8 Key modules for your
Insurance Business.

A CRM to let you know your sales, make informed decisions, work smart and expand faster

Sales Target Module

Lead Module

Follow up Module

Client Module

Insurance Module

Incentive Module

Payment Collection Module

User Module

Insurance CRM Info

For information on Insurance CRM, contact!

Amit

+91 808 0041 500 / 600
(+91) 92 0909 6844
(+91) 92 0909 6855
(+91) 932 4414 355
Mon to Fri - 10 am to 6 pm (IST)
dquip.crm
Schedule a Phone / Skype Demo with our CRM Specialist

Sales Target Module

Set, Pace & Reach Sales Targets

Grow Sales

Grow Sales

Freeze, monitor and drive your organization & employees towards achieving higher sales targets

  • Set revenue targets for your Insurance company for any desired period such as a month, quarter, half­year, year, etc.
  • Set sales person­wise sales targets for any given tenure.
  • Know how each branch, sales person & policy segment is performing.
  • Segment & set sales targets for different policy types.
  • Get a detailed real­time view of your business sales.
  • See the exact achieved & pending targets, their cut­off dates and days left.

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

Amit

+91 808 0041 500 / 600
(+91) 92 0909 6844
(+91) 92 0909 6855
(+91) 932 4414 355
Mon to Fri - 10 am to 6 pm (IST)
dquip.crm
Schedule a Phone / Skype Demo with our CRM Specialist

Lead Module

Capture & Convert More Leads

Orchestrate sales processes, monitor your progress on leads & enhance deal closures

Newspaper

News Papers

Hoarding

Hoardings

Exhibitions

Exhibitions

Service Center

Service Center

Existing Client Renewals

Existing Client Renewals

Email

Email Marketing

Showroom

Showroom

Insurance-crm-software-website

Website

Facebook

Facebook

LinkedIn

Linkedin

Twitter

Twitter

Phonecall Marketing

Phonecall Marketing

  • Automatically add policies to be renewed as leads.
  • Manually import existing leads in excel sheets.
  • Know the status, stages and priority of leads.
  • Manually / automatically assign leads to sales people.
  • Qualify, filter & categorize leads as per their policy type, region, department, industry, etc.

For information on Insurance CRM - Lead Module, contact!

Amit

+91 808 0041 500 / 600
(+91) 92 0909 6844
(+91) 92 0909 6855
(+91) 932 4414 355
Mon to Fri - 10 am to 6 pm (IST)
dquip.crm
Schedule a Phone / Skype Demo with our CRM Specialist

Follow up Module

Streamline Follow ups & Capture More Leads

Make your follow­ ups more valuable & sales people more productive.

Visit

Configure your Email ID to send & receive emails

Visit

Make calls & track follow-ups

Visit

Schedule consultations to track, analyze & improve productivity

Visit

Send sms alerts for faster customer service


  • ­Send & automate calls, sms, emails for leads / clients.
  • Get policy details of clients for productive renewal follow­-ups.
  • Precisely know how each follow­up is faring with reports.
  • Never miss a meeting or follow­up, set reminders with agendas.
  • Stay prepared for every follow­up refer last updates.
  • View communication history of each lead follow­up.

For information on Insurance CRM - Follow up Module, contact!

Amit

+91 808 0041 500 / 600
(+91) 92 0909 6844
(+91) 92 0909 6855
(+91) 932 4414 355
Mon to Fri - 10 am to 6 pm (IST)
dquip.crm
Schedule a Phone / Skype Demo with our CRM Specialist

Client Module

Leverage Client Data & Know Every Detail

Monitor and enhance your client relations, progress faster

Client Information

Client Information

  • Centrally store & manage all your client data.
  • Schedule calls, emails & sms for efficient communication.
  • Categorize clients as per segments, regions, departments, industry.
  • Feed­-in & know the start date, end date, policy type & purchase history of clients.

For information on Insurance CRM - Client Module, contact!

Amit

+91 808 0041 500 / 600
(+91) 92 0909 6844
(+91) 92 0909 6855
(+91) 932 4414 355
Mon to Fri - 10 am to 6 pm (IST)
dquip.crm
Schedule a Phone / Skype Demo with our CRM Specialist

Insurance Module

Know Insurance Details. Sell More & Better

Be aware of each policy type, category, valuation & specification to sell effectively

Add & Know Policy Details

Add & Know
Policy Details

Attach Required Documents

Attach Required Documents

Know All Policies Sold

Know All Policies
Sold

  • Add & know the minutest details about every policy from Policy number, Cover note number, start date, end date etc.
  • ­Know which policy is selling most / least.
  • Add terms & conditions to policies.
  • Club, categorize and tag policies.
  • Create a docket, store all records of policies issued.

For information on Insurance CRM - Insurance Module, contact!

Amit

+91 808 0041 500 / 600
(+91) 92 0909 6844
(+91) 92 0909 6855
(+91) 932 4414 355
Mon to Fri - 10 am to 6 pm (IST)
dquip.crm
Schedule a Phone / Skype Demo with our CRM Specialist

Incentive Module

Manage Incentives of Sales Team Members

Easy to determine & manage agent’s & sales people’s commission / incentives

Incentives

Incentives

  • Set incentive slabs to get auto calculated incentives.
  • Monitor the incentives for all sales people.
  • View salary & incentives to know the justification for every sales employee.
  • Add a commission / incentive sheet.

For information on Insurance CRM - Incentive Module, contact!

Amit

+91 808 0041 500 / 600
(+91) 92 0909 6844
(+91) 92 0909 6855
(+91) 932 4414 355
Mon to Fri - 10 am to 6 pm (IST)
dquip.crm
Schedule a Phone / Skype Demo with our CRM Specialist

Payment Collection Module

Easier Payment Collection Process

Remind & Collect Payments

Remind & Collect Payments

Have a convenient system to collect payments from clients

  • Get real­time updates for payment collections.
  • ­Send reminders for document & cheque collection to clients.
  • Simpler & clearer processing for your accounts team.
  • Sort, organize & know payments collected as per regions, departments, etc.

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

Amit

+91 808 0041 500 / 600
(+91) 92 0909 6844
(+91) 92 0909 6855
(+91) 932 4414 355
Mon to Fri - 10 am to 6 pm (IST)
dquip.crm
Schedule a Phone / Skype Demo with our CRM Specialist

User Module

Manage Users And Their Access Rights

Manage multiple sales teams and get quick updates

Users

Manage Users

  • Add sales people & manage hierarchy, designation and branch details
  • Get complete control to the data your sales people access
  • Stay updated with an easy & simple reporting system

For information on Insurance CRM - User Module, contact!

Amit

+91 808 0041 500 / 600
(+91) 92 0909 6844
(+91) 92 0909 6855
(+91) 932 4414 355
Mon to Fri - 10 am to 6 pm (IST)
dquip.crm
Schedule a Phone / Skype Demo with our CRM Specialist

More Info

Hosting, Integration, Customization & Security

Hosting
  • Choose your hosting option:
    1) Cloud Hosting - We host
    2) Server Hosting - The CRM is hosted on your server
Customization
  • Get all your crm customizations at one stop
Security
  • Secure your critical data, encrypt your information, keep records safe on highly secure Amazon servers & automatically get backups
Integration
  • Integrates with your existing ERP, accounting & other softwares

For information on Insurance CRM, contact!

Amit

+91 808 0041 500 / 600
(+91) 92 0909 6844
(+91) 92 0909 6855
(+91) 932 4414 355
Mon to Fri - 10 am to 6 pm (IST)
dquip.crm
Schedule a Phone / Skype Demo with our CRM Specialist