Customer Information Is Scattered
Customer and contact information may be spread across files, phones and individual team members.
INSURANCE CRM SOFTWARE
Manage Insurance Customers, Policies and Renewals in One CRM
Track customer information, proposal processes, policy records, renewal dates and team activities centrally with DinamikCRM.
Manage customer, proposal and policy information together
Make renewal dates and follow-up tasks visible
Track sales and customer communication history as a team
Try free for 14 days. No credit card required.
app.dinamikcrm.com
Active Customers
428
Upcoming Renewals
36
Open Proposals
19
Policy
Customer
Status
POL-2026-1842
Motor Insurance
Alice Williams
Renewal: September 22
Renewal
POL-2026-1946
Health Insurance
Michael King
Renewal: October 4
Active
POL-2026-2018
Business Insurance
Nova Technology
Renewal: October 18
Follow-up
Customer Tracking
Proposal Management
Policy Information
Renewal Tracking
Tasks & Activities
Automation
ORGANIZE YOUR INSURANCE OPERATIONS
Are Customers, Proposals and Renewals Tracked in Different Places?
When insurance customer relationships depend on personal notes, spreadsheets and messages, sales opportunities and renewals can easily be missed.
Proposals Are Hard to Track
It may become difficult to see which customer each proposal belongs to and its current stage.
Renewals Can Be Missed
Sales opportunities can be lost when policy expiry and renewal dates are not followed consistently.
Communication History Gets Lost
Phone, WhatsApp and email conversations may become disconnected from the customer's overall history.
Team Follow-up Gets Difficult
It may be unclear who owns each customer relationship and what the next action should be.
The Sales Process Is Hard to Measure
Open proposals, renewals and customer activities may not be visible in one shared view.
AW
Alice Williams
Individual Customer
Active
Policies
3
Upcoming Renewal
September 22, 2026
Next Activity
Renewal Call
CUSTOMER 360
See Every Insurance Customer's History on One Screen
Manage customer information, conversations, proposals, policy records and next activities in one centralized customer history.
Access customer communication and activity history centrally
Connect proposals and policy records to the relevant customer
See the responsible team member and next follow-up step
Preserve shared customer knowledge across the team
POLICY INFORMATION
Manage Policy Information Together with Customer History
Use DinamikCRM's flexible no-code module structure to create fields suitable for insurance policies and connect those records with your customers.
Create custom fields for policy type, number and other information
Keep policy start and expiry dates on record
Connect each policy with the relevant customer or company
Preserve previous policies and activities in customer history
Policy Record
Motor Insurance Policy
Active
Customer
Alice Williams
Policy No
POL-2026-1842
Start
September 22, 2025
Expiry
September 22, 2026
Prospect
Proposal
Policy
Renewal
FROM SALES TO RENEWAL
Make the Process Visible from Prospect to Policy Renewal
Track prospects through proposal, policy and renewal stages within one shared CRM process.
Track prospects and sales opportunities without losing follow-ups
Make proposal stages visible across the sales team
Continue the customer relationship after the policy sale
Manage renewals as new sales opportunities
RENEWAL AUTOMATION
Don't Leave Policy Renewals Until the Last Day
Build automations that create tasks and notifications for the team as policy expiry dates approach.
Create follow-up tasks in advance for upcoming renewals
Automatically notify responsible team members
Move renewal operations beyond personal reminders
Automation
Policy Renewal Follow-up
Active
Trigger
30 days until policy expiry
Action
Create renewal task
Notification
Notify responsible team member
WhatsApp
Manage customer conversations together with CRM processes
Phone
Connect calls and conversation activities with customer records
Email
Track correspondence as part of shared customer history
CUSTOMER COMMUNICATION
Make Customer Conversations Part of Your CRM History
Manage customer interactions across different communication channels together with centralized customer history.
Manage WhatsApp conversations together with customer processes
Connect calls and activities with the relevant customer record
Track email communication within shared customer history
WHO IS IT FOR?
For Teams Managing Insurance Sales and Customer Relationships
DinamikCRM's flexible structure can be configured for different insurance sales and customer management models.
Insurance Agencies
Manage customers, proposals, policies and renewals through one shared system.
Corporate Insurance Teams
Make corporate customers, opportunities and follow-up activities visible across the team.
Individual Insurance Advisors
Track your customer portfolio, conversations and future sales opportunities consistently.
Insurance Sales Teams
Manage prospects and proposal processes through a shared sales workflow.
Motor Insurance Teams
Track sales and renewal processes for motor insurance customers.
Health Insurance Teams
Manage customer conversations, proposals and renewal activities inside the CRM.
Move Renewals and Sales Opportunities Beyond Personal Tracking
Start managing customers, proposals, policies and follow-ups through one shared CRM system.
FREQUENTLY ASKED QUESTIONS
About Insurance CRM Software
What is insurance CRM software?
Insurance CRM software provides a centralized structure for managing customers, sales opportunities, proposals, policy information, tasks, renewals and communication history.
Can DinamikCRM track policy information?
Yes. DinamikCRM's no-code modules and custom fields can be used to create structures suitable for policy information and connect them with customers.
Can policy renewals be tracked?
Yes. Policy expiry dates can be stored and tasks or automation processes can be created for upcoming renewals.
Can insurance sales processes be automated?
Yes. Actions such as task creation, notifications and follow-ups can be configured through the Automation Engine based on defined conditions.
Can I try DinamikCRM for free?
Yes. You can try DinamikCRM free for 14 days. No credit card is required to start the trial.
Manage Insurance Customers and Renewal Opportunities in One Place
Use DinamikCRM to make customer relationships, sales opportunities and renewal operations more organized and visible.