ERP Insights >> Magazine >> August - 2021 issue
LeadCRM: Nurturing Quality Customer Relationships With Real-Time Cloud-Based CRM Software
Author : Anil Joshi & Abhinav Bharti
Tuesday, June 22, 2021
Businesses often include complex and tedious processes to record data in spreadsheets, leading to hindrances that encumbers business growth such as difficult data retrieval, security breaches, inefficiency, and more. Determined to equip insurance intermediaries with the right technology to help them ensure easiness to the clients during business transactions, LeadCRM was launched as an exclusive inventiveness of Exponential Solutions & consultancy Services (ESCS). Catering to the needs of all insurance intermediaries LeadCRM is accessible as a cloud-based CRM software for insurance agents and brokers.
A solution that converted manual operations into a fully integrated, real-time cloud-based system and involved the transformation of teams’ mindsets, Lead CRM enabled employees to record data in spreadsheets by familiarizing them with new insurance policy software and its benefits. Today, ESCS strives to equip insurance intermediaries with the precise technologies to help them give their best to their clients. The company ensures its offerings to be completely online, cloud-based and SAAS based pay-as-use model which removes the overheads and hassles of customers to uphold, support and continuously upgrade the system with new and latest features on their own.
“LeadCRM was launched to cater to the needs of all insurance intermediaries and is available as a cloud-based CRM software for insurance agents and brokers”
An online platform meant for Insurance Intermediaries, LeadCRM empower the customers with all the digital needs to help them retain and take their business to the next level. An IT arm for insurance intermediaries, LeadCRM platform offers various features as per the need of the Insurance Intermediaries be it small businesses comprising of 2-3 users or individual agents working independently or Big Corporate Agents and Brokers having 100 to 500 user bases. Offering various packages to all intermediaries at very affordable costs, LeadCRM ensures efficient Online Management of Insurance Records and an In-built tracking system for Lead Management, Insurance Premium Payments, Renewals, Commissions & Reconciliation.
With a complete online CRM system to store contacts, reminders, files, and communication history it also assists in timely reminders for users about their meetings/follows up and role-based business dashboard facility. Ascertaining a complete online report summary of business, users & customers for easy reference, with report download facility and IRDA Compliance, LeadCRM also provides a Multi-Modal Access Via Web & Mobile Based App along with sending all transactional updates to customers to keep them well informed via SMS, WhatsApp & Email.
One of the major hurdles faced by ESCS during the initial days of Lead CRM was making the target audiences adapt to the online cloud-based platform, as there is always a possibility of this data being hacked or stolen. Built on an enterprise-grade security model just like any banking application, the entire application has an added layer of protection to ensure that all the client contact details of our customers are encrypted and stored on the cloud database servers. “When we developed and implemented this product as a customized solution for one of our insurance brokers customers, we got a lot of requests from the market to sell them the same solution.
This demand motivated us to develop our product further with a lot many added features that help us to offer a unique feature-rich product to our target audience. With a strong focus on the CRM module which really sets us apart from the competition, our ERP product provides quality service to our clients right from the initial inquiry stage to the after-sales service stage. Our product excels in this area to help our customers provide excellent service to their clients,” says Anil Joshi, founder, LeadCRM.
Continuously working on solutions to bridge the technology gap between the Insurers and Intermediaries, Lead CRM assist the insurers to digitally communicate & integrate with the intermediaries more efficiently; consecutively enabling the intermediaries to provide a seamless digital experience to their end customers. LeadCRM has been there in the market LIVE with customers for the last 7+ years now with Insurance Brokers and Agents.
With 100+ Insurance Intermediaries PAN India on board LIVE on the LeadCRM platform consisting of various Brokers, Corporate Agents, IMFs, Individual Agents, it also has international Insurance Brokers LIVE on board from the Middle East and South Asian region along with the US and the European markets where the talks are in advanced stages.
LeadCRM’s flagship implementation is at VIBE - Virtual Insurance Broking Entity Private Limited. VIBE has been using the LeadCRM platform for the last 7 years to manage their entire insurance broking business without any hassle. LeadCRM also keeps on providing all the latest features as per the industry needs as well as all the changes and reports required as per the IRDA norms to ensure that the platform is always up-to-date.
LeadCRM aims to provide all possible technology solutions to insurance intermediaries especially the ones that work with small teams or as individuals and who can’t afford to have custom systems built for them. “Along with LeadCRM, ESCS is currently working on a couple of other innovative products for the Insurance sector. Apart from these we are also working on a couple of Artificial Intelligence (AI) and intelligent automation-related solutions for our customers”, concludes Abhinav Bharti, Founder, LeadCRM.
LeadCRM: Nurturing Quality Customer Relationships With Real-Time Cloud-Based CRM Software
Author : Anil Joshi & Abhinav Bharti
Tuesday, June 22, 2021
Businesses often include complex and tedious processes to record data in spreadsheets, leading to hindrances that encumbers business growth such as difficult data retrieval, security breaches, inefficiency, and more. Determined to equip insurance intermediaries with the right technology to help them ensure easiness to the clients during business transactions, LeadCRM was launched as an exclusive inventiveness of Exponential Solutions & consultancy Services (ESCS). Catering to the needs of all insurance intermediaries LeadCRM is accessible as a cloud-based CRM software for insurance agents and brokers.
A solution that converted manual operations into a fully integrated, real-time cloud-based system and involved the transformation of teams’ mindsets, Lead CRM enabled employees to record data in spreadsheets by familiarizing them with new insurance policy software and its benefits. Today, ESCS strives to equip insurance intermediaries with the precise technologies to help them give their best to their clients. The company ensures its offerings to be completely online, cloud-based and SAAS based pay-as-use model which removes the overheads and hassles of customers to uphold, support and continuously upgrade the system with new and latest features on their own.
“LeadCRM was launched to cater to the needs of all insurance intermediaries and is available as a cloud-based CRM software for insurance agents and brokers”
An online platform meant for Insurance Intermediaries, LeadCRM empower the customers with all the digital needs to help them retain and take their business to the next level. An IT arm for insurance intermediaries, LeadCRM platform offers various features as per the need of the Insurance Intermediaries be it small businesses comprising of 2-3 users or individual agents working independently or Big Corporate Agents and Brokers having 100 to 500 user bases. Offering various packages to all intermediaries at very affordable costs, LeadCRM ensures efficient Online Management of Insurance Records and an In-built tracking system for Lead Management, Insurance Premium Payments, Renewals, Commissions & Reconciliation.
With a complete online CRM system to store contacts, reminders, files, and communication history it also assists in timely reminders for users about their meetings/follows up and role-based business dashboard facility. Ascertaining a complete online report summary of business, users & customers for easy reference, with report download facility and IRDA Compliance, LeadCRM also provides a Multi-Modal Access Via Web & Mobile Based App along with sending all transactional updates to customers to keep them well informed via SMS, WhatsApp & Email.
One of the major hurdles faced by ESCS during the initial days of Lead CRM was making the target audiences adapt to the online cloud-based platform, as there is always a possibility of this data being hacked or stolen. Built on an enterprise-grade security model just like any banking application, the entire application has an added layer of protection to ensure that all the client contact details of our customers are encrypted and stored on the cloud database servers. “When we developed and implemented this product as a customized solution for one of our insurance brokers customers, we got a lot of requests from the market to sell them the same solution.
This demand motivated us to develop our product further with a lot many added features that help us to offer a unique feature-rich product to our target audience. With a strong focus on the CRM module which really sets us apart from the competition, our ERP product provides quality service to our clients right from the initial inquiry stage to the after-sales service stage. Our product excels in this area to help our customers provide excellent service to their clients,” says Anil Joshi, founder, LeadCRM.
Continuously working on solutions to bridge the technology gap between the Insurers and Intermediaries, Lead CRM assist the insurers to digitally communicate & integrate with the intermediaries more efficiently; consecutively enabling the intermediaries to provide a seamless digital experience to their end customers. LeadCRM has been there in the market LIVE with customers for the last 7+ years now with Insurance Brokers and Agents.
With 100+ Insurance Intermediaries PAN India on board LIVE on the LeadCRM platform consisting of various Brokers, Corporate Agents, IMFs, Individual Agents, it also has international Insurance Brokers LIVE on board from the Middle East and South Asian region along with the US and the European markets where the talks are in advanced stages.
LeadCRM’s flagship implementation is at VIBE - Virtual Insurance Broking Entity Private Limited. VIBE has been using the LeadCRM platform for the last 7 years to manage their entire insurance broking business without any hassle. LeadCRM also keeps on providing all the latest features as per the industry needs as well as all the changes and reports required as per the IRDA norms to ensure that the platform is always up-to-date.
LeadCRM aims to provide all possible technology solutions to insurance intermediaries especially the ones that work with small teams or as individuals and who can’t afford to have custom systems built for them. “Along with LeadCRM, ESCS is currently working on a couple of other innovative products for the Insurance sector. Apart from these we are also working on a couple of Artificial Intelligence (AI) and intelligent automation-related solutions for our customers”, concludes Abhinav Bharti, Founder, LeadCRM.
A solution that converted manual operations into a fully integrated, real-time cloud-based system and involved the transformation of teams’ mindsets, Lead CRM enabled employees to record data in spreadsheets by familiarizing them with new insurance policy software and its benefits. Today, ESCS strives to equip insurance intermediaries with the precise technologies to help them give their best to their clients. The company ensures its offerings to be completely online, cloud-based and SAAS based pay-as-use model which removes the overheads and hassles of customers to uphold, support and continuously upgrade the system with new and latest features on their own.
“LeadCRM was launched to cater to the needs of all insurance intermediaries and is available as a cloud-based CRM software for insurance agents and brokers”
An online platform meant for Insurance Intermediaries, LeadCRM empower the customers with all the digital needs to help them retain and take their business to the next level. An IT arm for insurance intermediaries, LeadCRM platform offers various features as per the need of the Insurance Intermediaries be it small businesses comprising of 2-3 users or individual agents working independently or Big Corporate Agents and Brokers having 100 to 500 user bases. Offering various packages to all intermediaries at very affordable costs, LeadCRM ensures efficient Online Management of Insurance Records and an In-built tracking system for Lead Management, Insurance Premium Payments, Renewals, Commissions & Reconciliation.
With a complete online CRM system to store contacts, reminders, files, and communication history it also assists in timely reminders for users about their meetings/follows up and role-based business dashboard facility. Ascertaining a complete online report summary of business, users & customers for easy reference, with report download facility and IRDA Compliance, LeadCRM also provides a Multi-Modal Access Via Web & Mobile Based App along with sending all transactional updates to customers to keep them well informed via SMS, WhatsApp & Email.
One of the major hurdles faced by ESCS during the initial days of Lead CRM was making the target audiences adapt to the online cloud-based platform, as there is always a possibility of this data being hacked or stolen. Built on an enterprise-grade security model just like any banking application, the entire application has an added layer of protection to ensure that all the client contact details of our customers are encrypted and stored on the cloud database servers. “When we developed and implemented this product as a customized solution for one of our insurance brokers customers, we got a lot of requests from the market to sell them the same solution.
This demand motivated us to develop our product further with a lot many added features that help us to offer a unique feature-rich product to our target audience. With a strong focus on the CRM module which really sets us apart from the competition, our ERP product provides quality service to our clients right from the initial inquiry stage to the after-sales service stage. Our product excels in this area to help our customers provide excellent service to their clients,” says Anil Joshi, founder, LeadCRM.
Continuously working on solutions to bridge the technology gap between the Insurers and Intermediaries, Lead CRM assist the insurers to digitally communicate & integrate with the intermediaries more efficiently; consecutively enabling the intermediaries to provide a seamless digital experience to their end customers. LeadCRM has been there in the market LIVE with customers for the last 7+ years now with Insurance Brokers and Agents.
With 100+ Insurance Intermediaries PAN India on board LIVE on the LeadCRM platform consisting of various Brokers, Corporate Agents, IMFs, Individual Agents, it also has international Insurance Brokers LIVE on board from the Middle East and South Asian region along with the US and the European markets where the talks are in advanced stages.
LeadCRM’s flagship implementation is at VIBE - Virtual Insurance Broking Entity Private Limited. VIBE has been using the LeadCRM platform for the last 7 years to manage their entire insurance broking business without any hassle. LeadCRM also keeps on providing all the latest features as per the industry needs as well as all the changes and reports required as per the IRDA norms to ensure that the platform is always up-to-date.
LeadCRM aims to provide all possible technology solutions to insurance intermediaries especially the ones that work with small teams or as individuals and who can’t afford to have custom systems built for them. “Along with LeadCRM, ESCS is currently working on a couple of other innovative products for the Insurance sector. Apart from these we are also working on a couple of Artificial Intelligence (AI) and intelligent automation-related solutions for our customers”, concludes Abhinav Bharti, Founder, LeadCRM.
