Bigin
Insurance CRM
Convert more prospects into policyholders.
The go-to CRM for insurance agents.
What is an insurance CRM?
An insurance CRM software is designed to help insurance agents manage client relationships, smooth out sales processes, and ultimately, sell more policies. What's great about it is how it brings all your customer data into one place. Not only that, but it also keeps tabs on your interactions and takes care of repetitive tasks like nurturing leads and policy renewal reminders. That's not all! It gives agents a bird's-eye view of their entire sales pipeline—from that first curious inquiry to a loyal, long-term customer. In essence, an insurance CRM helps insurance agents work smarter, seal more deals, and keep policyholders happier.
Why does an insurance firm
need a CRM?
Insurance agencies juggle many clients, policies, and leads daily. A CRM for insurance agents becomes super handy in these situations. It brings all aspects of the business into one cohesive system.
With a CRM, agents can effortlessly track every client interaction, automate follow-ups, and identify sales opportunities at a glance. It simplifies policy renewal management and claims tracking, enhancing client satisfaction and boosting business growth. Bigin stands out in this space, offering a streamlined CRM for insurance brokers. It simplifies complex processes, allowing agents to manage
multiple pipelines and track vital business operations.
Read on to find out what Bigin can do for you!
Why is Bigin's insurance template
perfect for agents?
Bigin understands how insurance firms work. We learned you like to have all the different processes available in one window. This means you can have different pipelines for different offerings so you can monitor any business operation you want.
Track your inquiries
in Pipelines
The Pipelines module is your primary sales pipeline. You can easily distinguish prospective clients in the stages they belong in, and assess how far they are to purchase a policy. This also gives you the unique advantage of knowing how to tend to each prospect to push them further towards conversion!Store client information in Customers and Companies
Insurance professionals can leverage Bigin's Customers and Companies modules to manage a diverse clientele effectively. The system allows for seamless tracking of both individual policyholders and corporate clients, storing essential information such as policy details, claims history, and contact information.Streamline your policy management with Messages
Bring all your policyholder communications to the Messages module and engage with clients while having access to all the information related to them, their entire policy history, and the history of all interactions they've had with your insurance company.Make a move with Activities
Set up tasks, events, or make calls with your prospects and customers. You can even host and schedule video calls and meetings, all just from Bigin.Crunch numbers
with Dashboards
Bigin comes with dashboards that accurately report your performance with charts and tables so you always stay on top of your proceedings. Moreover, you can also create your own dashboards with a variety of chart styles at your disposal.A list of all your Policies
Easily keep a list of all the policies and services you sell to your customers in the Products module. You can also link policies to customers and to their inquiries on the pipeline.The perfect pipeline
to bring home all your prospects
Bigin's pipeline is raved about in the small business world. So we decided to double down on our prime feature to provide a pipeline that covers all the prominent stages of a purchasing an insurance policy. In the inquiries module, you'll find the pipeline starting from New Inquiry, passing through several stages,
and culminating in a sold policy!
Here are the stages of a typical insurance deal in a pipeline:
Carefully customized Fields to store everything
from details to findings!
One size never fits all, only compromises do.
After studying insurance firms and how they function,
we understood what goes into making a successful policy sale.
So we made changes to how you add information to Bigin that stays completely in context to you,
your customer and your deal.
What's more?
Make calls and send emails directly from Bigin
Need to make phone calls? Check. Need to send emails? Double check. Not just limited to calls, you can also host video calls and presentations without leaving the app. Also for emails, Bigin supports all popular email services with IMAP and POP functions.
Let Bigin deal with your day-to-day routine, set up workflows
Here is how you can save even more time: You can set up workflows in Bigin to automatically do a bunch of daily tasks like adding a new contact to your client list, sending welcome emails to new customers, and so much more.
Create multiple pipelines for all your operations
Bigin also covers other business operations besides sales. You can create multiple pipelines for different operations like customer support, so you can monitor and visualize them all at once. And yes, you can customize stages and fields in all your other pipelines too!
Connect to all your
favorite apps
The Bigin app for iOS and Android is hands down the best CRM app ever made. Track your inquiries, call your contacts, and make moves even on the go. With the Bigin app, you can take your business literally anywhere.
Sell from anywhere with the Bigin app
The Bigin app for iOS and Android is hands down the best CRM app ever made. Track your inquiries, call your contacts, and make moves even on the go. With the Bigin app, you can take your business literally anywhere.
Collect enquiries with forms
With Bigin's no-code form builder, you can effortlessly create forms for enquiry collection. These forms can be shared on your social media, website, or even linked to your brochures.
Got a friend looking for a CRM?
Bigin comes tailored for a ton of other businesses! Take a look!
All this for only $7 a month per user.
Stop pinching yourself, it's real!
Bigin is priced advantageously for small businesses to give them the right applications to grow and flourish. This will never change. At just $7 per month per user, Bigin provides all that you need and more, which makes it the best small business CRM in the world. Nothing else comes close.
See all pricingDon't take our word for it,
hear from people just like you.
As an insurance agent, I needed a CRM tailored to the size of my company. Most popular CRMs have features that I simply would not utilize. Bigin fits the bill perfectly. It is a basic CRM that does everything I need. I can apply filters to my customer database to allow me to email certain groups of my choosing. Additionally, I can tag customers to break them into different groups and use the combination of the two to drill down more.
George Dixon, Owner/President, GEDI Enterprises, LLC
I want to sincerely thank the entire Bigin Team for developing this excellent platform for SMBs, who are quite keen on getting rid of Excel datasheets. My primary requirement was exactly the same,and Bigin has offered so much more. This has increased the overall productivity of my sales team, and I have already recommended Bigin to friends in different sectors.
Dhruvesh Lakhani, Founder & Director, Investacc Insurance Brokers Pvt. Ltd.
Our start-up Invest in Latam has been growing in the past few years and we were in need of a powerful yet simple CRM to start being more professional. We found the perfect fit with Bigin. It's easy to use and integrates with the latest tech needed to create a successful business. We are very happy with our investment!
Rebeca Gonzalez, CEO & Co-Founder, Invest in Latam
We are an MSME company and get a lot of enquiries from different online platforms. It was very cumbersome to manage all these leads and as a small company we were not able to afford a CRM. However, I tried Bigin and it worked well for me. Now all my sales leads are organized and regular follow-ups are done by just a click. Complete value for money.
Amit Shah, Chartered Engineer Master Technician Solar PV (IIT Bombay), Solgen Greentech LLP
Frequently Asked Questions
CRM for insurance is a specialized software tool designed to help insurance agents and companies manage customer relationships, streamline sales processes, and improve policy management. It centralizes client data, tracks interactions, automates tasks like lead nurturing and policy renewals, and provides insights to enhance customer service and boost sales in the insurance industry.
In healthcare, insurance CRM is used to manage patient relationships, streamline administrative tasks, and improve overall patient care. It helps healthcare providers organize patient information, track appointments and follow-ups, manage billing and insurance claims, coordinate care across departments, and analyze patient data to provide personalized care and improve health outcomes. What is the difference between insurance CRM and AMS?
The main difference lies in their focus: Insurance CRMs primarily focuses on managing customer relationships, sales processes, and marketing efforts. It's designed to help agents acquire and retain clients, nurture leads, and increase policy sales. AMS (Agency Management System) is more comprehensive, focusing on the overall management of an insurance agency. It includes CRM features but also handles policy administration, commission tracking, accounting, and other back-office operations.
Yes, insurance CRM software have built in functionalities to provide in analytics for the purpose of performance tracking. Users can track key metrics and generate insights accordingly.
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