Insurance Sales Management

The project covers the day-to-day sales cycle for my independent insurance practice. Using our cloud-based CRM and the insurance management platform already in place, you will drive new business into the pipeline, keep prospects engaged, and make sure existing clients renew on time. Scope of work • Lead generation – source qualified prospects, enter them in the CRM, and tag appropriately. • Customer follow-up – schedule and complete calls or emails through the CRM so every lead receives timely, personalised touch-points. • Policy renewals – monitor upcoming expirations in the insurance management software, contact clients ahead of deadlines, and process the paperwork. Tools & workflow All outreach, notes, and status updates must live inside the CRM; policies, quotes, and renewal data stay in the insurance management system. Both platforms are web-based and come with full access and onboarding guides. Project ID: 40697049 1 proposal Open for bidding Remote project Active 23 secs ago Bid amount Email address Set your budget and timeframe It's free to sign up and bid on jobs 1 freelancer is bidding on average ₹25,000 INR for this job I will build a consistent sales workflow by sourcing qualified insurance prospects, entering and tagging them correctly in your CRM, and prioritising leads based on potential and urgency. I will manage every prospect through timely, personalised CRM calls/emails, maintaining accurate notes, follow-up dates, statuses, and next actions so no opportunity is missed. I will monitor upcoming policy expirations in your insurance management platform, contact clients well before deadlines, answer follow-up requirements, and keep renewal paperwork moving until completion. A key challenge in this type of work is preventing leads and renewals from being overlooked. I solve this with CRM task scheduling, clear pipeline stages, daily follow-up checks, and organised records. Another challenge is maintaining accurate information across two platforms. I will carefully verify client, quote, policy, and renewal details before updating records to avoid duplication or errors. I will provide regular pipeline/renewal updates and highlight hot leads, pending responses, and urgent expirations. This gives you clear visibility while keeping the sales cycle moving. ₹25,000 INR in 7 days