Motar Insurance

Motor Insurance CRM For Advisors & Consultants

With Shiven CRM, you don’t just manage motor insurance, you elevate it. From lead generation to policy comparison, issuance, and renewals, our platform makes every step easier for your team and more transparent for your clients.

What Is Motor Insurance?

Motor insurance is a service designed to financially safeguard vehicle owners against unexpected incidents involving their cars, bikes, or commercial vehicles. It provides coverage for damages due to road mishaps, natural events, or accidental situations and also fulfils mandatory legal requirements. With Shiven CRM, advisors can guide clients through the right motor insurance choices and manage everything from quotations to renewals in one easy-to-use interface.

Main Types of Motor Insurance

Just like every vehicle has a different purpose, insurance too comes with different types tailored to specific needs.

1. Third-Party Insurance 

This policy covers the cost of damages caused by your client's vehicle to another person’s property or vehicle. It is required by law for all motor vehicle owners and is the most basic form of coverage.

  • Ideal for meeting legal obligations
  • Covers third-party property or vehicle damage
  • Simple and cost-effective

    • 2. Comprehensive Insurance

    Comprehensive plans offer wider protection. Along with third-party liability, it includes:

  • Comprehensive plans offer wider protection. Along with third-party liability, it includes:
  • Natural events like floods, storms, or fires
  • Man-made events such as vandalism or external impact
  • Protection against theft or attempted theft

    • 3. Own Damage Cover

    This standalone policy protects the client’s vehicle and can be purchased alongside an existing third-party policy.

  • Suitable for those with newer or higher-value vehicles
  • Offers more control over coverage features

    • Add-Ons: Customize Client Coverage

    Shiven CRM enables your team to seamlessly offer and explain add-ons that enhance the base motor insurance policy. Add-ons provide additional protection and boost client confidence.

  • Popular add-ons include:
  • Zero Depreciation: Helps clients claim the full value without deduction for part wear and tear.
  • Roadside Assistance: Quick support in case of breakdowns or emergencies.
  • Return to Invoice: Reimburses the full invoice value in case of total vehicle damage or irretrievable loss.
  • Engine Protection: Covers non-collision engine-related issues such as oil leaks or water damage.
  • No Claim Bonus Protection: Maintains the client’s bonus even after a claim.

    • What Is Shiven Motor Insurance CRM?

    Shiven CRM is a digital insurance management platform crafted for managers and their sales teams. It supports the entire motor insurance process from generating quotes and comparing policies to document management and automated follow-ups. All policy and client data are stored in a secure, central dashboard, helping you reduce manual effort while providing prompt service to your clients.

    Key Features for Motor Insurance CRM

    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.

    Smart Task Automation:

    Automate daily activities like policy renewal reminders, document collection, and appointment scheduling.

    Sales Funnel Management

     Organise leads by status, assign tasks to your team, and monitor conversions in real-time.

    Multi-Provider Policy Comparison

     Let your team instantly compare motor insurance policies from various providers to present the best options to clients.

    Secure Digital Recordkeeping

    All client documents, RCs, licenses, and photos are stored securely for easy access and sharing.

    Managerial Benefits with Shiven CRM

      Shiven CRM is designed not just for sales agents, but for team leaders and agency heads who want total control and clarity.
        • Centralized dashboard to manage all clients, leads, and policies
        • Reduced operational delays with real-time updates
        • Simplified compliance tracking and documentation
        • Cloud-based access for field agents and remote teams

    Why Choose Shiven CRM for Motor Insurance?

      By assigning this tool to your employees, you enable them to:
        • User-Friendly Interface: Easy to navigate, no steep learning curve
        • Quick Policy Issuance: Generate and send policy documents in minutes
        • Cloud-Based Access: Work from anywhere, anytime, ideal for remote agents
        • Safe & Compliant: Your client’s data is protected with industry-grade encryption
        • Customizable Workflow: Tailor the CRM to your agency’s unique process

    Shiven CRM transforms the way you manage your motor insurance operations faster processes, better customer experience, and stronger team performance.

    Frequently Asked Questions

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