CRM for Insurance

CRM Software customized for Brokers and Adjusters

CRM for Insurance Industry

Eligeo CRM specializes in building out CRM’s for all kinds of industries.  When it comes to insurance there is a lot of information flowing requiring audit and tracking.  Eligeo CRM has helped brokers and adjusters keep tabs on their claims while focusing on relationships.

Claim Tracking

With a customized CRM solution you can track your claims, claimants and insured with ease.  As an adjuster having information at your finger tips is important.  A CRM can provide you with all of your information in on central location while providing you access from your office on a desktop computer or remotely from your iOS or Android device.

Quote Tracking & Follow Up

It’s one thing to have a contact list, which CRM’s can perform well.  A CRM that can also track the quotes you’ve sent to customers digitally and provides follow up’s when they are coming up for renewal is equally important.  We can help you customize your quote templates, forms and email templates so that your system is fully automated and functional to meet the needs of your business.


All of the CRM’s that Eligeo CRM works with are 100% mobile capable with iOS and Android platforms.  Subscriptions with these vendors also offer offline capabilities to ensure that when you’re away from the Internet you can easily capture information and re-sync when you get back to a hotspot.

Before Eligeo CRM, it was masses of paper and confusion. We ended up spending a lot more time than needed searching through information so I guess that time management wasn’t at it’s best. We can now find the information we need within a few clicks of a button.

Bob Currie

Director, Canada Cat, Catastrophic Services Company

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