Schedule a Phone / Skype Demo with our CRM Specialist
You are in good company.

200+

Big Companies trust us
for our products and services.
Dquip Clients

Businesses in the Insurance Industry our CRM is applicable for

In case, your business type is not listed above please contact our Solution Architect
to know if our Insurance CRM can address your business needs.

Contact us for any information on
Insurance CRM

Amit
Preetam
Whatsapp & Direct
(+91) 808 0041 500
(+91) 808 0041 600
Office Numbers
(+91) 920 9096 844
(+91) 920 9096 855
(+91) 932 4414 355
Office Timings
Mon to Fri - 10 am to 6 pm (IST)
Skype
dquip.crm

Schedule a Phone / Skype Demo with our CRM Specialist

How our Insurance CRM can help you

Approximate Return On Investment from an Insurance CRM

Shorten sales cycle duration

Upto 22%

Improve client retention

Upto 37%

Catalyze lead conversion rates

Upto 55%

Decrease sales & marketing costs

Upto 55%

Revenue growth per sales employee

Upto 60%

Maximize sales productivity

Upto 60%

More information on
Insurance CRM Software

All your CRM needs at one source

Insurance CRM Hosting

Cloud
We host

Server
You host

Recommended for

Medium & Small Insurance Business

Large & Medium Insurance Business

Plans start

10 users onwards

20 users onwards

Security

Hosted on Amazon's Secure Servers

Security in your hands

Server management with you

CRM Integration & Customization

Insurance CRM Integrations

  • Our Insurance CRM can integrate with most ERP, accounting & other softwares

Insurance CRM Customizations

  • We are a one stop shop for Insurance CRM Customizations & Integrations

Insurance CRM Security

Unparallaled Security & Stability

  • It keeps your data safe
  • It backs up automatically
  • Securely encrypted critical data
  • Highly secure cloud servers

Insurance CRM Compatibility

Works seamlessly across
Desktops, Tablets & Smartphones

Desktops

Tablets

Smartphones

Payment Options for Insurance CRM

Cloud (we host)

One time & Maintenance

Server (you host)

One time & Maintenance

Insurance CRM Client Review

A big company in Insurance & Financial assistance

300+

CRM Users

4

Offices

Average ratings given by users

Training

Ease of Use

Usefullness / ROI

Support

15 Key Insurance CRM Features

Grow Insurance business with CRM Software

Manage Car, Life & Health Insurance renewals

Manage Agents and Employees their incentive and commission

Send alerts via SMS & Email for all Insurance renewals

Reconciliation of Policies with vendors

Never miss to follow up for various insurance renewals

Centralized lead database

Categorize & group prospects

Track & Manage policies

Monitor Sales: Branch-wise, Salesperson-wise etc.

Automated communication

Forecast Sales & know your growth trend

Lead allocation with access control

In-depth Reports to accelerate revenue

Dashboards for a flexible business view

Optimized usage on desktops, tablets & mobiles

Maximize productivity with detailed reports. Know your progress.

50 Plus CRM reports for Insurance business

Insurance CRM buyer's guide

Stepwise CRM evaluation and selection details

Step
01

Sign up for an Insurance CRM Demo

List 5 key sales reasons why your Insurance Business needs a CRM

Sign up for a free demo & examine our software features

Download the feature list & watch Insurance CRM videos or call us

Step
02

Get all your questions on Insurance CRM answered

(+91) 920 9096 844
(+91) 920 9096 855
(+91) 932 4414 355
sales(at)dquip(dot)com

Ask about the features you need

Know how our software can help you

Which hosting is best for you?

Discuss integration & customization details

Which plan is best for you?

Step
03

Get best price & kickstart your Insurance CRM Software

Order of execution:

1. Finalize integration & customisations

2. Finalize hosting

3. Select a plan

4. Get the best price

5. Pay us ;) & Get started

Insurance CRM FAQs

What is an Insurance CRM?

  • Ans: An Insurance CRM is a customer relationship management software which helps Insurance providing companies effectively follow up and convert leads, achieve policy sales targets, manage insurance agent incentives, store policy details, and increase their revenue.

Which businesses is the Insurance CRM applicable for?

  • -Asset Management Companies
    -Automotive Insurance Companies
    -Health Insurance Companies
    -Insurance Brokers
    -Life Insurance Companies
    -Mutual Funds Companies
    -Underwriting and Investing Companies
    -Other businesses in the Insurance industry

How secure is my data in the Insurance CRM?

  • Ans: The critical data for eg: Numbers, Email IDs, Phone numbers, etc. are encrypted in very secure encryption methods so that even anyone who is having access to the database would find it very difficult to decrypt data.
    The code is also encrypted to make sure that no one can fidget with it.

Do you provide a Mobile App?

  • Ans: Our Insurance CRM application works perfectly fine on the latest smart phones, tablets & desktops, and is completely responsive.

Can the Insurance CRM be customized?

  • Ans: Yes, we can customize the Insurance CRM to a certain extent.

Can the Insurance CRM be hosted on my server?

  • Ans: Yes, this is subject to the number of users required.
    Kindly contact our solution architect for more details.

How many days would it take for the Insurance CRM implementation?

  • Ans: The time would depend on various factors eg: "Are there any customizations?", "Which hosting option have you picked?", "Are there any extra reports required?", etc. A timeline could be given only after the above questions are answered.

Can the Insurance CRM be integrated with other softwares?

  • Ans: Yes, this is subject to what kind of integration is required.
    Kindly contact our solution architect for more details.

Can you customize the reports as per my needs?

  • Ans: Any extra reports can be added, the existing ones can not be changed. You can refer our demo to see all the reports.

Can the Insurance CRM integrate with my existing Email / SMS vendor?

  • Ans: No, we have a vendor for Email / SMS.
    Kindly contact our solution architect for more details.

What are the technical specifications of the Insurance CRM?

  • Ans: Our Insurance CRM is built on open source technologies, LAMP (Linux, Apache, MySQL and PHP).

Would the Insurance CRM work on macOS / Linux / Windows Operating Systems?

  • Ans: Yes, the Insurance CRM would work on all the latest versions of macOS / Linux / Windows operating systems.

How would you provide support?

  • Ans: We have a support ticketing process as given below:
    - You raise a support ticket
    - Our support team would solve your issue

    We also provide phone support from Monday to Friday between 10 am - 6 pm. We provide free support for the first year.

    For 24 * 7 live support, you would be charged extra.

Contact us for any information on
Insurance CRM

Amit
Preetam
Whatsapp & Direct
(+91) 808 0041 500
(+91) 808 0041 600
Office Numbers
(+91) 920 9096 844
(+91) 920 9096 855
(+91) 932 4414 355
Office Timings
Mon to Fri - 10 am to 6 pm (IST)
Skype
dquip.crm

Schedule a Phone / Skype Demo with our CRM Specialist

What our clients say?

Dquip's ability to provide the right solutions to our ever changing business requirements has meant that they are our chosen partners in I.T.

- Sudarshan Daga, Director

We have worked with Dquip on many of our projects. Our experience working with them has been efficient and seamless.

- Nidhi D

Our relationship started when their business had just commenced and their team size was small. Its been more than 9 years since they have been our vendors for software.

- Rahul Agrawal, Director
We have clients in India, Australia, U.S.A, U.K, Africa, Hong Kong & Singapore.
We take pride in building strategic long - term client relationships.
Top companies rely on our products & services.
Send us an Enquiry
Send us an Enquiry