Bigin for Insurance

Fully ready CRM to bring more prospects to your policies. Spread the goodness!

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Why insurance firms need a CRM

A CRM is a simple idea. They are tools that you use to sell products more efficiently. With a target audience as massive and widespread as insurance's, it's even more crucial to visualize sales in stages, from a simple inquiry to a life-long customer. Which is exactly what CRMs help you with.

Leave no stone unturned.

Just when CRMs where getting complex, Bigin brings together your policies and clients in the same window. When you have hundreds of thousands of customers, it doesn't get any better than Bigin as it also lets you track other vital business operations with multiple pipelines. Don't believe us? Take a look at what it can do.

Your insurance firm envisioned in one window.

Bigin understands how insurance firms work. We learned you like to have all the different processes available in one window. This means you can have different pipelines for different offerings so you can monitor any business operation you want.

Modules in Bigin's Insurance template

Track your Inquiries

The Inquiries module is your primary sales pipeline. Because it is a pipeline, you can easily distinguish prospective clients in stages they belong in, and assess how far they are to purchase a policy. This also gives you the unique advantage of knowing how to tend to each prospect to push them further towards conversion!


Keep up with all your contacts from interested prospects to lifelong customers. The clients module maintains all your contacts, where you can add prospects as they come and monitor their conversion to customers in the Inquiries module.

Get Companies!

We made more room for companies that might be interested in buying from you! You can also store office addresses of individual clients to find them easily.

A list of all your Policies

Easily keep a list of all the policies and services you sell to your customers. You can also link policies to customers and to their inquiries on the pipeline.

Make a move with Activities

Set up tasks, events, or make calls with your prospects and customers. You can even host and schedule video calls and meetings, all just from Bigin.

Crunch numbers with Dashboards

Bigin comes with dashboards that accurately report your performance with charts and tables so you always stay on top of your proceedings. Moreover, you can also create your own dashboards with a variety of chart styles at your disposal.

The perfect pipeline to bring home all your prospects

Bigin's pipeline is raved about in the small business world. So we decided to double down on our prime feature to provide a pipeline that covers all the prominent stages of purchasing an insurance policy. In the inquiries module, you'll find the pipeline starting from New Inquiry, passing through several stages, and culminating in a sold policy!

Here are the stages of a typical insurance deal in a pipeline:

The full pipeline on Bigin's Insurance template displaying its many stages

Carefully customized Fields to store everything
from details to findings!

One size never fits all, only compromises do. After studying insurance firms and how they function, we understood what goes into making a successful policy sale.

So we made changes to how you add information to Bigin that stays completely in context to you, your customer and your deal.

More customized fields for the insurance template in Bigin

What's more?

Make calls and send emails directly from Bigin

Need to make phone calls? Check. Need to send emails? Double check. Not just limited to calls, you can also host video calls and presentations without leaving the app. Also for emails, Bigin supports all popular email services with IMAP and POP functions.

Let Bigin deal with your day-to-day routine, set up workflows

Let Bigin deal with your day-to-day routine, set up workflows

Create multiple pipelines for all your operations

Bigin also covers other business operations besides sales. You can create multiple pipelines for different operations like customer support, so you can monitor and visualize them all at once. And yes, you can customize stages and fields in all your other pipelines too!

Connect to all your favorite apps

Bigin seamlessly integrates with many top apps out there. From Google Workspace to Office 365, we have them all. You can also connect to a thousand more apps through Zapier, Zoho Flow, or with our magical developer APIs.

Sell from anywhere with the Bigin app

The Bigin app for iOS and Android is hands down the best CRM app ever made. Track your inquiries, call your contacts, and make moves even on the go. With the Bigin app, you can take your business literally anywhere.

Got a friend looking for a CRM?

Bigin comes tailored for a ton of other businesses! Take a look!

All this for only $7 a month per user.

Stop pinching yourself, it's real!

Bigin is priced advantageously for small businesses to give them the right applications to grow and flourish. This will never change. At just $7 per month per user, Bigin provides all that you need and more, which makes it the best small business CRM in the world. Nothing else comes close.

See all pricing

Don't take our word for it,
hear from people just like you.


I want to sincerely thank the entire Bigin Team for developing this excellent platform for SMBs, who are quite keen on getting rid of Excel datasheets. My primary requirement was exactly the same,and Bigin has offered so much more. This has increased the overall productivity of my sales team, and I have already recommended Bigin to friends in different sectors.


Dhruvesh Lakhani, Founder & Director, Investacc Insurance Brokers Pvt. Ltd.


Yet another great product by Zoho. If you are looking for a simple, straight-forward CRM to maintain your sales pipeline, Bigin would be your best option to start with. Extremely easy to understand and easy to get started, without any friction, for the entire team. This tool is backed with an amazing support team at Zoho, and that makes it easier to experiment with new products.


Surabhi Shekhar, Solution Designer, Uncanny Vision


Our start-up Invest in Latam has been growing in the past few years and we were in need of a powerful yet simple CRM to start being more professional. We found the perfect fit with Bigin. It's easy to use and integrates with the latest tech needed to create a successful business. We are very happy with our investment!


Rebeca Gonzalez, CEO & Co-Founder, Invest in Latam


We are an MSME company and get a lot of enquiries from different online platforms. It was very cumbersome to manage all these leads and as a small company we were not able to afford a CRM. However, I tried Bigin and it worked well for me. Now all my sales leads are organized and regular follow-ups are done by just a click. Complete value for money.


Amit Shah, Chartered Engineer Master Technician Solar PV (IIT Bombay), Solgen Greentech LLP


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