Insurance CRM Software


The insurance industry has evolved tremendously from conventional underwriting. Today, the business has become so complex that you need the ideal insurance management system to manage your business. Demanding customers need information on the go and convenience is the new thing. Empower your policyholders by giving them access to manage their services. Digitise your business with e-certs and mobile apps and drive your business forward using the perfect insurance technology.


  • Working with multiple partners in selling Policies and consolidating in a single system.
  • Delays in processing claims and having unhappy customers.
  • Rising costs of printing conventional insurance certificates.
  • Overly burdened and unhappy operations team.
  • Unable to reach out and sell to the youth of today.
  • Difficulty managing multitude of documentation and contracts

How Second CRM can help

There are many modules and features in Second CRM that can be implemented to address the specific challenges of a insurance companies, including many out of the box and some specially configured or customized for specific needs.

Centralised Customers Database


  • Maintain a consolidated customer database in a centralised location for ease of access and retrieval. Our insurance management system is hosted in one of the best datacentres in the world thus adhering to world-class safety standards.
  • All customer touchpoints i.e. meetings, email, SMS, and telephone conversations are attached to the contacts in a systematic manner and these data can be segmented and put to use in a meaningful manner for marketing purposes.
Insurance Policy Management

Insurance Claim Processing

Claims Portal for Insurance Policy Holders

  • Stand out of the competition by providing a Claims Portal for your policyholders so that they would be able to interact with you 24/7, regardless of where they are.
  • Empower your Policy Holders with insurance technology to apply online for their claims, track claims status, upload documents, pay fees and perform a multitude of other transactions online.
Insurance Mobile App
  • Open up new market with a full operations mobile app for customers to perform policy claims and even buy new policies on the go.
  • Fully branded mobile app that can be downloaded onto any mobile device also adds to the branding and marketing for the company.
Insurance Agents Portal

  • Agents Portal in our insurance solutions allow agents to manage their existing policy holders in keep them informed of expiry and premium due, and also able to prospect new customers thus promoting efficiency and transparency in agent management.
  • As an Insurance Company, visibility in Agents daily activities is very desirable, but a complex act. Offering a CRM system to your agents, allows you to get all activity reports and the marketing sentiment is of utmost value.
Suppliers Contract Management

  • Manage all your vendor and supplier contracts in a single vendor management system. No more oversights on expiry since the system is now able to enlist the refreshed contract list that is nearing expiry on a day to day basis.
  • Extending access to Vendors Portal, based upon the active Contract status, protects Companies from unauthorised access to their CRM data.

What our clients are saying

Managing our corporate clients has never been easier. Second CRM is such a powerful tool and its very user friendly.

Muhammad Zaki Kamaruddin


Our operations have now been totally streamlined. No more messy spreadsheets, overlooked billing and servicing.

Abdul Halim


The Second CRM team listens to our requirements, understands our needs and comes up with a solution that is tailored to solve our problems.



Don’t compromise growth with manual operations or isolated apps.

Manage all your company operations in one cohesive system, covering sales, customer service and all your operations to drive processes, productivity, and consistency the way you want.

× Live Chat