Streamline policy lifecycles, boost client engagement, and automate workflows with CRMLeaf, your all-in-one insurance CRM.
Whether managing auto, health, or life insurance, CRMLeaf streamlines leads, policies, and client communication effortlessly.
CRMLeaf offers everything modern insurance providers need to operate smarter and faster.
Automatically and intelligently manage every client interaction, from initial contact to final policy delivery.
Gather leads from websites, referrals, and social media. Use AI-based scoring and automatic agent assignment.
Track premium collections, agent commissions, and renewal revenue trends.
Deliver renewal alerts, birthday greetings, and offers to improve retention.
Monitor claims from submission to resolution. Use automation for faster verifications and settlements.
Digitize policy application and approval. Trigger automated reminders and reduce manual processing.
Upload, categorize, and auto-fill policy forms and claim documents for better accuracy and speed.
Have questions or need help managing your business? We're here to support you-whether it's sales, operations, finance, HR, or project management.
Our experts will show you how our app can streamline your team's work.