DigitInsure CRM: Automate insurance and broker operations without replacing your core or legacy system

By DonDaddy N. KYEREMATENG

The urgency to transform

Insurance firms across Africa are losing time, trust and revenue to outdated systems. Manual workflows, fragmented teams and paper-based documentation slow down service delivery and frustrate clients. In today’s competitive market, speed, transparency and customer trust are no longer optional; they’re survival tools.

DigitInsure CRM changes the game. It empowers insurers and brokers to automate operations, unify teams and deliver client experiences that build loyalty and reduce risk. What makes it truly game-changing is its seamless integration with your existing core or legacy systems, enhancing what you already use without replacing it. Tailored for Africa but built to global standards, DigitInsure CRM is more than software; it’s a strategic partner for growth, compliance and fraud prevention.

What is DigitInsure CRM?

DigitInsure CRM is a cloud-based (Software-as-a-Service) customer relationship and operations management platform built specifically for the insurance and brokerage industry. It centralises workflows, automates key functions and connects every department from sales and underwriting to claims and finance into one secure, scalable system.

It empowers insurers and brokers with internal dashboards to manage operations, while policy holders – including beneficiaries – access secure, personalised portals to view policies, renew and initiate claims independently.

Who is it for?

DigitInsure CRM doesn’t offer a one-size-fits-all approach. It delivers sector-specific capabilities for every insurance life line, general, pension, funeral, health, group business and tailored tools for brokers managing individual or group portfolios. Each solution meets the operational realities and client engagement needs unique to its sector.

It serves distribution teams selling policies across regions and supports underwriting, claims and finance departments seeking unified, transparent workflows. Whether you’re a small agency or a large firm, DigitInsure CRM adapts to your structure, scales with your growth and empowers every team member to work smarter.

What can you use it for?

DigitInsure CRM streamlines policy management from onboarding to renewal. Sales and distribution teams can sell policies anytime, anywhere; track leads and convert prospects faster.

Claims are processed through structured workflows with client-initiated tracking while finance teams benefit from secure premium collection, instant receipts and automated renewal alerts.

The platform integrates with mobile wallets and payment gateways, supports approvals across departments, branches and provides real-time dashboards for data-driven decisions.

It ensures compliance through role-based access, encryption and audit trails.

Clients enjoy personalised dashboards to view policy details, payment history, renewal dates, submit complaints, renew policies, receive receipts and initiate claims – all from one secure portal.

DigitInsure CRM works across mobile, desktop, laptop and tablet, keeping teams and clients connected from anywhere. It also unifies your entire workforce – including distribution team, underwriting, claims and finance – into one collaborative workspace, eliminating silos and accelerating service delivery.

In life insurance, for example, beneficiaries can access policy details, pay renewals and initiate claims even if the main policyholder is unavailable ensuring continuity and reinforcing trust.

Why it matters

DigitInsure CRM doesn’t just automate tasks it helps insurers reduce fraud, retain clients and scale faster. Every feature is designed to protect revenue, build trust and simplify growth.

Benefits for decision-makers

Decision-makers gain real-time visibility into sales, claims, finance and client retention plus lapses and NTUs. DigitInsure CRM highlights missed conversions and revenue leakage, enabling early intervention and strategy adjustment.

Built-in audit trails, secure documentation and role-based access support compliance and fraud reduction. The platform scales without disruption, aligning teams and enforcing accountability.

Executives use analytics to forecast growth, spot trends and identify bottlenecks turning raw data into strategic insight. It’s a leadership tool for protecting revenue, improving performance and making smarter, faster decisions.

Impact snapshot

Insurers and brokers using DigitInsure CRM have reported up to 80 percent faster claims processing, a 60 percent increase in client retention and 100 percent audit-ready documentation. Most importantly, they achieve all this without disrupting their existing core systems.

Built for Africa. Ready for the world.

DigitInsure CRM is proudly tailored with Africa in mind. Currently gaining momentum in Ghana, Kenya and across the continent, it’s designed to overcome regional challenges such as limited infrastructure, multilingual populations and evolving regulatory environments.

Its mobile-friendly interface ensures accessibility even in remote areas, while multilingual and multi-currency support makes it usable across diverse markets and financial systems. The system’s compliance-ready architecture, built to international standards, helps insurers and brokers meet both local and global requirements with confidence.

Recognised for excellence

In 2025, DigitInsure CRM was honoured with the African Excellence Award for Best Insurance CRM Service Provider by MEA Market Awards. This recognition affirms its leadership in digital transformation and its impact on claims automation, premium collection, back-office workflow and client engagement across the continent.

Seamless integration across your ecosystem

DigitInsure CRM connects effortlessly with the tools insurers already use. It integrates with Mobile Money, QuickBooks, Outlook, Gmail and a wide range of payment gateways and mobile wallets. There is no disruption, no duplication – just smarter, faster operations.

Scalable, compatible, risk-free to try

Whether you’re a small agency with five users or a large firm with hundreds, DigitInsure CRM scales effortlessly. It integrates with your existing systems, grows with your business and eliminates the need for costly upgrades or complex migrations.

Start your free trial today

DigitInsure CRM is built for insurers who want speed, trust and control. You can start your 30-day free trial today and see the difference in just one month. No credit card is required, set-up is free and you’ll have full access to all features.

DigitInsure CRM isn’t just a product; it’s a movement toward smarter, faster, and more inclusive insurance services across Africa. Use DigitInsure CRM and have your entire insurance business in your palm.

Contact

To get started or learn more, contact us by email at [email protected] or call our hotline at 233 240558839. Visit www.mcdon.net or www.digitinsures.com for more details.

You can also reach us on social media @themcdonn across Facebook, Instagram, X, LinkedIn, TikTok, and YouTube. WhatsApp support is available as well.

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About author

DonDaddy N. Kyeremateng is CEO of McDon Consolidated Ltd.

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