CRM solutions for insurance brokers - HANNA CRM

Insurance brokers

The specifics of each business area require individual process optimisation solutions. For insurance brokers, Hanna offers convenient ways to manage customer data and track financial scenarios.

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Insurance brokers

Increase workload opportunities

What added value can assistant Hanna create for your business?

No missed deadlines

No missed deadlines

Convenient recording of expiration dates for contracts, offers and other documents and reminders as they approach the date will help you avoid missing deadlines and delays. Your customers and partners will appreciate your attention.


Standardised documents

Standardised documents

Hanna will help you create handy templates for contracts or commercial offers. This will save time creating new documents and prevent missing important details.


Efficient working time

Efficient working time

With the functional Hanna digital database, you will find all the required information extremely quickly and easily. No more wasting time browsing through different programmes or folders.

Learn about Hanna’s features

From customer database to convenient document creation

Contract database

Form offers for customers, send them directly from the system at the click of a button and analyse which offers have yielded sales.

Generate contracts using contract templates and contract e-signature function for a fast and efficient contract signing.

Form invoices that are automatically sent to customers.

Contract database

Control of financial indicators

Create your financial goals per period and track your progress.

Compare the financial indicators of customer or project profiles, performance analysis to reach the most effective solutions.

Register the commercial offers that are being prepared, forecast the cash flows from the approved offers and analyse the actual cash flows.

Control of financial indicators

Customer data management

Hanna allows collecting all the information about the customer and viewing the history of cooperation: call summary, e-mail correspondence history.

Create a customer profile and view available customer data: insured property, valid contracts, payment history, etc.

Monitor customer turnover, debts and payment history.

Customer data management

Our customers success stories

Find out how Hanna solutions have helped companies manage their processes more conveniently and efficiently. Maybe let's create another success story together?

"We are very satisfied with Hanna CRM. The team took the time to understand our specific needs and delivered a solution tailored to our operations. It helps us manage processes more efficiently, and their ongoing support and recommendations add real value. A reliable partner for long-term collaboration."

Lina Paliukaitė
Head of Commercial, SPA Vilnius

"Hanna CRM is a practical and well-structured platform for managing sales, client communication, and internal workflows. It provides clear visibility and helps reduce missed follow-ups. It is especially useful for coordinating teams and centralizing information. Automation saves time, and reporting becomes easier. A solid choice for businesses looking for an efficient CRM solution."

Danielius Stankevičius
Baltic Finance Manager, 3p logistics

"Our experience with Hanna CRM so far has been very positive. The system works reliably and meets our expectations in daily use. We’re happy with the choice and see strong potential for future development. Looking forward to upcoming features that will improve workflows even further."

Edvinas Šumskas
CEO, CodeAcademy

"A great team and a well-designed tool. Hanna helps not only with managing clients and sales but also with maintaining overall business processes through clear task delegation. It’s easy to export and analyze data from different angles, which is increasingly important today. The team also stands out – engaged, professional, and always ready to help, creating a strong and positive culture."

Tomas Sakalauskas
CEO, MDS terasos

"Hanna CRM is an intuitive and efficient platform that makes managing customer relationships simple. Its clean interface allows you to get started quickly without unnecessary complexity. It helps structure daily tasks and improves overall productivity."

Sonata Valancevičienė
Sales manager, Ekskomisarų biuras

We have been using Hanna CRM for several years, and it has become an important part of our daily operations. What stands out most is not only the system itself but also the team’s willingness to listen, understand our processes, and turn feedback into meaningful improvements. Together, we have implemented integrations with ERP, logistics, and other business systems, helping us automate workflows across sales, purchasing, logistics, and customer service. This has reduced manual work, improved data accuracy, and increased visibility across our operations. Hanna is more than a CRM system – it is a reliable partner for companies looking to digitalize and automate their business processes.

Vidmantas Jonikas
Operations Coordinator, Autonomeco

"The Hanna team is professional, responsive, and easy to work with. Communication is clear, and all questions are handled efficiently. I especially appreciate their quick support and practical solutions. The system helps keep daily processes organized and makes managing client information much easier. I would definitely recommend it."

Marius Vabalas
Head of Sales, Hidrobalt

"Getting started with Hanna was very easy – the system is clear from day one. I quickly understood the main processes, and it has everything needed for sales without feeling overly complex. All essential information is in one place. The team is responsive and always ready to help when needed. We’ve been using it for a while and plan to continue."

Valdas Deksnys
CEO, Klipocloud

"Hanna CRM is a flexible and practical solution for managing sales processes. It can be easily adapted to match internal workflows, rather than forcing teams to change how they work. It provides clear visibility over sales, tasks, and customer communication. Automation saves time, and document management becomes much simpler. Overall, it’s a reliable solution for companies that value flexibility and scalability."

Andrej Kozemiacenko
ERP and IT management process specialist, Trade house IEVA & Co

"A very positive experience with Hanna CRM. The system is easy to learn and keeps all client information, tasks, and communication in one place. The sales pipeline and task tracking are clear and practical, and the support team is quick and flexible. It helps keep work organized and saves time."

Artūras Budko
Sales, Forestila

"We highly appreciate the functionality of Hanna in our daily operations. It allows us to efficiently manage customer data and track sales processes. Automation reduces manual work and helps keep daily tasks organized."

Violeta Andrijauskienė
HR Manager, Somus

Hanna is a valued partner. You should value her too!

Hanna is a professional and modern CRM assistant for your business. Her priorities are to streamline and digitize company processes, making work easier for each employee. Customer recommendations confirm this!
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Hanna is a valued partner. You should value her too!