CapabilityAI & Intelligent Automation

Agentic AI, GenAI and intelligent workflows.

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IndustryInsurance

Underwriting, servicing, claims and renewals.

Explore Insurance

Perspectives, technology insights and company news

InsightThe Truth About AI-Powered Policy Checks: Benefits & Accuracy

Why insurance agencies are moving policy checking to AI — and what accuracy really looks like.

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Tech Tammina platform

A Practical CRM Built by Sales Teams, for Sales Teams.

Insight CRM brings leads, accounts, contacts, activities, notes and opportunities onto one platform — with ownership changes and role-based reporting made simple.

Quick answer

What is Insight CRM?

A Tech Tammina-built CRM that unifies leads, accounts, contacts, activities and opportunities with role-based reporting.

The challenge

What slows teams down today

01

Prospect and customer

Prospect and customer data scattered across sources

02

Limited visibility into

Limited visibility into sales activity by role

03

Hard to reassign

Hard to reassign lead and opportunity ownership

04

Inconsistent pipeline tracking

Inconsistent pipeline tracking and forecasting

05

Manual reporting and

Manual reporting and analysis

Capabilities

Everything in one connected platform

01

Data Management

Import and export customer and prospect data.

02

Lead Management

Create, qualify, nurture and track leads.

03

Communication Tracking

Track interactions across the sales cycle.

04

Pipeline Management

Manage opportunities from qualification to close.

05

Ownership Management

Reassign leads, accounts and opportunities easily.

06

Role-Based Reporting

Dashboards built for each stakeholder.

How it works

From first step to closure

01

Lead

02

Qualify

03

Nurture

04

Opportunity

05

Won / Lost

Technology

Built on proven enterprise platforms

Insight CRM unifies leads, accounts, contacts, activities and opportunities with role-based reporting and real-time pipeline visibility.

Layer

Frontend

Backend

Database

Technology

React, TypeScript

Java, Spring Boot

MySQL

FAQ

Insight CRM FAQs

Straight answers to the questions buyers ask most.

What is Insight CRM?

A Tech Tammina-built CRM that unifies leads, accounts, contacts, activities and opportunities with role-based reporting.

What technology does it use?

React and TypeScript on the front end, Java Spring Boot on the back end and MySQL.

Can ownership be reassigned?

Yes. Leads, accounts and opportunities can be reassigned as teams change.

Let's talk

See Insight CRM in action.

Book a guided walkthrough with the team that built it.