Insurance CRM

You can't fool us, you don't want

insurance CRM

You want to sell more insurance

If you want to do more than just compete on price, you may want to read on

insurance software
Play Video

Want to know how to sell more with our product? Watch the video

Brokers use our platform to sell more insurance and digitize their sales

We help brokers to sell more insurance through our digital and online sales technology, which allows them to exploit the levers of their commercial development:

We know about selling insurance online

We've been doing it since 2010

We were among the first, and it wasn’t auto insurance, but professional and construction liability.

We learned what works and what doesn’t, because, since then, we have spent the equivalent of a Primitiva prize on online advertising and marketing for insurance.

Now we help others sell insurance online using our technology and what we have learned.

What do we offer you?

How will you make it happen?

First month

You will make more contributions than in the last year

Second month

You will make more contributions than in the last 10 years

In less than one year

You will make more contributions than in your entire professional life

Of course, if you do things right and if this is for you. 

Someone had to tell you

If you are not launching initiatives that allow you to expand your commercial reach without increasing your costs, if you are not going to do something that is truly differential… You’re not ready for what’s coming.

It’s not that the best opportunities will be in the digital world, it’s that the offline opportunities will eventually disappear. You’d better be ready as soon as possible or you’ll see how some kid with a laptop and a website will take away your clients.

We work for insurance specialists who want to sell more.

Not better, more. Much more.

Everything else doesn’t matter to us, we take it for granted that you know insurance, we know technology to sell insurance 😉.

Don’t get us wrong: it’s not that we don’t care if you’re great at insurance, it’s that we’re here to talk about selling.

ventajas de utilizar un software de seguros

Pay attention

More and more technology is being developed for the insurance sector

No, we don’t want to scare you, we want to make you see that one of the biggest opportunities in the industry is within your reach: Technological innovation is geared towards disintermediating and getting brokers, agents and even traditional insurers out of the way.

Do you have exclusive or packed products and want to digitize them?

Now it’s easier and faster than ever.

banner software 2

It’s not Tinder but we have to match

We are not for you if

We are for you if

This is different, this is about selling more

  • You can start progressively and adapt easily
  • Choose the level and scope of automation you want to implement
  • Start to better exploit your portfolio and start with groups and partners
  • You will be able to get more contacts from interested customers
  • You will have a platform to offer to your clients (if you want to)
    where they will be able to manage their own policies in an autonomous way
  • You will have a platform for your employees and collaborators where they will be able to consult all the information and history of your clients (renewals, policies issued, average premium…)
  • You will be able to digitalize and/or automate the issuing process,
    of any product
  • You will improve your conversion rates and further amortize your advertising investment
  • You can start progressively and adapt easily
  • Choose the level and scope of automation you want to implement
  • Start to better exploit your portfolio and start with groups and partners
  • You will be able to get more contacts from interested customers
  • You will have a platform to offer to your clients (if you want to)
    where they will be able to manage their own policies in an autonomous way
  • You will have a platform for your employees and collaborators where they will be able to consult all the information and history of your clients (renewals, policies issued, average premium…)
  • You will be able to digitalize and/or automate the issuing process,
    of any product
  • You will improve your conversion rates and further amortize your advertising investment

Contents

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 does our CRM work?

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

como funcina crm para seguros 03 min

Advantages of using a CRM for insurance

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...

Greater productivity

You will only have to dedicate yourself to mandatory manual tasks and clients that show more interest in contracting. 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 client portfolio.

No cost, no development and ultra fast

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:

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 anywhere. 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 software for selling insurance 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. In addition, 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

preguntas frecuentes software para seguros

Other users also read