crm-for-insurance companies

CRM for insurance companies

Selling insurance is not an easy nut to crack. Especially, when there are countless insurance
companies & each promising the best price & coverage. Funnel CRM ensures your agents efficiently follow-up
with every prospect & client to seize more deals & dominate your competition.

Build with insurance companies in mind

Why insurance companies should invest in cloud sales CRM?

Speed up sales team with the visible pipeline.

Build & embed lead forms without coding.

Automate admin tasks & free up agents’ time.

Efficiently track team performances.

Seamless integration with preferred tools.

Access all important information on-the-go.

No learning curve. Get started in minutes.

Track interactions & connect with customers.

Bid farewell to multiple tools & one CRM.

Your competition is winning with CRM. What about you?
Still dealing with gross incompetence??

of an agent’s time is
wasted on admin tasks.
of customers aren’t content with their agent.
of sales reps never
follow up with a lead.
of leads generated on the internet are wasted.

Funnel CRM + Insurance Companies

What do users say about Funnel CRM?

One stack of tools

"Funnel CRM gives us all the necessary tools to speed up our sales cycle. — Diego Yatchesen "

(VP Sales, Mater Insurance)

Capture leads 24/7

“Funnel CRM help us capture leads even after business hours that sustain sales for our success.”

Brian Tesler (Sales Head, Social Fire)

Increase transparency

“Multi-Users is our favorite feature as it has boosted transparency and saved us a lot of hassle.”

Alison Clack (Sales Manager, AVI Stock Insurance)

Still not sure if Funnel CRM is the right fit for your insurance company?

Try it free for 14 days. No credit cards. No bull sh*t.

Sign up now Book a demo