CRM for Insurance Brokers: More Control, More Renewals, and More Sales
Manage opportunities, policies, renewals, and customer relationships in a single CRM, designed for complex and recurring business operations such as that of insurance brokers.
+3000 companies use Ploomes to optimize their commercial management
Main sales challenges at Insurance Brokers
Sensitive information scattered in spreadsheets, emails, and WhatsApp
Fragmented client data generates risk, rework, and dependence on the broker's memory.
Lack of control over opportunities and proposals
Negotiations are decentralized, making it difficult to monitor what is in progress and what has already been closed.
Difficulty keeping up with renewals and avoiding customer loss
Without clear alerts and processes, renewals go unnoticed and the broker loses recurring revenue.
Poor visibility of the team's tasks and performance
The lack of consolidated data prevents strategic decisions and predictability of results.
The Ideal Solution
How Ploomes helps insurance brokers sell more
Ploomes organizes the funnel, automates renewals, and centralizes information so that your broker sells more.
Complete management of the sales funnel
Visualize all current opportunities, from prospecting to closing, with personalized steps for the insurance sales cycle.
Control of policies and renewals
Faster business proposals
Integrations
Connect CRM to tools that make sense for Insurance Brokers
Ploomes connects to your ecosystem.
All synchronized in one place.
Native integrations
The Ploomes integrates natively with the main solutions used by insurance brokers.
Development
We have a team to develop integrations on demand with systems or other applications.
Mobile app
Mobile app for external insurance broker teams
Access leads, opportunities, and activities in real time, from anywhere, even outside the desktop. All this with security and automatic synchronization.
Library with AI
Artificial Intelligence applied to your sales
Use AI to support analysis, organize information, and increase business operation efficiency.
Security and Governance
Data security and reliability
What types of insurance brokers is Ploomes ideal for?
Business Insurance (Multirisk/Asset)
Civil Liability Insurance (General RC/Professional RC)
D&O Insurance (Directors and Administrators)
Insurance Guarantee
Credit Insurance
Transportation Insurance
Engineering Risk Insurance
Cyber Insurance (Cyber Risks)
Environmental Insurance
Corporate Rural Insurance
Business Fleet Insurance
Results your business can expect
“With the Ploomes CRM, we reduced risks and gained more predictability. We increase the productivity of our sellers and do all commercial management through Ploomes. We were able to centralize all the seller's tasks and everyday life through the tool.”
Unimed SC.
services
Implementation and support
from Ploomes CRM
We have exceptional people to run your business
to larger flights using Ploomes CRM and its modules
Consultative implementation
You know your processes, us, the technology. Together, we implemented Ploomes with support and training. Our multidisciplinary team is our differential.
Recurrent support
Online chat for clarification of questions and assistance to users. For accounts that require greater proximity, we offer the possibility of contracting premium support with personalized service..
Projects
Team made up of business analysts, solution architects and developers, with the function of activating the potential of Ploomes in your company through the development of new integrations, applications and functionalities.
Transform the commercial management of your insurance broker
Centralize information, increase renewals, and have full control of your sales process with Ploomes CRM.
Perguntas Frequentes
Sim. O Ploomes é um CRM flexível, que se adapta aos processos de vendas, renovações e gestão de carteira típicos das corretoras de seguros.
Sim. Você pode controlar vencimentos, renovações e recorrências, além de criar alertas automáticos para não perder prazos importantes.
Sim. Com histórico completo do cliente, lembretes de follow-up e controle de renovações, a corretora aumenta a retenção e reduz esquecimentos.
Sim. O Ploomes oferece uma visão clara do funil de vendas, com métricas de oportunidades, conversão e performance do time comercial.
Funciona para ambos. O app mobile permite que corretores externos registrem e acompanhem negociações de qualquer lugar.
Sim. O Ploomes permite automatizar tarefas como envio de follow-ups, mudança de status, notificações e criação de atividades.
Sim. O CRM possui integrações nativas e também permite integrações sob demanda via API.
Sim. O Ploomes segue boas práticas de segurança da informação para garantir a proteção dos dados da sua corretora.
Sim. O CRM acompanha o crescimento da operação, mantendo controle, visibilidade e previsibilidade mesmo com aumento de volume de clientes e negociações.
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