Insurance CRM Software
Manage Leads. Boost Renewals. Maximize Conversions. Stay on Top of Policies, Clients & Follow-Ups – All in One Dashboard.
The Complete CRM for Your Insurance Business
Tranquil CRM ONE is an intelligent and easy-to-use Insurance CRM software designed for insurance agents, brokers, and agencies. From managing incoming leads to automating policy renewal reminders and tracking your sales pipeline, Tranquil helps you build trust, save time, and grow your insurance business faster.
Key Features for Insurance Professionals
Lead Capture from All Channels
Auto-capture leads from landing pages, Facebook/Google Ads, WhatsApp, and more — no manual data entry.
Policy & Renewal Management
Track issued policies, set automated renewal reminders, and follow up with clients before expiration.
Automated Follow-Ups
Create pre-set WhatsApp, SMS, and email sequences for faster response and better conversions.
Client Profile & History
Store all client details, documents, and communication history in one place for easy access.
Performance Dashboards
Real-time reports to track agents' performance, policy conversions, and revenue metrics.
Mobile App for Field Agents
On-the-go access to leads, tasks, and client information — perfect for agents working in the field.
Who Can Use Tranquil CRM ONE?
- Life & Health Insurance Agents
- General Insurance Brokers
- Insurance Agencies and Teams
- Corporate and B2B Insurance Consultants
- Mutual Fund and Financial Services Providers
Why Choose Tranquil CRM?
- Easy UI – no technical knowledge required
- Increases the rate of policy renewal
- Transforms agent efficiency
- Secure platform for all your data
- Allows growth from 10 to 10,000+ customers
Revolutionize Your Insurance Selling
Join thousands of insurance agents leveraging Tranquil CRM ONE to become more efficient, organize their process, and close more deals. Schedule your personalized demo today and see the difference.
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