Kommo CRM for Insurance Brokerage
We structure a complete insurance cycle funnel in Kommo: quote, proposal, issued policy, renewal, and claim, each with automation. We set automatic renewal alerts weeks before expiry, organize quotes by branch (auto, life, business) in a pipeline, and create a claim follow-up flow so the customer is never left in the dark.
The brokerage loses renewal because no one notifies the customer before the policy expires, and they end up renewing with another. Quotes are scattered across email and WhatsApp, and when a claim occurs, the insured gets no response and the relationship cools down.
Sales funnel by branch (auto, life, residential, commercial) organizing quotes, proposals, issued policies, and post-sale
Renewal automation with alerts triggered 60/30/15 days before the policy expiry to prevent losing the customer to competitors
Quote pipeline centralizing requests from WhatsApp and website, with automatic follow-up for those who requested a quote and disappeared
Claim follow-up flow with tasks and updates for the insured to maintain the relationship and encourage repurchase
My biggest loss is renewal. How does Kommo prevent the customer from renewing with another broker?
Renewal is lost due to silence: the customer forgets the expiry date and whoever contacts first wins. In Kommo, the policy carries the expiry date, and the system triggers automatic alerts 60, 30, and 15 days before, creating a task for you to approach in advance. You arrive before the competition, with the renewal in hand, instead of discovering you lost the customer after the expiry.
Quotes are scattered across WhatsApp and email. Can everything be organized in Kommo?
Yes. All quote requests, whether from WhatsApp or the website, go into a single funnel by branch, so you know exactly who is quoting auto, life, or business and at what stage each one is. Those who requested a quote and disappeared receive automatic follow-up. No more lost quotes in the inbox and deals dying because no one re-engaged in time.
And the claim, which is the most sensitive moment with the customer, how is it handled in Kommo?
The claim becomes a flow with stages and tasks, so the insured never goes without response. Each update creates a record and a notification to the customer, and you monitor opening, progress, and resolution without letting anything slip. This is where the relationship is won or lost: handling the claim well is what guarantees renewal and referrals later, and Kommo organizes this critical moment.
Shall we set up the Kommo CRM for your insurance brokerage?
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