CRM for insurance and financial brokers
Short answer: ITC-CRM is a CRM for insurance and financial brokers that reminds you of each policy's renewal date, the number of days ahead you choose. It scores everyone requesting a quote, answers questions about cover and required documents, keeps a full record of every client and policy, and runs renewal campaigns.
In insurance, the profit is in the renewal. A policyholder who was not reminded to renew on time is a customer who renews with someone else.
No credit card · Set up in under ten minutesWhere do insurance brokers lose customers today?
- Renewal dates tracked in manual spreadsheets.
- Lots of quote requests, most of them only comparing prices.
- The same claims questions over and over.
How does ITC-CRM help insurance and financial brokers?
- An automation that reminds you of each policy's renewal date, the number of days ahead you choose.
- A seriousness score for everyone requesting a quote.
- An auto-reply about types of cover and the documents required.
- A complete record of every client and their policies.
- WhatsApp campaigns for renewals and offers.
- Live translation: your staff read and write in their own language, the customer receives theirs.
- Your company email and website forms in the same inbox, with a summary of every message.
- Comments on your Facebook and Instagram posts and ads arrive in one place, where your team, or the AI, replies publicly or by private message.
- A voice assistant that answers customers' WhatsApp calls in their language, even out of hours, and writes the summary in their conversation.
What does a policy renewal look like in ITC-CRM?
A month before a car insurance policy expires, the system drafts a reminder for the client; a staff member reviews it and sends it. The client replies with a photo of the vehicle registration, which is saved to their record, and the renewal quote goes out.
How it starts
- 1
Connect your channels
WhatsApp, Instagram, Messenger and your website chat.
- 2
Add your business information
Your services, prices and frequently asked questions.
- 3
Add your team
Then start replying from the browser or the mobile app.
FAQ
Does it remind us about policy renewals automatically?
Yes. An ITC-CRM automation rule prepares the reminder the number of days before the renewal date that you choose.
Can we send reminders in bulk?
Yes, through approved WhatsApp campaigns in ITC-CRM.
Are client documents saved?
Yes. ITC-CRM saves them in the client's record alongside their conversations.
Can ITC-CRM tell which quote requests are serious?
Yes. ITC-CRM gives a seriousness score to everyone requesting a quote.
Does the auto-reply answer questions about cover?
Yes. ITC-CRM's auto-reply answers about types of cover and the documents required.
Can ITC-CRM reply to comments on our insurance ads on Facebook and Instagram?
Yes. ITC-CRM collects comments on your Facebook Page and Instagram professional account posts and ads, including comments on your offer ads, in one Comments section. Your team replies publicly, sends the commenter a private message, or hides spam, and an optional AI can answer questions and hide spam automatically.
Try it on your real customers
Seven full days, no credit card. And if it is not for you, your data leaves with you in one click.