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CRM for insurance

You are not looking for

an insurance CRM

You want to sell more insurance

And we know how to do it better than the rest
  • Boost your closing rate
  • Get more quotes
  • Sell on the Internet efficiently
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What is an insurance CRM?

A CRM, or as its definition indicates (Customer Relationship Management), is the technology responsible for managing and tracking communications between customers and the company, streamlining the processes and tasks needed to convert an end customer into a sale and, subsequently, into a loyal customer.

We can say that a CRM for insurance is essential for those who want to improve the profitability of the business, in addition to detecting which users show more interest based on their behavior.

How our CRM works

Our CRM for insurance gathers all your customer information in one place. Quotes, visits to your quotes, opening emails, upcoming renewals…

In addition, it will help you reduce time thanks to its automation system. Quotation calculations, sending emails, online payments…

You will be able to digitize your business to the maximum

Advantages of using an insurance CRM

With our CRM you will be able to sell more with less effort, automating your tasks and giving your customers the possibility to enjoy a 100% digital service.

Differentiate yourself from your competitors with an insurance CRM focused on both your end customers and your employees.

Some of its most outstanding advantages:

Higher revenues

Our platform is 100% integrable in any part of your website, app or other digital support. You can customize the colors, fonts... giving it the same aesthetics as the rest. Your customers will not notice that it is an external tool and you will not need any extra development. You will be able to sell personalized insurance where and when the customer really needs it.

Better customer service

You will be able to provide a fast and online service. Your clients will have instant solutions without losing personalization. Quotations, renewal notices, sending emails and Whatsapps...

Higher productivity

You will only have to dedicate yourself to mandatory manual tasks and clients that show more interest in hiring. This way you will save costs and your efforts will be much more effective.

New sales opportunities

Offer your clients other insurances they may need according to their circumstances, profession, age, location... And let them know about new offers that fit them.

Lower costs

Thanks to our CRM, you won't have to spend so much time serving customers and pushing sales to close sales. You will be able to dedicate yourself to other tasks or increase your customer base.

No cost, no development and ultra fast

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CRM for insurance companies

At Nowo.tech we do not only target businesses that traditionally operate in insurance. Regardless of the sector of your company, you will be able to offer your customers policies that fit their needs or are related to the product or service you offer, increasing your sales and getting cross-sales, specializing in your sector and improving the satisfaction and attention of your users.

No need to use an external insurance CRM anymore.

-Your employees will be able to simplify and automate their tasks with a customer management system (sending emails, claims management, tasks, policy status, future renewals, risk forecasting…).

– Offer your customers the possibility to calculate their price online. With our development, they will have access to a platform where they will be able to recalculate as many times as they want, contract online…

What if your customers could quote, manage their claims, save their policies, fill out questionnaires… without you having to allocate human resources to manage it?

Our CRM provides excellent customer service, not only building customer loyalty but also preventing them from leaving in search of a better price,

Our CRM is valid for any size of business.

You can incorporate to your apps or digital platforms our 100% embeddable CRM, differentiating you from your competitors.

Maintenance service, tourist rental, travel…

Why not give an extra value to your services by offering your customers the possibility to insure their products without leaving your ecommerce?

Attend to their needs by embedding our quote requestors, in addition to increasing your business revenue.

– Offer it as an extra product

– Include it within the product you offer

Mobile device stores, event agencies…

You know better than anyone what your customers need. No importa que tengas un negocio tradicional, con nuestro CRM de seguros contarás con una plataforma donde cotizar sus seguros, o darles acceso para que lo hagan ellos mismos.

No need to have a website, our platform is both embeddable and standalone.

Insurance agencies, car dealerships, travel agencies…

Insurance CRM for non-insurance companies

Did you know that Nowo.tech is not only for businesses that traditionally operate in insurance? It doesn’t matter the sector of your company. You will be able to offer policies to your customers that are related to the product you offer, achieving cross-sales, specializing in your sector and increasing the satisfaction of your users for finding everything they need in your business.

Scale insurance sales effortlessly

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Why choose Nowo.tech?

Years of experience in the insurance industry have allowed us to develop an embedded technology that will help achieve the sales objectives of any business.

We have a solid digital support, capable of providing a personalized service.

Our digital solutions are adaptable to any company, regardless:

  • Sector
  • Business size
  • Digital level

Discover our features

The options offered by our insurance CRM are limitless. Regardless of your business type and size, Nowo.tech adapts to you and helps you sell policies online quickly and conveniently.
You will have a system for automating and integrating the platform and its quotation systems everywhere. This way, you will be able to easily sell any insurance.
Our platform for selling insurance online is the first to digitize the entire process of distribution and sale of policies. Acquisition, sale, service, claims, collection…

There is currently no other insurance software that covers so many needs and is 100% adaptable.

Our functions meet the needs of end customers, intermediaries and insurers alike.

With our Saas for selling insurance you can effectively control and manage interactions with customers and intermediaries. Always in a simple and intuitive way, being able to configure the automatic notification, task and management.
Our insurance sales software is the most complete solution on the market. You will enjoy options adapted to any technological level, business model and needs.
Our embedded insurances are configurable and adaptable to a website, application or digital support. No technological development is required on your part and, thanks to its high level of customization and configuration, no one will notice that it is a solution outside your company.

FAQs

Our solutions are integrated into any website, application or other digital media without customers noticing that it is an external tool. Moreover, it does not require any technological development on your part.

Of course. Our technology makes selling insurance easy and profitable for any business. You won’t have to commit any resources and you’ll give your customers what they really need when they need it most.

Our API will give instant quotes and allow you to take out the policy in minutes.

Nowo.tech adapts to any business, regardless:

  • Type of business activity
  • Size and volume of business
  • Technology level
Competition in this sector is tough and gaining the trust of customers can be a difficult task. In this situation, we have found that actions such as providing them with a better experience in terms of agility, ease of communication… are very effective.

The process starts when the customer indicates the price of the policy he needs.

The data is recorded in your database, where you can control and qualify the type of user and their priority.

You will be able to manage the history of communications and interactions of the user with your messages, quotes… and manage the stage of the sale.

Once contracted, you will be able to continue accessing their information at any time, to check payment status, next renewal and much more.

You will also be able to:

  • Know the origin of the subscription (if they have come to your website organically, through a campaign on social networks, through a mailing…)
  • Automate notifications when the renewal is about to be completed
  • Customize email and WhatsApp templates
  • Change the stage of the sales cycle you are in
  • Monitor employee productivity
  • Registration of new business opportunities
  • Customer information assigned to the sales opportunity
  • History of users’ progress in the sales cycle
  • Task management
  • Block for adding notes to customers
  • Segmentation
  • Complaint management
  • Live chat
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Nowo.tech ofrece soluciones de distribución totalmente digitales para empresas aseguradoras y no-aseguradoras. Hace posible la venta online instantánea de seguros.

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