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What is an insurance CRM?

An insurance CRM is a solution that addresses the specific needs of insurance brokers and insurance providers. Organize all your leads and claims, automate assignments to the right people, and manage multiple policies in a single system with an insurance CRM. Let your agents close deals and build long-lasting relationships by taking advantage of powerful desktop and mobile functionality.

How is CRM important for insurance agents and brokers?

Competition is fierce, and trust can be hard to come by in the insurance business. Insurance agents and brokers need to build trust with their prospects by providing great experience, contextual communication, and resolving claims quickly. A CRM helps insurance businesses organize prospects, track opportunities, and automate activities, allowing you to focus more on addressing your customers' needs.

Challenges faced by the insurance industry

Innovate or get left behind.


54% of CEOs stated that investment in technology has impacted their competitiveness

Gaining an edge against the competition involves investing in the right technology to help your business.

A lack of trust 


43% of people do not trust insurance companies

A lack of relevant or consistent communication between insurance providers and customers has made the industry less trustworthy.

Using the right channel


90% of consumers stated that they would research insurance online and 50% of them would purchase it in-person

Customers are more inclined to switch insurance providers when the provider offers a communication channel that they prefer to use.

Customer Satisfaction


30% of customers who had a bad claims experience switched insurers within a year of the incident

Fragmented customer data leads to negative customer experiences, one of the largest causes of customer dissatisfaction.

Why choose Zoho CRM for your insurance business?


User-friendly interface

allows for quick adoption across your organization



ensures that Zoho CRM can be molded to meet your industry requirements


AI-based sales assistant

helps you stay on top of your tasks


Seamless integration

with the Zoho Suite and open REST APIs helps you build your own integrations.


Mobile app

allows your field agents to access information from anywhere.

Automation helps your customers renew on time

Workflow automations can be set up to send reminders to customers whenever a renewal is due, or to remind you to wish them a happy birthday. Automate mundane activities to allow your team to focus on serving your customers.

Manage multiple policies in the same CRM

Handle customer data for multiple policies inside Zoho CRM with multi-page layouts and conditional fields. Set up layouts for your policy offerings to push data to the right policy. This helps you keep policyholders organized, allowing a complete view of the different policies a customer may be signed up for.

Assign claims to the right employee for a quick resolution

When a customer raises a claim request, it's vital to resolve it as quickly as possible in order to ensure high customer satisfaction. Assignment rules help get the claim to the right person, and Approval Processes ensure that it's properly approved.

One solution for all your

Retail management needs.

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The most trusted CRM software

Constellation ResearchBest Enterprise Software Vendor 2019
PCMag Winner of Business Choice Awards - CRM 2019
G2 Leader - G2 Grid for CRM Winter 2020
Gartner Peer Insights Best Sales Force Automation Software 2019
Software ReviewsLeader - CRM Data Quadrant 2020
GetApp Category Leaders - CRM Software 2019
FinancesOnline Great User Experience Award 2019
Gartner Magic Quadrant Challenger - Sales Force Automation 2019

Integrate with your favorite apps

Zoho CRM works with products you use every day. Seamlessly integrate with more than 100 popular business apps and let CRM talk the same business language as yours.

Our bottom line has increased by over $100K per year from the cost savings alone. That's not including the increased revenue due to our improved customer experience. The 10-year savings for a company with 100 employees is a million bucks.

Alex Tolbert, CEO, Bernard Health

Disclaimer: Zoho CRM is not an out-of-the-box vertical CRM solution. It is an industry-agnostic CRM platform that can be customized to suit various industries. The capabilities and solutions showcased above are a result of such customization.