Insurance CRM

Manage your end to end work flow of insurance in Solid Performers Insurance CRM. Distribute them to the right call centre or field agents based on different agent and applicant attributes. Track agent performance, develop strategic relationships, and increase loyalty. Allow customers to file cases, review status, upload documents, setup recurring billing and more any time of the day or night.

Followup Reminder Custom Status & Source Web Lead Form Integration Notes & File Uploads Log & History of Communication Easy Allocation & Tracking Integrate with any Source

Top Reasons to Choose Us


Sales Automation

Automate your sales pipeline and make the daily tasks of sales teams easier. Right from prospecting to nurturing & closing deals. Engage on revenue generating activities.


Capture Leads

Capture all your leads from different integrated sources at one place so that you don’t ever miss a Insurance enquiry. You can also integrate with various portals.


Effective Followup

It enables the executive to keep reminders against every enquiry and every lead. Auto notifications help them to follow the prospects without letting go the chance.

Detailed Report

CRM helps you to track the performance of every lead, client, deal or contact reports and as well as the performance for your sales executive easily.

Email Campaigns

Running email campaigns helps you in creating awareness about your product and service among prospects and clients. Generate more lead quickly.

Timely Reminders

Never miss a followup from now on. Get daily & hourly followup updates on a seperate page with the option to filter and contact them based on various criterias.


All in One CRM

Manage your complete business process flow end to end from collecting an enquiry till its closure with post booking service & support functions.


Data Management

CRM software solution might be the perfect way to streamline your data handling processes and provide a better customer service experience. We take care of complete data.


Tasks and notifications in the calendar are a handy CRM feature for agents. The system informs you about upcoming meetings, events, and essential tasks.

Enquiry Management

Customer queries can be managed based on the policy they’ve signed up for, but can also expected to keep track of which policy is up for renewal, which customer is requesting for a claim, what progress the claims have made, what approvals and documentation is required to process the claims and so on.You can segregate by customers who have signed up for different policies; life, health, automotive or more. Insurance CRM enables businesses to organize leads, resolve claims in quick time, automate daily activities, build strong customer relationships, manage customer data and streamline process.


Customer Management

Strengthen and build long-lasting customer relationships. Ensure better customer experience and satisfaction by understanding their needs and retain more customers. Know the start date, end date, policy type & purchase history of clients. Insurance CRM enables businesses to organize leads, resolve claims in quick time, automate daily activities, build strong customer relationships, manage customer data and streamline process.


Contact Management

Various details of customers like name, address, demographics, etc. are stored along with specific data on buying influences, behavior, economic backgrounds, interactions, and feedbacks can also be included in the software system.


Distribution Channel Management

Sell more policies from all your distribution channels –   bancassurance, agencies, brokers and field sales. ​You can capture all your policy inquries from whatever sources it is coming either offline or online. Distribute them to the right channel or field agents based on different agent and applicant attributes.


Task Management

You can assign the task of different insurance type, status wise to different agents or executive. You can check the availability of agent and performance of them and can check the task given is completed or not.


Plan Management

Can keep the record of your different plans such as health insurance, car insurance, life insurance etc.with their individual rate, unit or tax which you provide. You can add your inventory as well in the CRM. We also give the customization option where you can add fields of your choice apart from our default fields.


Support Management

You can create support ticket for the customer so that you can resolve their problem or complaints of your customers as soon as possible. You can segregate the complains according to the priority of your customers and can assign the particular complains to a particular agent or executives.


Agent Management

You can manage your agents in our CRM, where you can add agent’s every information and create a unique user id and password for them to log in into you CRM account. You can also segregate your agents according to their roles and designation. this can immensely assist in your regular operation as you can monitor the work of your agents


Report Management

Reporting is the feature that brings the results of your sales and marketing efforts all together. Manage each and every report individually which will help you to forecast for the future. Get complete control to the data your sales people access, Stay updated with an easy & simple reporting system.


And Many More...

Try It For Free

Try out the risk free trial with all the features for unlimited users and make a decision accordingly. There is no credit card or commitment required. We are sure that you will like our product.