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Industry CRM

Finance & Insurance CRM

Manage loan enquiries, insurance policies, renewals, advisor follow-ups and customer documents with a secure CRM workflow.

Request a Demo Explore Features
Loan Enquiries Track product interest and eligibility.
Policy Pipeline Manage insurance stages and closure.
Renewals Never miss policy renewal follow-ups.
Documents Track pending paperwork and verification.
Policy Lead Renewal
Renewal reminder Policy, premium, advisor and next call visible instantly.
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Advisor Tasks Assign customer ownership clearly.
Customer History Keep calls and remarks organized.
Secure Access Control team visibility and activity.
Reports Measure conversion and renewal performance.
65% faster follow-ups
360 deg customer visibility
24x7 workflow automation

Trusted by finance and insurance teams

FinEdge
PolicyPro
LoanDesk
SecureLife
InsureIQ
CapitalHub
Finance and insurance CRM support
AI CRM Live pipeline and team performance
About Us

We help finance teams keep every follow-up accountable

Give advisors and managers one clean system for customer conversations, product interest, renewal reminders and document status.

Manage Product Enquiries

Track loan, insurance and financial service interest.

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Stay Ahead Of Renewals

Use reminders to reduce missed renewal opportunities.

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Work With Better Control

Keep advisor ownership and customer history disciplined.

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Loan Enquiries

Track product interest and eligibility.

Included feature
Policy Pipeline

Manage insurance stages and closure.

Included feature
Renewals

Never miss policy renewal follow-ups.

Included feature
Connected workflows

Control every client and policy workflow

Organise financial enquiries, document collection, advisor activity and renewals without fragmenting customer information.

01

Qualify financial enquiries

Capture product interest, eligibility indicators, source and urgency before assigning the right advisor.

  • Lead scoring
  • Product interest
  • Advisor routing
02

Follow document progress

Track required, pending and received paperwork alongside each case and its communication history.

  • KYC checklist
  • Case status
  • Pending alerts
03

Automate renewal attention

Create timely tasks for upcoming policy and service renewals so advisors can engage proactively.

  • Renewal dates
  • Task reminders
  • Customer history
04

Understand the business

Analyse product, source, advisor, stage and renewal performance from a consistent data set.

  • Pipeline reports
  • Advisor output
  • Renewal trends

Request For Free Demo

Free Demo

Streamline Advisory, Renewals & Documents

Create advisor follow-up plans
Manage loan and policy stages
Track document and verification status
Monitor renewal and conversion trends
Home Task Landing Page Manage Deals Reports
Business by Source
910 Open cases
82% Renewal reminders
44% Conversion
One CRM, every team

A disciplined workspace for finance teams

Keep client-facing teams productive while managers maintain ownership, accountability and visibility.

Advisors & agents

Work from a clear list of prospects, client tasks, pending documents and renewals.

Operations teams

Track case movement, verification dependencies and customer follow-ups without spreadsheets.

Business managers

Monitor access, advisor activity, ageing opportunities and business performance.

FAQs

Finance & Insurance CRM FAQs

Common questions for finance advisors, insurance teams and loan service businesses.

Can Stingo track renewals?

Yes. It helps manage renewal dates, reminders and advisor follow-ups.

Can documents be tracked?

Yes. Teams can track pending and received documents as part of the workflow.

Can advisors be assigned leads?

Yes. Each enquiry or customer can have clear advisor ownership.

Does it show conversion reports?

Yes. Managers can view source, advisor and product-wise performance.