CRM System Setup for Insurance Startup

Set up a CRM system ClickUp for our start-up insurance brokerage on our ClickUp account. The CRM system must have the ability to - (PHASE 1) - capture inbound quotation requests (= leads) submitted from our Wix website [login to view URL]; - capture inbound leads manually as received by phone or email; - track leads submitted to insurers for quoting; - track inbound leads submitted to clients; - follow up on outbound leads until a deal is closed (= insurance policy) or cancelled; - administer and track insurance policies - create a record on a 3rd-party integrated database for each list (leads, policies, claims, users, properties, insurers) (PHASE 2) - communicate with the client via pre-fabbed mails to adjust his policy according to custom data input by admin; - capture inbound insurance claims submitted by customers manually or via the website; - track outbound claims passed on to the insurer with manually triggered reminder emails; We will provide the table formats required for each list. We may require your ad hoc support whenever additions or improvements are needed.