InsureSmart CRM
InsureSmart CRM Powered by
Developed by Cloud Analogy, Trusted by Top Insurance Brokers
-
600+
Experts -
10 Years
of Success -
4+
AppExchange Products
Book a Demo Today!
The Hidden Costs of Manual Processes: How the Absence of AI Solutions Holds Your Business Back
Inefficient Lead Management
Manual tracking and nurturing of leads take time and effort, resulting in missed opportunities and slower conversions.
Time-Consuming Quote Generation
Outdated methods slow down quoting processes resulting in inaccuracies, causing dissatisfaction and uncompetitive pricing.
Inconsistent Client Engagement
Uncoordinated messaging and slowed outreach weaken relationships and reduce engagement opportunities.
Inefficient Claims Processing
Manual handling of claims may cause delays and errors, which lead to clients' frustration, affecting their faith in your services.
Inadequate Renewal Tracking
Without automation, renewal deadlines are overlooked, and retention efforts are hindered, risking client faithfulness.
Limited Scalability
Scaling operations require heavy resourcing, which may lead to workflow inefficiencies and slower communication, reducing growth.
Poor Customer Experience
Delayed responses and no self-service options leave clients frustrated and dependent on brokers for every task.
Limited Customer Insights
Disorganized data and a lack of analytics make it difficult to understand clients and deliver personalized resolutions
Better Brokerage with Smarter CRM - powered by Agentforce
Lead Management
Agentfore improves lead management by automating lead capture, scoring, and follow-ups. AI-driven insights help brokers with targeted marketing strategies while ensuring precise data tracking for better decision-making and conversion rates.
Quote Generation
Agentforce's AI agents seamlessly integrate with underwriting rules and pricing models to generate real-time, accurate quotes. These AI agents offer tailored options to clients to ensure personalized and accurate quoting processes via machine learning.
Renewal Tracking
Using predictive analytics, Agentforce's agents notify the clients about the policies that are at risk of expiring. These agents ensure accurate data updates via system integration, maintaining policy continuity and client satisfaction.
Policy Administration
Agnetforce streamlines policy processes by integrating external data for compliance checks. It also provides analytics for policy performance. Role-based access controls are enforced to maintain data security, which ensures limited personnel can access sensitive information.
Claims Processing Automation
Agentfore improves lead management by automating lead capture, scoring, and follow-ups. AI-driven insights help brokers with targeted marketing strategies while ensuring precise data tracking for better decision-making and conversion rates.
Customer Onboarding
Agentforce automates verification and approval workflows, ensuring accurate data capture and maintaining customer information throughout the lifecycle. Real-time communication updates keep customers informed during the onboarding process.
Customer Self-Service Portal
Agentforce facilitates secure access to policy details, claim status, and payment options through the customer self-service portal. Feedback tools and mobile access are provided to improve the overall customer experience.
Service Analytics
From real-time dashboards to reports, Agentforce uses predictive analytics & trend analysis for better decision-making. It automates notifications and alerts to keep brokers informed and proactive prior.
Finance Reconciliation
Agentforce consolidates payment records and automates matching premiums and invoices, reducing time and effort. It enables real-time financial insights to ensure accurate records and compliance with financial regulations.
Use Cases: Real-World Applications
Discover how the absence of AI-powered solutions creates inefficiencies, slows growth, and impacts client satisfaction in critical areas of your business.
Secure & Streamlined Initial Engagement
Use Case: Agentforce confirms a client’s identity using mobile and email. It directs existing users to services and new users to lead generation.
Outcome: Faster communications build trust and improve information safety and security.
Effortless Lead Creation for New Customers
Use Case: Agentforce collects company and contact details of new clients, auto-creates a lead record, and ensures prompt follow-up.
Outcome: Simplified onboarding reduces wait times and improves confidence.
Tailored Assistance for Returning Customers
Use Case: Existing customers choose service options (e.g., policy inquiries, insurance claims) via Agentforce, which transmits queries for quick resolution.
Outcome: Personalized solutions enhance effectiveness and customer satisfaction.
Instant Policy Document Access
Use Case: Customers retrieve policy papers by providing their plan number and setting off a safe download link.
Outcome: Hassle-free access improves convenience and also reduces managerial work.
Efficient Claims Management
Use Case 1: Customers check out claim status by sending their claim number for real-time updates.
Use Case 2: New claims are initiated, documented, and also assigned to a Relationship Manager. Customers can check the claim status by using Agentforce.
Outcome: Transparent and rapid claims processing.
Complete Policy Installments Management
Use Case: Customers input their policy number into Agentforce to immediately access installment details, which include payment statuses, due dates, and amounts.
Outcome: Enhanced financial clarity, allowing better payment management and timely decision-making.
Success Metrics: Proven Results
Why Cloud Analogy’s InsureSmart CRM-powered by Agentforce is the No. 1 choice of Leading brokers?
Faster Claims Processing
Improved Renewal Tracking
Faster & Accurate Quote Generation
More Efficient Lead Management
No Matter the Policy, We Have the Perfect Coverage that Best Suits Your Needs!
Commercial Property Insurance
General Liability Insurance
Cyber Insurance
Professional Indemnity (Errors & Omissions) Insurance
Directors & Officers (D&O) Insurance
Workers' Compensation Insurance
Business Interruption Insurance
Trade Credit Insurance
Employer's Liability Insurance
Marine & Cargo Insurance
Construction & Engineering Insurance
Group Health & Employee Benefits
What Leading Insurance Brokers Are Saying About Us
InsureSmart has drastically transformed our operations. Its lead management feature is mind-blowing, renewals automation saves time and effort, and the claim processing feature is faster than expected. A must-have!
With InsureSmart's AI-powered quote generation feature, we have seen a significant increase in efficiency and accuracy. Predictive analytics works the Job smoothly. It's the most innovative investment we've made.
Finally, a CRM that does what commits. Claim processing was tough, but InsureSmart's automation made it effortless. Real-time insights & system integration made the operations smoother than ever.
Frequently Asked Questions
Yes, totally! The Basic plan is free. You can have unlimited personal files and file viewers. Maximum 1 team project can be created with 2 team files and 2 editors. You also have access to the Spline Library and can publish your scenes with a Spline logo.
Yes, totally! The Basic plan is free. You can have unlimited personal files and file viewers. Maximum 1 team project can be created with 2 team files and 2 editors. You also have access to the Spline Library and can publish your scenes with a Spline logo.
Yes, totally! The Basic plan is free. You can have unlimited personal files and file viewers. Maximum 1 team project can be created with 2 team files and 2 editors. You also have access to the Spline Library and can publish your scenes with a Spline logo.
Yes, totally! The Basic plan is free. You can have unlimited personal files and file viewers. Maximum 1 team project can be created with 2 team files and 2 editors. You also have access to the Spline Library and can publish your scenes with a Spline logo.