Industry expertise for Insurance from day one
Policy and contract terms with automatic reminders
Insurance CRM
The CRM for Insurance
Insurance brokers, agencies, and existing customer support. Manage customer files, contracts/policies, claims, terms, renewals, and commissions. Ouhud CRM provides tailored modules, fields, pipelines and templates for Insurance rather than a generic system.
Insurance workspace
GDPR-compliant
20+ channels
AI & automation
What Ouhud CRM prepares for Insurance
Tailored modules, fields & pipelines
Claims as structured service processes
More deals, less administration
Cross-selling and commission overview for broker teams
How to set up your industry workspace
1
Choose industry
2
Enable modules & fields
3
Customize pipeline & templates
4
Save workspace and get started
Frequently Asked Questions
Is Ouhud CRM suitable for Insurance?
Yes. Insurance has a preconfigured workspace with suitable modules, fields, pipelines and templates that you can customize further.
Which features are included for Insurance?
Customer records, leads, pipelines, quotes, invoices, over 20 communication channels, an AI assistant and workflow automation, which can be combined to suit your configuration.
Are the data GDPR-compliant?
Yes. GDPR tools, audit logs, role-based access control and tenant isolation are built in. An EU-hosted AI service or a local model keeps data in the EU.
More industry CRMs
Ready for a Insurance CRM?
Start with an industry-ready workspace and expand features, automations and fields step by step.