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Insurance CRM


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Salesforce.com logo
 
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.
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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.
 
ProsperWorks CRM logo
 
ProsperWorks is a cloud-based customer relationship management tool that gives users complete views of their customers. The program is applicable to any industry, including advertising, distribution and real estate. The ProsperWorks... Read More
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ProsperWorks is a cloud-based customer relationship management tool that gives users complete views of their customers. The program is applicable to any industry, including advertising, distribution and real estate. The ProsperWorks... Read More
 
Infusionsoft logo
 
Insurance professionals in the small business space need a reliable solution to help retain their clients. Infusionsoft provides this with strong lead nurturing, email maketing and client segmentation features.
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Insurance professionals in the small business space need a reliable solution to help retain their clients. Infusionsoft provides this with strong lead nurturing, email maketing and client segmentation features.
 
Less Annoying CRM logo
 
Less Annoying CRM is a customer relationship management solution that caters to the needs of small businesses. It offers cloud-based deployment, various configuration options and a dashboard that provides an overview of contact information,... Read More
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Less Annoying CRM is a customer relationship management solution that caters to the needs of small businesses. It offers cloud-based deployment, various configuration options and a dashboard that provides an overview of contact information,... Read More
 
Base logo
 
Base CRM is a full-featured web-based solution that allows B2B and B2C sales professionals in many industries to work on the go. It features native apps for most mobile devices and a straightforward price structure.
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Base CRM is a full-featured web-based solution that allows B2B and B2C sales professionals in many industries to work on the go. It features native apps for most mobile devices and a straightforward price structure.

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Claritysoft logo
 
Claritysoft is a customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM within a single solution. Claritysoft... Read More
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Claritysoft is a customer relationship management (CRM) solution designed for midsize and large enterprise businesses. It offers sales automation, customer service and support, marketing automation and social CRM within a single solution. Claritysoft... Read More
 
NetSuite logo
 
With legacy strength in sales and marketing automation, NetSuite CRM+ is a web-based solution that helps insurance companies capture leads, delegate them appropriately, build client relationships and secure more business.
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With legacy strength in sales and marketing automation, NetSuite CRM+ is a web-based solution that helps insurance companies capture leads, delegate them appropriately, build client relationships and secure more business.
 
LeadMaster logo
 
This web-based CRM system was created to meet the unique needs of the insurance professional. LeadMaster allows users to track leads, distribute leads to agents, and conduct drip marketing campaigns to nurture and keep clients.
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This web-based CRM system was created to meet the unique needs of the insurance professional. LeadMaster allows users to track leads, distribute leads to agents, and conduct drip marketing campaigns to nurture and keep clients.
 
SalesNOW logo
 
SalesNOW by Interchange Solutions Inc. is a cloud-based CRM platform that can be used on laptops and desktops via web browser or any connected mobile device. The system offers applications designed specifically for Android, iPhone,... Read More
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SalesNOW by Interchange Solutions Inc. is a cloud-based CRM platform that can be used on laptops and desktops via web browser or any connected mobile device. The system offers applications designed specifically for Android, iPhone,... Read More
 
SalesOutlook CRM logo
 
SalesOutlook CRM is a unique and comprehensive Customer Relationship Management and email marketing system that was developed from the ground up to be fully embedded into Microsoft Outlook. This system is the first of its kind, and... Read More
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SalesOutlook CRM is a unique and comprehensive Customer Relationship Management and email marketing system that was developed from the ground up to be fully embedded into Microsoft Outlook. This system is the first of its kind, and... Read More

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SAP Digital CRM logo
 
SAP Digital CRM is a cloud-based customer relationship management (CRM) solution suitable for small to medium-sized businesses across a variety of industries. Key features include contact, lead and opportunity management, a customer... Read More
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SAP Digital CRM is a cloud-based customer relationship management (CRM) solution suitable for small to medium-sized businesses across a variety of industries. Key features include contact, lead and opportunity management, a customer... Read More
 
Freshdesk logo
 
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.
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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.
 
inContact Hosted Call Center logo
 
We recommend inContact Hosted Call Center software to insurance companies looking for a cloud-based call center solution. The system includes functionality to support automatic call distribution and blended predictive dialing.
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We recommend inContact Hosted Call Center software to insurance companies looking for a cloud-based call center solution. The system includes functionality to support automatic call distribution and blended predictive dialing.
 
OnContact CRM logo
 
Offering a choice web-based or on-premise deployment, OnContact CRM 7 is a great fit for price-conscious companies in several industries, including Banking, Software, Healthcare, Insurance, and Field Service. It is Mac compatible.
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Offering a choice web-based or on-premise deployment, OnContact CRM 7 is a great fit for price-conscious companies in several industries, including Banking, Software, Healthcare, Insurance, and Field Service. It is Mac compatible.
 
Really Simple Systems logo
 
Really Simple Systems CRM is a cloud-based customer relationship management (CRM) system designed for small and midsize organizations. The solution comes in both free and paid editions. The free edition offers only sales force automation... Read More
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Really Simple Systems CRM is a cloud-based customer relationship management (CRM) system designed for small and midsize organizations. The solution comes in both free and paid editions. The free edition offers only sales force automation... Read More

Call us for a free FastStart Consultation: +27 87 550 3493


 
TeamSupport logo
 
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.
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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.
 
VanillaSoft Pro logo
 
VanillaSoft is a powerful sales management software designed for inside sales teams. This solution combines important features for CRM, lead management and telemarketing in an easy-to-use, simple solution that can be accessed from... Read More
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VanillaSoft is a powerful sales management software designed for inside sales teams. This solution combines important features for CRM, lead management and telemarketing in an easy-to-use, simple solution that can be accessed from... Read More
 
Vivantio Pro logo
 
Vivantio is a service management system that allows users to create a personalized solution that aligns with internal business processes. Key features of the software include dashboards, charts, and reports, routing and assignments,... Read More
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Vivantio is a service management system that allows users to create a personalized solution that aligns with internal business processes. Key features of the software include dashboards, charts, and reports, routing and assignments,... Read More
 
PhaseWare Tracker logo
 
PhaseWare Tracker is a customer support and help desk solution. It automatically notifies users whenever clients report or escalate existing issues. Applications for help desk and customer service can be supplemented with a web self-service... Read More
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PhaseWare Tracker is a customer support and help desk solution. It automatically notifies users whenever clients report or escalate existing issues. Applications for help desk and customer service can be supplemented with a web self-service... Read More
 
Pipedrive logo
 
Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals. Built using activity-based selling methodology, Pipedrive streamlines every action involved... Read More
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Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals. Built using activity-based selling methodology, Pipedrive streamlines every action involved... Read More
 

Buyer's Guide

by Craig Borowski,
Market Research Associate
Last Updated: April 25, 2017


Insurance is a necessary part of modern life. Having insurance coverage can be required by law for many activities, like driving a car or owning a home, depending on jurisdiction. Apart from these cases where it’s mandatory, there are many others in which not owning insurance would be simply foolish. When life presents you with an unexpected challenge, a good insurance policy is often the only thing that can save you from financial ruin.

Given all of this, it’s no surprise that consumers are very careful when they shop for insurance. It’s also no surprise that the insurance market is very competitive and that insurance agencies and agents compete fiercely for new clients. In such a competitive environment, the selection of internal IT solutions can be the factor that makes or breaks a company.

Thankfully, there’s a category of software designed to give insurance agents and agencies the upper hand. Insurance customer relationship software (CRM) is tailored to the specific processes and workflows used in the insurance industry. It can improve the efficiency of internal operations (saving time and money) and improve the client’s, or prospective client’s, customer experience.

In this buyer’s guide we look at customer relationship management software used in the insurance industry. Here's what we'll cover:

What Is Insurance CRM Software?
Common Features of Insurance CRM Software
Evaluating Insurance CRM Software
How Is This Software Priced?

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 policy 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.

This added efficiency has other benefits as well. Internal efficiency leads to improved experiences for external customers and clients. This in itself can become a competitive differentiator, helping your agency win more clients from your competition.

Common Features of Insurance CRM Software

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 insurance CRM software, ask the following questions:

  • Does the software integrate seamlessly with accounting and other software systems already in use by your company?
  • Will the system integrate with our existing customer service software or will it replace it?
  • 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? Do you have old records that you want to digitize?
  • 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 individually?

How Is This Software Priced?

Customer relationship management software for insurance companies has pricing models that are comparable to other types of CRM software. Generally speaking, it can be purchased either through a subscription plan or with a perpetual license fee.

Subscription-based A monthly or annual fee is charged to use the system, typically based on the number of users who need access. Maintenance and updates are typically included; support and training may be an additional fee.
Perpetual license fee A one-time fee, either for a single user or a single computer installation. Other add-ons, such as updates, training or support, often come at a separate cost.

Additionally, customer relationship management software for insurance companies is sold in two deployment options, including as an on-premise installation or as a cloud-deployed service. While cloud deployment is the increasingly popular choice, both options have advantages and disadvantages. Buyers are encouraged to carefully examine all options before making a decision.

Free Download:
CRM Software Pricing Guide

Free Download:
Ten Steps Guide to Selecting the Right CRM Software

 

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