CRM Implementation for Insurance Company

Cloud-based CRM


Speed up lead management process, client data systemization, and client activity history in one system.


A Cloud-based CRM, adaptation of a ready tested product to insurance business processes.

Tech stack

AWS, React, Angular, Azure.


A company functioning in the insurance market since 2005. It has a wide branch network in three countries with high juridical persons as its clients. The company offers its services to natural persons as well.


In the course of continuous business growth and advancement, the company reached a point of an acute need for more effective solutions for managing its business processes. To improve employee performance and service quality, automating business processes and reducing time losses on unnecessary arduous work was required. The client reached out to our agency with the following requirements:

  • Develop an easy-to-use CRM in accordance with the current business processes;
  • Automate business processes of the insurance company;
  • Integrate CRM with ERP (1С and others);
  • Transfer data accumulated in Excel during manual processing.


Launching the project, the Modsen team adhered to the preliminary stages guidelines for successful CRM implementation.

Our specialists conducted preliminary planning, analyzed and elaborated the schemes of all processes, and worked out the project specificities.

Based on the collected data, the final decision was to utilize a ready-made CRM system that had undergone comprehensive testing by hundreds of companies, including those providing insurance services. The solution, meanwhile, presupposed adding into it custom functionality vital for our client.

The features implemented on the basis of Cloud CRM include:

  • Ready authorization and report options, all registries and cards (clients, deals, certificates, tasks, notifications)
  • Adjusted access rights and data import (manual and using web services of other systems)
  • Connecting Google.Maps and Yandex.Maps
  • Policy shipping, contact info and prolongation check, providing built-in reports on calls
  • Business processes on checking data from an integrated ERP
  • Safe data storage on the servers of a CRM provider
CRM system


The client noted tangible improvements in work quality and efficiency after the implementation of the Cloud CRM.

Its deployment had a particularly positive impact on:

  • Time optimization of manual work processes thanks to effective process automation;
  • A more quality control over employee performance;
  • A surge in insurance company clients.

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