Life Insurance
Life Insurance CRM for Advisors and Consultants
Empower your team to manage clients, automate workflows, and grow life insurance sales with Asset Management CRM.
What Is Life Insurance?
Life insurance is a smart and simple way to plan for your assured income and finical protection. It helps you save money over time and build a financial safety net for you and your family. It also gives you tax saving benefits along financial benefits. It also helps you plan and go for you and your family’s short term and long-term goals. Investing in for Lif Insurance makes you a responsible person and a person who takes care of his and his family’s present and future needs along with protection. Along with other benefits it also makes you financially disciplined and nurtures a habit of wise spending and savings. whether you're thinking about everyday needs, future goals like your child's education, or simply want peace of mind, life insurance helps you stay prepared and confident about what lies ahead.
Types of Life Insurance
There are different types of life insurance plans you can choose from, depending on your needs:
Term Insurance
A straightforward and affordable plan that offers high coverage for a set number of years.
Whole Life Insurance
This plan covers you for your entire life and can also grow in value over time.
Endowment Plan
A mix of insurance and savings that pays a lump sum at the end of the policy term.
ULIP (Unit Linked Insurance Plan)
A plan that combines life cover with investment in market-linked funds.
Money Back Plan
Offers regular payouts during the policy term along with a final maturity benefit.
Each plan is designed to give you financial protection, help you reach your life goals, and bring peace of mind to you and your family.
What Is Asset Management Life Insurance CRM?
Asset Management CRM is a specialized digital platform designed for managers and their insurance sales teams to efficiently handle client portfolios, policy management, communication, and sales pipeline all in one secure dashboard.
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By assigning this tool to your employees, you enable them to:
- • Track leads and client interactions
- • Automate renewal reminders and
follow-ups
- • Manage KYC and documentation
digitally
- • Compare insurance plans from
multiple providers
- • Monitor sales performance and conversion rates
Key Features for Shiven CRM
There are different types of life insurance plans you can choose from, depending on your needs:
Personalised Client Communication:
Allow your sales advisors to tailor messages based on individual client needs and policy details.
Lead and Client Tracking:
Monitor every touchpoint to understand customer engagement and optimise follow-ups.
Task Automation:
Automate daily activities like policy renewal reminders, document collection, and appointment scheduling.
Sales Pipeline Management:
Prioritize leads with higher potential and accelerate deal closures.
Cross-Selling & Upselling Support:
Identify opportunities to offer additional or upgraded insurance products at the right time.
Compliance & Data Security:
Ensure all client information is securely stored and regulatory standards are met.
Benefits for Managers and Teams
-
By assigning this tool to your employees, you enable them to:
- • Track leads and client interactions
- • Automate renewal reminders and
follow-ups
- • Manage KYC and documentation
digitally
- • Compare insurance plans from
multiple providers
- • Monitor sales performance and conversion rates
Why Choose Asset Management Life Insurance CRM?
Asset Management CRM is a specialized digital platform designed for managers and their insurance sales teams to efficiently handle client portfolios, policy management, communication, and sales pipeline all in one secure dashboard.
-
By assigning this tool to your employees, you enable them to:
- • Track leads and client interactions
- • Automate renewal reminders and
follow-ups
- • Manage KYC and documentation
digitally
- • Compare insurance plans from
multiple providers
- • Monitor sales performance and conversion rates
Frequently Asked Questions
Answered all frequently asked questions. Still confused? Feel free to contact us.