Manage clients, policies, expiries and renewals in a CRM built specifically for insurance intermediaries. No endless configurations — it works from day one, already set up for the sector.
The insurance sector has specific needs that horizontal CRMs do not cover natively
Every tool designed for the daily work of brokers and agents
Client card with policy history, communications, preferences and notes. Everything in a single view, always updated.
Automatic notifications to you and clients for renewals, expiries and cross-sell opportunities. Zero forgetfulness.
AI generates the updated renewal quote and sends it to the client automatically. The renewal happens without manual intervention.
Search by name, product, carrier, expiry or any field. Segment the portfolio for targeted campaigns.
Email, SMS and WhatsApp directly from the CRM. Customisable templates and communication history for each client.
Portfolio by carrier, lines, commissions, renewal rate and monthly trend. Real-time dashboard.
Policies, mandates, client documents: archived, searchable and always accessible. Certified storage included.
Ask AI to summarise a client position, suggest the best product or write a personalised email.
Track leads from the quotation engine to the issued policy. Visualise the funnel and identify bottlenecks.
Automatic reminders and pre-generated renewal quotes reduce policies lost due to forgetfulness, keeping the existing portfolio active and under management.
Communications, reminders and reports are generated automatically. Less time on paperwork, more time on clients that generate value.
You know at all times which policies expire, which clients you have not spoken to in 6 months, which lines are under-represented. Decisions based on data, not gut feeling.
AI identifies clients with incomplete insurance coverage and suggests the right moment to propose complementary products. Additional revenue without effort.
The CRM is native to the platform. Data flows automatically between quotation engine, management platform and CRM — without manual imports/exports and without risk of misalignment.
The Aron insurance CRM integrates natively with the AI management platform, the personalised quotation engine and the digital mandate. A single platform for the entire client lifecycle.
An insurance CRM is designed specifically for insurance portfolio management: it tracks policies, expiries, renewals, carriers and IVASS compliance. A generic CRM like Salesforce or HubSpot requires years of customisation to do the same. Aron starts already configured for the sector.
Yes. The CRM automatically sends expiry reminders to clients via email, SMS or WhatsApp at configurable intervals. For renewals, AI generates updated quotes and sends them to the client without manual intervention. The renewal rate tends to increase significantly when automatic reminders work on the existing portfolio.
Yes. The importer supports CSV files and the main insurance carrier export formats. The onboarding team assists you with import and data cleaning. The portfolio is operational from day one.
Yes. The CRM includes operation tracking, complete audit trail, GDPR consent management and automatic regulatory reports. Every communication sent to clients is recorded and consultable at any time for IVASS inspections.
Yes, the Aron insurance CRM is native to the platform: leads from the whitelabel quotation engine automatically enter the CRM, issued policies update the portfolio and expiries synchronise with the calendar. Zero duplicates, zero manual entries.
Register for free to the Aron Partner Network and immediately access the insurance CRM.