Empower your insurance agency, brokerage, or enterprise with a dynamic CRM built specifically to manage policies, track renewals, optimize distributions, and maximize conversion velocity.
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You are in good company. Leading institutions rely on our products and services to scale their financial operations globally.
Designed specifically to cater to the micro-workflows and distribution channels across multiple specialized verticals within insurance.
In case your specific business type is not listed above, connect directly with our expert solution architect.
Unify lead acquisition channels and instantly distribute policies according to your organizational hierarchy.
Empirical impact of deploying a dedicated insurance-focused customer relationship solution.
Close underwriting procedures and premium signups rapidly through systematic followups.
Leverage prompt renewal alerts and automated birthday/anniversary workflows.
Ensure no pipeline lead is cold with advanced distribution algorithms.
Optimize marketing budgets and trace high-yield traffic sources instantly.
Empower agents with interactive dynamic dashboards and automated toolsets.
Automate document collection, notifications, policy validation alerts, and compliance logs.
Pick the deployment structure that matches your security mandate and IT capabilities.
Large, Medium & Small Insurance Businesses needing quick deployment.
10 users onwards
Hosted securely on enterprise Amazon Web Services (AWS) servers.
Large & Enterprise scale Operations needing absolute internal isolation.
30 users onwards
Entire security configurations under internal IT control; direct local server management.
Ensure smooth continuity of critical operations. Our insurance CRM connects with existing infrastructure effortlessly.
Sync policy premiums, claim distributions directly with ERP systems.
Build automated systems custom engineered to your unique organizational hierarchy.
Built to safeguard highly sensitive data under strict compliance rules.
Responsive resolution & ticketing dashboards.
Minimalistic design engineered for operational speed.
Simplified on-boarding process.
Proven boost to pipeline productivity within 90 days.
An elegant collection of features constructed strictly for high-velocity insurance pipelines.
Manage and track Car, Life, and Health Insurance renewals seamlessly.
Manage agent networks, sales teams, payouts, structures and incentives.
Trigger automatic SMS and email updates before policy expirations.
Reconcile external vendor payouts, coverage balances, and policies.
Set multi-channel reminders so agents never miss critical dates.
Consolidate all pipelines, channels, and partners inside a secure system.
Categorize, tag, and isolate potential buyers based on custom variables.
Monitor active policies from issuance to claim settlements.
Monitor sales metrics branch-wise, agent-wise, and territory-wise.
Set instant custom communications based on trigger points.
Project renewal values, conversions, and growth trends instantly.
Control data access per node with custom user roles and permissions.
Harness detailed reports and dashboards to identify and resolve bottlenecks.
Set up custom monitoring widgets for quick managerial overview.
Enjoy seamless, optimized system access on mobiles, desktops, and tablets.
Identify high-converting channels, monitor agent metrics, and track outstanding renewals easily.
Sign Up for Insurance CRM Demo to View ReportsA clear, simplified path to identifying and deploying the ideal system for your business.
Connect with our product specialists to address custom system queries.
Our deployment team gets your platform configured and running smoothly.
Equip your team with the latest research reports, evaluation templates, and blueprints.
Engineered specifically to track investment funds and capital accounts.
Built to handle medical claims, renewals, and healthcare coverages.
Manage complex risk assessments and high-value portfolios.
Track policyholder terms, beneficiaries, and premium schedules.
Designed to optimize retail distributions and broker pipelines.
A dynamic tool to manage multi-carrier policies and broker payouts.
Explore common answers regarding security, implementations, configurations, and licenses.
We take pride in building strategic, long-term relationships across the globe.
"Dquip's ability to provide the right solutions to our ever-changing business requirements has meant that they are our chosen partners in I.T."
"We have worked with Dquip on many of our projects. Our experience working with them has been efficient and seamless."
"Our relationship started when their business had just commenced and their team size was small. Its been more than 9 years since they have been our vendors for software."
We support clients in India, Australia, U.S.A, U.K, Africa, Hong Kong & Singapore.
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