Insurance CRM

Yes. Multiple users can securely access the CRM with role-based permissions to manage leads, customers, policies, and daily operations.

Yes. Webtrix24 Insurance CRM is a cloud-based solution, allowing users to securely access their data anytime and from anywhere.

Yes. The CRM provides dashboards and reports to track policies, renewals, team performance, and overall business growth.

Webtrix24 Insurance CRM includes WhatsApp integration for customer communication, follow-ups, and renewal reminders.

Yes. Leads can be converted into customers while keeping all related information and policy records organized.

Yes. You can monitor premium payments, manage claims, and track commissions from a single dashboard.

Yes. The system automatically sends renewal reminders through email and WhatsApp to help reduce missed renewals.

Yes. You can manage Motor, Health, Life, Travel, and Workmen’s Compensation (WC) policies in one system.

Webtrix24 Insurance CRM is designed for insurance agents, brokers, POSPs, insurance agencies, and insurance businesses of all sizes.

Insurance CRM software helps insurance agents and brokers manage leads, customers, policies, renewals, claims, and communication from one platform.