CRMore Insure Coming soon

Your agents are out in the field, and no follow-up gets lost

For insurers and financial services firms whose agents visit companies and individuals: appointments, verified visits and voice reports.

Try the general edition free How it works

The CRMore Insure edition, with its own examples and terms, is on the way. Every feature on this page works today in the general edition.

Al-Bunyan Co. · HR✓ Verified on site

0:38

"The HR manager wants medical cover for 40 staff, is comparing an offer 10% cheaper, and needs a quote before month end."

Opportunity40 staff

Competitor10% cheaper

RequestQuote

DeadlineBefore month end

Who your team visits

Companies (staff cover)Individuals and familiesBrokersRenewals

CRMore Insure

Follow-up dates slip.

The next date is saved with each visit and shows up in the agent's day.

You can't tell which agents are really working.

Each agent's visits and plan coverage in one view.

Why do clients say no? Nobody knows.

A radar of top objections and competitor offers.

Features

Agents leave a voice note in their own dialect after each visit; CRMore writes the report and books the follow-up.

Every visit to companies and clients is logged with location, time and distance from the customer.

Contacts, the decision maker and payment terms on every customer profile.

Cycle and monthly plans spread visits to companies and clients across your team's days, by priority.

A weekly AI summary of what the team heard: competitors and objections by area.

Questions written from your product knowledge, with the whole team's results in one place.

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Create your workspace, add your team and start today. No card needed.