Drive sales with campaigns and goals
Let reps set personal targets and run structured contests so branch and agency teams stay focused on the products that matter this quarter.
- Goal setting per rep
- Contest leaderboards
- Live attainment tracking
Insurance CRM for agents, brokers and branches
Run agency onboarding, lead allocation, policy sales and renewals on one mobile platform - across direct, agency, bancassurance and partner channels.
- Distribution
- Agency, direct and bancassurance
- Conversion
- Scored leads routed in seconds
- Retention
- Renewal and persistency tracking
3,860
Leads allocated
All channels today
214
Agents onboarded
This month
68%
Goal attainment
Campaign in progress
91%
Renewal persistency
13th month
980
Branch visits
Geo-tagged
< 60s
Lead to agent
Rule-based routing
- ISO 27001
- SOC 2 Type II
- IRDAI-ready audit trails
- 2FA & access control
From enquiry to renewal on a single record.
Every channel writes to the same policy case, so agency managers, branch teams and ops stop reconciling spreadsheets.
- 01
Lead capture
Campaigns, partners, walk-ins and web enquiries collected into one queue.
- 02
Segmentation
Score by product fit, premium band, geography and source quality.
- 03
Allocation
Route to the right agent, broker or branch by location, product and load.
- 04
Issuance
Documents, medicals and underwriting follow-ups tracked with SLA alerts.
- 05
Renewal
Persistency nudges, top-up prompts and lapse recovery on the agent's day plan.
- 2.7x
- more qualified conversations
- 40%
- faster agency onboarding
- 91%
- renewal persistency tracked live
- 0%
- lead leakage across channels
Simplify insurance sales across every channel.
Campaigns and goals, segmentation and allocation, and deep system integration - designed for distribution-heavy insurers.
Segment and allocate leads intelligently
Advanced segmentation and scoring push sales-ready enquiries to the right agent instantly, which speeds up both onboarding and acquisition.
- Rule-based allocation
- Location & product routing
- Escalation on no action
Integrate the systems you already run
Connect policy admin, underwriting and communication tools for a single view of distribution performance across the country.
- Policy admin sync
- Partner lead ingestion
- Real-time performance views
Every channel, managed in one app.
Agency, direct, bancassurance and broker teams work with their own rules on shared infrastructure.
Talk to usAgency channel
Agent recruitment, onboarding, activation and productivity tracking.
Bancassurance
Branch-linked leads, joint calls and partner-wise conversion views.
Brokers & partners
Partner lead collection with real-time performance dashboards.
Health & life
Medical follow-ups, underwriting checklists and issuance SLAs.
General insurance
Motor and property renewals with lapse recovery workflows.
Direct & digital
Campaign leads scored and routed to the nearest branch instantly.
Customer data governed across every distribution partner.
Insurers run thousands of external agents on Toolyt without losing control of who sees which policyholder record.
See our security postureISO 27001 & SOC 2 Type II
Independently audited controls over every customer record.
GDPR-aligned data handling
Consent, retention and export policies configured per business unit.
2FA & granular access
Role, branch, product and territory level visibility down to the rep.
Evidence on every action
Geo-tagged, time-stamped trails for audits and internal reviews.
What is an insurance CRM?
An insurance CRM manages lead capture, agent and broker onboarding, policy sales, issuance follow-ups and renewals in one system. Toolyt is mobile-first, so agents, branch teams and bancassurance partners work off the same record while managers track allocation, conversion and persistency live.
Frequently asked questions
Quick answers about how Toolyt works for field sales, lending and service teams.
Talk to our team- What is Top Insurance CRM Software?
- The best mobile CRM for insurance companies to generate revenue through all sales channels.
- How does Toolyt support drive Sales with Campaigns & Goals?
- Boost sales conversions with Toolyt’s Campaign & Goals feature. Empower your sales reps to set personal goals and maximize team efficiency through strategic campaigns.
- How does Toolyt support optimize Sales with Lead Segmentation & Allocation?
- Streamline agent onboarding and customer acquisition with advanced lead segmentation and scoring for quicker conversions.
- How does Toolyt support streamline Operations with System Integration?
- Integrate all your tools effortlessly to enhance efficiency and streamline workflows, providing a comprehensive view of insurance sales operations for a superior customer experience.
- How does Toolyt support personalise Sales Activities & Goal Objectives?
- A useful and easy-to-use app for relationship managers, brokers and agents for planning, tracking, executing, reporting and analyzing leads and customers.
Start offering your field sales team a better selling experience
Sales professionals from startups to Fortune 500 companies in over 20 countries improve their productivity with Toolyt every day.