Best Insurance Software for Justdial

Manage all your products, teams and processes in one platform (digital, call center, or field agent driven). Never, ever miss a sales opportunity. In most B2C businesses, the prospect-to-customer journey is never straightforward. In fact, there isn’t just one path-to-closure. There are multiple sales journeys, involving different channels, processes, teams, and touchpoints. LeadSquared connects them all – processes, distributed teams, and touchpoints – to give you one complete end-to-end sales execution platform – for your digital teams, call center agents, feet-on-street teams (sales, partner onboarding, service), and operations. LeadSquared cuts down all the noise that your teams constantly wade through and allows them just to focus on just their next task, enhancing their efficiency and helping them sell more. No-code sales process builder. Sketch the best-possible sales workflows for your different products & teams. The sales processes are dynamic and completely flexible.

Webtrix24 is a cloud CRM and business-operations platform with general CRM, insurance CRM, and computer/equipment rental workflows. It helps teams organize leads, contacts, sales opportunities, follow-ups, tasks, projects, campaigns, customer records, invoices, payments, and reports. Insurance tools support policy and claims tracking, renewal reminders, commission management, and customer communications. Rental tools cover inventory, delivery challans, asset tracking, rental billing, returns, replacements, and product history. The platform is aimed at service businesses and agencies, sales and support teams, insurance agents and brokers, and computer or equipment rental businesses. A free plan is available, with paid plans and feature limits that vary by CRM type.