CRM for Insurance Agencies & Brokers

Octane Insurance CRM www.octaneinsurance.com
Super Easy Online CRM for Brokers & Agencies

Closemoredeals
Nurture leads until they’re sales-ready.
Automatically route those leads to the right
brokers. Create an effective mailer campaign to
make every lead a quality lead. Track all your
information and lead related documents, notes
etc in one place.
Octane Insurance handles a lot. So, you can manage your
business well
Accelerateproductivity
You can track tasks, emails, notes and manage
documents all at the same place. Track
productivity of brokers, assign tasks to them,
add follow up dates etc.
Don’tleavemoneyonthetable
Track missing commissions and follow up with
carriers. Track renewals closely and follow up
with existing clients to renew them
Makeinsightfuldecisions
Get the insights you need to make smarter
decisions. With OctaneInsurance, information is
in one place so it’s easier to set priorities and
make quick decisions based on the best, most
up-to-date information available.

The CRM is hosted by us
and is available to you as
a service over the
internet making it
globally accessible
SaaS based
You can subscribe for the
CRM usage. Subscription
will run from one month
to another. You are billed
monthly and have option
to cancel subscription
anytime.
Subscription based
You don’t have to invest in
lead management
systems, bulk mailing
systems, document
management systems
separately.
On Stop solution for
Agencies & independent
brokers
Completely Secure
Our infrastructure provides
security, performance, and
reliability normally found in
only the most sophisticated
IT departments.
We adopt multilevel backup
strategy for disaster
recovery.
Why OctaneInsurance

Commissions tracking
Setup payment schedules,
enter payments received and
track missing commissions
Notes Support
Create Notes related to leads
/ clients or in general.
Task Management
Manage tasks efficiently &
automatically link tasks to
leads/clients
Client Management
It is necessary to keep track
of your clients along with
their policy and other details
Bulk Import leads/ clients
Export your data (xls or csv)
from external system and
bulk import it in CRM
Email Marketing
Use CRM to send bulk emails
to leads/ clients & stay in
constant touch
CRM Features
Lead Management
Powerful solution to automate
& enhance lead tracking &
nurturing
Document storage
Store & manage files/
documents along with a one
click share
Manage Carriers,
Products, Plans
Add/ Edit carriers, products,
plans
Reporting
Reports are available to track
sales, leads sources, broker
performance etc
Renewals tracking
Track upcoming renewals
easily
Dashboard
Get Quick access to
information, charts &
common tasks

Download your data from
an external system (
source)
Download data from your
existing system or any other
system in csv or xls format. No.
of columns, order or columns
really doesn’t matter. You can
import upto 5000 records in a
go.
Browse upload the
data file to
OctaneInsurance
CRM
Browse and upload the
file with records to be
imported
Map columns in
the sheet to lead/
client fields
Map columns in your
sheet to lead fields .
Mapping all columns in
the sheet is not
mandatory. Only
columns which are
mapped to the fields
are imported
Import the data
into
OctaneInsurance
CRM with a click
Click on import to
important all records in
a go.
Bulk upload leads or clients
Review successfully
imported records and
issue log for failed
records
View log of failed records if
any

Select the recipients
Select the recipients your want
to send the mail to. You can
send it to leads or clients with
particular status or carrier or
product or even tag. You can
also send it to all leads/ clients.
You can manually type in
emails of contacts in case they
are not already added
Enter the subject
Type in the subject of
the email
Choose from
predefined
templates or start
fresh
Choose a template to
load it to the editor.
You can manage the
templates through
Manage templates
section in the Settings.
You can also go ahead
without any template
and just type in the mail
content
Insert legends into
mail body
A variety of legends are
supported e.g. Lead
name, Client name,
Broker name, Product,
Carrier, Renewal date
etc which can be
inserted into the mail
body to personalize the
email content
Email marketing / bulk mailing to your leads/ clients
Send a one click mass
mail
Send bulk email with one
click. We use dedicated
email server services to
ensure that emails are
delivered and are not
marked as SPAM.

Enter forecasted
commissions as
commissions schedules
You can add commissions
schedules which are client
specific or general e.g. Base
commission for client A while you
will get monthly and bonus
commission on completion of
some target which you will get
annually
Enter actual
received
commissions
Once you receive a
commission payment,
make an entry into the
system. The entry can
be made against a
commission schedule
or w/o a schedule in
case you generally want
to track payments
received
Expected
commissions
report
If you maintain the
commissions
schedules, you can pull
the expected
commissions report to
see how much
commissions you are
expecting during a
period ( in total or
specific to a client or
from a specific carrier)
Received
Commissions
Report
You can view a report
of commissions
received during a
period (in total or
specific to a client or
from a specific carrier)
Commissions scheduling & tracking
Track missing
commissions
Pull out a report which
highlights differences
between expected and
received commissions
so that you can follow
up with a carrier for any
missing commissions
and not leave money on
the table

Ability to send documents to leads or client
Multiple formats xls, doc, pdf, jpg and many others
Ability to upload documents and keep them secure
Document Management
Ability to mark documents as private or public ( viewable by other brokers in
agency)
Ability to upload documents specific to lead or client
Ability to take a picture and save it directly as a document on our server (
available only on mobile)

Smart Auto linking of tasks with a lead or client depending on where the task
was created from
Tasks can be added for today, tomorrow or custom date and time
Ability to add tasks quickly right from top header
Task Management
Clicking on a linked task will auto open the lead or client page
Ability to mark tasks as done and still access it later

Graphs providing insights on top brokers
Pie charts showing Lead status by Source, Clients by Product &
carrier
Different and relevant views for agency owner and broker
Dashboard
Ability to view today’s tasks on Dashboard
Ability to access Leads to be followed up today and new leads quickly
Graphs showing expected commission vs received commissions

Ability for agency owner to create tasks for brokers
Agency owner can assign leads and clients to brokers
Ability for agency owner to add and manage brokers
Agency Support
Agency owner can monitor lead and sales related activities at a broker and
agency level
Agency owner can generate reports to monitor brokers performance

Stay connected and up-to-date wherever you go.
Octane Insurance’s Mobile Edition gives you
instant access to lead, clients, notes, files, task
etc and other related activities on your iPad,
iPhone and Android devices.
You can access octaneinsurance.com through
your mobile browser or download our native app.
Tablet & Mobile Support

Agency Support
Mobile Support
Support for Carriers,
Products, Plans
Commissions tracking
Renewals
Integrated bulk mailing
OctaneInsurance vs other CRM’s
What makes us better for InsuranceAgencies & independent brokers

For any queries
Send an email to : sales@octaneinsurance.com

CRM for Insurance Agencies & Brokers

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