Solutions
Insurance CRM
Ontech's CRM connects distribution to the core system, so agents and service teams see every customer's policies, claims, payments and communications in one place. That drives renewals, cross-sell and proactive service instead of disconnected spreadsheets.
Definition. An insurance CRM manages customer relationships and distribution — leads, clients, agents and brokers — with a single view of each customer's policies, claims and interactions.
A 360° customer view
Because the CRM shares the core data model, a customer record shows live policies, claims history, premium status and communication history together. Renewal and lapse risks surface automatically, and every interaction is logged for service continuity.
Capabilities
- Lead and opportunity management
- 360° customer view across policies and claims
- Renewal and cross-sell prompts
- Agent and broker relationship management
- Multi-channel communication history (SMS, WhatsApp, email)
Business benefits
- Higher renewal and cross-sell rates
- Proactive, informed customer service
- One connected view of distribution
Frequently asked questions
How is an insurance CRM different from a generic CRM?
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See the platform on your data
Talk to the Ontech team about deploying the Enterprise Insurance Operating System for your business in Zambia.
Last reviewed: 2026-07-29