Insurance Agency CRM
A renewal date missed at an agency does not stay limited to a single policy; that customer's other policies quietly move to another agency as their own terms come due.
The policy expiry date is a field; the 60-30-15-7 day steps open as tasks tied to that date, and all of a customer's lines sit on a single card.
- Keep the policy expiry date in a field; let policies 60-30-15-7 days from expiry drop into a list, and tie the renewal message to that list with a rule
- See a customer's existing policies on a single card and report the missing coverages; do not miss the moment to quote, with a task tied to the renewal date
- Track every quote you give with its stage; tie the follow-up task to the time waiting in that stage
- Tie a rule so that the customer is notified when a claim file changes stage; keep who was told what and when on the record
- Connect your single WhatsApp business number to a team inbox and monitor response times under manager oversight
| Policy Renewal Tracking | The policy expiry date is a field; the 60-30-15-7 day steps open as tasks tied to that date, and the steps are defined during setup. |
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| Cross-Sell Lists | The lines a customer holds are a field on the customer card; customers with a missing line collect in a list filtered on that field and a quote opportunity is opened. |
| Quote Pipeline Management | Every quote is an opportunity record; time waiting in a stage is calculated from the record dates, and the follow-up task is tied to the stage. |
| Claim Process Tracking | A claim file is a record attached to the policy; as the stage changes the customer is informed, and who was told what and when stays on the record. |
| Endorsements and Coverage Changes | An endorsement made on a policy is a change line attached to the policy record; the changed coverage, the effective date and the premium difference sit in fields, and the notice sent to the customer is attached to the same line. |
In an agency's portfolio the same customer's name appears at several insurers with different expiry dates. The motor policy ends in March, the home policy in October, the health policy in January; when each is kept on a separate list, the customer shows up not as one person but as three separate records that know nothing about each other.
Rapitek CRM keeps policies separated insurer by insurer but leaves the customer card single. When you go into a conversation, that person's expiry dates, past claim files and missing coverages all sit on the same screen, so cross-selling stops depending on whatever the representative happens to remember that day; customers with a missing line come out as a list from a filter over those same records.
