Amity Software Systems Limited
2 min readJan 18, 2022


What is a CRM system?

CRM refers to customer relationship management that is simply used as a tool to handle customer relationships in businesses. An effective CRM tool helps the companies to carry out the daily processes efficiently and serve the customers in a better way. A CRM is also responsible for the storage of business data in a centralized way.

Insurance companies are completely customer-centric and it becomes significant for the insurers to ensure that the customer gets a seamless experience.

What are the key features of the CRM system?

CRM software is used to manage the daily operations that allow insurers to serve their customers in a better way.

Implementing an automated CRM system carries out all the operations related to sales smoothly. Insurance brokers and insurance agents can efficiently use the CRM tool to streamline their workflow and boost sales. Getting more clients is the main aim of the insurance sellers.

With the increase in the number of clients, the profit undoubtedly rises. The digitization and automation of the day-to-day process save human efforts. The automation of daily operations rules out the need for manpower and the companies no longer have to hire experts for the activities.

Insurance sellers need to entertain the customer’s queries frequently and should build a strong bond with them. They act as a medium of interaction between insurance providers and insurance buyers. Staying connected with the clients has become easy with effective customer relationship management software.

A reliable CRM system is also responsible for efficient decision-making as everything is visible in front of the insurers; they can easily figure out what will turn out to be the best in that situation.

Data security is a big issue of concern for insurance companies, and implementing a comprehensive CRM tool eliminates the fear of data loss. The data can be accessed easily using data centralization.


CRM system is beneficial for insurers, insurance brokers, and insurance agents in multiple ways. It speeds up the daily tasks and overcomes compliance issues. As a result, the customers get a better customer experience. Amity Software offers an integrated insurance management software with CRM tools to the insurers in order to enhance the business growth.



Amity Software Systems Limited

CMMI Level 5 custom software development company. A global leader in developing user-centric and mission-critical software solutions.