Best Insurance CRM Software for Insurance Agents

Kemo Saas: Best Insurance CRM Software With Sales and Marketing Automation

Whether you’re an insurance broker, an independent insurance agent, or an insurance firm, we take everything, from monitoring contacts and policies to fulfilling the claims, and put it together in one place – Kemo Saas, so you can provide great customer experience, be productive and run your insurance business effectively and efficiently.

Your Insurance Business and Kemo Saas

Kemo Saas is an all-in-one software for insurance providers, brokers, salespeople, and marketers. It helps you track opportunities, reach out to customers across multiple channels, keep all your client information organized, monitor policies, build strong customer relationships, simplify and automate your insurance workflows, and run marketing campaigns. So you and your team stay efficient, provide amazing insurance services, and bring more clients.

Capture Leads From Everywhere

Leads from all channels: social media, website inquiries, phone calls, SMS, and referrals, are captured and managed in one place for effective sales and marketing. Bringing it all together in one place ensures no leads are missed or lost and you can reach out to every potential lead quickly and easily.

Get Quality Leads and Feedback

Our forms and surveys are effective tools to get new and quality leads. Add lead-qualifying questions to forms and surveys and get high-quality leads who are interested in your insurance service. Not only that, let your clients submit applications, enrol, and request policy changes in seconds. Gather valuable feedback to improve your service, cut costs, and offer the perfect insurance plans. 

Only Insurance CRM You Need

A full-fledged CRM centralizes all your contact information and communication in one user-friendly system. So, you can see your customers’ entire journey; where they came from, actions they took, past communication, tasks, and notes. The best part is your reps can communicate via all channels; phone calls, live chats, emails, and social media, all from one place. All of the different communication channels that you have, we bring them together in a unified inbox.

Assign tasks to the right employee

Whenever a customer raises a claim request, assign it to the right employee automatically so It is solved on time for optimal customer satisfaction. And assign new leads to the most suitable and competitive employee based on policy type, availability, or any custom rules set by you. And the best part is you can limit the view of your team and employee to their assigned tasks and pipelines only for a focused view and maximum efficiency.

Help your clients renew on time via automation

Whether you’re in the health, auto, or life insurance business, create very sophisticated user journey flows using our workflow builder and automation. Send reminders to clients wherever an insurance policy renewal is coming so no revenue is lost again, send internal reminders to your team for appointments, etc., or simply automate the most frequent tasks that take a lot of your time otherwise.

Your Insurance Website

At Kemo Saas, we understand the power of a website for your insurance business. Use our insurance-focused templates, list your insurance plans and packages, and sell online or even allow clients to manage policies, file claims, or schedule appointments online.

Opportunity and Pipeline Tracking System

Create optimal sales pipelines for different teams and core functions of your insurance business including risk assessment and underwriting, policy management, claims processing, billing, and collection, etc. Monitor each stage of the sales process, how many deals and claims are solved or under process, and see an overall picture of where the most money is.

Calendar Scheduling and Booking

Help your clients book meetings with agents (both online and offline) to discuss their needs, get quotes, or review policies. Calendars help agents see their availability and avoid double-booking and are also used to track policy renewal dates. This lets agents proactively contact clients to discuss renewal options or recommend policy changes.

AI Chatbot

Being in the insurance business means having a lot of leads every day. Taking those leads and booking appointments is one of the many amazing things that our AI chatbot does without a human being having to get involved, not to mention writing persuasive text messages, and emails, and responding to chats and reviews on website, and social media platforms.

Accounting Links and Payment Processing

Payments are important for your insurance business and we take care of it. Create invoices, proposals, estimates, recurring, subscriptions, coupons, and all kinds of transactions. Get the document signed, automate the payment process, and a lot more.

The Numbers Behind Your Insurance Business

A crystal-clear dashboard with real-time insights and reports generation – see sales trends, pinpoint marketing performance, and visualize key customer data using KPIs, charts, and more. Stop flying blind and start making smarter decisions that grow your business  – with data-driven ease.

Reporting Software for Restaurants

We ensure your insurance business works flawlessly

Running your insurance business on some other insurance software and tools? No problem. We take care and bring all your insurance tools in one place.

And beyond Insurance

Plans & Pricing for Everyone

Take your business to incredible heights with our all-in-one sales and marketing platform. We’re rational, and just in our plans and pricings. See yourself!

Premium Plan

Get 7 Trial Days

$199 / PER MONTH

Plan Includes:
  • Reputation Management
  • Invoice
  • Text To Pay
  • Calendar
  • Missed Call text Back
  • 2 Way Text & Email Conversion
  • GMB Messaging & Call Tracking
  • Facebook Messenger
  • Social Planner
  • Web Chat
  • Website Builder
  • Forms and Surveys
  • Funnels
  • SMS And Email (Marketing & Templates)
  • Trigger Links
  • WorkFlows
  • Reporting
  • Customer Relationship Management
  • Opportunities
  • Estimates and proposals
  • Blogs

Premium Plan

Get 7 Trial Days

$1990 / PER YEAR

Plan Includes:
  • Reputation Management
  • Invoice
  • Text To Pay
  • Calendar
  • Missed Call text Back
  • 2 Way Text & Email Conversion
  • GMB Messaging & Call Tracking
  • Facebook Messenger
  • Social Planner
  • Web Chat
  • Website Builder
  • Forms and Surveys
  • Funnels
  • SMS And Email (Marketing & Templates)
  • Trigger Links
  • WorkFlows
  • Reporting
  • Customer Relationship Management
  • Opportunities
  • Estimates and proposals
  • Blogs

See how people have used our CRM for their insurance business

Picture of Sarah M., Owner - "Little Italy"

Sarah M., Owner - "Little Italy"

"Finally, a CRM that understands insurance! Keeps all our client data organized, from policies to claims history. Makes quoting and renewals a breeze. Would definitely recommend to any agency looking to streamline their operations." - Michael, Agency Owner

Picture of David L., Manager - "The Grill House"

David L., Manager - "The Grill House"

"We can target our marketing campaigns much more effectively now, and it's showing in our conversion rates. Plus, the built-in email templates save me tons of time." - David, Marketing Manager

Your insurance business in one platform; run, scale, and grow with Kemo Saas.

Running your insurance business is not easy, but not anymore. Automate, operate and market your insurance business with Kemo Saas.