CRM for insurance
Get the tools your insurance and financial advisory agencies need to deliver more personalized customer service, boost retention, and increase policy conversion rates with automated workflows. Empower policyholders to make better decisions.
Don't guess. Use insurance CRM software to analyze.
With a CRM for insurance, you can get real-time analytics to make data-driven strategic decisions and anticipate business opportunities. Utilize visual charts to track existing policyholders based on different segments.
DASHBOARD
Save time with insurance CRM automations
With a CRM for insurance you can automatically remind customers when their renewal is due, or create automated tasks for insurance agents to contact leads ahead of expiration dates for a policy renewal.
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Better sales management with CRM for insurance companies
Pursue new business opportunities and provide quality customer service by managing all policyholder and prospect information in one place. Assist insurance agencies to identify potential issues and retain customers with a complete view of the customer journey from your CRM for insurance.
DASHBOARD
Segment your customers with insurance CRM
Organize your many clients into different categories. By segmenting your customer base, you are able to personalize your marketing efforts and sell the right policies to the right people at the right time.
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CRM for insurance FAQ
What is a CRM for insurance agencies?
Why does your agency need a CRM for insurance?
What are the best features of an effective insurance CRM?
What are the benefits of CRM for insurance?
How To Choose the Right Insurance CRM for Your Company?
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FIREBERRY APP
Always stay connected with a
mobile insurance CRM solution
The app enables you to monitor your insured assets and clients, and schedule appointments, all from the convenience of your mobile device. With the ability to access and manage important insurance details from anywhere, Fireberry makes it easy for insurance professionals to stay on top of their business affairs and provide the best possible service to their clients.
