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InsuraCRM

4.4 (7 Reviews)|Write a Review|Claimed profile
📍 United States HQFounded 1996

Deployment

Web-basediPhone/iPadAndroidWindowsMacLinux

Best for

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Overview

About InsuraCRM

InsuraCRM Software, a fully functional insurance CRM software, is one of the initiatives by Damco to empower insurers with digital capabilities to provide superior customer experiences. The agile platform is one of the best CRM software for insurance agents, equipped with features to automate tracking of customer interactions on a single screen that leverages automation for logging their sales activities, enabling better management of the sales pipeline for cross-selling and up-selling opportunities.

At a glance

Software information

Industries served, licensing and the support InsuraCRM provides.

Industries

  • Insurance

Licensing

  • Proprietary
  • Quote Based

Support

  • Email
  • Phone

Training

  • Help Guides
  • Video Guides
  • Blogs

Knowledge Base

  • Help Guides
  • Video
  • Blog
Languages (1)
English

Review analytics

What customers report

4.4
Based on 7 verified reviews
Ease of use4.3
Features & functionality4.7
Customer support4.7
Value for money5.0
Integrations5.0

What users like the most

  • Efficient Insurance CRM Software

What users like the least

  • While InsureCRM offers a lot, the initial setup can be a bit complicated.

What users say

Review Analytics of InsuraCRM

Every review is verified through Goodfirms before it's published.

4.47 Verified Reviews
Ease of use (3 reviews)4.3
Features & functionality (3 reviews)4.6
Customer support (3 reviews)4.6
Value for money (2 reviews)5.0
Integrations (2 reviews)5.0
Review Summary
Summarized from 7 verified reviews · Updated September 2026
InsuraCRM is praised as an intuitive, user-friendly CRM with strong customization options and reliable performance. Users highlight its effectiveness for sales pipeline management, lead tracking, and cross-team collaboration, along with valuable reporting and analytics capabilities. The software's modular design supports efficient client information consolidation across support, sales, and marketing functions. Customer support is noted as excellent, and integration capabilities are valued, though some reviews reference third-party implementation involvement.
✦ AI-generated summary. May not reflect every review.
Detailed Reviews of InsuraCRM
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What reviewers mention most

Alora Grace, Business Growth Strategist at BROWNING INSURANCE AGENCY, INC.Verified Review
Posted on Oct 18, 2023

“Good solution”

Overall rating5.0
Ease of use4.0
Features & functionality5.0
Customer support5.0
InsurCRM is a powerful insurance CRM software. It has a user-friendly interface, which has made user-adoption a breeze. I also like its integration capabilities. All in all, it is a valuable asset for insurance businesses looking to improve relationships with customers.
Brad MedapalliVerified Review
Posted on Mar 29, 2022

“Improved Our Workforce Efficiency Significantly with Robust Insurance CRM software”

Overall rating5.0
Ease of use5.0
Features & functionality5.0
Customer support5.0
Value for money5.0
Integrations5.0
We are in the insurance sector for the last 5 years. A few years back our workforce was struggling to manage leads through spreadsheets when our business started growing. To overcome this challenge and improved our workforce efficiency, we decided to employ an Insurance CRM software solution. For the same, we sought end-to-end consultation from Damco Solutions and they suggested Salesforce over others. Damco experts established a robust CRM solution, which helped our workforce manage leads with ease resulting in improved work efficiency
Martin NoahVerified Review
Posted on Feb 28, 2022

“Damco Helped us Build Integrated CRM for Managing Insurance Applicants”

Overall rating5.0
Ease of use4.0
Features & functionality4.0
Customer support4.0
Value for money5.0
Integrations5.0
We’re one of the leading insurance providers selling policies and assisting customers across the world. Recently, our business was dealing with some issues related to the amount processing and transaction. Therefore, we decided to build a solution to enhance our overall efficiency from one of the pioneers in developing CRM software for insurance companies - Damco. Their architecting team decided to implement Microsoft Dynamics CRM as the foundation for developing the solution. The dynamic CRM integration helped us leverage quoting tools and electronic application management tools for our insurance agents. This has facilitated the agents to enhance their sales and modernize the repetitive tasks.
Elle D'souzaVerified Review
Posted on Nov 12, 2021

“Reliable CRM with Comprehensive Modules”

Overall rating4.0
InsureCRM offers a range of modules and has helped us consolidate the client information. Our support, sales, and marketing teams can now work more efficiently. The software is easy to use and configure. The reporting and analytics feature offers valuable insights into key metrics. All in all, it is a great product.
Mark K. RobardsVerified Review
Posted on Oct 25, 2021

“Best CRM tool for sales teams”

Overall rating4.0
InsureCRM is the best product that any salesperson can count on to boost sales and lead acquisition. It offers complete visibility into the sales pipeline, makes collaboration a breeze, and creates a number of opportunities. The overall experience with the product has been positive.
Luisa CatherineVerified Review
Posted on Sep 7, 2021

“Highly Flexible CRM Software”

Overall rating4.0
I have had an amazing experience with InsureCRM. There are a number of customizations that can be done and the customer service is excellent.
Alina LouisVerified Review
Posted on Jul 21, 2021

“User-Friendly CRM Software”

Overall rating4.0
InsureCRM is an intuitive and user-friendly software with an array of features. I love how functional and reliable it is.

Capabilities

InsuraCRM features

The full feature set, grouped by module.

CRM Software

  • Contact Management
  • Collaboration Tools
  • Custom Dashboard
  • Email Integration
  • File Management
  • Forecasting & Analytics
  • Lead Management
  • Mobile Access
  • Pipeline Management
  • Reporting
  • Sales Automation
  • Security
  • Workflow Automation

Insurance Agency Software

  • Claims Management
  • Contact Management
  • Customer Management
  • Document Management
  • Insurance Rating
  • Life & Health
  • Policy Management

Policy Management Software

  • Approval Process Control
  • Dashboard
  • Policy Creation
  • Policy Library
  • Policy Metadata Management
  • Policy Training
  • Reports
  • Workflow Management

Plans

InsuraCRM pricing

Free Version
No
Payment Frequency
Quote Based
Preferred Currency
USD ($)
Vendor pricing page

Media

Screenshots & video

InsuraCRM screenshot