CRM software for insurance agencies that supports policy tracking, lead management, and workflow aut

Posted by Krayin
6
May 21, 2025
230 Views
Image If you're managing leads, policies, and renewals manually, it's time for a smarter solution. A modern CRM Software for Insurance offers:
Lead capture from web forms and marketing campaigns
Policy lifecycle tracking with reminders and renewal alerts
Integration with email/SMS platforms for automated follow-ups
Custom fields for policy types, premiums, and client risk profiles
Role-based dashboards for agents, managers, and support teams
Krayin CRM, built on Laravel, is open-source and fully

https://krayincrm.com/industries/insurance/
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