A CRM for the way insurance brokers work

01The brief

For an insurance broker, the relationship is the business. HBR Insurance Brokers Private Limited needed a better way to keep track of client conversations and policy details, and to make sure follow-ups happened on time.

02What we built

We built a CRM around HBR’s day-to-day operations, with a single record for each client covering their policies and every interaction. Automated reminders and a communication log keep follow-ups on schedule, and the system connects to the tools HBR already used, so data does not have to be entered twice.

03What changed

1. 01

   A full view of every client

   The team can see a client’s history and policy details at a glance, which makes personal service much easier to deliver.

2. 02

   Follow-ups on time

   Reminders and communication logs keep renewals and check-ins from being missed.

3. 03

   Less administration

   Centralised data and integration with existing systems reduce duplicate work across the office.

04Inside the system

• Client data in one place
• Automated tasks and reminders
• Insights into client interactions
• Integration with existing systems