How Can Insurance CRM Software Streamline Policy Management and Improve Customer Retention?

[krayin_crm]

We’re currently evaluating CRM software tailored for the insurance industry. One of the main challenges we face is managing client policies, renewals, and claims more efficiently—especially as our customer base grows.
Has anyone implemented a dedicated Insurance CRM Software that helps automate these processes? We're looking for technical insights into how features like policy tracking, client segmentation, and automated reminders actually work in real-world setups.
Would appreciate feedback, particularly from those using open-source or customizable CRM platforms like Krayin CRM. What integrations and configurations have worked best for you?

 

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