Boost your policy sales and renewals, and build customer relationships that last a lifetime with a CRM designed for Insurance Agents.
Your diverse clientele requires different types of policies for their unique needs. To close deals, your insurance agents must have a deep understanding of your client requirements and offer them a policy to fit their use case.
Kylas helps your agents get clear insights into the prospective clients so that they can have an easier time closing sales. By leveraging Kylas, insurance companies can better understand their team’s performance and discover opportunities for increasing revenue.
Your clients are the backbone of your business. Assist them efficiently with a view of all past interactions and automated communications across all popular platforms.
Renewals make up a large chunk of your agency’s operations. With Kylas you can efficiently streamline the end-to-end process of executing and tracking renewals from within the CRM.
Attract, close, and delight every client that comes your way. Identify potential customers and prioritize them based on previous communication or purchase history.
To close deals fast, your agents must have all policy-related information at their fingertips. Give them easy access to every piece of information and documents so that they can assist customers quickly, in any context.
Efficiently tackle every concern faced by your clients and reach out to them in record time using Kylas.
Get visibility on how your agents are performing, which policy you should focus on and where your agents are lacking to optimize your insurance operation.
Help your insurance field force stay organized and productive while conducting numerous daily meetings.
You do not want a CRM that keeps your agents tied to their desks. Expand the scope of your CRM application with Remote Access.
Manage all your client-related activities in one place.
Automate processes and eliminate manual errors
Drive sales and renewals with a feature-rich mobile app
Reach out to your clients where they are the most active
Integrate Kylas with popular business apps to increase its functionality
Harness the power of your data with advanced data analysis and reports
Monitor every action performed by your agents on each record
Enable your field sales teams to maintain high productivity on-the-go
Store all policy & client related documents in a hassle-free manner
Kylas helps us monitor the work of all our teams. It is user-friendly and has helped us save a lot of time in our operations. I find the features of automation, customization, reporting and API Integration offered by Kylas to be very helpful.
Kylas is a very user-friendly software. The most beneficial feature for us has been Data Management, with which we can feed our clients details by capturing the activities done on a daily basis. The biggest problem that Kylas has resolved for us is that now we can capture all our client data in one software, and then sort it as per our requirement.
Customer churn is a common issue when it comes to insurance brokerage. And given that insurance is a volume game, every single client matters.
To remedy this, agents are constantly looking to earn the trust of their customers by establishing their credibility and commitment.
They can do this by analyzing client data, understanding their pain points, and sharing personalized communication with the relevant policy details. A CRM also enables them to respond instantly to any queries, simplify technical jargon, and streamline the overall customer journey. Employing a CRM, such as Kylas, can assist brokers in their sales and retention efforts.
Insurance CRM enables your agents to scale their productivity, and thereby boost the sales for your business. It is a tool to efficiently manage the data of all your products and clients. Using CRM, this data can be leveraged by your agents to pitch the right policy to the right client and close deals faster.
CRM is one of the best investments for any organization. With respect to insurance agencies, it greatly adds value to their business and hence gives a great return on investment. The value addition comes from the increased revenue that Insurance CRM brings, by making the work of agents more productive and contributing towards higher levels of policy sales & renewals.
The most crucial outcome for insurance agencies is to be able to scale their policy sales and renewals. CRM can optimize this process, and thereby optimize the entire work of insurance agencies. This tool can scale the productivity of your teams by automating redundant tasks and allowing them to focus solely on closing deals.
In a saturated market such as insurance brokerage, it becomes difficult to differentiate yourself from the competition. It’s even more difficult to gain the trust of a customer, especially if they had a bad experience previously. A CRM aids you to nurture your customer relationship by continuously providing them with helpful information, personalized communication, and credible services.
You can use Kylas by paying a monthly sum of INR 12,999. That’s it! Moreover, Kylas can be used from the get-go and your queries are resolved near-instantly. Saving you loads of time and money.
Kylas can help you to manage your prospects and customers on a single dashboard. You can send them personalised emails, SMS, and WhatsApp messages with the latest offerings, updates, reminders, and more. Kylas helps you simplify your customers’ journey and enhance your sales efforts.
Kylas generates detailed insights which help you track and tweak your sales process. These reports provide you with insights on the performance of your sales team, sales capturing channels, which areas need improvement, when is the next deadline, and much more. You can customize every single report and export them to study at your convenience.
You can easily integrate Kylas with any current software or 3rd party application that you use for your business. The smart CRM also comes with its own list of integration options that you can easily use.
A CRM for insurance agencies helps such companies maintain detailed customer profiles that include data about their policies and claims history. Quick access to all this information lets your insurance agents cater to customer needs accordingly.
Such CRMs also let insurance agencies automate certain tasks such as sending emails and messages related to policy renewals, endorsements, and cancellations, reducing manual errors and ensuring timely actions.
Kylas is a well-designed insurance agency CRM software that helps insurance agencies align their business processes and build deep customer relationships. It offers clear insights into prospective clients so that it becomes easier for insurance agents to close more sales. Our CRM also helps insurance companies get an overview of their team’s performance and explore more revenue-making opportunities.
You can send automated emails, SMS, and WhatsApp directly through the Kylas CRM and stay connected with your customers. You can also set up automated reminders and notifications to stay on top of your tasks.
Kylas also lets you capture policy inquiries from all sources, including online and offline channels, insurance aggregator websites such as PolicyBazar, PolicyBudget, MyInsuranceClube, etc., social media platforms, calls, and chatbots.
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