Our Clients
Clients Testimonials
“Samarpan has helped us to improve our website and we are extremely impressed by the team’s efficiency, professionalism, technical knowledge, and devotion. Samarpan continuously completes the tasks ahead of schedule, and provide concrete feedback on how can we make our website even better. We are very happy about Samarpan’ services and would recommend them to all who need website design and development.”
Leo Robayo
CEO at Velox Insurance
“My Experience outsourcing Software and Mobile App development to Samarpan Infotech was a great one. They handled the process of developing my software proficiently and professionally. Working Sandip and his team was a great experience. We will certainly continue working with them.”
Randy Luton
CEO at RateForceFunnel All Sales Leads from Various Channels
Your prospects compare rates online before they ever speak to an agent. We help you capture those shoppers and convert them with AI-assisted intake, lead qualification, and follow-ups.
We can integrate third-party rater platforms like AccuAgency and ITC, plus direct carrier raters such as LeadCloud (The General), Assurance America, and Arrowhead.
With these rater integrations, customers can evaluate options, choose coverage, and move forward with confidence.
If you want a true “buy online” experience, we can build end-to-end online binding so customers can purchase directly, without needing an agent to manually guide every step.
The online binding journey typically includes:
- Enter details via a secure intake form (AI auto-fill + validation)
- Complete a guided questionnaire
- Get real-time premium estimates with side-by-side comparisons
- Review coverage options across multiple packages and limits
- Customize deductibles, add-ons, and endorsements (where allowed)
- Pay online using supported gateways (e.g., Stripe, First Data, Dynamic Merchant, etc.)
- Complete required checks (e.g., NSD / verification as applicable)
- E-sign policy documents using DocuSign
- Auto-generate confirmations and store records in CRM/policy systems (AI summary + tagging)
This is a simple process that does not require any agent for assistance or explanation.
Automatically Distribute Leads to
Agents across Various Offices
Managing leads across multiple offices can get messy, slow responses, duplicate followups, and missed opportunities.
Our custom cloud insurance CRM automatically routes leads in real time with AI-assisted scoring and smart distribution.
Assignment is based on agent availability, location proximity, and lead relevance (LOB, priority, intent).
- AI can prioritize high-intent enquiries, detect duplicates/low-quality leads, and suggest the best-fit agent using past conversion patterns.
- All communication stays centralized, with AI-generated summaries for quick handoffs.
- This will ensure that the right leads are distributed among the capable agents.
AI-Powered Voice+Chat Support Agents
Insurance agencies lose time on repetitive calls and chats with basic questions, while customers still expect instant responses. This overload slows service teams and increases missed follow-ups.
Deploy AI-powered voice + chat support agents integrated with your CRM to handle highvolume enquiries, automate routine servicing, and escalate complex cases to humans.
- 24/7 voice + chat support for common policy, billing, and renewal enquiries
- CRM-connected answers (policy status, customer profile, documents, notes, history)
- Smart triage & escalation to the right agent/department with full context
- Call & chat transcription + AI summaries auto-saved into CRM timelines
- Automated tasks & follow-ups (reminders, document requests, payment nudges)
- Compliance-friendly logs with audit trails, consent tracking, and role-based access
All in One View for Communication Tracking
End-to-end communication tracking helps agents stay on top of every customer interaction and policy, without losing context across calls, texts, and follow-ups.
We integrate tools like Twilio and RingCentral for real-time built-in SMS/MMS and calling.
The CRM also includes call tracking with AI-powered transcription and conversation summaries, so your service team can review history quickly, maintain compliance-ready records, and respond faster with consistent support.
Smart Agent EOD Goal Setup
Reliable & Modern Sales Management Software For Insurance Agency can Boost ROI and Productivity of Agents
Smart Alerts for Important Agents Actions
Smart alerts in our custom insurance CRM help agents stay on top of payments, renewals, and documentation, without manual tracking. Key features include:
- Installment & payment reminders (pending dues, status changes)
- Policy-critical alerts (renewals, cancellations, endorsements, deadlines)
- Notes-based reminders (agent-added notes trigger follow-ups)
- Pending document notifications (missing items, incomplete uploads)
- Rules-based document validation (flags non-compliant or incorrect documents)
- Instant exception alerts (so issues are fixed before submission)
This reduces manual checking, prevents missed tasks, and lowers documentation errors.
Explore Cross Sales Opportunities
Our insurance agency CRM software will help your agents to generate “Merchandising” opportunities from the data provided by the customers.
When the customer buy any policy – software has fetched his/her details including family’s details also, our insurance agency CRM software will help the agent with all the customer’s details about sales prediction, policies might he/she will look, purchase or buy, etc.
Then comes the integration of the NSD process along with the package. Nation Safe Driver offers roadside assistance and towing as well as a lot of products.
Our Azure cloud service will automize the entire process of NSD with the help of API integration. We will also set up an NSD rate chart in your system to assist your agents. The admin can easily track all the activities under nation safe drivers with the help of NSD API.
NSD is a proven solution to get customer retention, build a loyalty and help the agency manage the costs.
Automate Policy Renewal Process
We’ve built a fully automated policy renewal workflow in the CRM.
Customers receive timely SMS/MMS renewal reminders with renewal date and payment amount
Agents get AI-assisted follow-up alerts that prioritize at-risk renewals and suggest the best next action, so no renewal is missed.
Advance Business Intelligence(BI) Reports of Policy Sales
Performance Analytics and Reporting
You can Boost Agency Leads Conversation with Custom Insurance Agency CRM Software
Agent-Based Hierarchical Data Access
It is important to manage and assign the permission to the office group in other franchisees and employees.
To avoid any data theft it is important to have hierarchical data access among the agents. We will help you with office wise SMTP setup and IP restrictions in your environment.
We understand the importance of data safety in an insurance agency. Hence; with a complete office management system you will get to manage the data access and permissions as per the employee role this will certainly add a new level of security in your agency.
User Data Privacy & Security
We follow and add all the USA government rules for the customer data privacy and security.
This makes sure the transactions are secured and the user’s personal data is safe. With tools like DocuSign, we help you to keep your documents safe in cloud storage.
Integrate Major Marketing, Sales, and Business Support Tools
We will integrate all the major tools you need for your business growth.
Integration of functionalities like Google Ads and Google Reviews API you will be able to manage the feedbacks and reviews from your customers.
With tools like different payment gateways, Docusign and Twilio you will be able to support your customers whenever they need.