CRM for Insurance Brokers

Customer relationship management software for insurance companies is designed to automate and simplify the entire insurance workflow. Starting with lead generation and moving into the application, policy rating, and policy issuance, insurance CRM software will reduce data entry and the need for physical case folders.

Simplify Your Workflow
From Start to End

The first Swiss CRM to manage digital onboarding, life cycle management, portfolio management, and marketing campaigns from start to finish.

How is CRM important for insurance agents and brokers?

Insurance agents and brokers need to build trust with their prospects by providing a great experience, contextual communication, and resolving claims quickly. An Insurance CRM helps insurance businesses to organize prospects, track opportunities, and automate activities, allowing you to focus more on addressing your customers’ needs. CRM is a great way to organize your business and make sure it is ready. Enhance customer loyalty by facilitating the sales process using marketing automation. Retain customers and assess the customer lifecycle and customer satisfaction with extensive marketing tools. Simplify sales by using quality leads and short sales cycles. Use surveys and forms to manage multiple policies and customer profiling. Depending on the interests and level of risk, tailor your offering to your clients. 

Competitive advantages of Insurance CRM

Insurance agent technology eases repetitive data entry for insurance agents. Efficiently keeps track of clients and policies and increases lead generation. Insurance brokers can then develop superior customer service enabled by rich customer data. Insurance companies think not about how they will do business today, but how they’ll do it tomorrow. This extrapolates the importance of a CRM system for insurance brokers that gathers data and automates via Artificial Intelligence management of the client relationship.

Pre-built onboarding

InvestGlass’s digital onboarding feature helps you collect information from your new prospects and existing clients quickly and easily. It’s the perfect tool to collect customer information and we built it for the mortgage industry with a risk metric feature. InvestGlass allows you to create digital forms that can be completed by your prospects and clients online. InvestGlass also includes a digital signature feature, so you can collect signatures electronically. This makes it easy to get the information you need from your prospects and clients without having to print out forms or send them by mail. InvestGlass’s digital onboarding feature is a valuable tool for any investor who wants to save time and simplify the onboarding process.


In order to properly forecast and plan growth, it is essential to have a clear understanding of the life cycle of your product or service. By tracking each sale or deal from beginning to end, you can gain valuable insights into which stages of the process are most successful and where improvements can be made. InvestGlass’s pipeline functionality makes it easy to stay organized and track progress, empowering you to make informed decisions about your business’s future. With this valuable tool at your disposal, you can confidently forecast and plan for growth, knowing that you have the data to back up your decisions.

Integrate it with your other business apps

API are the protocols that allow different software to talk with each other. We use the open REST API. You don’t need special coding skills, just use your browser to send and receive data.
  • Signatys

  • Connective

  • Qwil logo


  • Scorechain

  • Microsoft Teams

  • Trello

  • Ardis

  • Investment Navigator

    Investment Navigator

  • Jira Integrations

  • Conser

  • Quo

  • Zapier

  • Google

Start Automating Your Life Using InvestGlass

With Swiss digital tools to make every part of your process more human.

Copyright © InvestGlass SA. All rights reserved.
Made in Switzerland 🇨🇭