CRM for insurance brokers
In short
A policy book with insurer and premium, a reminder before expiry and renewal in one click, claims attached to the policy, and every contract of a client on one page.
Updated:
The core CRM is free forever. Pre-register and be among the first in.
What does a working day in HelloCRM look like?
- A new policyThe deal becomes a policy: insurer, premium, start and end, tied to the client and their company.
- RenewalBefore the end date the owner is reminded; renewing is one button, and a policy whose date passes expires and says so.
- ClaimThe claim hangs on the policy with its documents and tasks; the client sees where it stands in the portal.
Which modules would you switch on, and what do they cost?
- InsurancePaidInsurance policies, premiums, claims and renewals.
- DealsFreeDeals with your own stages, from enquiry to won.
- TasksFreeTasks with due dates and owners.
- ContractsPaidContracts signed on a link, with expiry and notice reminders.
- CampaignsPaidEmail campaigns to dynamic lists, measured.
- Customer portalFreeA link for the customer: their own quotes, invoices and tickets, no account.
- InvoicingPaidInvoices through Számlázz.hu or Billingo, reported to NAV.
Contacts, companies and the timeline are always free, and so is Deals, Tasks, Customer portal here. The 4 paid modules are bought one by one, and each can be tried for 3 days.
The modules and their prices as a table
Details
| Module | What it is for | Price |
|---|---|---|
| Insurance | Insurance policies, premiums, claims and renewals. | paid module, price coming soon |
| Deals | Deals with your own stages, from enquiry to won. | free, part of the core CRM |
| Tasks | Tasks with due dates and owners. | free, part of the core CRM |
| Contracts | Contracts signed on a link, with expiry and notice reminders. | paid module, price coming soon |
| Campaigns | Email campaigns to dynamic lists, measured. | paid module, price coming soon |
| Customer portal | A link for the customer: their own quotes, invoices and tickets, no account. | free, part of the core CRM |
| Invoicing | Invoices through Számlázz.hu or Billingo, reported to NAV. | paid module, price coming soon |
Questions
Does it connect to the insurers' systems?
No. Policies and premiums are kept here; there is no direct link to insurers' portals, and we do not claim a premium calculator.
What does HelloCRM cost for a insurance broker?
The core CRM is free. These are paid modules, bought one by one and tried for 3 days each: Insurance, Contracts, Campaigns, Invoicing. Prices will be published soon.