Meet Our Customers: Zoho for Insurance
Zoho for insurance: what exactly? Large insurers are running their own backends, aren’t they? Yes, they do, but individual agents and brokers don’t. They often rely on outdated systems or generic spreadsheets that create data silos, making it difficult to get a 360-degree view of a policyholder.
This is where a customized Zoho for insurance solution transforms your agency. We build solutions centered on Zoho One apps, configured to track not just contacts, but individual policies, claims, and renewal dates. By connecting apps like Zoho Campaigns for automated client marketing, Zoho Desk for service requests, and Zoho Analytics for commission reporting, we create a single, powerful backend to run your entire operation.
This is not a complete list; many customers choose strict NDAs and desire to keep their relationship with us private. We respect privacy; all the reviews and case studies are voluntary, signed by customers, and verified by Zoho Corporation. If you are our customer and wish to be included in or excluded from this list, please send a request to privacy@crmforyourbusiness.com.
