Insurance CRM for Sales, Service, and Retention

Unleash the Power of Digital Insurance Empower Intermediaries to Deliver Seamless B2C Insurance Solutions.

Trusted by the biggest brands in the business

Centralised Customer Data for Complete Operational Clarity

Our Insurance CRM helps intermediaries improve sales efficiency and day-to-day productivity. By centralising lead management and customer information, teams can convert prospects more effectively while delivering personalised service that strengthens customer satisfaction and long-term relationships. Integrated policy management and automated workflows minimise manual effort, reduce errors, and ensure smoother operations.

Built-in analytics provide real-time visibility into leads, performance, and customer data, enabling informed, data-driven decisions that refine sales strategies and support revenue growth. With seamless collaboration tools and mobile access, distributors can work efficiently and respond quickly to customer needs. The platform also enables easy access to insurance quotes, product comparisons, and payment link sharing from a single dashboard—simplifying the sales journey and enhancing the overall customer experience.

The Evervent advantage

Performance insights

Comprehensive overview of Business Performance and Analytics.

Offline policy support

Seamless offline policy booking for customer convenience.

Lead & renewal management

Efficient management of in-progress leads and upcoming renewals.

Commission tracking

Accurate tracking of commission for better financial insights.

Lead visibility

Clear visibility of leads in progress.

Hassle-free issuance

Timely Policy Issuance without any hassle.

Faster operations

Enhanced efficiency for reduction in redundant data entry tasks.

How the platform works

Overview

Sales dashboard provides a comprehensive view of the generated business.

Upcoming Renewals

Management of upcoming policy renewals. Plan and prioritize renewal activities to ensure customer satisfaction.

Offline Policy Booking

Ability to book policies offline for customer convenience. Maintain a record of policies booked through offline channels.

Business Analytics

View overall business generated by insurance companies. Analyze business performance based on insurance product categories.

In-Progress Leads

Monitor leads that are currently being processed or worked on. Track the progress of leads through various stages.

Lead Management

Efficient lead management system helps address the challenge of managing & effectively engaging prospective buyers.

Streamlined Policy Issuance

Policies are issued without requiring client details to be re-entered, their status & dispositions are seamlessly managed. Reduces duplication of efforts and saves time.

Digital Repository

Store and retrieve policy documents securely in a digital repository.

Communication and Notifications

Facilitate seamless communication with clients through integrated messaging systems.

Reporting and Analytics

Access valuable insights to track performance and optimise sales strategies.

Quote Generation

Generate instant and accurate quotes for various insurance products.

Earnings and Points

Access valuable insights to track performance and optimise sales strategies.

Frequently Asked Questions

Explore our FAQ section for immediate answers to common queries. Discover solutions to your challenges and gain insights into our offerings.

What is Evervent’s Insurance CRM?

It is a CRM designed specifically for insurance sales, renewals, and customer lifecycle management.

Does the CRM support renewals and cross-selling?

Yes, automated renewal reminders and cross-sell workflows are built in.

Can it integrate with ERP and insurer systems?

The CRM integrates seamlessly with ERP, policy systems, and insurer APIs.

Is it suitable for large sales teams?

Yes, it supports multi-user access with role-based permissions.