Business Insurance

Business/Commercial Insurance CRM For Advisors & Consultants

Give your team the power to handle clients, automate commercial policy processes, and expand your business insurance portfolio with ease using Shiven CRM, the intelligent digital platform designed for commercial insurance managers and salesforces.

What Is Business/Commercial Insurance?

Commercial or business insurance offers customized coverage to safeguard businesses, entrepreneurs, and business property owners from risks that may interfere with operations or result in financial loss. Such policies are available for most industries and business forms, from retail stores to manufacturing plants, transportation companies to IT businesses. It offers coverage against property damage, liability concerns, employee-related exposures, and other business risks. With Shiven CRM, complex commercial insurance plans are made easy, traceable, and completely automated.

Major Types of Business/Commercial Insurance

Different businesses have varying needs for coverage based on size, industry, and risk profile. Shiven CRM enables your team to suggest and administer the appropriate plan for each client.

1. Property Insurance

Covers commercial buildings, office space, inventory, equipment, and other properties from occurrences such as fire, water damage, or structural flaws.

2. Liability Insurance

A single policy that insures all family members, pooling a collective sum insured. Best for couples, parents, and children under a single premium

3. Workplace Injury Cover

Provides cover for medical costs, disability, or rehabilitation of staff in case there is an accident on business premises.

4. Business Interruption Insurance

Provides cover for loss of income while business activities are suspended for reasons such as fire, structural repairs, or external interruptions.

5. Cyber Insurance

Critical for companies with delivery or transportation fleets. Protects company-owned vehicles from damage, liabilities, and road hazards.

5. Cyber Insurance

Defending against data breaches, system attacks, and cyber fraud is a must for today's businesses handling customer data and digital systems.

Add-On Coverage Options

Companies frequently require specialized coverage beyond standard policies. Shiven CRM enables your team to recommend and manage add-ons like:

      • Equipment Breakdown Cover: Covers breakdown or replacement for essential machines and technical equipment
      • Money Insurance: Insures money on transit or kept in premises
      • Fidelity Guarantee: Insures against monetary loss by way of employee fraud
      • Stock Insurance: Offers protection for goods kept in transit or warehouses

With Shiven CRM, agents are able to offer these add-ons at the appropriate time during the sales or renewal process, optimizing policy value and customer satisfaction.

What is Shiven CRM for Business Insurance?

Shiven CRM is a cloud-based commercial insurance management system designed for today's managers and sales advisers. It's meant to streamline the way you work with leads, clients, policy quotes, documentation, and follow-ups in one safe dashboard.

Features Made for Commercial Insurance Experts

Client & Business Profile Management

Store full profiles such as business type, size, previous claims, insured assets, and premium history, all centralized and easily accessible.

Quotation & Comparison Tools

Compare commercial insurance quotes instantly between providers and automatically generate professional proposals to win the best deals.

Renewal Automation

Never let businesses miss renewal dates. Automated email and WhatsApp reminders are sent at important stages to make renewal effortless for them.

Task Scheduling & Team Collaboration

Assign follow-ups, inspection tasks, or scheduling responsibilities to team members with deadlines and progress tracking.

Document Upload & Sharing

Collect, store, and share business registration documents, licenses, building plans, vehicle documents, and inspection reports easily.

Policy & Add-On Tracking

Have each client’s base policy and their add-on choices organized and available in their dashboard.

Managerial Benefits with Shiven CRM

      • Centralized Dashboard: See all leads, clients, policies, and team activity in one place.
      • Performance Reports: Monitor critical metrics like conversion rates, policy renewals, and average ticket size.
      • Lightened Admin Load: Reduce manual tasks using automation functions for communication, documentation, and reminders.
      • Compliance Tracking: Monitor policy terms, expiry dates, and documents required for audits.

No matter whether you have three or fifty advisors to manage, Shiven CRM provides the visibility and control to grow your operations.

Why Opt for Shiven CRM for Business Insurance?

      • User-Friendly Interface: Built with insurance professionals who have no technical experience.
      • Cloud-Based Access: Your data is protected and available 24/7 on any device.
      • Real-Time Updates: Get updated automatically with quotes, renewals, and pending actions.
      • Customizable Modules: Make the CRM flexible enough to accommodate various business insurance segments, property, fleet, liability, etc.
      • Secure Data Storage: Client and business data are encrypted and stored securely.

Frequently Asked Questions

Answered all frequently asked questions. Still confused? Feel free to contact us.