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AccelCRM
Transforming Relationships with a Smarter, Connected Platform. Manage every lead, policy, and customer interaction in one place. Build stronger relationships with smarter insights.

Up to 0x higher cross-sell rates when insurers target customers with high-propensity scores.
Up to 0% higher customer retention when a dedicated CRM solution is implemented.
    0% of value creation in top-growth companies comes from existing customers — not new ones..
AccelCRM
AccelCRM helps insurers put the customer at the center of their business. It gives a complete view of every policyholder, makes servicing faster and easier, and ensures agents have the right tools to build stronger relationships. With smart insights, it supports higher sales, smoother renewals, and better retention—while keeping the business compliant and efficient.

What makes AccelCRM unique

Sales pipeline and opportunity tracking Capture, qualify, and distribute leads from all channels—web, call center, agency partners. Prioritize high-intent prospects with automated scoring and AI recommendations.
Referrrals and recommendations Capture and manage client referrals while leveraging analytics to identify cross-sell and up-sell opportunities.
Customer relationship management Centralize customer interactions, automate follow-ups, and enhance engagement across every stage of the insurance journey.
Marketing Automation Run personalized campaigns for upsell, renewal, and onboarding using email, SMS, and WhatsApp.
Mobile advisor tool Equip advisors with mobile access to client data, quotes, and policy details for seamless engagement and sales productivity on the go.
Advisor performance management Monitor advisor productivity and performance metrics through analytics dashboards to drive efficiency and growth.
Policy system integration Connect seamlessly with existing policy administration systems to ensure unified, real-time customer and policy data.
Omnichannel client engagement Unified communication history across calls, chats, emails, and SMS. Enable context-aware interactions, both inbound and outbound.

End-to-End CRM Modules Built for Insurance
Centralized Customer Data All interactions, policies, claims, and communications are stored in one secure, accessible location—making it easy to retrieve information and provide personalized service.
Automated Task & Workflow Management Reduce manual work with automation tools that handle reminders, data entry, follow-ups, and renewals—freeing team to focus on high-value tasks.
360° Customer View Access a complete, real-time profile of each customer for personalized engagement and faster decision-making.

360° Customer Experience, Anywhere
Sales Management Track quotes, proposals, and policy issuance in one place. Empower agents with a clear sales funnel, follow-up automation, and performance analytics.
Analytics Data-driven insights into agent productivity, customer behaviour, policy trends, and conversion bottlenecks. Custom dashboards for sales leaders and compliance teams.
Strategy & Planning Forecast revenue, allocate territories, and track campaign ROI. Align marketing and sales with business goals using real-time intelligence.
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Our team is driven by passion, committed to excellence, and united by a shared vision. We’re ready to help you succeed. Let’s Get Started

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