Industry CRM
Finance & Insurance CRM
Manage loan enquiries, insurance policies, renewals, advisor follow-ups and customer documents with a secure CRM workflow.
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
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.
Stay Ahead Of Renewals
Use reminders to reduce missed renewal opportunities.
Work With Better Control
Keep advisor ownership and customer history disciplined.
AI CRM
Live pipeline and team performance
Request For Free Demo
Free DemoStreamline Advisory, Renewals & Documents
Create advisor follow-up plans
Manage loan and policy stages
Track document and verification status
Monitor renewal and conversion trends
Business by Source
910
Open cases
82%
Renewal reminders
44%
Conversion
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.