Insurance CRM & Lead Management
Organise prospect records, source attribution, lead allocation, activity reminders, sales pipelines and customer follow-ups in a structured workflow.
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Explore CRM and sales, policy administration, product and quotation workflows, POSP management, commissions, accounting, HRMS, renewals, claims, customer self-service, compliance, analytics and AI-assisted operations. Features may require configuration, third-party access or custom implementation.
How to choose the right modules
Important: Confirm feature availability, service commitments, legal text and contact details before relying on or publishing this information. Product capability is not a claim of regulatory approval or insurer partnership.
Product portfolio
Explore the connected insurance software suite
Start with the workflows that matter most to your organisation. Combine modules as your operating model, distribution footprint and technology requirements evolve.
Insurance ERP & Operations
Bring operational tasks, approvals, records, teams and management reporting into a clearer process with configurable roles and workflows.
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Policy Administration System (PAS)
Support policy record management, issuance tracking, servicing workflows, endorsements, renewal follow-ups and document visibility.
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Product & Quotation Engine
Catalogue, eligibility fields, premium inputs, benefits comparison, quotation history and versioning.
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POSP & Partner Management
Coordinate onboarding, training status, partner profiles, code tracking, activity visibility and network-level performance reporting.
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Commission & Payout Management
Structure commission statements, reconciliation processes, payout tracking, expense records and financial reporting requirements.
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Accounting & Reconciliation
Chart of accounts, general ledger, receivables/payables, expense claims, bank reconciliation, journal entries, tax configuration and financial reports.
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HRMS & Payroll
Employee records, onboarding/offboarding, attendance, leave, payroll inputs, payslips, reimbursements, training and statutory deduction tracking.
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AI Automation & Document Intelligence
Plan AI-assisted document extraction, workflow routing, knowledge assistance and repetitive-task automation with appropriate human review.
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Renewal & Persistency Management
Create renewal queues, reminder schedules, follow-up ownership and persistency views to help teams manage upcoming policy milestones.
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Claims & Grievance Tracking
Intimation, checklists, documents, status history, escalation, SLA tracking and communication logs.
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Customer & Self-Service Portal
Secure login, policy/document access, service requests, renewals, communication preferences and grievance tracking.
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Business Intelligence & MIS
Bring together operational indicators, team activity, premium and revenue reporting, product mix and management review dashboards.
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Insurer Integrations & APIs
Define a practical integration plan for insurer systems, payment services, communications, accounting tools and other business applications.
Availability depends on each insurer and contract.
Request a DemoHow to choose the right modules
Customer acquisition and CRM
CRM workflows can help capture enquiries, maintain customer records, assign leads, schedule follow-ups and monitor sales pipelines. Define required fields, lead ownership, escalation rules and reporting before configuration.
Policy servicing and distribution
Policy administration and POSP modules can support record keeping, servicing queues, partner onboarding, training status and renewal follow-up. Actual policy issuance or insurer-side actions depend on authorised integrations and external systems.
Finance and management reporting
Commission, accounting and MIS modules should be scoped around source data, reconciliation rules, approval steps and report definitions. Validate calculation logic against approved business rules and sample transactions.
Automation and integration
Automation is most useful for repeatable, rule-based tasks such as reminders, routing and incomplete-record alerts. Integrations should be designed with data mapping, access controls, error handling, monitoring and a documented fallback process.
Expanded guide · Insurance technology
Insurance software modules and capabilities
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Insurance CRM and lead management
An insurance CRM can centralise prospect details, lead sources, follow-up dates, activity history, opportunity stages and relationship ownership. Lead allocation rules may consider geography, product line, capacity or manager assignment. Managers can review conversion trends and ageing leads, while teams use reminders to keep conversations moving. Data quality, consent and access permissions should be included in the workflow design.
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Policy administration and servicing
A policy administration system can help teams maintain policy records, insurer references, key dates, document status, endorsements and renewal tasks. The exact scope depends on available data feeds and integrations. Policy records should be reconciled with authoritative insurer documents, and changes should have clear ownership and audit history. The system should not imply policy issuance or insurer connectivity unless those capabilities are actually implemented.
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POSP, commissions and finance
POSP management may include onboarding status, training records, certification tracking, code references, activity and performance reports. Commission management can support configurable rate tables, insurer statements, reconciliation, exception handling and payout reporting. Finance modules may cover expenses, invoices, ledger exports, bank reconciliation and management summaries. Statutory tax and accounting treatment must be validated with the organisation’s qualified finance and compliance advisers.
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Automation, reporting and customer service
Workflow automation can schedule reminders, route requests, flag incomplete documents and prepare reports for human review. Analytics can combine premium, revenue, renewal, conversion and team activity measures where the source data is reliable. Customer portals may provide approved policy information, service requests and document access. These capabilities should be configured around verified business requirements and tested before production use.
Contact the Relevant Department
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