Insurance CRM
Our Insurance Agency CRM template in Stackby is designed to streamline your operations by organizing essential data across four interconnected tables:
Clients Table: Maintain detailed records of clients, including contact information, demographics, and associated policies.
Policies Table: Track policy specifics such as type, coverage, premiums, and status, all linked to respective clients.
Claims Table: Monitor claims with details like claim numbers, dates, amounts, statuses, and assigned adjusters, ensuring efficient processing.