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Generate more leads with the PolicyBazaar + Highrise CRM integration
PolicyBazaar / Highrise CRM
Integrations

Generate more leads with the PolicyBazaar + Highrise CRM integration

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LeadsBridge is a reliable integration platform that supports you with 370 integrations. Start now connecting PolicyBazaar and Highrise CRM

Quick summary of PolicyBazaar

Policybazaar is online life insurance and general insurance aggregator. Policybazaar is specialized in making a comparative analysis of the insurance products of various insurance policies based on price, quality and key benefits. Policybazaar empowers customers with comparative and accurate information on Insurance products combined with solution driven customer service. Their technology backed service is convincing and adds value to our customers. Using the industry knowledge, service-offering expertise and technical capabilities, this software development solutions leading to financial security and competitive returns. Policybazaar has built strong relationships with all prominent public and private insurance companies across India. The partners of this company are from life insurance, health insurance, car insurance, travel insurance, corporate insurance, and loan sectors.

PolicyBazaar makes buying insurance easy. You can get free insurance quotes, compare plans based on their premium and features side-by-side. You can choose from the largest selection of insurance plans from leading insurance companies. You can select the most suitable plan and purchase it online through this platform.

PolicyBazaar offers the widest variety of insurance plans comprising of both life and general insurance. In life insurance, you can compare Pure Protection plans, Pension Plans, Child Plans, Investment Plans. You can compare Health Insurance or Mediclaims plans, Car insurance and Travel insurance as well as Home Insurance. Policybazaar also compares financial services including personal loans and home loans and offers end-to-end support for these services right from application to disbursal of loans.

Quick summary of Highrise CRM

Highrise CRM is a simple Customer Relationship Management tool designed to increase your business’ results easier and faster. Highrise CRM allows you to: Acquire more prospective clients You can connect Highrise CRM to any other lead source to increase your leads. By giving them tags and custom fields, you’ll be able to assign those leads to the proper follow up sequences, in order to customize their journey and increase your sales.

Assign tasks to team members Highrise’s easy interface allows you to skyrocket your team members’ productivity, by assigning them tasks and goals with just one click. Assign tasks to team members Skyrocket your team members’ productivity assigning them task and goals with one click. Manage follow-ups. Highrise enables you to follow up your leads and clients with the most relevant message for them. When leads are ready to talk with your sales reps, you can easily assign them to the right people in your team. Track leads’ activities.

With Highrise CRM you get all the data you need about your marketing and sales processes. Such information are crucial for understanding where your productivity lacks and how to improve your results. Get reports on your leads and funnel Reporting tools allow you to get specific information and data you need to know for your business. By doing so, you’ll be able to manage the entire sales funnel, in order to identify which specific actions you can do to increase your customers lifetime value.


What you can do with PolicyBazaar and Highrise CRM

Create new Highrise CRM contacts in tags with PolicyBazaar

Update Highrise CRM contacts in tags with PolicyBazaar


Other popular Highrise CRM integrations offered by LeadsBridge

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Start automating PolicyBazaar with LeadsBridge

NOTE PolicyBazaar is on Waiting List
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