Best CRM For Insurance Agency

Do not miss a single premium from clients and automate marketing process to get more customers for your insurance agency.
helps your business to smoothen out the sales process with a set of essential tools.
  • Contact Management
  • Customise Forms
  • Keep Record of All Policies & Renewals
  • Automate Marketing Of New Policies
Start Your Trial Today!
Register for a trial and get complete demo of our services.
$5
per user, billed monthly

Run Your Business With Single Software

Save Money
Sales
Business runs on sales and to get the best conversion rate, every business needs a Customer Relationship Management software to get the most out of the leads received.
Global Access For Users
Marketing
Sales is not a single interaction process. You will need to cultivate the relationship with your leads. Intueri re-marketing automation helps to solve the biggest marketing problem.
Get Free CRM
Support
Generating revenue from an existing customer is much easier than getting it from a new customer but it needs a proper support to the customer. Support solution comes free with Intueri CRM.

All the essential tools to run your business smoothly...

Do you really need a CRM?

The answer depends upon another question; "how much do you want your business to grow"?
Do you want to employ multiple people?
If your answer is "Yes", then you will need a CRM to track all their leads, performance and to get an overview of total deal flow.
Can you count the number of customers you have on your fingertips?
If your answer is "No", then you will need a CRM to manage their communication, deals, requirement, birthdays and to send them offers at right time.
Do you get inbound leads from different sources?
If your answer is "Yes", then you will need a CRM to manage and assign those leads to your team automatically and analyse the best source to expand marketing on it.
Do you want to automate followups?
If your answer is "Yes", then you will need to create automation workflows to send Email & SMS based campaigns based on pre-set rules.

But Why Should You Buy ?

There are plenty of CRM service providers then why should you invest your money in ?
Affordable

ZNICRM is super affordable for any size of business with a flat rate pricing unlimited number of users. Yes, you don't have to pay on the basis of number of users you have in your organisation.

Any business be it a small startup or an enterprise can easily use our CRM without worrying about the dent in their bank account.

Feature Rich

There is not a single feature, which our competitors can claim that it is unique to them.

We have every feature in-built and building more on more on our customer's request with a flat pricing. You shouldn't pay exclusively for a feature, which is available for everyone.

Fast & Secure

Working with our CRM is breeze and fully secure.

Unfortunately, we can't say that we are not hackable or there will not be any downtime but what we try is to give you upto 99.9% of uptime and data reliability.

Customisable

Customisation a CRM based on your requirement is bare-minimum requirement of a software if it wants to be a CRM.

We understand that every customer has a different requirement and based on that we have built our CRM so that every aspect of it can be customised.

Multi-User

Create as many users you want and juggle their licenses as per your needs.

Even if you buy just 5 licenses, you can create unlimited number of users, however, only 5 can use the CRM at a time.

Easy

Easy is the synonym of .

We didn't want our own employees to waste their time to learn how to use a CRM then how could we expect it from you. You can up and running within 30 seconds and no configurations are required to get started.

Mobile Friendly

Our CRM is 100% mobile browser friendly.

You can use the CRM on any device and it will give you similar experience as the desktop. So you are not limited with basic features, which generally available on a Mobile App.

24x7 Support

If you need our support then we are here for you. Be it trial user or as a paid customer.

We are available round the clock on ZipCall and on ticket based support. You can also call us on our direct number as a paid customer.

Experience

We are not a fly-by-night operator. It is not because we are just saying it but our experience proves it.

Intuerias Technology Pvt Ltd, was incorporated in year 2016 and providing SaaS solutions since then. With over 7 years of experience in running high volume SaaS products we can ensure you that your data is in good hands.

Check out some of our best features

Don't just check the images, get a free account for yourself too from here.

Contact Management & Profiling

Missing last communication with your customer or the quote you have sent to them? With complete conversation history you will always be up to date with whats happening with the customer. All conversation with the customer (email, SMS, ZipCalls, invoices, quotes, tasks) will be at a single place.

Team Performance Dashboard

Understand how your team is performing from a single dashboard. From their daily performance to other analytical data on a single page helps management to take appropriate call at the right time.

Daily Digest

Missing followups? When you get lot of leads on a daily basis than the chances of old leads getting lost are higher. With Daily Digest you will get a clear picture of your daily tasks, missed followups, target achieved and many more analytical data.

Generate Leads On Your Website

You don't need an IT team or a developer to generate leads on your website. Our two-lines code will give you a contact form with advanced user engagement tools to generate more leads from your website.

File Manager

There are tons of documents you send to customers and they reply back, including KYC documents, proposal, RFP etc. Keep them at a single place with in built file manager for every user.

Custom Filters

Build reports as per your requirement. Custom reports helps to fetch the data from CRM, which is most important to you.

Re-marketing

Create custom reports for targeted marketing. You can create groups to send email based on CRM data like, Hot Leads, In-Progress leads or custom tags.

Workflows

Workflow helps you to automate tedious jobs based on actions. For example, sending an auto reply email to a customer as soon as lead is created on the CRM.

Marketing Automation

Create email flows, which will send emails to the customers on periodic basis. For example, you can create a flow to send tutorial via email on every alternate day or reminder of pending service after 15 days of last reminder.

Task Scheduling

Get reminders for the follow up so that you won't miss a single one. Every missed follow up is a lost business, which is not recommended for any business.