.
PaperworkA lot of paperwork was required to be done.Maintaining records has been made easier with digitization as all contracts are stored safely in the cloud.
ClaimsHaving to deal with paperwork made the process of settling the claims very slow.Almost nil paperwork makes the task of disbursing claims simple and quick.
Data securityChances of confidential data breaches were high in traditional insurance industries.The data breaches chances are very rare as the third party cannot have authentic access to the data stored on the cloud.