Industries · Insurance brokers
Zoho for Insurance Brokers
Quotes, policies, claims and renewals in one place, with follow-ups and renewal reminders automated.
- Zoho Authorized Partner
- Local team in Dubai, UAE
- Free, no-commitment consultation
Built for insurance broking teams
- Motor, health, life, property and group medical
- Insurer quotes compared in one record
- Policies, endorsements and claims tracked
- Premium invoicing and collections
- Renewal reminders at 60, 45 and 30 days
Implemented by GNet, a Zoho Authorized Partner in Dubai.
Challenges
Where insurance brokers teams lose time and revenue
The problems we see most often before Zoho CRM is in place.
- Insurer quotes scattered across emails and spreadsheets
- Renewals noticed too late
- No single view of each client’s policies
- Claims and endorsements chased manually
The workflow
How insurance brokers companies run on Zoho CRM
The complete journey with the automations GNet configures at every stage. Click the image to enlarge it.
Sales pipeline
Eight stages, each with its own automation
Every stage has a clear owner, a next step and an automation that keeps the deal moving.
1. Enquiry captured
Website, WhatsApp, calls, referrals and corporate clients
Instant WhatsApp and email reply
2. Needs analysis
Motor, health, life, property or group medical
Missing-info checklist sent
3. Insurer quotes
Quote requests sent to selected insurers
Reminder if an insurer is late
4. Comparison proposal
Branded comparison quote sent from Zoho CRM
Quote tracked · e-signature
5. Follow-up
Next step and date on every open quote
Day 2 WhatsApp · Day 4 call · Day 7 email
6. Decision
Won: policy bound and invoiced. Lost: reason recorded.
Lost quotes re-contacted before next expiry
7. Policy servicing
Policy documents, cards and certificates in Zoho WorkDrive
Claim updates on WhatsApp
8. Renewals
Expiry date stored on every policy
Reminders at 60, 45, 30 days
Tracker
Policy tracker in one view
A guided Blueprint in Zoho CRM takes the team through each step after the sale, so nobody needs to ask where a file stands.
- Documents
- Quotes
- Selection
- Policy issued
- Premium
- Cards
- Renewal set
Dashboard
What management sees every day
An example of the live Zoho CRM dashboard GNet builds for insurance brokers teams. Figures shown are sample data.
Premium
Hit ratio
Renewals
Commission
Claims
Retention
Zoho apps in this solution
- WAWhatsApp Business
Why GNet
A Zoho partner for insurance brokers
We design Zoho CRM around how your team works, with local support in Dubai.
- Policies and insurers set up around your lines of business
- Insurer quote comparison and branded proposals
- Endorsement and claims workflows
- Premium and commission invoicing in Zoho Books
Zoho One
One platform for your whole insurance broking business
One connected system for sales, finance, HR and operations, with one login.
- Zoho CRM for leads, clients and deals
- Zoho Books for invoicing, payments and UAE VAT
- Zoho People and Zoho Payroll for HR and WPS
FAQ
Zoho for insurance brokers: frequently asked questions
Can Zoho CRM manage policies as well as leads?
Yes. GNet sets up policy records linked to each client and insurer, with line of business, premium, commission, start and expiry dates, so every policy and its history sits in one place.
How are insurance renewals automated?
Expiry dates on each policy trigger reminders at 60, 45 and 30 days and create a renewal deal for the account handler, with last year’s premium and insurer attached.
Can we compare quotes from several insurers?
Yes. Each insurer quote is logged on the deal and a branded comparison proposal is generated from Zoho CRM for the client to accept and sign online.
Can Zoho CRM handle group medical census files?
Yes. Census files and member documents are stored against the client in Zoho WorkDrive, and endorsements for added or removed members are tracked as tasks.
Free consultation
See this workflow running on your own process
Book a free session with a GNet Zoho consultant. We will map your process and show you how it works in Zoho CRM.
