Grow Faster with CRM Built for Insurance Companies
Numbers that Drive Insurance Success
10K+
Insurance teams trust Quantive
28%
Increase in policy renewals
$3B+
Premiums managed annually
4.9★
Average rating from 100+ reviews
Built Specifically for Insurance Businesses
Generic CRMs don’t understand policies, renewals, and claims. Quantive is purpose-built to manage the full insurance lifecycle — from lead to long-term policyholder.
Policyholder Lifecycle Management
Track every lead, policy purchase, renewal, and claim. Get a complete view of each customer’s journey and lifetime value.
Claims & Case Tracking
Multi-Channel Distribution
Product & Policy Management
Tools That Drive Policy Growth
Know Your Policyholders
Maintain a complete profile of every policyholder — policies, claims, communication, and history — all in one place.
- Unified profiles with policy and claims history
- Smart segmentation by policy type, risk, and demographics
- Lifetime value tracking and renewal forecasting
- Tag, group, and filter customers at any scale
Here Is From Our Clients
Elisabeth Norberg
Revenue Operations Manager
"Thanks to QuantiveSoft, because we don’t have everything dispersed across systems, we’re able to give the customer a much better experience."
Elisabeth Norberg
Revenue Operations Manager
Automate Your Insurance Workflows
New Lead
Automatically capture and respond to new inquiries with personalized messages and policy recommendations.
Policy Issued
Trigger automated reminders and engagement sequences before policy expiration to maximize renewals.
Claim Filed
Keep customers informed with automated notifications at every stage of the claims process.
Inactive Policyholder
Reconnect with lapsed customers through targeted offers and policy upgrades.
Designed for Every Role in Your Insurance Business
Close more policies with better lead visibility and follow-ups.
- Lead tracking and pipeline visibility
- Quote and proposal management
- Automated reminders and follow-ups
- Policy conversion tracking
- Sales performance dashboards
- Commission tracking insights
Perfect for Every Insurance Business
Life Insurance Providers
Health Insurance Companies
Auto Insurance Providers
Insurance Brokers & Agents
General Insurance Firms
InsurTech Startups
Commercial Insurance Providers
Reinsurance Companies
Digital Insurance Platforms
Enterprise Insurance Teams
Connect With Your Insurance Ecosystem
Quantive integrates with your existing systems — from policy management tools to communication platforms — ensuring seamless operations.
Mobile CRM
Access policies, claims, and customer data on the go — and stay connected with your business from anywhere.
Manage Your Insurance Business Anytime, Anywhere
Access policies, claims, and customer data on the go — and stay connected with your business from anywhere.
Full Business Access
View customers, policies, claims, and revenue metrics anytime.
Real-Time Alerts
Get notified instantly about new policies, claims, and renewals.
Push Notifications
Stay updated on customer activity, claim progress, and important business events.
We Help You Succeed from Day One
Dedicated Onboarding
A dedicated onboarding specialist sets up your CRM, imports your data, and configures workflows tailored to your dealership.
Training Sessions
Live and on-demand training for your entire team. Get your reps up to speed in days, not weeks.
24/7 Support
Reach our automotive CRM experts any time via live chat, email, or phone — including weekends.
Common Questions
Lead management is the process of capturing leads, tracking their behavior, and nurturing them through your sales funnel until they're ready to buy.
QuantiveSoft provides an all-in-one platform with CRM, automation, and marketing tools in one place.
Lead management focuses on capturing and nurturing new prospects, while pipeline management tracks deals through your sales stages.
With QuantiveSoft, you can get started in minutes. The CRM is ready to use with minimal setup required.
You can access QuantiveSoft from web and mobile platforms. It syncs your data instantly across devices.