Insurance CRM SoftwareeWay-CRM is the best CRM tool for insurance brokers and agencies. It helps them manage contacts, contracts, renewals, communications, and follow-ups. Since eWay-CRM sits right inside Microsoft Outlook, it's easy to save emails and plan meetings with a single click.
Contacts and Companies
Keep all contacts and companies inside eWay-CRM. They will be available anywhere and anytime – from your PC, Mac, and mobile. These items will be also shared with the rest of your team.
Your first step to excellent customer experience starts with stunning contact management.
Contracts and Renewals
Use our module Projects to track all contracts. After all, each contract is a kind of project, right? Attach emails, journals, and documents. Set up reminders to let eWay-CRM notify you about an expiring due date.
Emails and Notes
Save emails by contacts, companies, or projects. Everybody can follow up on your communications and vice versa. Allow people to help you.
Tasks and Calendar
Plan follow-up tasks and meetings. Our stunning integration with the Outlook calendar makes it extremely easy. Everybody can open a contact or a project and see that you are already in charge.
Keep your TODO list tidy.
Custom Fields and Forms
Use our custom fields to gather the information that’s useful for you. Customize the layout of our forms with the form designer to make eWay-CRM look exactly as you need.
Make eWay-CRM your CRM.
Set up our workflow to automate routine tasks. eWay-CRM will automatically ask for mandatory fields, important documents, and generate tasks for the rest of your team.
Let eWay-CRM do the boring things.
Minutes after watching eWay-CRM videos, I knew this was what I was looking for.
It is customisable in every possible way. I could set it up to do everything I needed and so much more. As I started using it I learned more and more features and thought of more ways to customise it to suit my needs.
The interface is easy and logical so anyone can use it, importing my data from our previous CRM was quick and easy.
Johan V/D Walt,
president at Wico Insurance Brokers
eWay-CRM sits inside Outlook
Select an email to get a complete detail of a person you are writing with. Start a Teams chat in a single click. Use our toolbar to access your CRM data.
Here is a better question: Why SHOULDN’T your CRM sit inside your Outlook?
(Automatic) Email Saving
Whenever you send or receive an email, you can quickly save it to eWay-CRM. Manually or automatically – it’s up to you. All emails will be instantly available to the rest of your team and anybody can follow up.
You can save emails by contacts, companies, or projects. If you open a record, you will find a complete list of all related emails that you and your team included.
Integration with Calendar
eWay-CRM lives inside your Outlook calendar. When planning a meeting, select a contact, company, or project. The meeting will be automatically related to the item and your team knows that you are about to talk to the customer.
Synchronization of Contacts
Want to keep your contacts in your Outlook? No worries. Activate our two-way synchronization and keep both lists 1:1.
Convert an Email to…
Have you received an important email? Convert it to a contact, project, or task. eWay-CRM automatically fills in all the important fields and you can start working right away.
Save yourself tons of time.
Integrated Email Marketing
Need to send a bulk email? Use our marketing module and send professional emails using your CRM database. We have all it takes including templates, open tracking, and click maps.
You don’t need to export data to Mailchimp and back. Just use eWay-CRM.
One Software That Has it All
eWay-CRM looks and works exactly like Microsoft Outlook. We don’t want you to switch between apps, or learn a new interface. Just take what you already know and use it with eWay-CRM.
Insurance agents usually need to track a lot of specific fields depending on what kind of insurance they provide. eWay-CRM contains Custom Fields which allow creating your own fields so you don't miss anything. Use Custom Fields to define the attributes you need.
To help you turn eWay-CRM into YOUR CRM, also pay attention to Form Designer. This feature allows you to change the look of each form exactly as you need to.
We recommend you start by reviewing our contact and project forms and customizing them to fit your needs.
Once you created all fields and customized forms, you can import your data. Without having all fields properly set up in eWay-CRM first, you could lose important data.
To import projects, use Import from Excel.
If you switch from BCM or another CRM and need to import more than just contacts and projects, let us know. Our team of developers will assist.
Make sure you won't miss a deadline and turn on notifications about upcoming project deadlines. Go to the Admin Center, click Features, and go to Projects.
In there, activate "Notify about upcoming project deadline". This feature will send an email X days prior the project estimated end to a selected group of people.
This way, you can make sure to stay on top of all deadlines even if you change a staff member.
The manual option allows you to keep everything under control. You decide what emails are important and which ones will stay just in Outlook.
If you turn on the automatic email tracking feature, you can be sure that eWay-CRM will save everything you receive from people listed in your eWay-CRM.
If you receive a call or go to a meeting, put your notes in the journal. This is our module for keeping track of all minutes. All journals and emails will be tightly organized in the HUB.
When you start talking to your customers and sending emails, you will soon need to arrange meetings and plan tasks. We encourage you to do both - calendar for meetings and tasks for things you want to remember.