Finding software can be overwhelming. Software Advice has helped hundreds of insurers choose the right insurance CRM software to improve customer relationships and policy tracking.

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Keap

Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across v... Read more

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Recent recommendations: 188 recommendations

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Zendesk Sell

Zendesk Sell (formerly Base) is the web and mobile-based customer relationship management application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere. Th... Read more

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Recent recommendations: 107 recommendations

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NetSuite CRM

With a strong emphasis on sales and marketing automation, customer support and partner management, NetSuite CRM+ is a comprehensive, Web-based client relationship management system for small and midsize businesses. ... Read more

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Recent recommendations: 58 recommendations

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Thryv

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 streamli... Read more

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Recent recommendations: 45 recommendations

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Maximizer CRM

Maximizer CRM is an integrated CRM solution that can be installed both on premise and in the cloud. It features sales management, marketing automation, customer service and support and business productivity tools.... Read more

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Recent recommendations: 43 recommendations

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Salesforce Sales CloudFrontRunners 2021

One of the most popular CRM systems on the market, Salesforce.com offers a complete sales, marketing and service package. Salesforce is widely regarded as the leader in enterprise cloud computing. ... Read more

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Recent recommendations: 23 recommendations

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Nutshell

Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations work together to win more deals. Simple enough for any user and sophisticated enough for any business, Nutshell is built for teams who are tir... Read more

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Recent recommendations: 10 recommendations

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LeadMaster

An industry contender since 1998, LeadMaster is an extremely comprehensive, fluid sales lead management software, offering an arsenal of web-based solutions for sales force automation, lead tracking, and more.... Read more

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Recent recommendations: 10 recommendations

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SalesNOW

SalesNOW is a mobile-friendly CRM solution designed for workforces on-the-go. The system has apps tailored specifically for Android, Apple and Blackberry phones and provides users access from any connected mobile device.... Read more

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Recent recommendations: 8 recommendations

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Claritysoft CRM

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 withi... Read more

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Recent recommendations: 7 recommendations

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monday.com

monday.com, an award-winning collaboration and project management platform, helps teams plan together efficiently and execute complex projects to deliver results on time. monday.com team management and task management tool allows ... Read more

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Recent recommendations: 5 recommendations

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FreeAgent CRMFrontRunners 2021

FreeAgent is a complete CRM platform and robust work management system. FreeAgent helps teams get everything in one place, work more collaboratively to get more done, and track and improve performance. Whether it’s a deal, a proj... Read more

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Recent recommendations: 5 recommendations

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CallProof

CallProof is a cloud-based lead tracking solution that helps businesses automate sales reporting operations in real-time. Key features for field salespeople include customer tracking, multiple routes support, google calendar integ... Read more

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Recent recommendations: 5 recommendations

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Insightly

Insightly is a SaaS-based CRM solution targeted at growing mid-sized businesses. More than 1.5 million users worldwide use Insightly to securely manage all their customer data in one place, build customer relationships, accelerate... Read more

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Recent recommendations: 4 recommendations

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Zendesk

Used by over 20,000 global companies, Zendesk has made a name for itself as a sophisticated, yet simple Web-based help desk solution.... Read more

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Recent recommendations: 2 recommendations

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Quickbase

Quickvase is a low-code application development platform that enables organizations to unite information, people, and workflows within distribution in a single, cloud-based platform. Unlike traditional software solutions, Quickvas... Read more

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Recent recommendations: 2 recommendations

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Pipeliner CRM

Pipeliner CRM is a web-based customer relationship management solution that is compatible on Mac and Windows. It is also available offline. The system offers standalone sales automation capabilities.... Read more

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Recent recommendations: 2 recommendations

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Issuetrak

Issuetrak is a flexible issue tracking software solution that can be configured to suit the needs of a variety of industries and usages, including IT Help Desk, Customer Support, Project Management, and more. Issuetrak can be dep... Read more

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Recent recommendations: 2 recommendations

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Creatio CRM

Creatio is a unique synergy of unified CRM and intelligent BPM platform for marketing, sales and service automation. The solution allows midsize and large companies to manage the customer lifecycle from lead to sales and to ongoin... Read more

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Recent recommendations: 2 recommendations

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Vivantio

Founded in 2003, Vivantio is a leading provider of customer service optimization software and solutions for demanding B2B service teams. By combining the comprehensive power of enterprise-level software with the flexibility of a ... Read more

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Recent recommendations: 1 recommendations

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Buyers guide

 

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 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.
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.

FrontRunners

Your Guide to Top Insurance CRM Software, June 2021

Software Advice uses reviews from real software users to highlight the top-rated Insurance CRM products in North America.

Learn how products are chosen

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Software Advice
“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 on the 15th of the month prior to publication.