Insurance Automation

Insurance Operations Automation System

A powerful Zoho-based solution to streamline insurance workflows — from leads to quotations — eliminating manual data entry, reducing errors, and delivering a smoother customer experience.

Lead Conversion to Deals

Auto-capture customer and policy data
Seamless transition from lead to deal
No manual input required
Data integrity ensured

Automated Calculations with Zoho Sheet

Pre-configured policy cost formulas
Auto-populated values from CRM
Instant updates with real-time links
No Excel whiplash required

One-click CRM Sheet Sync

‘Get Sheet Data’ button integration
Live sync of calculated data
Always up-to-date CRM records
One click away from clarity

Automated Quotation Generation

Zoho Writer smart templates
Pulls data directly from CRM
Consistent and professional formatting
Goodbye manual Word docs

Instant Quotation Delivery

Send via email directly from Writer
No downloads, no fuss
Fast, accurate, and efficient
Impress customers, close faster

Business Impact

Time-saving across departments
Error rates drastically reduced
Boost in customer satisfaction
Overall workflow efficiency upgraded