CRM automation for insurance agencies
CRM automation keeps all of an agent's clients and their policy dates in one system and tracks them automatically. For insurance agencies in Tashkent, FRONTIX turns a client base kept in personal notebooks into an orderly digital system.
Today's problem
- Clients don't know when their policy expires, and their cover lapses.
- To learn about car, property or life insurance, clients have to call an agent.
- After a claim is filed, the client can't see what stage it's at and just waits for an answer.
- Agents keep their client base in personal notebooks or Excel, making expiring policies hard to track.
The FRONTIX solution
Instead of agents keeping their client base in a personal notebook or Excel, the CRM stores each client's policy type, term and history in one place. Workflow automation finds clients whose policies are expiring and lists them for the agent, so fewer policies lapse.
- Workflow automation
- CRM integration
- Reporting & analytics
- API connections
Frequently asked questions
Is it hard to move the client base from Excel to a CRM?
No, the existing client list is imported, and from then on policies and communication history are kept on each client's card.
How can we see which clients' policies are expiring?
The reports and analytics section automatically lists clients nearing expiry, so the agent can reach out in advance.
Other solutions for insurance agencies
Ready to start your project today?
Let's build the right digital solution for your business together. Reach out for a free consultation.