TDA CRM for Insurance

Manage policies, clients, and claims efficiently — all in one modern platform.

Why Choose Us

Transform Your Insurance Business

TDA CRM empowers insurance professionals to manage leads, policies, renewals, and client communication more effectively — helping you grow your book of business and improve retention.

40% faster policy management
30% higher client retention
50% fewer manual processes

Key Features

Everything You Need in One Platform

Designed specifically for insurance brokers and agencies to streamline operations and boost sales

Policy Management

Track job status, assign technicians, and manage quotes and invoices from a single dashboard.

360° Client View

Comprehensive client profiles with policy history, communication logs, and important documents.

Automated Renewals

Reduce policy lapses with automated renewal reminders and follow-up workflows.

Claims Tracking

Centralized dashboard to monitor claim status, documents, and client communications.

Sales Pipeline

Visual pipeline to track leads, set follow-ups, and analyze conversion rates.

Smart Quotes

Generate and send professional, customized quotes directly from the CRM.

1.2M+

Policies Managed

85%

Renewal Rate

24/7

Support Available

4.8

Average Rating

Key Features

Transform Your Insurance Operations

Performance Insights

Real-time dashboards show agent performance, conversion rates, and revenue growth with actionable insights.

Client Communication

Automated SMS/email updates, feedback requests, and integrated chat for instant client support.

Appointment Scheduling

Calendar integration with automated reminders for policy reviews, renewals, and client meetings.

Document Management

Secure cloud storage for policy documents, ID cards, claims forms, and client agreements.

Ready to See TDA CRM in Action?

Experience firsthand how TDA CRM can streamline your clinic's operations and enhance patient engagement. Request your personalised demo today.

"Since implementing TDA CRM, our appointment scheduling is seamless, and patient communication has never been better. It's significantly reduced our admin workload, allowing us to focus more on patient care."

Dr. Evelyn Reed

Connects With Your Existing Tools

Integrate TDA CRM smoothly with essential software like calendar apps, email clients, accounting systems, and more via direct connections or Zapier.

Trigger smart, automated actions across your tech stack to boost productivity and streamline your sales and marketing—without writing a single line of code.