Sales CRM for insurance brokers in Singapore

Key takeaways

The pipeline insurance brokers actually run: Enquiry, Quote requested, Quotes presented, Policy bound, Renewal due.
Where the revenue leaks: Renewals.
Tallium AI CRM is a flat $99 USD per month for the whole workspace with unlimited users included.
Every deal carries a next step with an owner and a date, which is the habit that fixes the leak above.
Enquiries arriving over email, which is how most insurance brokers in Singapore get found, are captured as leads with the source recorded.

The pipeline insurance brokers actually run

Most CRMs ship with a generic lead-to-won funnel. For insurance brokers the stages that carry information are 1. Enquiry, 2. Quote requested, 3. Quotes presented, 4. Policy bound, 5. Renewal due. Rename the default stages to these once and the board immediately tells you something useful, because a deal sitting too long in "Quotes presented" is a different problem from one sitting in "Quote requested".

Where the deals actually leak

Renewals. A book of business only compounds if every policy is chased before it lapses, and lapse dates do not remind you themselves. Ageing on the board is what surfaces it: the deals you need to see are the quiet ones, and quiet deals are invisible in an inbox and in a spreadsheet.

Households and companies, properly linked

One client can hold motor, medical and property cover. Linking contacts to a company or family record shows the whole relationship, which is where cross-sell actually lives.

Renewal dates as scheduled work

Every policy carries an expiry, and the renewal conversation is a dated task months ahead. Retention in broking is an operations problem before it is a sales one.

How this works for businesses in Singapore

A CRM in Singapore has to fit how business is actually done there. Singapore SMEs are small in headcount but sell regionally across ASEAN, so a pipeline that tracks deals in several countries from one workspace is worth more than local territory features. Tallium AI CRM is set up for that: enquiries arriving over email are captured as leads with the source recorded, deal values are entered in the numbers your team quotes in SGD, and the whole team, from a two-person Pte Ltd to a forty-person operation across Singapore, works from the same records at one flat price. Common verticals here, including IT and software, logistics and professional services, all run on the same default pipeline with the stage names changed once.

Everyone in the business, on one system

An insurance brokerage rarely has a clean split between sales and everyone else. The person who answers the phone, the person who prices the job and the person who chases payment all hold part of the relationship. Because every user is included at one flat price, all of them can be on the record instead of only the closers, which is what makes the history true rather than partial.

Tallium AI CRM vs outsourcing to a sales or lead-gen agency

An agency can be the right call when you need pipeline faster than you can hire. The catch is what you own at the end of the contract. If the agency runs the CRM, the outreach and the follow-up, then the relationships, the data and the process are theirs. Running it in-house on your own system costs less per month and leaves you with an asset.

	Tallium AI CRM	outsourcing to a sales agency
Monthly cost	One flat software subscription	A retainer, typically many multiples of it
Who owns the contact data	You. It lives in your workspace	Often the agency's system
Who owns the relationship	Your team	The agency's team
Visibility of the pipeline	Live, at any moment	A monthly report
What you keep if it ends	Everything. Contacts, history and process	A summary, and a restart
Speed to start	Same day	Onboarding period, then ramp
Best fit	Teams that want to own their pipeline	Short-term capacity you cannot hire for

Why teams choose Tallium AI CRM

Working on day one, not after a project

A sensible default pipeline, clean contact and company records and lead capture forms ship with the account. Rename the stages to match how you sell, import your contacts, and the CRM is live the same afternoon.

One account with Tallium Accounting and Marketing

The pipeline, the books and the campaigns share one login and one set of customer records. There is no integration to maintain between the quote you sent and the invoice you raised, because they are in the same system.

Built for WhatsApp-led selling

Enquiries that arrive by WhatsApp are captured as leads with a source tag and an owner, and the contact record carries the click-to-chat link. The conversation stays where your customers are. The commitments live where your team can see them.

AI that removes admin, not judgement

Incoming leads are sorted by intent so the ready-to-buy ones surface first, and follow-up messages are drafted for you to edit and send. It is aimed at the twenty minutes a day lost to admin, not at replacing the salesperson's read of a deal.

Your data stays yours

Contacts, deals and history live in your workspace and export cleanly to CSV whenever you want them. There is no lock-in through an export fee or a proprietary format, which is the right test to apply to any CRM before you commit.

Fast on a phone, because that is where sales happens

The pipeline, contact search and task list are usable one-handed between meetings. A CRM that only works properly at a desk gets updated at the end of the week, which means it is wrong for most of it.

Getting started, step by step

Rename the default pipeline stages to Enquiry, Quote requested, Quotes presented, Policy bound, Renewal due.
Import contacts and companies from a CSV export of your spreadsheet, mailbox or previous CRM. Map the columns once and merge duplicates as you go.
Rename the default pipeline stages so the board matches how you actually sell, then move your open deals onto it with values and expected close dates.
Publish a lead capture form and put it on your website, so new enquiries create contacts automatically with the source recorded.
Set the follow-up rule the team will keep: every open deal carries a next step with a date and an owner. This is the habit that decides whether the CRM works.

Frequently asked questions

Can we track policy renewals in Tallium AI CRM?

Yes. Record the renewal date on the deal or contact and create the follow-up task against it, so the renewal appears in the owner's list weeks before expiry. Brokers usually run a dedicated renewals pipeline alongside new business so the two do not compete for attention.

Does it handle multiple policies for one client?

Yes. Each policy is a separate deal linked to the same contact, so the timeline shows the full relationship while each policy keeps its own value, insurer and renewal date.

How much does Tallium AI CRM cost in Singapore?

Tallium AI CRM is a flat $99 USD per month for the whole workspace, billed in USD, which teams in Singapore usually compare against per-seat tools quoted in SGD equivalents. Unlimited users are included, so the price does not change when you hire. There are no per-seat fees, no feature tiers and no contact-count steps.

Does Tallium AI CRM charge per user?

No. Every plan includes unlimited users. That is the structural difference from most CRMs, and it changes behaviour as much as cost: when a login is free, support and finance go on the system too, and the customer record stops having holes in it.

Is Tallium AI CRM suitable for a small business in Singapore?

Yes. It is built for teams of two to fifty who need a pipeline that stays current, contact records the whole team can see, and follow-ups that happen on a date rather than from memory. In Singapore, where much of the selling happens over email, the important part is that enquiries from those channels are captured as leads rather than lost in a phone.

How long does setup take?

Most teams are working in the CRM the same day. The account ships with a default pipeline, contact and company records and lead capture, so setup is importing your contacts and renaming stages rather than a configuration project. There is no implementation fee and no consultant required.

Can I import my existing contacts?

Yes. Export to CSV from a spreadsheet, mailbox, phone or your current CRM and import it, mapping columns to contact and company fields. Deals import with stage, value and owner, so an existing pipeline arrives intact rather than being rebuilt by hand.

Does it work with accounting and marketing?

Yes. Tallium Accounting and Tallium Marketing run on the same account, sharing the same customer records. A lead generated by a campaign lands in the pipeline, and a won deal moves to invoicing, without an integration in between.

Browse every guide on the Tallium AI CRM solutions index, or see the full feature list and flat pricing.

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