CRM for insurance brokers in South Africa
The best CRM for insurance brokers in South Africa is one that reminds you of every renewal before it lapses, keeps a dated record of advice and client communication for FAIS record keeping, and stores personal information in a controlled way that supports POPIA. Recenvy brings clients, renewals, quotes and service queries into one system.
Common problems we hear
- Renewals slipping through: Renewal dates sit in diaries and spreadsheets, so some clients are only contacted after they have moved.
- Scattered FAIS records: Notes, emails and call outcomes are spread across inboxes, which makes record keeping hard to prove.
- Client queries without follow-through: Claims and policy questions are handled by whoever picks up, with no tracking.
- POPIA worries: Client personal information is copied into too many places with no control over access.
How Recenvy solves it
- CRM: One client record with policies, contacts, notes and every email and call linked.
- Automation: Renewal reminders and follow-ups triggered on the right dates.
- Ticketing with SLAs: Client queries and claim follow-ups tracked to an owner and a turnaround target.
- Quotes & invoicing: Prepare quotes and fee invoices from the client record.
- Client portal: Clients see their documents and log queries without emailing around.
Frequently asked questions
Can Recenvy track policy renewals?
Yes. Renewal dates can be recorded and automations remind your team before they are due.
Does Recenvy help with FAIS record keeping?
Recenvy keeps a dated history of notes, emails, calls and documents on each client record, which supports your record keeping. Your compliance officer remains responsible for FAIS requirements.
How does Recenvy support POPIA?
Client information is kept in one system with role-based access, instead of being copied across spreadsheets and personal inboxes.
Can clients log queries online?
Yes, through the client portal.