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Lead management

  

Organize, follow up and qualify your leads quickly with Sagacity CRM.

Catboats allow you to organize collaboration between your clients and agents and more efficiently collect the necessary data

Sales tools for your agents and partners

  

Tools that help you distribute insurance products throughout different channels such as an online shop, insurance agents,  insurance brokers or third-party’s digital solutions

All channels are integrated and support each interaction with your company and customer as part of a singular experience

Business rules and pricing tools

 

Every company is unique and every insurance product is unique.

With Sagacity CRM you can manage business rules, pricing models, sales processes and API algorithms in one place.

Our powerful parameterization tool will help you manage these settings.

And the changes will be immediately applied to all distribution channels that you use