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CRM Software for

Insurance Agents & Brokers

Leverage the extensive capabilities of Zoho CRM to effectively engage with customers through a multitude of communication channels, fostering strong and enduring relationships. Empower your team with process automation and streamlined workflows, enhancing their productivity while ensuring exceptional service quality.

What is an Insurance CRM?

Discover the unparalleled benefits of an insurance CRM,tailor-made to cater to the distinct requirements of insurance brokers and providers. Seamlessly consolidate your leads and claims, while effortlessly automating task assignments to the appropriate individuals, all within a unified system. Experience the convenience of managing multiple policies from asingle platform through the insurance CRM. Empower your agents to seal deals efficiently and nurture enduring connections, harnessing the full potential of robust desktop and mobile functionalities at their disposal. Embrace this cutting-edge solution to elevate your insurance business to new heights of success.

Why Choose Zoho CRM for your Insurance Business?

User-friendly Interface: Allows for quick adoption across your business

Customisation: Ensures that Zoho CRM can be moulded to meet your industry requirements

Seamless Integration: Integration with policy management system INSIGHT

Mobile App: Allows your field agents to access information from anywhere

Policy Renewal Management

Embrace the power of automation to ensure your customers’ timely renewals. With automated processes in place, you can proactively remind and assist customers in renewing their services promptly, leading to a seamless and hassle-free experience. By leveraging automation, you not only enhance customer satisfaction but also streamline your operations, allowing your team to focus on providing excellent service and fostering long-lasting relationships with clients. Stay ahead of the curve and let automation be the key to successful and timely renewals for your valued customers.

Manage Multiple Policies in the Same CRM

Effortlessly manage customer data for multiple policies within Zoho CRM by utilising the versatile multi-page layouts and conditional fields. With this dynamic setup, you can create tailored layouts for each policy offering, ensuring that data is accurately directed to the relevant policy. This seamless organization allows you to maintain a comprehensive view of all the policies a customer is enrolled in, streamlining your interactions and enhancing customer service.

This invaluable feature empowers your team to offer personalised and efficient support to policy holders, ensuring that their experience is smooth and satisfactory throughout theirentire journey with your organisation. Say goodbye to scattered data and embrace the convenience and coherence of managing multiple policies with Zoho CRM’s advanced functionalities.

Omnichannel communication for optimal customer engagement

Maximise customer engagement with Zoho CRM’s powerful omni channel communication system. Seamlessly connect with your customers through a variety of channels, including email, phone calls, live chat, and social media. With Zoho CRM’s integrated approach, you can effortlessly track and access a comprehensive view of all past interactions, ensuring acomplete understanding of your customers’ needs and preferences.

Stay agile and responsive with real-time notifications across all communication platforms, enabling your team to provide prompt assistance to customers, regardless of the channel they choose to engage with. This cohesive and efficient communication strategy fosters aseamless customer experience and strengthens your relationships with clients.

By leveraging Zoho CRM’s omnichannel capabilities, you can build lasting connections with your customers, offering them the convenience and flexibility to communicate on their terms. This comprehensive solution empowers your team to deliver exceptional service and support, enhancing customer satisfaction and driving long-term loyalty to your brand.

Advanced Reporting with Zoho Analytics

Zoho CRM’s built-in analytics engine allows you to leverage the data you have in your CRM to generate sales forecasts and identify important trends in your business. Visualise key customer metrics using Charts, KPIs, and more, so you don’t miss out on vital information.

Partner with Ardento for CRM Success

The Ardento team has a wealth of experience implementing financial and insurance CRM solutions.

We are committed to supporting your team throughout the implementation process and beyond. Our expert support team is available to address any questions or concerns you may have, ensuring a smooth transition and maximising the value you derive from our software.

Try Zoho CRM for Insurance Agents today and take control of your business like never before!

Don’t just take our word for it.

Here’s what some of our past clients have to say about our service.

Sam, Branko and Ben were extremely methodical with how they approached the project and their knowledge, technical ability and responsiveness has been invaluable. We have also implemented Zoho Work Drive, Zoho Campaigns, and Zoho Sign and our business is now suitably positioned for our next phase of scalable growth.

Luke White

General Manager | Johnston Grocke

APR engaged Ardento for both up-front training and ongoing support for Zoho CRM. Given its complexity, Ardento have continued to walk us through all of our challenges and requests for improvements effortlessly. We will continue our partnership as having a smooth running CRM is crucial to our business success.