The Insurance CRM
for better customer relationships

LeadCRM is a cloud-based sales, marketing and customer service platform that helps insurance agencies nurture quality customer relationships

Today, who doesn’t want to build long-lasting customer relationships? In a field like insurance, customer relationship management matters as much as the products you sell and not having effective CRM is a great way to lose customers to competitors. In a survey conducted by our team, we found that more than 90% of insurance intermediaries stated that ‘Service to the customer’ is the most important factor in retaining business. Using orthodox forms of data storage like spreadsheets can be unnecessarily labour-intensive and highly time-consuming. It can also often lead to inefficiency, security breaches, and lags in data retrieval, which is the core cause of poor CRM. In this case, you may want to consider upgrading to a more advanced system that delivers solutions aimed at customer retention.

LeadCRM is a CRM software for insurance agents and brokers. It is a comprehensive insurance brokerage management system curated keeping in mind the requirements of individuals and SMEs. The software was perfected by experts after surveying and analysing the requirements of various insurance intermediaries and has been one of the leading insurance administration software solutions for 5 years.



Get a feature-packed insurance policy software


Get comprehensive updates on how your business is performing. Beautifully designed and easy to use modules display your tasks and appointments.

CRM for Insurance

Full-featured insurance-specific CRM that enables you to excel in customer service. Manage customers and policies, track interactions, automate renewals and increase customer retention.

Salesforce Automation

Complete salesforce features for insurance like Lead Management, Reminders/Follow-ups, Quotation Generation, Quotation Comparison, Marketing Automation & Analytics.

Completely Online

LeadCRM is a cloud-deployable, web-based, multi-tab application available anywhere and anytime. Gone are the days when you had to worry about hosting, backups or other software management problems.

User-friendly Interface

LeadCRM is specially designed to be easy to learn and use. It doesn’t require extensive training and its functions can be learned in a very short span of time. Our unique multi-tab feature enables you to work on multiple screens simultaneously without losing data.

Data Security

LeadCRM is hosted in a secure server environment that uses a firewall and cutting-edge technologies such as encryption and authentication to prevent security breaches.

A Specialized CRM Based Software For Insurance Agents & Brokers


Why LeadCRM ?

You could buy any general insurance software from the market. What makes LeadCRM special?

Grow your business!

Get your free trial today and see for yourself. No credit card required.