Award-Winning Insurance CRM Software for Agencies & Brokers

Salesboom Cloud Insurance CRM Software Solution supports business lines for the Financial Services Sector with highly scalable on demand solutions and support. Financial Sector is a broad term that includes banks, investment banks, and insurance companies (including brokerage, underwriting and reinsurance).
Salesboom Cloud-based Insurance CRM system software addresses and integrates Financial Sector organizational requirements from three key areas. Operational, Analytical, and Collaborative. The degree of detail and integration is scalable, and can be modified by owners as needed. Salesboom offers solid customer support, training and professional services.
Salesboom CRM Solutions for the Insurance Industry offers customers in the Insurance Segment of Financial Services Sector an opportunity to assess, streamline and improve:
- Operational activities with the automation of basic business processes (marketing, sales, service)
- Methods of analyzing customer behaviour and incorporating business intelligence strategies
- Collaboration with customers on multiple communications channels
- Collaboration between organizational team members to ensure a quality customer service experience and follow up
- Front and back end integration (supply chain)
- Workflow and assignment processes
INSURANCE
Unlike many Insurance CRM vendors, Salesboom.com Salesboom Cloud CRM system software offers services in support of personal and commercial insurance operations.
The table below addresses standard sales and support activities
supported by Salesboom Cloud CRM Software Solutions.
BUSINESS | ACTIVITY | SALESBOOM - INSURANCE SECTOR |
Sale of financial products such as life insurance, property insurance, RRSP, etc. | Marketing, sales, product specification, pricing, targeting activities. | Salesboom
Cloud CRM lets you create highly personalized marketing campaigns
and execute them across multiple channels. With need analysis
and product recommendation capabilities, Salesboom Cloud CRM helps
agents close the sale by providing the right product choices. |
Salesboom Cloud CRM | Referral management |
|
Targeted sales |
|
|
Call list management |
|
|
Household management |
|
|
Identify client values |
|
|
Self serve |
|
|
Advisory services |
|
|
Representative Productivity | Improve representative's productivity |
|
Policy | Support utilization of comprehensive policy management |
|
Claims | Processing claims – verification, policy review, authorizations, payments | Amalgamate
customer information from agents, brokers, call center representatives,
mobile claims adjusters for good decision making. |
Contextual Information | Gather, collate and assess client files in context for better pricing and decision making. | Consolidates all information sources (including external) to a single source. |
Billing | Manage and Track Accounting activities | Salesboom
will track and generate invoices and payments according
to various triggers programmed into the system. |
Product Description | Comprehensive and up to date product descriptions for sharing | Create, update and disseminate product information that is consistent for all users. |
Pricing and Quotations | Produce and track quotes for customers based on pricing and packaging/incentive programs | Maintain history of quotations from common pricing tables, document incentives and successes on file. |
Risk Assessment | Proceed to underwriting with solid client profile and history in evidence. | Improves risk assessment as agents have access to comprehensive of customer specific underwriting from all business lines |
Document Management | Generate policy documents such as quote packages, declarations, certificates of insurance, and payment receipts | Can be generated automatically and can be sent directly from the system to customer by email, fax, mail. |
Insurance Lead Management software, Sales Force Automation tools and Insurance customer service and support. CRM Software Demo
BUSINESS | ACTIVITY | SALESBOOM - INSURANCE SECTOR |
Sale of financial products such as life insurance, property insurance, RRSP, etc. | Marketing, sales, product specification, pricing, targeting activities. | Salesboom
Cloud CRM lets you create highly personalized marketing campaigns
and execute them across multiple channels. With need analysis
and product recommendation capabilities, Salesboom Cloud CRM helps
agents close the sale by providing the right product choices. |
Salesboom Cloud CRM | Referral management |
|
Targeted sales |
|
|
Call list management |
|
|
Household management |
|
|
Identify client values |
|
|
Self serve |
|
|
Advisory services |
|
|
Representative Productivity | Improve representative's productivity |
|
Policy | Support utilization of comprehensive policy management |
|
Claims | Processing claims – verification, policy review, authorizations, payments | Amalgamate
customer information from agents, brokers, call center representatives,
mobile claims adjusters for good decision making. |
Contextual Information | Gather, collate and assess client files in context for better pricing and decision making. | Consolidates all information sources (including external) to a single source. |
Billing | Manage and Track Accounting activities | Salesboom
will track and generate invoices and payments according
to various triggers programmed into the system. |
Product Description | Comprehensive and up to date product descriptions for sharing | Create, update and disseminate product information that is consistent for all users. |
Pricing and Quotations | Produce and track quotes for customers based on pricing and packaging/incentive programs | Maintain history of quotations from common pricing tables, document incentives and successes on file. |
Risk Assessment | Proceed to underwriting with solid client profile and history in evidence. | Improves risk assessment as agents have access to comprehensive of customer specific underwriting from all business lines |
Document Management | Generate policy documents such as quote packages, declarations, certificates of insurance, and payment receipts | Can be generated automatically and can be sent directly from the system to customer by email, fax, mail. |
Secure Cloud CRM Information Exchanges
Information within the Insurance CRM app is secure and accessible based on a highly scalable permissions tree. In scaling the access to information on the site, you are able to protect resources appropriately and open up information resources for sharing based on organizational need. Furthermore, there is Audit Trail functionality built into every item into the system. This assures system services that can identify any information changes, access and sharing activities (and the owners) on the system. You can access Audit information at any time for review and reporting purposes and to demonstrate due diligence in adherence to legal, financial and commercial security duties common in the Financial Services Industry.
Regulatory Compliance
Salesboom best crm insurance agents facilitates Financial Sector Organizations to meet evolving and stringent protocols from a variety of regulatory agencies tracking activities within the spectrum of financial service offerings.
ROI
Unlike other insurance CRM vendors such as Salesforce.com, Microsoft and others, Salesboom Cloud CRM implementation guarantees cost containment through streamline production and distribution operations using front and back end tools as part of standard software offerings. Guaranteed visibility across all areas from administration, customer support, sales, accounting and billing and profiling.
The Salesboom Platform:
- Web Services with Service Oriented Architecture (SOA)
- Optional Customization - Capacity for user or professional customization and is fully extensible
- Development and Integration - Web Services API and AJAX / COMET controls are system standards.
- Cost control ? costs are contained because the platform is proven both flexible and stable
- Partner Networks - An extensive partner network of over 125 different solutions providers
- Legacy ? Salesboom has an API that facilitates integration for web based CRM/ERP solutions with existing front and back office systems.
Professional Services
Salesboom CRM for insurance agents and companies offers professional services in support of the Cloud CRM implementation life-cycle and beyond for health and life insurance companies and agents and brokers alike.. You might consider:
- Business Modeling Services
- Project Management (PM) Services
- Professional Data and System Analysis
- Custom Integration Services
- Support and Training Services

Remember, Salesboom CRM software addresses and integrates Insurance and Financial Sector organizational requirements from three key areas. Operational, analytical, and collaborative. The degree of detail and integration is scalable, and can be modified by users as needed. Customer Relationship Management software solution for insurance and financial services professionals is available as a complete standalone CRM solution. The global leading insurance and financial services firms use Salesboom Cloud based CRM solutions to drive organic revenue through referrals, attract and retain new clients, maximize customer loyalty and assets under management.
Salesboom.com innovative insurance and financial organizations to transform customer information from a transaction or account-based view to a people-centered view so insurance financial services organizations can better sell to and service their clients and drive cross-bank initiatives. Nowadays, The Insurance and Financial Services industry is more competitive than ever. Salesboom provides the industry expertise and technology solutions that give you an advantage. Using Salesboom online CRM solution will enable you to easily engage with customers to create and capitalize on opportunities. Our Financial Services experts always have solutions for your business.
Our CRM solution is fully customized and includes relevant industry features such as: personal information, insurance information, custom reports, etc... Our goal is to provide our clients efficient software, consulting, and training. This goal allows us to deliver the most effective products and services to our clients.
Salesboom On Demand hosted CRM, web-based SFA and ERP Software Industry Solutions: | |
Aerospace Defense | Financial Services - Insurance |
Automotive | Government Services |
Call Centres | Hospital |
Chemical | Hospitality |
Clinical Practice | Manufacturing |
Clinical Research | Pharmaceuticals |
Communications | Retail |
Consumer Goods | Staffing |
Electronics | Transportation |
Energy | Travel |
Finacial Services - Banking |
Once you truly our Easy to use, Award-winning insurance company crm software, you will gain full visibility into your company's business processes, you'll never want to go back to the dark again. We guarantee it. Take a Free Cloud CRM Software 30-day Trial today, or contact us directly for more information: 1.855.229.2043 (1.855.229.2043) or via e-mail at sales@salesboom.com.
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