Overview
What is InsureCRM?
InsureCRM is an insurance CRM software for agencies, brokers, and independent agents that helps users unlock the power of automation for streamlining insurance marketing and client management. As a CRM system, InsureCRM helps reduce complexities and boost time to market. It helps keep a…
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What is InsureCRM?
InsureCRM is an insurance CRM software for agencies, brokers, and independent agents that helps users unlock the power of automation for streamlining insurance marketing and client management. As a CRM system, InsureCRM helps reduce complexities and boost time to market. It helps keep a…
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Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
- About
- Competitors
- Tech Details
What is InsureCRM?
InsureCRM is an insurance CRM software for agencies, brokers, and independent agents that helps users unlock the power of automation for streamlining insurance marketing and client management.
As a CRM system, InsureCRM helps reduce complexities and boost time to market. It helps keep a tab on the complete sales process, perform administrative tasks, manage data, and access reports. InsureCRM is presented as a tool that small businesses can use to reach enterprise-level and enterprise-level businesses can use to maintain their supremacy.
InsureCRM Features
Sales Force Automation Features
- Supported: Customer data management / contact management
- Supported: Workflow management
- Supported: Opportunity management
- Supported: Integration with email client (e.g., Outlook or Gmail)
- Supported: Interaction tracking
- Supported: Channel / partner relationship management
Customer Service & Support Features
- Supported: Case management
- Supported: Call center management
- Supported: Help desk management
Marketing Automation Features
- Supported: Lead management
- Supported: Email marketing
CRM Project Management Features
- Supported: Task management
- Supported: Billing and invoicing management
- Supported: Reporting
CRM Reporting & Analytics Features
- Supported: Forecasting
- Supported: Pipeline visualization
- Supported: Customizable reports
Customization Features
- Supported: Custom fields
- Supported: Custom objects
- Supported: API for custom integration
Security Features
- Supported: Role-based user permissions
- Supported: Single sign-on capability
Social CRM Features
- Supported: Social data
- Supported: Social engagement
Integrations with 3rd-party Software Features
- Supported: Marketing automation
- Supported: Compensation management
Platform Features
- Supported: Mobile access
InsureCRM Screenshots
InsureCRM Competitors
InsureCRM Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
| Supported Countries | USA, Caribbean, India |
| Supported Languages | English |
