CRM for Insurance Renewal

Mobile responsive CRM to enable ‘Work from Home’
Drive Active Renewals or Winback (Break-in)
‘Click to Call’ to make the team efficient.
Personalized WhatsApp – In Hindi, English or any regional language
SMS Payment links, reminders and more.
Upload and Share Policy Proposal and Quotations

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Field Force Automation

Android app to empower the Insurance Field Team.
Manage field appointments for Payment Collection, Policy Drop and Blind Visits.
Geo Attendance - Manage Sign-in and Sign-out time.
LIVE Location Sharing- Assign tasks on the go.
Upload pictures of Car, Payment Details, Policy Copy etc.
LIVE reports of payment collections and tasks.

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CRM for Service Appointment

Schedule Pick-up or Walk-in appointments through Call, SMS, Email & WhatsApp.
Segmented Offers and Promotions – Based on Service & Billing history.
Followup Notifications.
Improve retention for FREE & PAID Service
Referral & Upsell - Extended Warranty (EW), RSA & VAS.
FREE RoboCall App – Broadcast your voice message to all customers

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AUTOSherpa CRM: Making a Difference, Customer by Customer…

600K

Calls Per Month


135K

SMS / WhatsApp Per Month


88%

Customer Renewals Every Quarter


387

CREs


143

Dealers


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