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Start Simplifying Insurance Sales

The best mobile CRM for insurance companies to generate revenue through all sales channels.

Learn more about Toolyt for Insurance
  • Campaigns & Goals
  • Lead & Customer Segmentation
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  • System Integrations
Boost Insurance Sales Performance

Drive Sales with Campaigns & Goals

Boost sales conversions with Toolyt’s Campaign & Goals feature. Empower your sales reps to set personal goals and maximize team efficiency through strategic campaigns.

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Streamline Sales and Onboarding

Optimize Sales with Lead Segmentation & Allocation

Streamline agent onboarding and customer acquisition with advanced lead segmentation and scoring for quicker conversions.

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Enhance Data Visibility

Streamline Operations with System Integration

Integrate all your tools effortlessly to enhance efficiency and streamline workflows, providing a comprehensive view of insurance sales operations for a superior customer experience.

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Intelligent Sales Assistant

Personalise Sales Activities & Goal Objectives

A useful and easy-to-use app for relationship managers, brokers and agents for planning, tracking, executing, reporting and analyzing leads and customers.

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Prouductivity

Better customer experience

Maximizing relationships to sell more

Elevate your sales with integrated digital tools, harmonizing data, workflows, and user experiences throughout the sales journey. Deliver unmatched sales productivity while boosting your operational efficiency.

Bancassurance

Efficiently collect and distribute leads from partners while gaining real-time insights into partner performance.

Direct sales

Distribute and allocate leads to your internal sales team based on location, product, priority, and more.

Agent sales

Enable smooth agency onboarding and monitor agency performance, policies, leads and retentions within the app.