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What is Salesbook

Salesbook is a complete sales enablement platform that boosts and automates the
work of sales representatives, increasing their efficiency
by up to 50%.

  • Empower sales meetings
  • Enhance offering operations
  • Manage the process
  • Get handy insights
Empowering Small Businesses: Tailored CRM for Every Budget
Read the blog
Dive into the Salesbook

We prepare dedicated educational materials.
They will give you a lot of practical knowledge
and lead you to build your own rewarding process.

  • What is Sales Enablement?
  • What is Configure Price Quote?
  • What is Customer Relationship
    Management (CRM)?
Take control over your whole sales process.
Read more
About Salesbook

In Salesbook we believe that every company in the world can make its sales even better by building
a perfect experience of a customer meeting, automating the process and standardizing it based on precise data.

Consequently we change the consultative sales process to give salespeople time for important things: building relationships with the customers and providing them an outstanding business value.

Podcast | Episode 01
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CRM System for Insurance Companies

Discover Salesbook – a CRM software designed specifically for the needs of insurance companies that want to acquire more potential clients, streamline the policy sales process, and deliver services at a guaranteed level of quality.

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Dariusz Nawojczyk, CMO Salesbook, with glasses, in a white shirt, vest and jacket, visible from the waist up.


Why do Insurance companies need a dedicated CRM system?

In the insurance industry, speed of response, excellent organization, and building client relationships based on trust are what matter most. Insurance agents handle dozens of sales opportunities every day, contact potential buyers, and must stay on top of all obligations—from sending offers to automatic reminders about policy renewals.

Graphical interface of Salesbook showcasing tools for discovering customers' real needs and pain points. Graphical interface of Salesbook showcasing tools for discovering customers' real needs and pain points.

The CRM system for insurance agents from Salesbook:

  • Eliminates the chaos of notes, spreadsheets, and phone calls
  • Enables managing contacts in one place
  • Supports the sales process from start to finish
  • Ensures a great customer experience at every stage
  • Brings it all together in one modern solution 

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Feature highlight showing the ability to sign contracts digitally during sales meetings. Feature highlight showing the ability to sign contracts digitally during sales meetings.

Acquire New Potential Clients Faster and More Effectively

Salesbook supports insurance agents in generating new potential buyers with ready-to-use forms, data analysis,
and activity history. You can track all sales opportunities in one place, assign priorities, and monitor progress in real time.

It’s the perfect solution for agents who want to maximize policy sales without losing control of client relationships.

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Graphical interface of Salesbook showcasing tools for discovering customers' real needs and pain points. Graphical interface of Salesbook showcasing tools for discovering customers' real needs and pain points.

Manage Different Types of Insurance in One System

Whether you sell life insurance, car insurance, health policies, property insurance, or communication policies—Salesbook supports every type of offer. With flexible forms and client segmentation, you can tailor policies to their needs and life stage while automatically reminding them about expiring OC/AC policies or options for extending coverage.

It’s the ideal solution both for individual agents and multi-agency insurance teams.

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Deliver a guaranteed level of service

Clients expect professionalism and quick responses. Our CRM for insurance agents helps create a positive client experience thanks to:

Automatic

reminders about expiring policies,

Complete

contact history in one place,  

Reports

howing how the CRM drives higher sales.

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Feature highlight showing the ability to sign contracts digitally during sales meetings. Feature highlight showing the ability to sign contracts digitally during sales meetings.

Build relationships and increase customer value over time

In insurance, success means not only acquiring new customers but also strengthening relationships with existing ones. With Salesbook’s relationship management features, you can plan cross-sell and up-sell actions, offering additional products such as accident insurance, roadside assistance, or investment policies. The system identifies sales opportunities worth pursuing based on the client’s history and current needs.

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How does Salesbook’s CRM for Insurance agents work?

Salesbook is more than just contact management—it’s a comprehensive CRM program that guides you through the entire insurance sales process step by step. You can: generate offers within minutes, send them directly from the app, track sales opportunity statuses, monitor where each potential client is in the process.

This means you always know who’s waiting for a call, who needs a reminder, and who’s ready to sign a contract. The system automates follow-ups so no client is ever forgotten and even supports convenient contract signing—via SMS or with Apple Pencil and biometric signature. The entire process built into the CRM guides insurance agents through every stage intuitively, making it so simple that even a new hire can conduct a professional client meeting from day one, focusing on needs analysis and tailoring the right offer.

Book a demo with an expert and discover the ideal CRM for insurance agencies.

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Graphical interface of Salesbook showcasing tools for discovering customers' real needs and pain points. Graphical interface of Salesbook showcasing tools for discovering customers' real needs and pain points.

Advanced analytics to support your sales

Salesbook offers advanced quantitative and qualitative analytics that help you make better decisions based on facts, not intuition. The system lets you analyze every element of the sales process, identify the best practices of top insurance agents, and create sales scenarios tailored to your agency. You’ll receive insights based on the performance of your best agents—what actions generate the most opportunities, how to optimize conversations, and which sales stages need improvement. It’s not just a CRM for the industry—it’s your advisor and coach in one.

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Why Salesbook?
A proven solution for the Insurance Industry

  • Trusted by leading insurance companies such as Unum and OVB, Salesbook CRM has already proven its value in real-world deployments. Our implementations show that the system significantly improves sales processes and enables insurance agents to operate at the highest level.

    If you want your insurance agency to become more efficient and competitive, it’s time to try the best CRM for the insurance sector.

See how Salesbook CRM

Book a demo with our expert and see Salesbook in action.

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Element of Salesbook interface: contact box.
Element of Salesbook interface: CRM management.
Element of Salesbook interface: Salesbook analytics.