InsureCRM
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
Our Awards and Recognition
Talk with a software expert for free. Get a list of software that's great for you in less than 10 minutes.
InsureCRM Screenshots
Key Features of InsureCRM
Here are the powerful features that make InsureCRM stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.
- 1-click installationWorks with GoogleApps
- A/B Testing
- Access control
- Access Controls/Permissions
- Access Monitoring
- Account Alerts
- Account Based Marketing
- Account Management
- Accounting
- Accounting Integration
- Accounts payable
- Accounts Receivable
- Action Item Tracking
- Actionable Segmentation Enhancements
- Actionable Telematics
- Activity Tracking
- Barcoding / RFID
- Billing Management
- Demand Planning
- Forecasting
- Fuel Cost Management
- Global Sourcing Management
- Import Export Management
- Inventory Management
- Labor Management
- Order Management
- Performance Tracking
- Procure-to-Pay
- Procurement Management
- Purchasing
- Requisition Management
- Returns Management
- Access permissions
- Accessibility
- Accounting Management
- Compliance Management
- Configuration Management
- Contract management
- Cost Tracking
- Data Collection
- Depreciation Management
- Distribution Management
- Employee Management
- Enterprise Asset Management
- Expense Tracking
- HR Management Services
- Inventory Management
- Marketing Management
- Application Integration
- Applications Management
- Business intelligence (BI)
- CRM integration
- Custom Fields
- Email Integration
- Email Templates
- Forecasting
- Invoices
- Lead Distribution
- Lead Generation
- Lead Scoring
- Multi-Currency
- Online Activation
- Opportunity Management
- Pipeline Management
- Application Sharing
- Applications Management
- Budget Management
- Capacity Management
- Client Management
- Collaboration
- Compliance Management
- Contact Management
- Dashboard
- Data warehousing
- For Investment Advisors
- For Traders
- Gantt Charts
- Investor Accounting
- Investor Reporting
- Issue Management
InsureCRM Specifications
Get a closer look at the technical specifications and system requirements for InsureCRM. Find out if it's compatible with your operating system and other software.
- crm software
- Third party integrations
- Quick Books
- MS Navision
- Sage 300
InsureCRM Comparisons
Compare InsureCRM with other similar options available in CRM Software. Explore the key differences to see why it's the top choice for businesses and individuals.
InsureCRM Description
Here's the comprehensive description of InsureCRM. Gain a brief understanding of its unique features and exceptional benefits.
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.
InsureCRM Customers
Overall InsureCRM Reviews
Thinking about using InsureCRM? Check out verified user reviews & ratings based on InsureCRM's features, user-friendliness, customer support, and other factors that contribute to its overall appeal.
InsureCRM Pros and Cons
"I have been using the software for nearly all customer-facing and marketing processes. It has helped streamline data management."
"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"
"The learning curve is a little steep in the beginning, but the team helps with training."
"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."
Alternatives of InsureCRM
Explore alternative software options that can fulfill similar requirements as InsureCRM. Evaluate their features, pricing, and user feedback to find the perfect fit for your needs.
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
What type of customer support is available from InsureCRM?
The available support which InsureCRM provides is:
- Phone
- Live support
- Tickets
- Training
