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A unified RevOps CRM purpose-built for insurance businesses connecting
your agents, call centres, marketing, and support into one intelligent platform.
Insurance sales and service teams operate in a high-pressure environment where every
missed call, slow response, or poor handoff can cost a policy — and a customer.
Agents juggle multiple channels — calls, emails, WhatsApp — with no single view. High-value prospects fall through the cracks before the first meaningful conversation.
Thousands of calls happen daily with no structured analysis. Managers cannot pinpoint which agent conversations are converting policies or where objections are being lost.
Field advisors are often the face of your brand with customers, yet managers have little visibility into where they are, who they visited, and what outcomes were achieved.
Policy renewal windows are time-critical. Without automated follow-up triggers across SMS, email, and WhatsApp, renewal opportunities quietly expire with no intervention.
Customer calls escalate into complaints when ticket routing is manual and agents don't have a full history at their fingertips. SLA breaches erode trust at the most critical moments.
Sales, marketing, and support teams operate in silos with different tools, resulting in duplicate entries, inconsistent customer records, and no coherent view of the customer journey.
From the first prospect inquiry to post-claims support and policy renewal — Corefactors unifies every team, channel, and process your insurance business runs on.
Leads from web forms, calls, WhatsApp, and missed call campaigns are captured automatically and routed to the right advisor instantly.
AI analyses every customer call for sentiment, buying signals, and agent performance — turning raw recordings into actionable revenue intelligence.
Journey automation sends renewal reminders, claim status updates, and escalation alerts across SMS, email, and WhatsApp — without manual intervention.
Every feature has been designed with the insurance business model in mind
from advisor lead management to claims resolution.
Harness the power of AI to analyze every customer interaction across your dealer group.
Run renewal reminders, policy promotion campaigns, and event-based outreach across WhatsApp, Email, and SMS — directly from the CRM, with AI-drafted personalised messages.
Centralise all customer queries — email, web, or call — into a unified ticketing system. Customers get a real-time tracking link for their claim without needing to call back.
Give managers live visibility of every field advisor — where they are, which prospects they visited, how long meetings lasted, and what outcome was recorded. GPS-verified proof of productivity.
Set automated multi-channel journeys that trigger at every critical lifecycle moment — welcome messages, policy anniversary nudges, renewal countdowns, and lapse-prevention workflows.
In insurance, what your advisors say — and how they say it — determines whether a policy is sold.
Corefactors AI turns every call recording into actionable intelligence.
Deliver a consistent, personalized customer experience across every stage of the automotive journey without manual follow-ups.
Every recorded call is automatically summarised. Know the customer's mood, objections raised, and next steps — without listening to hours of recordings.
The AI identifies when a prospect is showing intent to purchase — so managers can intervene, support the advisor, or escalate before the moment is lost.
Each advisor receives a performance score based on their call outcomes. Identify top performers, coach underperformers, and standardise best practices across your team.
Track 12 key metrics per lead — first connected TAT, total answered calls, talk time — giving managers unprecedented visibility at both the lead and agent level.
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"3 agents consistently missing objection handling on premium pricing. Recommended: schedule product training this week."
Calls, forms, missed calls, WhatsApp — all funnelled into one lead pool
Auto-assigned to the right advisor based on availability and specialisation
Real-time call intelligence detects buying signals and flags at-risk leads
Journey automation sends timely follow-ups
, proposals, and reminders
Renewal campaigns trigger automatically;
claims are resolved with full SLA visibility
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Daily Disbursement Increase
Response Time Cut
Increase in Successful First Contact Calls
Talk to a Corefactors specialist who understands insurance. Get a tailored demo and see the
platform in action with your own workflows.
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