How to Accelerate Closures, Maximize Retention in Insurance Broking Sector
Claims. Compliance. Care.
In this webinar, Monica Sharma, Sr. Functional Consultant Salesforce – Manras Technologies will be revealing “How to Accelerate Closures, Maximize Retention in Insurance Broking Sector” within Salesforce.
Join us to discover the powerful CRM strategies and its impact on business growth.
- Thursday, September 11, 2025
- 11:30 AM (IST) Onwards
Register Now
See you next time!
Hear from the Expert on Insurance Growth
Monica Sharma
Sr. Functional Consultant Salesforce at Manras Technologies
Monika Sharma brings over 14 years of experience in solution consulting, with a strong focus on CRM and cloud technologies that enable businesses to accelerate growth and strengthen customer relationships. At Manras Technologies, she helps clients in the insurance sector optimize their sales and service processes through Salesforce Sales and Marketing Cloud.
Her extensive background in leading complex global projects, equips her with the expertise to address industry-specific challenges – from streamlining sales cycles to enhancing retention strategies. Monika’s blend of technical depth and functional insight ensures that every solution she delivers aligns with business goals and drives real impact.
Why Choose Manras’ Services
An Insurance CRM solution allows your Insurance broker and agents to simplify workflows, strengthen client relationships, and ramp up deal closure processes. Here’s what you get with our InsuranceCRM:
Renewals
Without Salesforce, it was challenging for insurance companies to renew policies, claims, and payments.
Agent Performance
There was no better way to check agent performance, task assignments, commissions, and referrals.
Background Check
It wasn’t easy to gather data and insights of eligible prospects to verify the background and check new insurance opportunities.
Self-Service Portals
to connect customers directly to your broker team
FAQ's for Insurance Industry
Salesforce consulting services help you optimize CRM workflows, automate manual tasks, personalize customer interactions, and improve team collaboration. With the right strategy, you can boost productivity, shorten sales cycles, and make smarter data-driven decisions that drive sustainable business growth.
Look for certified Salesforce consultants with a strong portfolio, industry-specific expertise, and a proven track record. A reliable partner will align your CRM goals with tailored solutions, offer transparent communication, and provide ongoing support for long-term success.
Salesforce works across industries, but it’s particularly impactful in insurance, real estate, retail, healthcare, finance, education, and manufacturing. Its modular cloud-based solutions adapt well to sector-specific needs like customer engagement, sales automation, data centralization, and compliance.
Pricing depends on your project scope, required expertise, and engagement duration. You can opt for hourly, monthly, or fixed-cost models. At Manras, we offer flexible pricing tailored to your needs, ensuring value, scalability, and ROI.
Manras brings a decade of Salesforce expertise, 500+ successful projects, 100+ certified professionals, and deep domain knowledge. We provide end-to-end consulting, customization, and support, ensuring your Salesforce investment drives measurable results and long-term business value.