What should a website for insurance agencies include?
At the least: insurance types explained simply, quote request form, claim help and documents needed and agent profile and contact. After a short discussion we add what your own business needs.
How does a CRM help insurance agencies?
It keeps enquiries by policy type, quotes shared, policies sold and renewal dates and claims in progress in one place and shows whose follow-up is due today, so policy enquiries are answered and followed up instead of being forgotten.
Can it send WhatsApp messages automatically?
Yes. Typical ones for insurance agencies are renewal reminders before expiry, quote follow-ups and claim status updates. They are sent through the official WhatsApp Business Platform to people who agreed to receive them.
How much does it cost and how long does it take?
Both depend on the pages and features you need. We also offer fixed-price website and CRM packages, listed on our Products page. After a free consultation you get a written scope, price and timeline before any work starts.
Do you work with insurance agencies outside your own city?
Yes. We work with insurance agencies across India and with clients abroad. Discovery, design reviews and training are done over calls and screen sharing, and support continues the same way after launch.