Best Insurance Agency CRM Software for Kenyan Intermediaries

🔥 Revolutionize Your Insurance Agency with Lewmas Digital Solutions! 🚀

Say goodbye to manual processes and hello to automation! With our CRM solution designed specifically for insurance agents, streamline your workflow and provide exceptional service.

Key Features:
✅Lead Management to track and convert prospects

✅BULK SMS & Email for automated communication

✅Whats App API Bulk Marketing

✅Motor Insurance Certificate Issuance

✅Claim Processing Modules

✅Mpesa STK Push for Payment

✅Automated Renewal Reminders via SMS & Email

Transform how you manage clients and increase productivity with seamless communication. Take your agency to the next level!

Background Information

Independent insurance agencies often face significant challenges in efficiently running their operations amidst rapid technological advancements and the prohibitive costs of developing proprietary systems. Recognizing these hurdles, Lewmas Digital Solutions has introduced an innovative, affordable, and comprehensive CRM software tailored to the unique needs of insurance agencies. Designed with agency operations at its core, this all-in-one solution streamlines agency management by integrating essential features such as communication tools, payment collection capabilities, and motor insurance certificate issuance into a single platform. This solution empowers agencies to adapt to technological changes while enhancing efficiency and maintaining affordability.

Challenges Agency CRM will Solve for your Agency

Lack of a Centralised System:
Agents rely on multiple underwriters portal and manually consolidate data on physical files or spreadsheets, making it hard to retrieve remotely.
Solution: Our system consolidates all client data into one central platform, ensuring easy access and preventing client loss during renewals.
Missed Renewal Reminders:
Agencies often lack automated reminders, leading to lost business opportunities.
Solution: Our system sends SMS reminders to both agents and clients before policy expirations, minimizing losses.
Limited Personalized Communication:
Communication with clients is often limited to renewals.
Solution: Our system enables auto-SMS messages for birthdays, holidays, and special occasions. It also supports email marketing to keep clients informed with tailored updates.
Lost KYC Documents:
Agents frequently lose client documents sent via email or WhatsApp when devices change or are reset.
Solution: The document module in our system securely stores encrypted client files, making them easily retrievable.
Time-Consuming Lead Follow-ups:
Agents manually compose introduction messages for new prospects, which is time-consuming.
Solution: Pre-save SMS, WhatsApp messages, and email templates within the system. Add new leads, and with one click, send personalized introductions or detailed presentations.
Premium Collection Challenges:
Agents request payments via bank transfers or M-Pesa, requiring clients to share payment proofs manually.
Solution: Our system integrates with M-Pesa Paybill, allowing clients to pay via STK. Payments are updated in real-time with receipt confirmation.
Delayed Motor Insurance Certificates:
Agents rely on underwriters to issue certificates, causing delays.
Solution: Issue Motor Insurance Certificates instantly from our CRM, significantly improving client service efficiency.