CRM Solution for Insurance Agencies
Stop Renewal Leakage, 2x Your Cross-Selling
With Rapitek CRM, catch policy renewals 60 days in advance, detect cross-sell opportunities with AI, and automate your proposal processes.
CRM Challenges in Insurance Agencies
Policy renewal tracking, cross-selling opportunities, and proposal management were scattered across different systems. Renewal leakage and customer churn were increasing.
Discover how Rapitek CRM's features address these challenges with industry-specific workflows.
Features for Insurance Agencies
With Rapitek CRM, catch policy renewals 60 days in advance, detect cross-sell opportunities with AI, and automate your proposal processes.
Policy Renewal Automation
Achieve 95% renewal rate with automatic reminder sequence 60-30-15-7 days in advance.
AI Cross-Sell Recommendations
Detect missing policies with AI customer profile analysis, recommend at the right time.
Proposal Pipeline Management
Track every proposal's status, increase conversion with automatic follow-up.
Claims Process Tracking
Achieve 5-star satışfaction during claims with automatic customer notifications.
Multi-User WhatsApp Integration
Your entire team responds from one WhatsApp business number. Team inbox, automatic conversation assignment, manager oversight. No more personal phones!
See CRM for Insurance Agencies
Request a personalized demo configured for your industry. 2-4 week implementation, all features included.
What Rapitek CRM Can Do for Insurance Agencies
Built from hands-on experience across 200+ enterprise CRM projects. See transparent pricing for all features included.
Policy Renewal Automation
Achieve 95% renewal rate with automatic reminder sequence 60-30-15-7 days in advance.
AI Cross-Sell Recommendations
Detect missing policies with AI customer profile analysis, recommend at the right time.
Proposal Pipeline Management
Track every proposal's status, increase conversion with automatic follow-up.
Enterprise-Grade Security & Compliance
GDPR Compliant
European data protection ready
Data Security
Enterprise-grade encryption
2-4 Week Setup
Fast implementation
200+ Projects
Proven enterprise experience
Why Companies Invest in CRM
Industry research shows significant returns from CRM adoption
Average sales increase with CRM
(Source: Salesforce Research)
Increase in customer satisfaction
(Source: Capterra)
ROI achievable with proper CRM
(Source: Nucleus Research)
Get Your Insurance Agencies CRM Demo
See how Rapitek CRM solves insurance agencies challenges. Live demo with your data in 30 minutes.
Frequently Asked Questions
Common questions about CRM for Insurance Agencies
What does CRM provide for insurance agencies?
How do renewal reminders work?
We work with multiple insurance companies, is that a problem?
Can multiple people use the same WhatsApp number?
Want to see this in action?
Leave your email and our team will reach out within 10 minutes.
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We're Here with Insurance Agencies Expertise
With experience from 200+ enterprise projects, we offer industry-specific CRM solutions. Contact us for a free demo.