CRM Software for Insurance Agentsx

With Datalyse, no more worries about getting a bunch of different tools to "talk to each other" ... Scale remotely with ease.

A sales-oriented operating system and global telephone and communications system all in one! Run your business locally and globally! Automate the entire customer lifecycle with automated processes in: sales, service, renewals and claims.

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Datalyse is a system designed specifically for the insurance industry.

Some of the insurance companies that we work with

THE PROBLEM

Why is your current CRM not allowing you to get the most out of it?

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You use different tools for communications.

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You cannot store all the communications you make in your policyholder records.

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They do not include automations in courier delivery.

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It does not allow you to manage bookings from the CRM itself, linking the bookings to the client's file and your calendar.

How to solve this problem correctly, on time and without a lot of work?

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If you are looking for a sales, telephony and service management system that provides the best automation solutions designed specifically for large-scale sales, Datalyse is for you!

Sound familiar?

Your current software lacks an insurance-based filtering system.

You have a good database, great professionals, great campaigns, but you waste a lot of time managing customer data!

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You cannot segment your customers according to type of insurance or sector.

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You waste a lot of time finding your clients' files or insurance.

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Other CRMs are not designed for growing insurers like yours.

Other systems are excellent if you have a small sales team or lack many of the basic functions a business needs today to make a lot of calls.

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You cannot make calls from the customer file.

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It does not allow you to give the best support to the user, because you do not collect all the information in the customer's file and there is no record of the call.

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You cannot initiate calls in one click. This causes valuable time loss.

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The Solution: Datalyse

Manage your business, automate your processes, and sell more.

Datalyse includes + 10 pre-configured automations for sales, customer service, contacts and renewals - a complete software!

We provide the technology, you set the limits!

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Functionality #1

It does not adapt to the different needs of each of the company's departments.

It is not up to your company to adapt to our CRM. Datalyse is aware that each company has its own working methodology. WE ADAPT TO THE WAY YOU WORK!

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Functionality #2

Oversee and manage communications with your policyholders

Datalyse CRM for the insurance industry allows you to centralise and organise all your data and insurance. As a result, you will be able to have all your data centralised and avoid losing information.

Evaluate the performance of your employees with Datalyse's monitoring centres and get better results.

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Functionality #3

Streamlining sales processes

Filter by customer type and organise your contacts by sector. Don't waste any more time looking for customer files and speed up your sales with Datalyse.

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Functionality #4

All Communications in one place!

WhatsApp, email manager, SMS sending, videoconference room, chat bot, Internet telephony, all integrated into a single management platform. Why add additional tools for your employees in their daily routine, when Datalyse has everything in one place? Save on monthly payments. There is only one monthly fee for all integrated tools.

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Benefit

Centralisation is not an exclusivity; it is a reality!

These are points you don't have to worry about! Changing the status of a contact or even an opportunity and accessing information from two points are features that not only save you time, but also help your team stay productive and efficient. All the functionality you'll ever need, included: Creating and customising the fields you need for your business. Import and export contacts and their properties from Excel or .CSV. Search for contacts with the improved multi-filter function. Visualisation of each management automatism associated with each contact. Customisation of the status of your company's contacts based on your needs or requirements. Automatic generation of contacts from digital marketing campaigns or from the company's own landing page. A design designed to succeed!

The reason why hundreds of companies use Datalyse

82% of businesses see results with a Datalyse account

They use Datalyse to scale their business, when will you?

Why should they do it now, and how close are they to solving their problem?

Value of the tool?

Get direct access to Datalyse functionalities when you create your account.

Why should you start now?

You will have 1-on-1 support to help you with implementation immediately.

Why use Datalyse?

No permanence. If you don't get results, you can cancel at any time.

Are you ready?

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Without permanence

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