financial services

Insurance CRM

In insurance, speed and trust win the deal. But without the right tools, leads slip away, follow-ups get missed, and renewals fall through the cracks. Learn why your team needs a bespoke CRM solution to improve processes.

Our solutions
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What is CRM in the Insurance Industry?

An insurance CRM (Customer Relationship Management system) is specialised software designed to help insurance agents, brokers, and agencies manage their leads, clients, policies, and sales processes in one place.

Benefits of CRM for Insurance Companies

  • Stores all client information
  • Captures new leads from website, referrals and other sources
  • Automates follow-ups and renewals
  • Quote and document management
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insurance crm features

Give your insurance agents the tools they need

360 Client View

No more digging through emails, spreadsheets, or sticky notes. View your customer's info in one place.

Lead Management

Assign leads instantly to the right agent based on product, location, or workload, so no prospect is missed.

Renewal Reminders

Never miss an important renewal with automated reminders sent to the relevant agents.

Flexible to suit all sectors

Every sector has unique products and regulations but they all share the same challenge: managing relationships at scale while delivering a personal experience. At enable.services, we build flexible CRMs, tailored to your specific needs. Our sectors include:

  • Health Insurance
  • Property Insurance
  • Life Insurance
Why choose enable?
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Our Insurance CRM Solutions

Explore our solutions below, or book a free consultation with our team where we will discuss your requirements to find the right CRM for you!

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Why work with a CRM partner?

We’ve worked with 72 sectors and currently support over 150 CRM customers. When it comes to financial services, we’re industry experts!

  • Award-Winning Experts
  • Custom Development & Integrations
  • GDPR-Compliant
  • Secure Cloud Hosting Services
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Book a no-obligation consultation with us

Let's chat about your business needs and find the right solution for you! No commitment, no obligations, just an initial chat to get you started on your CRM journey.