---
description: Review of Webtrix24 Insurance CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Webtrix24 Insurance CRM | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [Insurance CRM Software](/directory/342/insurance-crm/software) > [Webtrix24 Insurance CRM](/software/774446/WEBTRIX24)

# Webtrix24 Insurance CRM

Canonical: https://www.softwareadvice.co.nz/software/774446/WEBTRIX24

> \# Webtrix24 Insurance CRM – Complete Insurance Business Management Solution

Webtrix24 Insurance CRM is a dedicated Customer Relationship Management solution designed to help insurance agents, advisors, brokers, and agencies manage their insurance business operations through one centralized platform. It simplifies everyday activities such as lead management, customer handling, policy tracking, renewals, claims, commissions, and customer communication.

The platform helps insurance professionals organize customer information, manage enquiries, track business opportunities, and maintain better relationships with existing and potential customers. Instead of handling information across multiple spreadsheets, documents, and communication channels, users can manage their important insurance-related records in one organized system.

\*\*Lead and Customer Management:\*\* Manage insurance enquiries from the first interaction to conversion. Store customer details, track lead status, assign leads to team members, schedule follow-ups, and maintain communication history. This helps teams stay organized and ensure that potential customers receive timely attention.

\*\*Policy Management:\*\* Maintain insurance policy records across multiple categories, including Life, Health, Motor, Marine, Fire, and other insurance products. Track policy details, customer information, policy status, start dates, expiry dates, and premium-related information from a centralized dashboard.

\*\*Automated Renewal Reminders:\*\* Reduce the chances of missed renewals with automated reminder sequences. Configure reminders for different policy types and schedule notifications before policy expiry through WhatsApp and email. Customizable message sequences and automatic stop rules help reduce repetitive manual follow-ups when customers respond or renew their policies.

\*\*Claims Management:\*\* Organize and track insurance claims from initial reporting to resolution. Maintain claim details, incident information, assigned agents, documents, comments, status updates, and claim history to improve visibility throughout the claims process.

\*\*Commission Management:\*\* Simplify the management of insurance-related commissions by organizing commission information and supporting better tracking of business earnings.

\*\*Campaign Automation:\*\* Create structured customer communication workflows using a visual campaign builder. Connect actions such as sending emails, WhatsApp messages, and scheduled delays to plan and automate customer engagement activities.

\*\*AI-Powered Document Processing:\*\* Reduce manual data entry with OCR-based document scanning. Upload supported insurance documents, invoices, and business cards to extract relevant information and simplify data handling.

\*\*Task and Follow-up Management:\*\* Create tasks, assign responsibilities, set priorities, monitor deadlines, and track team progress to keep daily insurance operations organized.

\*\*Document Management:\*\* Upload, store, search, preview, and manage important customer and policy-related documents in one accessible location.

Webtrix24 Insurance CRM brings essential insurance business activities together in a single management solution. By organizing customer records, improving follow-up processes, supporting communication automation, and providing better visibility into policies and claims, it helps insurance professionals work more efficiently and manage their growing business with greater control.

\*\*Webtrix24 Insurance CRM – Manage Customers, Policies, Renewals, and Claims in One Place.\*\*
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Webtrix Solutions

## Commercial Context

- **Pricing model**:  (Free version available)
- **Pricing Details**: Purpose-built for insurance professionals — manage policies, claims, commissions, reminders, and OCR-powered policy scanning.
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Australia, India

## Features

- AI Copilot
- API
- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Automated Follow-Ups
- Calendar/Reminder System
- Client Communication Tools
- Communication History
- Contact Management
- Customer Database
- Customisable Reports
- Data Import/Export
- Documentation handling
- Email Management
- Email Templates
- For Insurance Industry
- Forecasting
- Generative AI

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base

## Category

- [Insurance CRM Software](https://www.softwareadvice.co.nz/directory/342/insurance-crm/software)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/774446/WEBTRIX24)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/product/774446-WEBTRIX24/> |
| en-AU | <https://www.softwareadvice.com.au/software/774446/WEBTRIX24> |
| en-GB | <https://www.softwareadvice.co.uk/software/774446/WEBTRIX24> |
| en-IE | <https://www.softwareadvice.ie/software/774446/WEBTRIX24> |
| en-NZ | <https://www.softwareadvice.co.nz/software/774446/WEBTRIX24> |

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