Solutions · Insurance
Built for howinsurance sells.
Policy interest, renewals and documentation.
Closelyt · Insurance
Priya Nair
GoogleTerm policy · ₹1Cr cover
Ajay Menon
WhatsAppMotor renewal
Pipeline
A pipeline your team already recognises.
Stages, fields and outcomes are configured for this industry from day one.
- 01
Enquiry
- 02
Quotation
- 03
Documents
- 04
Issued
- 05
Renewal
Fields
The details that actually matter here.
Policy type
Sum assured
Renewal date
KYC
Follow-up
Same platform.Your way of selling.
Closelyt adapts the CRM to your process instead of asking your team to change theirs.
Whatever you're selling.Start closer.
Closelyt brings your leads, conversations, follow-ups, calls, forms, advertising and analytics into one connected workspace.