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Compare Insurance CRM Software

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Ashley Verrill, Managing Editor

Top 10 Most Reviewed Insurance CRM Software Systems

 
Canary AMS Great Fit Powered by the Salesforce platform, Canary AMS is designed specifically for insurance agencies and agents. Complete with AMS and CRM functionality, the system is customizable and automates internal processes.
      0 Reviews
 Price
 Demo

10

Recommendations
in the last 30 days
AgencyBloc Great Fit Web-based CRM platform AgencyBloc offers tools, tasks and forms specific to life and health insurance industry agents. These offerings help users manage contacts, increase efficiency and control costs.
      0 Reviews
 Price
 Demo

6

Recommendations
in the last 30 days
TeamSupport TeamSupport ensures that you put your most important assets -- your customers -- are at the center of everything you do. The system provides tools for insurance professionals to increase collaboration, efficiency and productivity.
       31 Reviews
 Price
 Demo

35

Recommendations
in the last 30 days
Salesforce.com Salesforce.com helps insurance agencies of all sizes streamline operations and stay connected with customers and prospects. The platform is extremely user friendly, so agents, brokers and managers can get started fast.
        19 Reviews
 Price
 Demo

1004

Recommendations
in the last 30 days
Act-On Act-On can help insurance agencies automate some of their marketing functions such as sending introduction and follow up emails as well as scoring leads routing leads. The system also provides web analytics and reporting features.
       18 Reviews
 Price
 Demo

12

Recommendations
in the last 30 days
 

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Five9 Virtual Call Center Five9 is web-based CRM solution that allows integration of mobile apps into customer service strategies, optimizes agent performance and accurately schedules agents.
        14 Reviews
 Price
 Demo

34

Recommendations
in the last 30 days
Oracle Eloqua We would recommend Oracle Eloqua to medium and large insurance companies looking to optimize their lead scoring, nurturing, and email marketing. Oracle Eloqua is one of the leading providers of marketing automation software.
       8 Reviews
 Price
 Demo

13

Recommendations
in the last 30 days
Zendesk Zendesk is one of the most popular customer management systems on the market. It enables companies of any size to streamline their issue resolution process with tools for automated ticketing, self service and more.
       8 Reviews
 Price
 Demo

83

Recommendations
in the last 30 days
Marketo Lead Management Marketo's automation system allows sales and marketing professionals to easily collaborate. The flexible program can be implemented on the Internet to provide additional ease-of-use and timeliness.
       5 Reviews
 Price
 Demo

13

Recommendations
in the last 30 days
Freshdesk Freshdesk helps insurance professionals increase customer support efficiency with tools for managing and automating the issue resolution process. The tool is loaded with advanced reporting so managers can monitor productivity.
       5 Reviews
 Price
 Demo

66

Recommendations
in the last 30 days
 
 


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Buyer's Guide

What is Insurance CRM Software?

Customer relationship management (CRM) software for insurance companies is designed to automate and simplify the entire insurance workflow. Starting with lead generation and moving into application, policy rating and issuance, and then reporting and referral management, an insurance CRM solution will reduce or eliminate data entry and the need to carry around physical case folders making for far more effective use of an insurance agent’s time.

Here's what we'll cover in this guide: 

Insurance-specific Functionality

In addition to standard CRM features like sales force automation, direct dialing, and marketing campaign management, look for some of the following features in insurance CRM software:

Insurance Workflow Automation Insurance CRM software is designed to make the sale and qualification process as simple as possible. Starting with standard lead generation and sales, an online application will plug directly into a quote engine, issue a rating, and then the policy itself, eliminating the need to re-enter any data.
Policy Tracking This refers to an insurance CRM’s ability to manage the policy data, including policy type, price, payment status, change in risk, and life change (e.g., birth of a child) that might trigger an opportunity for upselling.
Insurance Reporting Engine Since all of the information is kept in one secure database, reporting on insurance sales, company growth, and policy data should be easier than ever. The system should have standard insurance reports like risk and portfolio analysis, with the ability to create custom reports as well.
Agent Management & Activity Tracking Manage the sales activity of individuals and groups to determine performance and establish benchmarks. Tools will include phone call tracking and integration, instant reporting, lead tracking, commission calculations, and administrative capabilities.
Referral Marketing Insurance is an extremely competitive market, and most insurance companies say that referrals are their number one source of leads. A good insurance CRM program will let you do more than just send messages to your customers to remind them to send you business – they’ll also have referral tree capabilities, letting you see who your best referral partners are and letting you leverage that information appropriately.

Evaluating Insurance CRM Software

Insurance CRM software automates most of the lead generation, sales, application, reporting, policy tracking, and marketing processes, eliminating heavy and expensive paper use and letting the agent focus on business growth and customer service rather than data entry and mundane details. Since there are many different facets to the insurance industry, it’s important to select the right program that suits your individual needs.

When selecting mortgage CRM software, ask the following questions:

  • Does the software integrate seamlessly with accounting and other software systems already in use by your company?
  • What type of insurance do you sell? Would you benefit from a system that supports upselling?
  • Do you rely on paper-based applications and then re-enter the data?
  • How much time and money would you save with an all digital solution?
  • Do you want to be able to track your best referral partners?
  • Do you have multiple agents and need to be able to track their sales information?

Have an opinion on this guide? Email the authors. We appreciate the feedback.