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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LEAD MANAGEMENT


Lead allocation

Auto lead allocation with deduplication and scoring

Underwriting

Instant underwriting via mobile application

Product pipelines

Manage multiple product deals with unique stages

CUSTOMER 360


Integrations

Bring data to a single place to provide visibility

Notifications

Smart alerts for renewal, churn, SLAs, etc.

TRUSTED BY COMPANIES THAT PUT INNOVATION FIRST

Build champions with

Sales Campaigns & Goals

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.

Increase sales and onboarding

Lead segmentation & Allocation

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.

Improve data visibility

Integration with core systems

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.

An Insurance CRM software for developing strategic & maximizing relationships to sell more

Efficient lead collection and distribution of leads from partners, provide realtime insights to partner performance.

Bancassurance

Enable smooth agency onboarding and monitor agency performance, policies, leads and retentions within the app.

Agent sales

Distribute and allocate leads to the internal sales team based on the location, product, priority, etc. via CRM for insurance agents.

Direct sales

27%
INCREASE

in Sales Average Growth

40%
INCREMENT

Insurance Broker's Productivity

5x
INCREASE

in Renewal Ratio

60%
FASTER

Lead Response Time

Integrations that Automates your Business Process

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.

Interested in running a pilot?

Before getting started with optimizing sales efficiency, try 1-1 pilot testing for faster & better implementation for your field agents & internal teams alike.

More Resources

White papers, case studies, webinars and other resources to learn more about sales productivity.

“The team was super responsive and has a quick throughput rate, it inspired us to use communication to improve sales processes in ways we had never thought of before. We achieved a 600% increase in onboarding.”

Nitin Raj

Director DigiSync FZCO