CRM for insurance sales and renewal teams
Insurance sells on follow-up. Leads need six calls, policies need renewing every year, and both slip when they live in a spreadsheet.
An insurance lead rarely buys on the first call. It takes a quote, a comparison, a conversation with the family and a nudge at the right moment. Meanwhile last year's policies are coming up for renewal and nobody is tracking them.
JugnuCRM keeps both running. New leads are dialed and followed up on schedule, policies carry their renewal date, and the agent sees the full history — every call, every quote discussed, every message sent — before the phone connects.
What this solves
Leads go cold after two calls
Each lead carries a next follow-up date and an owner. Missed follow-ups show on the manager's screen the same day.
Renewals are remembered, not tracked
Policy renewal dates sit on the client record and alert the agent before the policy lapses.
Quotes discussed but never recorded
Call notes and recordings stay on the lead, so the next conversation starts where the last one ended.
No proof of what was promised
Every call is recorded with the agent, time and outcome attached to the client record.
Cross-sell opportunities missed
See which products a client already holds, so the agent knows what to offer at renewal.
No view of which source actually converts
Lead source reporting shows which campaigns brought policies, not just enquiries.
What's included
Your own sales stages
New lead, quote sent, comparison, follow-up, issued, renewal — set the stages your team actually uses.
Predictive dialer & Click2Call
Bulk dialing for fresh leads, one-click calling for follow-ups and renewals.
Renewal reminders
Alerts before a policy lapses, with the client's products and history on screen.
Call recording
Stored against the lead or client record with agent, time and outcome.
WhatsApp & SMS
Send quotes, documents and reminders from the same screen as the call.
Document fields
Store policy numbers, sum assured, premium and renewal dates as your own fields.
Lead source reporting
Know which campaign produced issued policies, by agent and by month.
Role-based access
Agents see their own leads, managers see the whole team.
How you get started
Demo on your products
We show a lead moving from enquiry to issued policy to renewal, set up the way you sell.
Setup
Your stages, products, fields, teams and calling configured by our team.
Import & train
Existing leads and policies imported from Excel, then a walkthrough for your agents.
Go live
Your team starts calling, with support on phone and WhatsApp from Indore.
See JugnuCRM in action
A short walkthrough: how a caller works through leads, logs a call and sets the next follow-up, and what the owner sees in reports.
Questions about crm for insurance teams
Does it handle both new sales and renewals?
Yes. The same record holds the sales history and the policy details, with renewal dates that alert the agent before the policy lapses.
Can we store policy numbers and premium amounts?
Yes. You define your own fields — policy number, sum assured, premium, renewal date, insurer — and they appear on the client record.
Can agents send a quote on WhatsApp from the CRM?
Yes, through the WhatsApp Business API, using approved templates, from the same screen where they call.
Is it suitable for a small agency?
Yes. Teams under ten agents usually take the per-user plan at ₹500 a month, or ₹850 with calling. Above that the fixed team plan works out cheaper.
Can we see which agent sold what?
Live reports show calls, talk time, policies issued and premium by agent, team and lead source.
Does it work for both life and general insurance?
Yes. The stages, products and fields are yours to define, so the same setup covers life, health, motor and general lines.
Related
Lead Management
Every lead captured, assigned and followed up — and a clear view of which source brings clients who actually pay.
Read more →Predictive Dialer
Stop paying callers to listen to ringing phones. JugnuCRM dials for your team, skips the numbers that do not answer, and puts the lead's history on screen the moment someone picks up.
Read more →WhatsApp & SMS
Your customers read WhatsApp and ignore email. Message them from inside the CRM, with every message saved on their record.
Read more →Get a demo set up for your team
Tell us how your team works and we'll show you the CRM and dialer set up the way you'd actually use it — not a generic slide deck.
Bangali Square, Indore, Madhya Pradesh 452016