Miss the policy renewal, and you miss the customer.
In insurance the real earnings are in renewals. But which policy expires when, who got a quote, who checked another agency; at most agencies this tracking lives in a calendar and Excel. TiosCRM brings renewals and customer tracking together.
A day at an insurance agency
Twenty policies renew this month but no one has the list. A customer got a quote, no one followed up; they bought from another agency. A new motor request came in by phone, was jotted down, and got lost. By evening who renewed, who left, who to call back; no one is sure.
The customer isn't lost. The renewal follow-up slips.
What does TiosCRM do at an insurance agency?
Reminds you of renewals.
Every policy's expiry date is on record; when renewal time comes, Activities brings it up. No renewal slips through.
Captures the request.
Phone, referral, web; motor, traffic, home, health; every request lands in Leads. What they want, which vehicle or person is on the card.
Keeps the customer on one card.
All of a customer's policies, past premiums, family members; instead of scattered files, all on one Customer Card.
How do the apps work at an insurance agency?
The same CRM, in your agency's language. From renewal to cross-sell, all in one place.
Policy Requests
Phone, referral, web; motor, traffic, home, health; every request is recorded with its line and customer.
Quote Pipeline
Request → quote → approval → policy; see which stage every customer is at on one board.
Customer Card
All of a customer's policies, premiums, family members and history; all on one card.
Renewals & Reminders
A renewal on an expiring policy, a follow-up on an unanswered quote; it comes up when it's due, nothing slips.
Quote
Send line, coverage and premium as a written quote; keep the comparison clear, nothing left verbal.
Reporting
Which line sold most, the renewal rate, how many policies per customer; the month-end number is ready.
Don't let one more renewal slip.
Policy expiries, quotes and customers in one place, in Turkish. Your agency gets up to speed the same day.