Meta Business Partner
WhatsApp API OfficialManage Insurance Leads & Policyholders More Efficiently
with Barantum CRM & Omnichannel WhatsApp
Track policy pipelines, automate agent follow-ups, and keep customers active — from one integrated platform.
- 5-minute setup
- WhatsApp support 24/7
- Indonesian local server
Why Do So Many Insurance Agent Leads Never Convert?
65% of insurance prospects are lost because there is no systematic follow-up after the first meeting.
Agent Leads Scattered Everywhere
Prospect data is stored in agent's personal notes — unmonitored by management, easily lost, and hard to audit.
Inconsistent Follow-up
Agents rely on memory for follow-ups — many cold prospects that could have been closed end up forgotten.
Difficulty Retaining Active Policyholders
No system for policy renewal reminders — policyholders lapse because there's no proactive communication from the company.
Centralized Policy Pipeline, Automated Follow-up, Retained Customers
Barantum helps insurance companies and agents manage the entire customer lifecycle from prospect to policy renewal.
CRM Sales: Structured Policy Pipeline
Every prospect enters the CRM pipeline — monitored from the approach, presentation, and application stages through to active policy.
Visual pipeline per stage: prospect, presentation, closing
Auto-assign leads to the right agent
Notification when a prospect has not been followed up
Complete & organized customer interaction history
Automated Follow-up via WhatsApp API
The system automatically sends follow-up messages, presentation reminders, and policy renewal notifications — agents don't have to remember each one.
Automated follow-up reminders based on schedule
Insurance product offer message templates
Mass broadcast for policy renewal promotions
Official WhatsApp API — blue tick, ban-proof
Centralized Omnichannel Inbox
Customers can reach you via WhatsApp, Instagram, or Live Chat — all centralized in one inbox for your team.
WhatsApp, Instagram, Facebook, Live Chat, Email
Auto-routing to the assigned agent
SLA tracking — ensure customers don't wait long
Communication history stored permanently
Cloud Call Center for Insurance Teams
Call customers directly from the platform — automatic call recording and real-time agent productivity reports are available.
VoIP cloud with no physical telephone hardware
Automatic call recording for quality control
Call duration & volume reports per agent
Auto-dialer for outbound call efficiency
Agent Performance & Retention Rate Reports
Monitor KPIs for each agent, policy conversion rates, and customer renewal rates — all in a real-time analytics dashboard.
KPI per agent: leads, closings, retention rate
Policy renewal vs. lapse rate report
Prospect-to-active-customer conversion funnel
PDF/Excel report export for management
Trusted by Leading Insurance Companies & Agents
BRI Insurance and thousands of insurance agents use Barantum to improve conversion and customer retention.
Meta Official Business Partner
Official WhatsApp API for mass customer follow-ups — safe, verified, and blue-ticked.
Integrated CRM + Call Center
One platform for policy pipeline, omnichannel communication, and call center — no need for multiple apps.
Service SLA Tracking
Ensure every customer receives a response within SLA — automatic monitoring and escalation when deadlines are exceeded.
24/7 Support
Barantum support team is ready to help at any time — your insurance business never stops.
Affordable Pricing for Your Insurance Team
Coba gratis 7 hari di semua paket. Upgrade kapan saja.
Standard
The ideal solution for starting your omnichannel journey
- Omnichannel (WhatsApp, Instagram, Live Chat, Email)
- Broadcast pesan WhatsApp massal
- Autoresponder after office hours
- Laporan performa agen & chat
Professional
More complete solution for interaction between Your business and Your customers.
- Semua di Standard, plus:
- AI Chatbot + handover ke agen otomatis
- CRM Sales pipeline management
- Integrasi API dengan sistem lain
Enterprise
Customizable solutions to suit Your business needs with a large number of customers
- Semua di Professional, plus:
- Custom Flow
- Custom integration
- Dedicated CSM
Trusted by 1000+ Businesses in Indonesia
How Barantum helps businesses to increase profits, time efficiency, and customer satisfaction
50%
Improved Customer Response
Barantum Omnichannel increases the productivity of the Oasis team in responding to customer inquiries from many channels.
Andri Dwi Yulianto
Customer Service Assistant Manager
PT Oasis Waters International
85%
Improved Call Center Performance
With the open & close ticket system, we know the percentage of cases handled to ensure maximum service.
Dian Melinda Arifin
Founder
PT Jackal Holidays
90%
Barantum Call Center: Simplifying BRINS Operations
Barantum was chosen as a vendor due to its targeted approach and explanation of features relevant to the operational needs of the BRINS call center.
Nuni Apriana
Project Staff
BRI Insurance
90%
PKS Services Accelerate Faster with Barantum
Approximately 90% we feel that with the Barantum system it can help us in conveying information, policies, and statements of the Party to the public.
Dina Hanifa
Staff Digital Service Center
Partai Keadilan Sejahtera
85%
Tada Complaints Are More Structured Using Barantum
Our complaint handling is based on incoming chats. Without a structured system, we cannot receive chats quickly.
Heni Nelawati
CLT & Purchasing Supervisor
Tada
85%
Customer Service Improvement
Barantum helps Rokue boost efficiency by 85% by preventing WhatsApp messages from piling up or being missed.
Inne Rettiani
Sales Marketing Manager
Rokue
Frequently Asked Questions
CRM for insurance is a system to help manage customer data, policies, communication, and operations in one platform. Insurance company operations become more organized, faster, and easier for teams to monitor.
Here are Barantum CRM features to support insurance company operations:
- Centralized Customer Data and Communication History
All customer data, communication history, and policy information is stored in one system. Teams can access information faster and more efficiently. - More Structured Prospect and Customer Monitoring
Barantum helps monitor the process from prospect to active customer. Follow-up status and customer needs can be monitored through a structured pipeline. - More Organized Customer Request and Complaint Monitoring
Every customer question, complaint, or service request can be recorded in the ticketing system. Follow-up processes become faster and easier to monitor. - WhatsApp, Email, and Phone in One Place
Barantum helps teams manage communication from WhatsApp, email, and phone in one dashboard. The system also supports integration with other platforms such as Instagram, live chat, TikTok, and other communication channels so messages are not scattered. - WhatsApp Broadcast for Policy Information and Premium Reminders
Barantum supports sending promos, premium payment reminders, and policy information to many customers at once via WhatsApp Broadcast. Message delivery becomes faster, centralized, and efficient.
Barantum also supports WhatsApp Automation for automatic and scheduled message delivery. As an official WhatsApp partner, message delivery is safer and helps reduce the risk of blocked numbers. - AI Agent for 24/7 Automated Responses
AI Agent helps answer common questions about policies, claims, or insurance services automatically 24/7. Insurance teams can focus more on serving customer needs directly. - Professional Presence with WhatsApp Blue Tick
Barantum helps insurance companies use WhatsApp Business API with a more professional account appearance. Blue tick verification helps increase customer trust in your insurance services. - Real-Time Reporting Dashboard
Barantum provides a dashboard to monitor customer activity, team performance, and services in real-time. Reports help speed up and improve the accuracy of decision-making.
Yes. Barantum uses a multi-layered security system with data encryption and user access control. Barantum has also met the ISO 27001 security standard to help protect customer data.
Yes. Barantum provides access rights settings based on role or position. Each team can only access data according to their needs and authority.
Yes. All communication history is automatically stored in the Barantum system, not on personal devices. Data remains safe and can be immediately transferred to other team members.
Yes. Additional costs may vary based on the features used, such as WhatsApp Broadcast per message category, AI Agent starting from Rp150 per response, and integration needs with internal or other systems.
Implementation time varies based on the needs and operational flow of the insurance company. Generally, the implementation and training process can be completed within 3 – 7 days.
Your Insurance Team Is Ready to Improve Conversion & Retention
Setup in 1 business day. Free 7-day trial, no credit card required.
Tanpa kartu kredit · Setup 1 hari kerja · ISO 9001:2015
