The best mobile insurance CRM software for companies to generate revenue through all sales channels.
A useful and easy-to-use app for relationship managers, brokers and agents for planning, tracking, executing, reporting and analyzing leads and customers.
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Auto lead allocation with deduplication and scoring
Instant underwriting via mobile application
Manage multiple product deals with unique stages
Bring data to a single place to provide visibility
Smart alerts for renewal, churn, SLAs, etc.
TRUSTED BY COMPANIES THAT PUT INNOVATION FIRST
Achieve your short-term revenue goals through the CAMPAIGN feature to effectively increase sales conversions & let your best sales reps set their own goals to sell more via CRM for insurance.
Scale your team performance with campaigns and personal goals to maximise the efficiency.
Ensure smooth onboarding of agents and customers via easy lead segmentation & allocation. Segment leads based on multiple attributes and assign scores for faster conversions.
Engage sales reps with only sales-ready leads to maximize your chances of closing the deals.
Seamlessly integrate with all your external/internal tools to optimise your business performance across different departments to enable efficiency and smooth workflows.
Deliver a better customer experience and get an overview of the entire Insurance sales operations.
Efficient lead collection and distribution of leads from partners, provide realtime insights to partner performance.
Enable smooth agency onboarding and monitor agency performance, policies, leads and retentions within the app.
Distribute and allocate leads to the internal sales team based on the location, product, priority, etc. via CRM for insurance agents.
in Sales Average Growth
Insurance Broker's Productivity
in Renewal Ratio
Lead Response Time
Toolyt integrates with critical internal/external tools to streamline your business, help you create and auto-assign leads and push customer data back to your system based on your business flow.
Director DigiSync FZCO