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Grow your revenue and profits with intelligent sales automation with Sales Cloud. Help every rep be more efficient. Close more deals. Collect cash faster. Boost growth and profit with intelligent automation and integrated tools from Sales Cloud. This Sale...Read more about Salesforce Sales Cloud
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Thryv is an all-in-one business management solution designed to help small businesses with essential business functions. With Thryv, business owners can expand their online presence, improve any customer relationship, and streamline payment processing. Fea...Read more about Thryv
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Claritysoft is a cloud-based 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. Key f...Read more about Claritysoft CRM
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Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly helps teams build and convert sales pipeline, increase prod...Read more about Insightly
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Close is the sales engagement CRM designed to help SMBs turn more leads into revenue. At Close, were dedicated to the business of the future: smart, agile teams who work remotely. If you're a tech-enabled team who needs to scale without overpaying for ente...Read more about Close
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Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Creatio offering includes a no-code platform (Studio Creatio), CRM applications (Marketing, Sales and Service), industry workflows for 20 verti...Read more about Creatio CRM
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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 in converting a potent...Read more about Pipedrive
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FreeAgent CRM is a fully-featured CRM that helps your team get organized, gain visibility into day-to-day work, and get more done with a powerful, easy-to-use sales platform your sales team will actually love. Work smarter and faster with instant visibil...Read more about FreeAgent CRM
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LeadMaster is a SaaS-based all-in-one lead management solution that offers capabilities to capture, track and follow up with leads. The solution comprises of integrated modules for sales force automation, customer relationship management, marketing automat...Read more about LeadMaster
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Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting. This CRM provides both salespeople and sales management with many ways of displaying and analyzing sales ...Read more about Pipeliner CRM
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Ranked the #1 easiest-to-use CRM for small businesses and the #1 CRM by US News and World Report for four consecutive years, Less Annoying CRM has unmatched simplicity and service. Our seasoned CRM Coaches, with an average tenure over five years, provide ...Read more about Less Annoying CRM
Flowlu is a cloud-based all-in-one solution tailored for businesses of all sizes and industries. It streamlines processes from lead generation to sales, offering features like lead and contact management, sales pipeline tracking, and invoicing. With Flowl...Read more about Flowlu
EngageBay is an integrated marketing, sales, support and CRM solution designed to help small to midsize enterprises acquire, engage and convert website visitors into customers. The cloud-based platform lets businesses use marketing tools to build relations...Read more about EngageBay CRM
nocrm.io is a cloud-based sales management system designed for small and midsize businesses which offers prospecting, lead tracking and pipeline management within a suite The solution allows users to upload contacts either from Excel, CSV or directly ...Read more about noCRM.io
98% of customers rate VipeCloud's Value For Money at 4 stars and above! VipeCloud is the Sales CRM with Marketing Suite that builds rapport with you. Our All-In-One solution includes CRM, Email Marketing, Social Posting, Texting, Video Email, Integrations,...Read more about VipeCloud
PhoneBurner is an outbound dialer and call center solution that empowers agents to conduct wildly efficient yet highly personalized outreach, and engage up to 4x more contacts in live conversations. The system offers functionalities that include power dia...Read more about PhoneBurner
Zoho Desk is a cloud-based help desk solution from Zoho Corporation, catering to businesses of all sizes. Key features include management of customer support tickets, a customer support portal, contract management and report creation. Zoho Desk collat...Read more about Zoho Desk
HubSpot is a cloud-based, AI-powered customer relationship management (CRM) platform that helps companies of all sizes grow better. HubSpot has hundreds of thousands of B2B and B2C customers and is built for scaling companies across all industries. It offe...Read more about HubSpot CRM
Take back control of your business with Daylite for Mac! Daylite was designed to empower small business owners by streamlining client management, sales processes, and project organization, freeing up more time for the things they are passionate about. ...Read more about Daylite for Mac
Groove is a market-leading sales engagement platform that enables sales leaders to execute their strategy in a smart, adaptive way. With Groove, revenue leaders can use automation to do more with less, driving greater efficiency and effectiveness across th...Read more about Groove
Mailchimp is a web-based marketing automation service with millions of users worldwide. The application allows users to share newsletters on various social networks and track customer engagements. The application provides tools to create targeted emails, r...Read more about Mailchimp
AgencyBloc is an agency management platform for life and health insurance agencies looking for a more effective way to increase company's profitability, enhance customer satisfaction, and control costs in today's competitive market. AgencyBloc provides cl...Read more about AgencyBloc AMS+
Provide excellent customer support and triple your telesales with a cloud-based multichannel Voiptime Contact Center solution! Intelligent call routing, ACD, multi-level IVR, Progressive & Predictive dialer (with flexible redialing rules, time zone setting...Read more about Voiptime Cloud
VanillaSoft is a cloud-based sales management solution that combines features for CRM, lead management and telemarketing which helps sales teams in businesses manage their daily operations. VanillaSoft uses a queue-based sorting system that also provides ...Read more about VanillaSoft
Ricochet360 is a cloud-based, integrated call center, customer relationship management and marketing automation solution. Designed for small to large businesses, it comes with a progressive dialer for users to automate processes such as engaging with prosp...Read more about Ricochet360
Popular Comparisons
Your Guide to Top Insurance CRM, June 2022
Software Advice uses reviews from real software users to highlight the top-rated Insurance CRM products in North America.
Learn how products are chosenExplore FrontRunners
“Usability” includes user ratings for Functionality and Ease of Use.
“Customer Satisfaction” includes user ratings for Customer Support, Likelihood to Recommend and Value for Money.
Reviews analysis period: The reviews analysis period spans two years and ends the 15th of the month prior to publication.
Buyers Guide
This detailed guide will help you find and buy the right insurance crm software for you and your business.
Last Updated on March 16, 2023Insurance 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 buyers guide we look at customer relationship management software used in the insurance industry.
Here's what we'll cover:
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. |
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. |
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.