Dorsera CRM — Insurance
Quote and policy tracking for your insurance agency.
Collect incoming quote requests, assign them to a representative, and track policy and renewal processes from one center.
Insurance — Quote & Policy Tracking
Quote & Policy Tracking
12%
28
Open Quotes
18%
16
Issued Policies
6%
11
Upcoming Renewals
14%
9
Converted Quotes
| Customer | Status | Representative | Last Action | Date |
|---|---|---|---|---|
| A. Yıldırım | Quote | Merve A. | ||
| B. Demir | Renewal | Can T. | ||
| C. Şahin | New | Unassigned | ||
| D. Kaya | Policy | Merve A. |
Monthly Quote-to-Policy Funnel
Quote
Meeting
Approval
Policy
Sounds familiar?
In agency operations, tracking falls apart easily:
✗ Incoming quote requests are scattered across phone, WhatsApp, and email.
✗ It’s unclear which quote was given to which customer.
✗ Policy renewal dates slip by, and the customer moves to another agency.
✗ Comprehensive, third-party motor, and other products are tracked in different places.
✗ The agency owner has no clear production and renewal report.
One flow, from quote to policy to renewal.
01
Collect the quote request
Incoming quote requests are collected in one pool, with their source.
02
Assign to representative
The request is assigned to the relevant representative or customer.
03
Match product & coverage
Product and coverage details, like comprehensive or third-party motor, are logged.
04
Issue the policy
Once the quote is approved, the policy is issued and logged.
05
Track the renewal
Upcoming renewals are reminded automatically.
Modules built for insurance agencies
01
Quote management
Collect and track incoming quote requests in one pool.
02
Product catalog
Define comprehensive, third-party motor, and other products with coverage and term details.
03
Policy records
Store issued policies with customer and product information.
04
Renewal reminders
Never miss an upcoming renewal, and retain your customers.
05
Customer history
See a customer’s full policy and quote history on one screen.
06
Production reports
Measure production by product and representative.
Your language, our structure.
Screens come with your sector’s terminology.
AT DORSERA
IN YOUR LANGUAGE
Request
Quote request
Contact
Insured / Customer
Assignment
Representative
Interest
Product (Comprehensive / Third-party)
Outcome
Policy
Frequently asked.
Can we track products beyond comprehensive and third-party motor?
Yes. The product catalog is flexible; you can define every product you sell, with its coverage and term fields.
How do we track policy renewals?
Upcoming renewals are reminded automatically based on each policy’s expiry date; no renewal gets missed.
We work with multiple representatives, is that supported?
Yes. Requests and policies are assigned to representatives; the agency owner sees everything from one panel.
How does the pilot process work?
We first map out your agency’s quote and renewal flow together, then start with a controlled pilot.