7 Must-Have Features of CRM for Insurance Companies

5 min readNov 28, 2022


CRM for Insurance Companies

The insurance CRM software industry is growing fast. It’s not just about basic features like managing contacts, calendars, and tasks anymore. Nowadays, businesses need more than that to compete with the competition and keep their customers happy. So how do you know what features will help your business grow? Here are a few things to consider when choosing the best CRM for insurance companies:

1. Mobile CRM App

A mobile CRM app is a must-have for any business. It helps you stay on top of your sales pipeline and customers. You can use it to track leads, prospects, and contacts; create tasks and reminders; access customer information — and do all this from a single location.

A mobile CRM app should provide you with the same tools that you would have with an enterprise CRM system but in a more user-friendly way so that even someone who doesn’t have access to an office or computer can use it effectively. For example, suppose you’re running out of time during work hours and need an automated reminder about something important. In such a situation, an automated SMS text message sent from your phone will be helpful.

2. Process Automation

Process automation is a powerful feature that allows you to automate repetitive tasks and eliminate the need for manual data entry. You can even automate tasks that require human intervention, like sending out invoices or responding to customer inquiries. Process automation is particularly useful if you want to make your CRM more efficient with minimal effort on your part.

Insurance is a service-based business. As such, process automation could help reduce the number of hours spent on paperwork such as quoting or collecting forms from customers each month. Instead of manually entering each item into an excel spreadsheet every week or month (which would take hours), all those details will be automatically added into one place where they can be easily accessed by anyone in charge of the right information at any time. Hence, when choosing the best CRM software for insurance agents, make sure it has automation capabilities.

3. Lead Scoring and Assignment

Lead scoring and assignment are two features that help you optimize CRM for insurance companies. They allow you to score leads based on how likely they will be customers and then assign them to different agents or teams for further consideration.

Lead scoring is the process of assigning a numerical value to each lead based on various factors like age, gender, and location. Suppose a lead has been scored as “highly qualified”

but doesn’t have any other information about the person who contacted them (like their name). Then this would be considered an incomplete record which means that there are still some missing pieces in order for you to move forward with the workflows around this particular lead. Assigning leads offers more control over certain aspects of the workflow. It allows stakeholders access to all aspects and different modules such as scheduling meetings.

4. Easy-to-Use Interface

While CRM for insurance companies is often considered a necessary evil, it’s actually quite easy to use. The user interface should be intuitive and easy to navigate, so you don’t have to spend hours learning how to use your CRM system. You should also be able to find information quickly without having to dig through several screens or folders.

If there are any customization options available in the system, they should be easily accessible and simple enough that even newbies can set them up themselves (or at least with some guidance).

5. Integration with Marketing Automation Platforms

Integrating your CRM with marketing automation platforms is one of the most important pieces of a successful digital strategy. With a robust integration, you can use data from your CRM to build better campaigns and measure the success of those campaigns.

When it comes to integrating sales intelligence with marketing automation platforms, there are two main options: third-party integrations or platform-specific integrations. Third-party integrations generally require more work on behalf of both parties involved; however, they can be worth it if you want all of your data in one place and don’t mind spending some time setting everything up correctly. Platform-specific integrations allow for greater flexibility when building out campaigns because each platform has its own unique set of features that need to be taken into account during development (and often also includes other tools like analytics).

6. Seamless Social Media Integration

Social media integration enables tracking of social media activity, including comments and likes on your posts, followers who have ‘liked’ your business page, etc. These features of the best CRM for insurance agents can help you better understand how customers are interacting with your brand on social media platforms like Facebook and Instagram. They provide insights into their interactions with the company’s content or products as well as any complaints they may have about them. This information will allow you to improve future marketing efforts by identifying areas where you need to improve communication or improve service quality for customers who post negative things about your business online.

7. Partner Portals

Partner portals are a great way to increase customer acquisition, retention, and satisfaction. They provide an easy way for you to showcase your products and services, which will help you attract more customers.

Partner portals allow you to:

● Showcase your brand in front of prospective customers who may be interested in purchasing from you but who have not yet visited your website or even know what they’re looking for.

● Provide access to exclusive products and services. This could allow those who might not otherwise purchase from you the chance at getting something at an affordable price.


CRM is an important tool to track your leads, contacts, sales pipeline, and more. CRM for insurance companies also helps you keep track of all information related to your business at once so you don’t have to do it manually like before. You’ll be able to see who’s doing what in the company. This means that when a new agent comes on board or someone leaves it will be easy for them to see what their role is within the company. Such kind of collaboration and communication will ensure everything runs smoother than ever before!




Faheem is an InsurTech specialist & a passionate Insurance Technology Blogger with remarkable experience of 17 years, working with clients all across the globe.