The insurance sector is one of the most sensitive industries in the UK. Customers getting in touch with your firm will have various concerns and queries. With a fully-fledged insurance CRM from Telagus, you can be sure that you will have all the best tools to monitor and manage your customer experience – from client to client.
Insurance packages will, of course, differ from person to person. Insurance company administration can soon grow out of hand if you do not have a firm hand on its organisation. With the best CRM for insurance via Telagus, you can meet customer expectations, manage your team and handle online concerns.
Customers looking for insurance want confidence in your ability to handle complex queries. Insurance is crucial to many people’s daily lives. They want to know that you have the answers to their coverage questions. They also want to know that you will respond to them and help them as soon as possible.
A CRM for insurance companies allows you to manage individual case files and delegate roles to your team. Keep track of who’s available and who’s on leave with leading commercial insurance CRM software. Overall, insurance CRM software organisation helps you with communications, timetables, and delegations clear and in place for complex queries which may head your way during any given day.
Get in touch with a friendly member of staff to get answers or solutions to any questions that you may have.
Insurance CRM systems startups and big enterprise brands should rely on enthusiastic approach to marketing. Through Telagus, you can set up bespoke email campaigns to approach existing customers, update them on cases, and even encourage people who have shown interest in you to follow up on a query.
You can generate insurance leads through the best online insurance CRM. By setting up a small, persuasive interest capture form on your website, you can pull email information into Telagus and incorporate this into your email campaigns. It’s an excellent way for you to manage and administer unique, bespoke service, too. Ultimately, the perfect online CRM will cut down admin time and hassle for you, your team and your customers.
Choose the plan that’s right for you or your team.
Affordable CRM for individuals and small teams to manage leads, emails, calls.
Affordable CRM for individuals and small teams to manage leads, emails, calls.
Ideal for growing teams with enhanced lead management, communication, and collaboration.
Ideal for growing teams with enhanced lead management, communication, and collaboration.
Designed for established businesses with advanced insights, capacity, and team collaboration.
Designed for established businesses with advanced insights, capacity, and team collaboration.
Call us on 02037641143 or email info@telagus.com discuss your custom requirements.
| Feature | Starter | Starter | Growth | Growth | Business | Business |
|---|---|---|---|---|---|---|
| Team Members | Upto 2 | Upto 2 | Upto 5 | Upto 5 | Upto 10 | Upto 10 |
| Contacts | 1000 | 1000 | 5000 | 5000 | 1000 | 1000 |
| Email Marketing | 5,000 emails/month | 5,000 emails/month | 20,000 emails/month | 20,000 emails/month | 5,0000 emails/month | 5,0000 emails/month |
| Call Credits | 100 min | 100 min | 250 min | 250 min | 500 min | 500 min |
| Phone Number | 1 | 1 | 3 | 3 | 5 | 5 |
| SMS Marketing Credits | 50 | 50 | 150 credits/month | 150 credits/month | 300 credits/month | 300 credits/month |
| Quote Builder |  | | | | | |
| Form Builder + Custom Fields (includes auto-responders) | 2 Form | 2 Form | 5 forms | 5 forms | Unlimited | Unlimited |
| Live Chat | | | | | | |
| Email Signature Generator | | | | | | |
| Sales Email Templates | | | | | | |
| Marketing Analytics | | | | | | |
| CRM Dashboard | Basic | Basic | Advanced | Advanced | Advanced + Custom Widgets | Advanced + Custom Widgets |
| Onboarding & Support | Email Support | Email Support | Priority Support | Priority Support | Priority + Training | Priority + Training |
| AI content generator |  | | | | | |
| AI Website Image | | | | | | |
| AI Website Content | | | | | | |
| Website Builder | | | 1 landing pages | 1 landing pages | 2 landing pages | 2 landing pages |
| Funnel Builder (Marketing Automation) | | | | | | |
| Contract Generator | | | | | | |
| Integrations | | | | | | |
| User Roles & Permissions | | | Limited | Limited | Full | Full |
| Free Chatbot Builder | | | | | | |
| API Access | | | | | | |
Insurance companies choose Telagus because it is one of the most adaptable and versatile CRM platforms online. Perfect for various businesses and specialist sectors, Telagus is a CRM application that grows with your company and helps keep your whole insurance operation on one page.
We designed our CRM for insurance companies looking for new ways to appeal to customers and those struggling to manage team rosters and timetables. Our leading CRM packages will also support those insurance professionals who need help hitting the ground running in the financial admin. Switch to setting up a fantastic CRM for your team and customers and forget getting bogged down in various systems and paperwork.
If you are unsure of the benefits of a great insurance CRM, don’t worry. Telagus is available for ten days, absolutely free. There is no obligation necessary, and during this time, you can take a closer look at insurance CRM technology with all its bells and whistles.
Once you’re happy to move ahead, just let us know, and we will set up a bespoke plan of action for you. Telagus is a versatile CRM for insurance brokers, specialists and companies alike. Please take a closer look or call us for more details as soon as you’re ready to proceed.
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