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Business software

Xascom CRM

A custom CRM and management platform for an insurance services firm. It takes the team from first contact to policy renewal in one place, with a live pipeline, task and call tracking, bulk imports and revenue analytics.

Client
Xascom Info Solutions LLP
Industry
Insurance
Service
Business Software & CRM

01 — Dashboard

The whole business at a glance.

The first screen after sign-in shows where renewals stand today, so the team knows what needs attention before opening a single record.

  • Renewal rate, grace-period and lapsed counts in the header
  • Upcoming renewals for the next 30 days
  • Pipeline overview by stage
  • Recently added policyholders
XASCOM CRM dashboard showing policyholder, renewal and premium cards with a pipeline overview chart

Xascom CRM · Dashboard

Sample data shown.

XASCOM CRM dashboard showing policyholder, renewal and premium cards with a pipeline overview chart

02 — Policyholders

Every policyholder in one searchable list.

Customer and policy details sit in one directory that the whole team works from.

  • Search by name, phone or email
  • Filter the list and switch between card and table views
  • Policy number, carrier, premium, expiry, status and days left on every row
  • Add a new policyholder from the same screen
XASCOM CRM policyholders table with search, filters, policy numbers, carriers, premiums, expiry dates and status labels

Xascom CRM · Policyholders

Sample data shown.

XASCOM CRM policyholders table with search, filters, policy numbers, carriers, premiums, expiry dates and status labels

03 — Pipeline

Renewals move through clear stages.

Every policy sits in a stage, from pending to renewed or lost, with the premium at stake shown for each stage.

  • Stage columns with policy counts and total premium
  • Move a policy forward or back with one click on its stage buttons
  • Expired and soon-to-expire policies are colour-coded, with days left
  • Search by name or phone
XASCOM CRM renewal pipeline with policy cards grouped into pending, contacted, callback and renewed columns

Xascom CRM · Pipeline

Sample data shown.

XASCOM CRM renewal pipeline with policy cards grouped into pending, contacted, callback and renewed columns

04 — Analytics

Know how renewals are performing.

Live figures for the pipeline, with separate views for renewals, new customers and advanced reports.

  • Active pipeline, conversion rate and premium at risk
  • Pipeline funnel by stage
  • Expiry window showing open policies by days to expiry
  • Renewals, Acquisition and Advanced tabs
XASCOM CRM analytics page with renewal, acquisition and advanced tabs, summary cards, a pipeline funnel chart and an expiry window

Xascom CRM · Analytics

Sample data shown.

XASCOM CRM analytics page with renewal, acquisition and advanced tabs, summary cards, a pipeline funnel chart and an expiry window

05 — Sign in

A branded, secure sign-in.

Team members sign in with their own accounts, and what they can see follows their role.

  • Email and password sign-in
  • Role-based access for each team member
  • A full audit log of every change
XASCOM CRM sign-in screen with email and password fields beside a mountain landscape

Xascom CRM · Sign in

Sample data shown.

XASCOM CRM sign-in screen with email and password fields beside a mountain landscape

What we built

  • Renewal tracking with upcoming, grace-period and lapsed policy views
  • Kanban pipeline that follows every lead from pending to renewed or lost
  • Revenue analytics, agent leaderboards and activity heatmaps
  • Role-based access with a full audit log of every change
  • Dashboard
  • Contacts
  • Tasks
  • Pipeline
  • New Customers
  • Import
  • Analytics
  • Reports
  • Audit Log
  • Settings

Next

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