Use Case

Convert Leads Into Confirmed Insurance Policyholders

Whether it’s walk-ins, digital campaigns, offline events or referrals, insurance agents and advisors can organise their leads, track every follow-up, and convert them into more policyholders without missing a single opportunity.

Why There’s A Fallback In Policyholders Sign Up?

Disorganised Lead From Multiple Channels

Leads from multiple campaigns and channels often end up scattered across notebooks, spreadsheets, email threads, or WhatsApp messages with no centralised system to manage them.

No Visibility On Agent Activity

Without insight into who’s following up or which leads are active, managers struggle to support agents or optimise their team’s performance.

Delayed First Time Contact

With a high volume of leads across multiple campaigns, there are changes for late lead distribution to agents or even agents missing chances to connect with leads interest is high.

How Leaf CRM Supports Your Insurance Team

Set Up Campaign by Policy Type

Managing leads for multiple insurance products can get messy. Leaf CRM helps you create campaigns based on policy types, making it easier to assign leads and personalise sales agents’ follow-ups.

Assign Leads Based on Insurance Agents' Expertise

Assign leads based on your agent’s strengths and policy expertise, whether it’s life, health, or motor insurance. That way, each prospect is matched with the most suitable advisor from the start.

Never Miss a Policy Renewal or Follow-Up

Keeps track of every policyholder and their timeline. Your team can reach out to existing policyholders at the right time without digging through spreadsheets or forgotten messages.

Close A Deal On-The-Go With Leaf CRM Mobile App

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See how our clients close more sales with Leaf CRM

“We can finally see every lead’s progress clearly. Our sales agents follow up faster, missed leads have dropped, and we can finally reduce all our manual tasks.”

Zana Yahya

Business Development Manager

100%

Leads captured and followed up

30 sec

on average time taken to contact new leads

Full Visibility

on salesperson and campaign performance

“I no longer have to worry about missing any leads because everything is tracked properly in Leaf CRM. Our consultants finds it easier to check and contact leads using Leaf CRM.”

Amber

Senior Manager of Marketing, Recruitment, and Communication

< 1 hour

Lead follow up rate decreased from days to hours

100%

Lead captured from ads

18.2s

Average minimum time taken to contact new leads

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