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CRM for Insurance Companies

InvestGlass is a customer relationship management software designed for insurance companies that automates and simplifies the insurance workflow. It reduces data entry, eliminates physical case folders, and improves operational efficiency, allowing for better customer service.

Simplify Your Workflow
From Start to End

Introducing the first Swiss CRM designed for insurance companies. It manages digital onboarding, life cycle management, portfolio management, and marketing campaigns from start to finish, providing a streamlined and efficient solution for insurers.

InvestGlass Workflow

Flexible CRM

An Insurance CRM streamlines prospect management, tracks opportunities, and automates activities to enhance customer loyalty through marketing automation. Simplify sales, manage policies, and tailor offerings to clients. A must-have tool for insurance agents and brokers.

InvestGlass Automation

Automated workflows

An AI-driven CRM automates workflows in insurance technology, efficiently tracking clients and policies, and increasing lead generation. This enables insurance brokers to develop superior customer service and streamline their operations for the future of insurance sales.

Digital onboarding

InvestGlass’s digital onboarding feature is a valuable tool for insurance companies. It helps collect customer information quickly and easily with risk metrics, digital forms, and electronic signatures. Streamline the onboarding process and save time with InvestGlass.

InvestGlass pipeline

Sales pipeline and deals

InvestGlass’s pipeline functionality is a valuable tool for insurance companies to track the life cycle of their products or services. By staying organized and tracking progress, you can gain valuable insights into successful stages and areas for improvement. Use this data to confidently forecast and plan for growth, backed by informed decisions.


InvestGlass’s calendar feature is an efficient tool that helps insurance brokers streamline their workflow by scheduling appointments, setting reminders, and keeping track of important deadlines. With the calendar synced with other InvestGlass features, brokers can stay organized and up-to-date with their clients’ needs, enhancing productivity and allowing them to focus on building relationships and growing their business.

Sales software to help you grow

  1. Turnkey hosting in Switzerland or in your local server
  2. Built-in template for insurance companies

  3. Capture more leads

  4. Help you close deals faster
  5. Respect regulatory frameworks
  6. Automate sales tasks
  7. Support your customer communication
  8. Create customized sales reports