What is InsureCRM?
InsureCRM is an agile CRM software for insurance industry that caters to the specific needs of insurers, brokers, and customers alike. It is an excellent tool for maintaining customer-centricity. Schedule a free consultation to know how you can derive its benefits.
InsureCRM Starting Price
InsureCRM Awards
Get an Overview for the Leaders Matrix at glance
Our Awards and Recognition
InsureCRM Screenshots
Key Features of InsureCRM
- Case Management
- CRM
- CRM & Sales Dashboards
- CRM & Sales Reports
- CRM Analytics
- Customer Management
- Customer Support
- Email Integration
- Financial Management
- Invoice
- Lead Generation
- Appointment Management
- Billing & Invoicing
- Approval Workflow
InsureCRM Users
Business
- Freelancers
- StartUps
- SMEs
- Agencies
- Enterprises
Available Support
- Phone
- Live Support
- Training
- Tickets
Specifications
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Deployment:
Any
-
Payment:
Onetime(Perpetual license)
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Api
-
Customization
-
Mobile Support
Desktop Platforms
-
Web App
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Windows
-
Mac
Mobile Platforms
-
Android
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iOS
Language Support
- English
InsureCRM Categories on SoftwareSuggest
Company Details
Damco Solutions
Plainsboro
101 Morgan Lane, Suite # 205, Plainsboro NJ 08536, USA
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InsureCRM Description
InsureCRM is a full-fledged Customer Relationship Management (CRM) software for insurance agencies, brokers, carriers, and agents. It offers everything needed for identifying prospects for up-sell or cross-sell, driving customer engagement, and turning leads into paying customers.
Key Benefits:
- Enhances customer engagement by offering a 360-degree view of customers in one place
- Automates day-to-day workflows and processes to help the team stay efficient
- Offers deep insights into the sales pipeline and performance with advanced data reporting
- Automates repetitive tasks involving lead generation, sales, reporting, and more to drive productivity
Use Damco’s insurance CRM software to reach out to wider audiences, build lasting relationships, nurture a customer-centric work environment, have a centralized platform, and reduce operational costs through automation. It is your one-stop solution to build trust and cut through the competition.
Alternatives of InsureCRM
Starting at $ 25
Available on request
Integrations
crm software, Third party integrations, Email, Quick Books, MS Navision, Sage 300
Overall Reviews
InsureCRM Pros and Cons
Pros
"The CRM insurance software is easy to use, customizable and provides marketing automation capabilities."
"Efficient marketing automationSmall learning curveEase of useGood technical support offered by the vendor"
"Little training was required to onboard our employees. They quickly adjusted to the solution, thanks to InsureCRM's user-friendly interface."
Cons
"Cannot think of any at the moment. InsureCRM is a productive platform."
"The software meets all of our expectations and we have no complaints so far."
"Certain options within the dashboard were clunky. However, we were able to resolve it by customizing the dashboard menu."
InsureCRM Reviews (21)
Bell J.
Accounting & Finance Manager
Used the software for : 6-12 months (Daily)
Company Size :11-50 employees
Good Tool to Improve Customer Experience
InsureCRM is an effective CRM that has helped us tremendously with contact and sales management. Since deploying this software, we have noticed a significant improvement in customer satisfaction.
InsureCRM After Sales Service Rating
What do you like best about InsureCRM?
The CRM insurance software is easy to use, customizable and provides marketing automation capabilities.
What do you dislike about InsureCRM?
Cannot think of any at the moment. InsureCRM is a productive platform.
What features is InsureCRM currently missing?
None
David J.
Manager
Used the software for : 6-12 months (Daily)
Company Size :11-50 employees
Great CRM Platform for Insurers
InsureCRM is an excellent and efficient CRM insurance software. It has widened opportunities to connect with customers and engage them with meaningful campaigns. Using this software, our employees can easily provide competent customer service.
InsureCRM Mobile App Experience
InsureCRM After Sales Service Rating
What do you like best about InsureCRM?
Efficient marketing automationSmall learning curveEase of useGood technical support offered by the vendor
What do you dislike about InsureCRM?
The software meets all of our expectations and we have no complaints so far.
What features is InsureCRM currently missing?
None
Philip A.
Tech Advisor
Used the software for : 6-12 months (Daily)
Company Size :51-200 employees
Top-Notch CRM Software for Insurance Companies
We came across InsureCRM when looking for the best CRM software for insurance companies. While we had some apprehensions during the trial, those were soon laid to rest upon actual implementation. Overall, InsureCRM proved to be a solid choice for our growing organization.
InsureCRM After Sales Service Rating
What do you like best about InsureCRM?
Little training was required to onboard our employees. They quickly adjusted to the solution, thanks to InsureCRM's user-friendly interface.
What do you dislike about InsureCRM?
Certain options within the dashboard were clunky. However, we were able to resolve it by customizing the dashboard menu.
What features is InsureCRM currently missing?
No
Brad M.
Used the software for : 2+ years
Company Size :51-200 employee
Dynamic Insurance CRM
InsureCRM is a beautiful tool to manage customer relationships. It automates a number of customer-facing activities and makes it easier to collect data. The insurance CRM is also easy to integrate with third-party applications.
InsureCRM Mobile App Experience
InsureCRM After Sales Service Rating
What do you like best about InsureCRM?
The system is robust enough to manage all customer relationship management processes. It offers a breadth of customization options as well.
What do you dislike about InsureCRM?
The initial investment cost can be high, but the ROI justifies it.
Do you think InsureCRM delivers value for the money spent?
Yes
Are you satisfied with InsureCRM features?
Yes
Did implimentation of InsureCRM was easy?
Yes
What features is InsureCRM currently missing?
No
Andrew M.
Used the software for : 2+ years
Company Size :51-200 employee
Well-Designed Insurance CRM Software
After evaluating different insurance CRM software, we chose InsureCRM. The software is very intuitive and easy to use. It helps us track our agents and sales representatives and offers seamless marketing automation integration.
InsureCRM Mobile App Experience
InsureCRM After Sales Service Rating
What do you like best about InsureCRM?
-Marketing automation integration -Easy to use interface -Quick and hassle-free deployment -Comprehensive overview of processes
What do you dislike about InsureCRM?
InsureCRM is a well-designed tool without any flaws.
Do you think InsureCRM delivers value for the money spent?
Yes
Are you satisfied with InsureCRM features?
Yes
Did implimentation of InsureCRM was easy?
Yes
What features is InsureCRM currently missing?
None
InsureCRM FAQs
What apps do InsureCRM integrate with?
InsureCRM integrates with various apps:
- crm software
- Third party integrations
- Quick Books
- MS Navision
- Sage 300
What are the top 5 features for InsureCRM?
The top 5 features for InsureCRM are:
- Case Management
- CRM
- CRM & Sales Dashboards
- CRM & Sales Reports
- CRM Analytics
