CRM · INSURANCE

CRM for Insurance: Manage Policies, Renewals, and Agent Performance

Track leads from inquiry to policy issuance. Automate renewal reminders and agent performance management.

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THE PROBLEM

Where insurance sales teams lose leads

Scattered lead sources

Leads come from referrals, web, corporate tie-ups, and agent networks.

Complex follow-up cycles

Insurance sales require multiple touchpoints over weeks or months.

Renewal tracking

Missing renewals means lost recurring revenue.

Agent management

Managing large agent networks without visibility into their activity.

HOW SALESMAX FITS

How Salesmax supports insurance sales teams

Centralized lead management

  • All lead sources in one pipeline
  • Auto-assign by product type or geography
  • Duplicate detection across sources

Multi-touch follow-up

  • Automated WhatsApp follow-up sequences
  • Auto-dialer for batch calling
  • Task reminders for each follow-up stage

Renewal automation

  • Auto-create renewal tasks 30/60/90 days before expiry
  • WhatsApp reminders to policyholders
  • Renewal pipeline separate from new business
INTEGRATIONS

Integrations for Insurance

WhatsApp

Sell on WhatsApp with template messages, auto-replies, and chat-to-deal tracking.

Google Sheets

Export pipeline data, reports, and lead lists to Google Sheets automatically.

Facebook

Automatically capture leads from Facebook Lead Ads.

Insurance — frequently asked questions

See Salesmax for Insurance in action

15-minute guided walkthrough tailored to your sales workflow.