CRM and Automation for Insurance Agencies
Manage quotes, policies, renewals, collections and customer communication in one system instead of across spreadsheets and WhatsApp chats. We apply what we learned building Acentem Takip for insurance agencies to your processes.
- Customers, policies and quotes on one customer card
- Automatic reminders and work lists for renewals and overdue payments
- Recorded customer communication via WhatsApp and app
Let’s review your process
Tell us briefly what you do today. We will point out what can be automated and how — free of charge.
Does your agency face these issues?
Policy end dates live in Excel and renewals slip
Follow-ups on quote requests are forgotten
Customer data is scattered across insurer portals and files
Installments and collections are tracked by hand
WhatsApp requests are never recorded
Commission and reconciliation reports are prepared manually each period
We bring agency operations into one platform
Depending on your needs you can use our Acentem Takip product or we can build a custom CRM and automation for your agency.
Customer-360 and policies
Customer, policy, quote, document and conversation history on one card.
Renewal work list
Staged reminders and automatic tasks for expiring policies.
Collections and commissions
Installment plans, overdue tracking and insurer × line commission rules.
Customer channel
An app and WhatsApp flows where customers see policies and send quote or renewal requests.
What changes for your agency?
No missed renewals
End dates are tracked by the system and tasks are created on time.
Organized quote follow-up
Every quote has a visible status and next step.
Recorded communication
Messages and requests collect on the customer record.
Fast reporting
Production, commission and collection reports come from the system.
Automation scenarios for insurance agencies
Renewal reminders
SMS/email/WhatsApp reminders before expiry and a task for the agent.
Quote request intake
Collect details for motor, home or health quotes via WhatsApp or form.
Overdue payment tracking
Work lists and reminders for overdue installments.
Claim updates
Share claim file status with the customer through a recorded channel.
Cross-sell lists
Opportunity lists such as “has motor, no comprehensive”.
Policy import
Bulk import of production files from insurers.
What the insurance CRM includes
- Customer, policy, quote and document management
- Renewal work list and staged reminders
- Installments, collections and overdue tracking
- Insurers and commission rules
- Claim and cancellation tracking
- Reconciliation and production reports
- Consent records and audit log
- Role-based permissions and two-factor login
Stack
How we adapt it to your agency
- 01
Agency process analysis
We review your lines, insurers, team roles and current files.
- 02
Product or custom setup?
Acentem Takip if it fits, custom development if not.
- 03
Data migration
We import customer and policy data from Excel and insurer files.
- 04
Automations
We switch on renewal, collection and quote follow-up flows.
- 05
Training and support
We train your team and refine the setup in the first weeks.
Similar work we have delivered
Related solutions for insurance agencies
Frequently asked questions
What is Acentem Takip?
Acentem Takip is Divsoft’s multi-tenant CRM and customer platform for insurance agencies, covering customers, policies, quotes, renewals, collections, claims and reconciliation. See acentemtakip.com.tr for details.
Can we import our Excel and insurer files?
Yes. We map customer and policy data from your Excel and insurer production files and import it.
Is there integration with insurers’ systems?
Insurer integrations depend on each insurer’s services and permissions. File-based import is supported today; we evaluate your integration needs during the analysis.
Can customers see their own policies?
Yes. Your customers can view policies, send quote and renewal requests and message your agency through the web/mobile app.
Let’s review your agency’s follow-up processes
In the free analysis we look at renewals, quotes and collections and show what can be automated with Acentem Takip or a custom solution.