Use Case
Organise. Follow Up. Convert.
Whether it’s walk-ins, digital campaigns, offline events or referrals, insurance agents and advisors can organise their leads, track every follow-up, and convert them into more policyholders without missing a single opportunity.
Why There’s A Fallback In Policyholders Sign Up?
Disorganised Lead From Multiple Channels
Leads from multiple campaigns and channels often end up scattered across notebooks, spreadsheets, email threads, or WhatsApp messages with no centralised system to manage them.
No Visibility On Agent Activity
Without insight into who’s following up or which leads are active, managers struggle to support agents or optimise their team’s performance.
Delayed First Time Contact
With a high volume of leads across multiple campaigns, there are changes for late lead distribution to agents or even agents missing chances to connect with leads interest is high.
How Leaf CRM Supports Your Insurance Team
Set Up Campaign by Policy Type
Managing leads for multiple insurance products can get messy. Leaf CRM helps you create campaigns based on policy types, making it easier to assign leads and personalise sales agents’ follow-ups.
Assign Leads Based on Insurance Agents' Expertise
Assign leads based on your agent’s strengths and policy expertise, whether it’s life, health, or motor insurance. That way, each prospect is matched with the most suitable advisor from the start.
Never Miss a Policy Renewal or Follow-Up
Keeps track of every policyholder and their timeline. Your team can reach out to existing policyholders at the right time without digging through spreadsheets or forgotten messages.
Close A Deal On-The-Go With Leaf CRM Mobile App
Salespersons can view leads, follow up instantly, and track progress all from their phones on the go!
Get Started With Leaf CRM Today.
New to Leaf CRM? Join us today and enhance your sales productivity.