Insurance
Never miss a renewal or a quote follow-up
Insurance sales depends on timing: quotes that need a call-back and renewals that come round every year.
Book a demoThe challenge
What slows teams down
- Renewal dates are tracked outside the CRM
- Quote follow-ups depend on each agent’s memory
- Promotional calling must respect DND preferences
Dated follow-ups
Renewal and quote call-backs appear in the queue on the right day.
Do-not-call flag
Mark numbers that must not receive promotional calls.
Policy fields
Track policy type, premium and renewal date as custom fields.
Example setup
How a insurance team configures it
A starting point — your admin can rename, add or reorder any of these.
Lead statuses
- New
- Quote shared
- Proposal submitted
- Medicals pending
- Issued
- Lapsed
Custom fields
- Policy type
- Sum assured
- Premium
- Renewal date
- Insurer
Key features
What insurance teams use most
Follow-ups & Reminders
Nobody forgets a call-back again.
Learn moreAgent Calling Queue
One screen that always shows the next person to call.
Learn moreLead Management
Statuses, custom fields and duplicate checks that fit your business.
Learn moreSecurity & Data Protection
Built for customer data, audits and India data residency.
Learn moreSet up VM CRM for your insurance team
Send us a sample of your lead sheet — we’ll show it imported, distributed and in the calling queue.