110+ Features of Insurance CRM

sales-target-module

Sales Target Module

  • Freeze, track and monitor sales targets for your Insurance business and sales teams respectively.
  • Minutely observe your financial progress.
  • Monitor & administer the sales activities of your business and sales team members.

  • Sales Target
    Data is for representation purpose only.

    Things that you can do in sales target module.

    • You can set your firm's sales targets revenue-wise for any desired period by filling in the current form fields.
    • You can set sales person-wise targets and define the incentives applicable for your sales people / agents in any tenure.
    • You can view the targets achieved & balance with the exact number of days left for target completion.
    • You can view the targets allocated to sales employees, know the achieved and balance target in real time with the incentives applicable.
    • You can edit & delete a respective sales target in the Revenue-wise Sales Target & Touchpoint wise Sales Target modules.

    View 2 Sales Target reports

    For information on Sales Target Module in Insurance CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

leads-module

Lead Module

  • Add numerous leads.
  • View the status of every lead follow-up and prioritize prospective clients to sell more Insurances.
  • Categorize and allot leads according to your choice.

  • Lead Management
    Data is for representation purpose only.

    Things that you can do in lead module.

    • You can add the basic information about the lead as per current form fields given.
    • You can specify the source of the enquiry & the insurance the lead has enquired for.
    • You can assign leads manually or automatically.
    • You can classify leads and add tags.
    • You can prioritize leads and also add remarks.
    • You can directly insert leads from your website into the Insurance CRM and auto assign lead enquiries to sales people in a systematic way.
    • You can have custom made tags as per your leads.
    • You can have customized stages and priorities.
    • You can allocate leads to sales people policy-wise / policy type wise.
    • You can view leads allocated to sales people product / service wise.
    • You can import leads into the crm by filling-up the excel sheets as per the given format.
    • You can see the list of the imported lead data.

    30+ Lead reports

    For information on Lead Module in Insurance CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

followup-module

Follow-up Module

  • Follow-up with leads via calls, emails, sms and meetings.
  • Streamline follow-up calls, emails, sms and meetings with potential clients.
  • Set reminders for follow-ups, calls and meetings.

  • Call
    Data is for representation purpose only.

    Things that you can do in Calls module.

    • You can pick a date & time to schedule follow-up calls with leads and clients.
    • vYou can add reasons and assign tags to calls Eg: important, very important, etc.
    • You can receive sms or email prompts for calls so that you or your sales team doesn't miss follow-ups.
    • You can also delegate calls to sales people under you.
    • You can stay updated about your teams today’s calls, pending calls, scheduled calls, calls done.
    • You can update what’s discussed on call and delete calls.
    • You can update the call status. E.g: Did not pick-up, busy, not reachable, switched off, not interested, in a meeting, call back after sometime, etc.
    • You can pre-organize a call / meeting / email as discussed over the call.
    • You can stay informed about the follow-up scenario & know what's happening in sales.

    2 Calls reports

    For information on Calls Module in Insurance CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Sms
    Data is for representation purpose only.

    Things that you can do in SMS module.

    • You can perform quick searches for messages by entering the name, email ID, team, department, category.
    • You can automate sms follow-ups directed to leads, clients, contacts and vendors for respective reasons.
    • You can direct sms to different groups as per their tags. For e.g.: You can sms hot leads, warms leads, etc.
    • You can pick a template from the current templates created by you.
    • You can know all your sales employees' sms line-up for the current day, scheduled & sent sms.
    • You can see an exact count of sms sent, status of sms (sent/scheduled) sms with their respective timings and subjects.

    For information on SMS Module in Insurance CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    emails
    Data is for representation purpose only.

    Things that you can do in Emails module.

    • You can run a quick search of mails by entering the name, email ID, company name, team, department, category.
    • You can select a date & time to schedule follow-up emails for leads, clients, contacts and vendors for respective reasons.
    • You can select an email body from the existing ones created by you.
    • You can manually compose emails with font format options and affix files.
    • You can see your entire team's today’s emails, scheduled emails, emails sent. Respective people can see their own scheduled emails.
    • You can view the number of emails sent, read, unread, bounced, sent and scheduled with their respective timings.

    For information on Emails Module in Insurance CRM -, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    meeting
    Data is for representation purpose only.

    Things that you can do in Meeting module.

    • You can organize a date & time to arrange meetings with leads and clients by scheduling.
    • You can add agendas for meeting and allot tags to a meeting such as: important, very important, etc.
    • You can get an sms or email trigger so that you or your sales people do not miss a meeting.
    • You can also assign meetings to people under you.
    • You can view your entire teams today’s meetings, pending meetings, scheduled meetings and meetings done. Respective people can see their own meeting schedule.
    • You can update what’s discussed at the meetings.
    • You can update the status of the meeting for e.g.: Meeting was positive, client not interested, meeting cancelled, meeting postponed / rescheduled, etc.
    • You can adjoin remarks / pointers which was discussed in the meeting.
    • You can track meetings done by sales people / agents to know the progress of sales follow-up and meetings.
    • You can tag multiple internal employees for a client meeting or internal meeting.
    • You can keep a track of internal meetings.
    • You can send 'Schedule a meeting' link to leads and clients.
    • You can view all the meetings, calls, sms, emails, etc. that are scheduled, done and pending.

    2 Meeting reports

    For information on Meeting Module in Insurance CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

insurance-module

Insurance Module

  • Add, organize and manage different insurance details.
  • View and upgrade the status and take relative steps like follow-ups, etc.

  • insurance
    Data is for representation purpose only.

    Things that you can do in Insurance module.

    • You can add Insurance policy information, premium details, Covernote No., period, etc. by filling the respective fields.
    • You can adjoin documents in different formats.
    • You can access all the insurances assigned to your agents & sales people, insured & policy particulars and know if required documents are attached.
    • You can import Insurance details.

    For information on Insurance Module in Insurance CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

agent-module

Agents Module

  • Include and manage multiple agents' details.
  • Know commission details, pay dates and status.

  • agents
    Data is for representation purpose only.

    Things that you can do in Agents module.

    • You can introduce details of many agents, agency and bank transfer details into the crm by typing-in the respective fields.
    • You can attach documents in different file formats.
    • You can get basic information about agents, know who they're reporting to, commission category i.e fixed or variable and commissions paid & payable.

    For information on Agents Module in Insurance CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

incentive-commission-module

Incentive / Commission Module

  • Add and oversee incentive particulars and payments of sales people / Insurance agents.

  • incentive-commission
    Data is for representation purpose only.

    Things that you can do in Incentive Commission Module.

    • You can give the incentive percentage for multiple sales people / agents and policy types.
    • You can access and change these incentives.
    • You can do the same from List Commissions / Incentives.
    • You can define incentives for each sales person for desired durations.
    • You can view & rework all the targets assigned and applicable to incentives for each sales team member.
    • You can add Incentive Rollover for sales people.

    For information on Incentives / Commission Module in Insurance CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

payment-module

Payment Module

  • Add and manage incentive and commission payments via NEFT, cheques, etc.

  • payment
    Data is for representation purpose only.

    Payment Module.

    • You can add payments for agents & sales people, mode of payment, reasons for additions / deductions, etc. by filling the current fields.
    • You can affix documents in different formats & scanned copies of the cheques issued.
    • You can see incentive / commission particualrs, their status of payment eg: Cleared, bounced, etc. and know if the scanned copy is attached.
    • You can update the status of the payment.
    • You can import payment details.

    For information on Payment Module in Insurance CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

payment-collection-module

Payment Collection Module

  • Stay informed about client's payments; cheque & courier details.
  • Convey sms & email alerts to clients.

  • payment-collection
    Data is for representation purpose only.

    Things that you can do in Payment Collection Module.

    • You can see a list of all the payments that are to be collected from Clients.
    • You can view the concerned person responsible to collect the payment.
    • You can send payment collection alerts to clients via sms & / or email.

    For information on Payment Collection Module in Insurance CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

client-module

Client Module

  • You can add contact details of clients.
  • Assign, categorize, and communicate seamlessly with your clients via calls, emails and sms.

calendar-module

Calendar Module

  • Serves as a calendar.
  • Let's you mark important dates relevant to your business, employees, leads and clients.

  • calendar
    Data is for representation purpose only.

    Things that you can do in Calendar Module.

    • You can view important tasks and important dates relevant to your business, employees, leads and clients.
    • You can view & update tasks, calls, SMS, emails scheduled in your calendar.

    For information on Calendar Module in Insurance CRM, contact!

    Amit

    +91 8080 041 500
    (+91) 92 0909 6844
    (+91) 92 0909 6855
    (+91) 932 4414 355
    Mon to Fri - 10 am to 6 pm (IST)
    dquip.crm
    Preetam

    +91 8080 041 600
    Schedule a Phone / Skype Demo with our CRM Specialist

For information on Insurance CRM, contact!

Amit

+91 8080 041 500
(+91) 92 0909 6844
(+91) 92 0909 6855
(+91) 932 4414 355
Mon to Fri - 10 am to 6 pm (IST)
dquip.crm
Preetam

+91 8080 041 600