CRM for insurance and financial brokers
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 you 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 ITC‑CRM helps
- 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.
An example from a working day
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.
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.