Get Started
Secure More Policies
Boost Productivity
Automate Tasks
Convert More Leads
Scale Faster
Managing policies, claims, renewals, and client data doesn’t have to be complicated. Our Insurance CRM streamlines the entire process, so your team can focus less on paperwork and more on building trust with customers.
Best of all, from first contact to final claim settlement, everything is tracked, organized, and easy to access. With automation, reminders, and real-time updates, there is no chance of missing a renewal date or follow-up.
You can see clients, policies, and renewals at a glance without managing multiple tools.
Allows you to instantly find the status of any policy, anytime you need it.
Smart enough to get gentle nudges before renewals, so no possibility of missing a deadline.
Your client data is locked tight with top-level security.
You can adapt the CRM to match how you work, not the other way around.
Start using it in minutes, even if you’re not tech-savvy.
You can see clients, policies, and renewals at a glance without managing multiple tools.
Allows you to instantly find the status of any policy, anytime you need it.
Smart enough to get gentle nudges before renewals, so no possibility of missing a deadline.
Your client data is locked tight with top-level security
You can adapt the CRM to match how you work, not the other way around.
Start using it in minutes, even if you’re not tech-savvy.
Auto-import from forms, calls, referrals, and more.
Distribute leads by expertise, location, or product type.
Log calls, emails, meetings, and notes in one place.
Create, compare, and share professional quotes in minutes.
Track start dates, coverage details, and renewal timelines.
Automated reminders help you re-engage clients before policies expire.
Close policies faster with organized leads and follow-ups.
Track coverage details and renewal dates effortlessly.
Monitor claim statuses and improve resolution speed.
Stay connected with proactive updates and self-service options.
Years of Experience
Client Retention
Customer Records Managed
Businesses Empowered
Get set up fast with essential features to win clients quickly.
Manage teams, track policies, and stay ahead of renewals with ease.
Automate high-volume policy, lead, and claim management across multiple offices.
"Salescale's custom CRM has revolutionized how we manage policies and claims. The automated workflows and 360-degree customer view ensure we provide timely, accurate, and personalized service, which is essential in the insurance industry."
United Kingdom
"The real-time analytics from Salescale's platform have allowed us to identify key sales opportunities and better understand our client needs. This has directly led to an increase in policy sales and client retention."
Saudi Arabia
"Implementing Salescale's CRM was the best decision we've made for our business. It's user-friendly and has significantly reduced the time our agents spend on administrative tasks, freeing them up to focus on what they do best: serving clients."
Taiwan
"With Salescale, we can now track every client interaction and policy detail in one place. This level of organization and accessibility has improved our team's productivity and enhanced our overall client satisfaction."
Canada
