PolicyIQ | One
Sales CRM for insurance brokers
Leads that arrive through different channels and get tracked in different places are easy to lose. Sales CRM is one of the six core capabilities inside PolicyIQ | One, alongside POSP Management, Policy Management, Renewal Management, Claims Servicing and Finance Controls.
Without a shared system, a broker's sales pipeline tends to live in fragments — a notebook for walk-ins, a phone for calls, a chat app for WhatsApp enquiries — making it hard to know which leads are actually close to converting, or which ones have gone quiet and need a nudge.
What challenges does Sales CRM address?
- Leads captured across calls, WhatsApp and walk-ins with no single record
- Opportunities followed up inconsistently, or forgotten entirely
- No visibility into which leads are close to converting
- Handover gaps between sales and policy issuance
How does Sales CRM fit into PolicyIQ | One's workflow?
PolicyIQ | One's broader workflow moves a brokerage from lead to loyalty in four steps: Capture, Convert, Serve and Grow. Sales CRM covers the first two, bringing leads from multiple sources into one system and managing opportunities through to policy issuance, before Policy Management, Renewal Management and Claims Servicing take over for the "Serve" stage.
Opportunities tracked in Sales CRM connect directly to Policy Management once a policy is issued, so the same client record carries through the entire relationship.
What does Sales CRM include?
- Lead capture from multiple sources into one system
- Opportunity tracking through to policy issuance
- Follow-up visibility for every open opportunity
- A direct handover into Policy Management once a sale closes
What outcomes does Sales CRM support?
- Fewer leads lost to inconsistent follow-up
- Faster time from lead to issued policy
- Clear visibility into the sales pipeline for management
Related PolicyIQ | One capabilities
- Policy Management — issue and manage the policies Sales CRM helps close
- POSP Management — manage the network generating those leads
- Back to the PolicyIQ | One overview
Frequently asked questions
Frequently asked questions
Yes. Sales CRM brings leads from multiple sources into one system, rather than tracking them separately by channel.
Once an opportunity converts, its record carries forward directly into Policy Management, so the same client record continues through policy issuance.
See Sales CRM in PolicyIQ | One
Book a demo to see leads move from capture to closed policy in one workspace.