Insurance sales
Policyholder relationships last a lifetime — keep the details straight
Track each policyholder's family, existing coverage and gaps, and follow proposals through underwriting. Pick “Insurance sales” when you create your workspace and the usual fields and pipeline are set up for you.
Sound familiar?
Do these situations ring a bell?
- 01
Client details live in notebooks and chat apps
Family members, existing policies and past conversations are scattered, so a manager or teammate can't pick up where you left off.
- 02
Coverage gaps are hard to see
Without a clear view of what each client already has, it's hard to suggest the right cover at the right time.
- 03
Health data needs extra care
Health information is sensitive personal data. Get the client's consent first, record only what underwriting needs, and use roles to control who can see it.
Industry template
Pick your industry, get fields and a pipeline
When you create a workspace, choose this industry and the pipeline and custom fields below are set up for you. You can change them any time in settings. Tags aren't created automatically; add your own using the suggestions below.
Pipeline stages
- 1First contact
- 2Needs analysis
- 3Proposal
- 4Underwriting
- 5Policy issued
Custom fields
- Birthday (date)
- Coverage gaps (multi select)
- Health rating (select)
- Annual premium (currency)
Suggested tags
- Personal network
- Referral
- Group policy
- Follow up
See how Kemai can help your team
Create a free workspace and try it yourself, or book a live demo tailored to your situation.