Mapping the Insurance Journey: End-to-End Process Management
From lead captures to policy removals
Lead Capture
Track prospects from first contact through policy issuance.
Underwriting
Streamline risk assessment and policy creation.
Claims Processing
Manage claims efficiently with automated workflows.
Renewals
Automate policy renewal notices and follow-ups.
Enabling Cross-Departmental Collaboration
Underwriting
Track prospects from first contact through policy issuance.
Operations
Policy administration and customer service.
Legal
Contract reviews and compliance oversight.
AML
Anti-money laundering checks and verification.
Fast, No-Code Implementation Tailored to Your Business
Fast Setup
Implement within days, not months.
No Coding Required
Drag-and-drop interface for all users.
Custom Templates
Insurance-specific workflows ready to use.
The CRM for a thriving pipeline
■ Keep all relevant leads moving forward
Collect, manage, and qualify leads so no one falls through the cracks. Plus, save time by automating follow up messages with your leads.
■ Manage accounts & contacts for a 360° view
Collect, manage, and qualify leads so no one falls through the cracks. Plus, save time by automating follow up messages with your leads.
■ Grab every opportunity
Clearly see all of the details for each opportunity in a visual pipeline. You can customize the stages, automate manual work, and track all interactions – all without a developer.
■ No surprises with sales forecasting
From setting deal values and close probabilities to tracking forecasted vs actual sales, your sales projections will be clear, detailed, and live.
