PII by Punjab InsuranceThe insurance CRM that lives in Gmail
PII by Punjab Insurance helps insurance teams track clients, leads and renewals right inside Gmail, without leaving the inbox.
Access is by invitationAccess is by invitation from your organization’s administrator. Open your invitation, then sign in with Google.
What you can do
PipelinesMove every lead, policy and renewal through stages, from Gmail.
Link your emailsLink a conversation to a record in one click. Nothing is linked unless you choose to.
Reminders and tasksNotes, due dates and follow-ups on every record, shared with your team.
Built for the organizationHead office, companies, branches, partners and producers each see what is theirs.
Your privacy
Google sign-in asks only for your name and email address. PII by Punjab Insurance does not access your Gmail through Google’s API and reads only the conversation you choose to link. We do not sell data or show ads. Data is stored on secure servers in the United States. Privacy