LeadSquared, headquartered in India, empowers insurers to digitize and scale their sales and service operations. Its insurance CRM captures leads from every channel, websites, campaigns, call centers and distributes them intelligently to agents and partners. Policy sales, renewals, upselling, and cross-selling are automated through personalized campaigns and guided workflows.
The mobile CRM equips field agents to track meetings, log activities, and access customer data on the go, ensuring no lead is lost. Managers gain real-time visibility into funnel performance, agent productivity, and renewal pipelines through comprehensive dashboards and reports.
With 12+ years of experience in financial services and a global presence across the USA, and the Middle East, LeadSquared serves more than 500,000 users daily. Insurers rely on the platform to improve efficiency, eliminate leakage, and build long-term customer relationships.
For more information, visit: www.leadsquared.com.