CRM Software for Insurance Companies

Scalo – A Provider of Bespoke CRM Software for InsurTech

A typical insurance agent’s workday isn’t just about contacting customers. It’s about juggling myriad tasks: writing policies, processing claims, up-selling services to regular customers, and attracting new ones. How do you embrace all of this in a few hours so that each client feels cared for and doesn’t leave for one of the many competitors?

Intuitive and versatile insurance CRM software will transform your agents and brokers’ workday. Forget how the work of your insurance company looked like without automating tasks, tracking leads, forecasting sales, and streamlining processes.

CRM for the insurance industry from Scalo is designed to fit your agency’s needs. Using CRM, you won’t miss a single lead and improve your company’s ROI in a highly competitive environment.

What Do You Get Within Custom InsurTech Software Development?

Don’t settle for CRM software for the insurance business that isn’t tailored to your organization’s needs. Scalo custom insurance sales CRM is a project we will run for you from A to Z. We’ll start with a consultation and requirements assessment and finish when we’re sure the CRM solution we’ve developed meets your initial objectives.

Scalo wants your brand to stand out from the masses, so we integrate CRM for the insurance industry with essential cloud solutions. We use AI-powered tools to make your team even more productive and free from doing repetitive tasks.

Improve Your Customers Experience

Scalo insurance CRM system will help you gather more leads and turn them into paying customers.

Core CRM Features for Insurance Agents, Brokers, and Companies

Policy Management Integration

All policies in one place! Insurance CRM software automatically assigns new policies to customers in the database and notifies agents of expiring coverage.

Claims Management Module

Fast policy disbursement is a relief to the customer. Have all customer requests covered and process them efficiently.

Sales and Marketing Automation

Enhance your sales process. Automated and tailored sales activities for regular customers and new leads help increase conversion effortlessly.

Ticketing System for Customer Inquiries

Don't let any request wait too long. A convenient inquiry ticketing system quickly routes requests to the proper departments.

Live Support Chat Integration

Solve problems faster. Insurance CRM integrated with live support chat lets you respond to simple inquiries about life insurance in real time.

Automated Document Generation

Say goodbye to paperwork. Generate the necessary documents based on customer data collected in your CRM or submitted via contact forms.

Task and Workflow Management

Keep control of your daily tasks. CRM for insurance industry simplifies task division and communication among employees.

Audit Trails and Activity Logs

Get full insight into your customers' stories. Audit trails and activity logs show the progress of transactions, ticket handling, and customer contact history.

Integration With Back-End Claims Systems

Are customers submitting claims through a call center or contact form? Integrating reporting channels with insurance CRM software gathers all claims in one place and helps manage them.

Integration With Third-Party Data Sources

Have all data at hand without manually transcribing it into the system. Import data from external applications and export to the calendar, mailing tools, or other web applications.

No More Missed Leads With Scalo Insurance CRM

CRM for insurance companies revolutionizes sales, marketing, and analytics by replacing manual activities with automated processes. With the insurance sales CRM system, all agents and brokers in your company have shared access to your customer database and see purchased services, claim statuses, and other important information.

Software for insurance agents generates and closes policies in a few clicks, facilitates claims processing, and speeds up real-time communication with customers.

Custom Insurance CRM software from Scalo can be integrated with third-party data sources and import leads acquired from online advertising campaigns into the software or export customer segments interested in specific services.

Insurance CRM Functionalities that Optimize Marketing Efficiency

Omnichannel Sales System

Sell effectively through all communication channels. Deliver a high customer experience to your prospects in every sales channel, online or offline.

Lead Scoring and Assignment

Lead management has never been easier. Segregate leads by level of interest and assign them to correct sales funnel stages.

Opportunity Tracking and Conversion Funnel

Track the chances of converting interested individuals into paying insurance customers. Address them with marketing activities to spark their interest and convince them to purchase.

Automated Communication Workflows and Templates

Don't waste time trying to find the right words. Automated communication templates will lead your customers by the hand and assist you in closing the deal successfully.

Interaction History Tracking

Easily view your customer interaction history. Find out what stage your leads are at and direct marketing activities to them straight from insurance CRM software.

Sales Performance Analytics and Reporting

Measure the success of your sales. Check all the analytical data in one place and make more accurate decisions later.

Electronic Signature Integration

Say goodbye to envelopes and stamps. Integrated electronic signature speeds up contracting from days to minutes.

Marketing Campaign Management and Tracking

Keep your marketing campaign on track. Follow all the steps and measure the effectiveness of your campaigns in CRM for insurance agents.

E-Mail Marketing Integration

Keep your customers updated with the latest insurance products. Send personalized and attention-grabbing e-mails that will increase the conversion probability.

Customer Satisfaction Survey

Get first-hand feedback. Send customer satisfaction surveys automatically after closing a deal and learn what people think about your service.

CRM Software Meets All Your Needs

UX-Friendly Customer Portal

Statistically, most of online users don't return to the company after a bad experience on their website. Clear and intuitive website navigation will encourage more people to stay on the site and increase the likelihood of performing the expected action.

Practical Mobile App for Agents and Customers

Your insurance agency can be accessible from anywhere! The mobile app allows your customers to purchase additional policies on vacation or report a claim immediately after an event. Mobile insurance CRM software helps agents contact customers while working out of the office.

Personalized Customer Interactions and Recommendations

Personalized communication is a crucial element of excellent customer relationship management. Your sales agents will record higher results with the support of intelligent tools that recommend new products to customers based on their historical transactions. Generally, users believe that CRM has a positive impact on customer retention.

Choose Cutting-Edge CRM System and Automate Routine Tasks

Let's Talk

How Scalo Unlocks the Power of Insurance Agents and Brokers

CRM for insurance brokers and agents has to be more than just great sales support. It’s also a tool that gathers the latest insurance, legal, and marketing knowledge. With insurance CRM software, employees can participate in e-learning courses and get certificates to prove their knowledge level.

Intuitive tools help your agents operate in compliance with current regulations. Insurance documents available at CRM are regularly updated to keep your company up with the law. Your customers have constant access to the latest insurance options for their health, life, and property.

CRM for insurance companies makes tracking workflow and automating routine processes easier. Your employees can view their sales performance in real time, generate reports for presentations to the management, and check the current level of their commissions.

Step-by-Step Custom Insurance CRM Development Process

Need a team to create better solutions for you than your competitors’ insurance CRMs?

Check out the software development process at Scalo!

Requirements Refinement

First, we ask about your needs and expectations for future CRM for insurance brokers and agents. We review your company’s resources and IT infrastructure, then prepare a strategy draft for the best CRM software for insurance.

Development

The insurance CRM software development team changes the requirements into lines of code. To give you a real competitive advantage with the new CRM platform, developers implement cutting-edge technologies and use recommended tools. We guarantee that the finished software solution will have the highest quality.

Testing

The testing phase of the insurance agency management system verifies the product to find bugs that may affect the functionality, security, and performance. Different types of testing, including unit or integration testing, ensure that the final product meets your requirements.

Deployment

Once the entire insurance CRM system is ready, it’s time to integrate it into the company’s infrastructure and prepare it for launch. You don’t have to stop your company’s processes, as we will implement the product without interrupting the daily work.

Maintenance

After the implementation, we move to continuous follow-up and proactive response to performance anomalies of CRM for insurance companies. Our staff will suggest improvements concerning changing trends, regulatory requirements, and user feedback.

Support

If your employees or customers encounter problems after the insurance sales CRM software development is finished, frontline consultants will help with the requests. We will do our best to minimize downtime or failures and keep your customers loving your insurance company more than others.

Need a Helping Hand? Leverage Scalo's Experience in Developing CRM Software

Do you have a vision and a development team, but something is still missing?

Discover how we can help bring your project to a successful conclusion!

Dedicated Development Teams

A dedicated development team has created the best insurance CRMs for many small agencies and large companies. By choosing the Scalo software team, you have a guarantee of finishing the most problematic parts of the project on time.

Outsourcing

At Scalo, we rely on the best talents. If you are looking for developers to expand your insurance CRM team and help you achieve your business goals, we will match you with the best software developers.

Legacy Software Modernization

Legacy code will slow your company's performance and block integration with modern solutions. Scalo insurance CRM team will upgrade your system infrastructure and change outdated solutions to modern frameworks and timeless programming languages.

Data Migration

Do you want to migrate your data securely and losslessly to a new CRM software for insurance agents? Scalo migration specialists will transfer all your data without disrupting your company's daily operations.

Consulting

Are you looking for a fresh perspective on your project? Or do you need help determining how it should be developed? Choose CRM consulting from Scalo and get our guidance at the design, architecture, or software development stage.

Why Choose Us?

At Scalo, we rely on mutual understanding and trust. We are committed to discovering your unique needs and goals, whether you run a small business or manage a global corporation. We select the most suitable and economically efficient solutions for those concerned about IT investments.

Our team is composed of top Polish software developers with practical industry knowledge. Our experts comprehensively support your company throughout the insurance CRM software development cycle. As a result, you receive the best CRM for insurance industry that can be easily scaled and expanded with additional functionalities.

Get in touch with Scalo and acquire new customers seamlessly in the demanding insurance industry.

Insurance CRM Software