IntelliCRM

Leverage automation to improve lead management and insurance marketing

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Still Dependent on Excel for Managing Leads?

With Intelli CRM get a more automated, systematized approach to selling that will increase revenue, reduce paperwork, and satisfy customers. Intelli CRM is the best CRM for insurance agents designed specifically to help you effortlessly handle leads at every stage of the funnel.

Move to Intelli CRM

The insurance CRM software made by an insurance intermediary for the insurance intermediaries
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Track

Keep track of tasks, policies, events, and leads. Get productivity and sales forecasting, along with pre-built reports for real-time analytics and opportunities displayed on your dashboard.

Track

Keep track of tasks, policies, events, and leads. Get productivity and sales forecasting, along with pre-built reports for real-time analytics and opportunities displayed on your dashboard.

Manage

Reduce the amount of non-income producing activities. We provide proactive case management, approval automation, and e-Policy delivery through our drop-ticket app fulfillment service.

Manage

Reduce the amount of non-income producing activities. We provide proactive case management, approval automation, and e-Policy delivery through our drop-ticket app fulfillment service

Automate

Automate lead generation, sales, and marketing processes with our insurance lead management software. Activate lead nurturing campaigns and status-driven follow-ups - With a single click.

Automate

Automate lead generation, sales, and marketing processes. With a single click, activate lead nurturing campaigns and status-driven follow-ups.

All About the Intelli CRM Platform

We combine lead, client, and agent management procedures into a single platform. Reduce the amount of software you use overall, shut down the numerous browser windows, and cut through the noise.
Unique features of Intelli CRM

Sales Automation

Save sales team’s efforts by automating lead entry. With Intelli CRM insurance sales automation, create a lead record from interactions on social media, webform submissions, incoming emails, and phone inquiries. Customize fields to record non-standard information, such as inquiries from users. Assign leads to insurance agents based on variables like location and policy type, among other things.

Learning Management

Training POSP becomes easy with Intelli CRM. Share learning material with them, conduct quizzes and exams and assign them leads based on the rating they get.

Marketing Automation

Marketing automation begins as soon as a lead enters Intelli CRM’s insurance customer relationship management software. This includes sending text messages, emails, drip campaigns, auto responders, and more at the touch of a button.

Document Management

Each Intelli CRM lead and client has a unique file storage system, notes, information, tasks, and reminders. Additionally, the Intelli CRM system keeps you organized by automatically importing and storing documents such as policy documents, medical records, motor vehicle records, etc

Integrated Telephony

Insurance agents can call leads and clients directly from Intelli CRM thanks to the built-in telephony solution. No need for extra software. Just like in a call center, place and receive calls instantly.

Reporting

With the insights that you draw from the Intelli CRM for insurance brokers platform, you can stay on top of your sales and support teams' activities. Key metrics like team activities, performance, deals, backlogs, violated and escalated cases, SLA performance, etc. are highlighted in the sales and support insights. We also automate generating IRDA compliance reports.

More from IntelliOasis Armour

Our mission is to empower citizens to insure themselves thereby supporting insurance penetration. Intelli insurance CRM software and the other Intelli suite is built to foster inclusivity that makes buying insurance a possibility for everybody.

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Enable your customers to compare and find the best insurance for them!
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Intelli Promote

More than double your business with our marketing assistance.
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Call us at +91 7026262747 to know more

or Book a Demo with us
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See what IntelliOasis can do for you

Tell us a little about yourself and we'll connect you with a Segment expert who can share more about our products and answer any questions you have.

Akanksha Rai -CMO

As a seasoned marketer, Akanksha has over 12 years of experience; empowering and recognising the need to integrate technology, ideas and people. Akanksha has helped many teams think diversely and deliver through innovative initiatives across offline and online formats. Placing the customer at centre remains the key mantra for her, be it Strategy, Communication (ATL-BTL), Digital Marketing, AI, Research, and Corporate Communications. In her words - "Using customer as the sound board to undertake market fit tests remains a consistent approach to staying relevant and meaningful."
In her previous roles Akanksha has led global GTM for Singapore headquartered financial services firm, Contemi Solutions and has spearheaded key brand restructuring projects at MTL, an Advent International owned manufacturing major in India.

Shrinivas Susarla - CEO

Shrinivas Sathya Susarla (aka – Shrini) has 30 years of Insurance Domain experience - leading large teams across both Operations, IT application development, complex IT product implementations and business development.  In his various Leadership roles, Shrini was responsible for implementation of Large Policy Administration Systems for Life and Non-Life domain, Underwriting, Customer Service (back end operations) & Call Centre operations,  IT Integrations with Life and Non-life Insurers.  He led business units with revenue ~ USD 15 million,  while ensuring quality standards adherence and on schedule delivery of projects with an operational efficiency of ~33%. He has traveled across 14 countries providing Consulting, Implementation services and participation in cross cultural exchange programs.  His experience spans across organisations like LIC of India, ING Life (Exide Life now HDFC Life), Wipro, NTT Data, Mphasis etc.  He also had an entrepreneurial stint of setting up a Broking Organisation in India.

Shrini has the following to his credit, Education and Professional Qualifications

  • Professional Agile Leadership, Scrum.org
  • Associated Certified Coach, International Coaching Federation, US
  • PMP, Project Management Institute, US
  •    Six Sigma Black Belt Certified
  •    Fellow, Life Management Institute, US  
  •    Associate, Chartered Insurance Institute, UK
  •    Fellow, Insurance Institute of India
  •    Master’s Degree in Management from Jawaharlal Nehru Technological University, Hyderabad
  •    Master’s Degree in Commerce from Osmania University, Hyderabad

G Subramanyam - COO

Ganapathy (aka - GS) is an experienced leader with a demonstrated history of working in the insurance industry. With deep expertise in Claim Management, Risk Assessment, and Analytics & Affinity, He comes with immense experience in Customer Relationship Management, Delivery & Operations working with offshore and onsite teams. Ganapathy has founded OIF Tech Pvt. Ltd. to make it a go to platform for insurance intermediaries and was a key contributor in setting up an insurance aggregation business in Dubai.

Anshuman Kumar -Head of Engineering

Techno domain professional with strong technical experience in building, solutioning and architecting enterprise systems and bridging the gap between business and technology and delivering products for both on-premise and on-cloud environments for insurance domain.