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Accelerate Sales With CRM of Choice for Insurers

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.
Damco Solutions
1996
United States
  • Insurance
1 Industry
  • English
1 Language
Industries
  • Insurance
Licensing & Deployment
  • Proprietary
  • Cloud Hosted
  • Web-based
  • iPhone/iPad
  • Android
  • Windows
  • Mac
  • Linux
Support
  • Email
  • Phone
  • 24x7 Support
Knowledge Base
  • Help Guides
  • Video
  • Blog

InsuraCRM Core Features

Focus of CRM Feature
  • Contact Management
  • Collaboration Tools
  • Custom Dashboard
  • Email Integration
  • File Management
  • Forecasting & Analytics
  • Lead Management
  • Mobile Access
  • Pipeline Management
  • Reporting
  • Sales Automation
  • Security
  • Workflow Automation
Focus of Insurance Agency Feature
  • Claims Management
  • Contact Management
  • Customer Management
  • Document Management
  • Insurance Rating
  • Life & Health
  • Policy Management
Focus of Policy Management Feature
  • Approval Process Control
  • Dashboard
  • Policy Creation
  • Policy Library
  • Policy Metadata Management
  • Policy Training
  • Reports
  • Workflow Management

InsuraCRM Pricing

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

InsuraCRM Reviews

7
Total Reviews
4.4/5
Overall Rating
0
Recent Reviews

What Users Say

Good solution
Alora Grace
Alora Grace , Business Growth Strategist at BROWNING INSURANCE AGENCY, INC.
Improved Our Workforce Efficiency Significantly with Robust Insurance CRM software
Brad Medapalli
Brad Medapalli at IT Consulting Firm
Damco Helped us Build Integrated CRM for Managing Insurance Applicants
Martin Noah
Martin Noah at BCV
Reliable CRM with Comprehensive Modules
Elle D'souza
Elle D'souza
Best CRM tool for sales teams
Mark K. Robards
Mark K. Robards

What Users Like The Most

  • Successful integration of various insurance providers’ service application forms available under one dashboard
  • The insurance service customizations and product-listing were done easily by our supervisors
  • We are able to remove clutter using the Salesforce CRM

What Users Like The Least

  • Couldn’t access information from anywhere, due to the unavailability of mobile app
  • UI isn’t clean and simple to understand. This overwhelms the users due to the large number of similar products and services offered by the insurance
  • Need comprehensive training from Salesforce certified professionals to make the most of the CRM

InsuraCRM Reviews

4.4 7 Reviews
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Alora Grace

Good solution

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.

What was the project name that you have worked with InsuraCRM?

Insurance Agency Software

How long have you used InsuraCRM?

2 Months

How frequently you use InsuraCRM?

Daily

How do you find pricing of InsuraCRM?

mid-tier

What do you like the most about InsuraCRM?

Efficient Insurance CRM Software

What do you like the least about InsuraCRM?

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

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
Brad Medapalli

Improved Our Workforce Efficiency Significantly with Robust Insurance CRM software

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

How long have you used InsuraCRM?

30 Days

How frequently you use InsuraCRM?

Monthly

What do you like the most about InsuraCRM?

We are able to remove clutter using the Salesforce CRM

Salesforce CRM is easy to use and our workforce can manage leads without any hassle.

Another key advantage that comes with Salesforce CRM is the scalability

What do you like the least about InsuraCRM?

Need comprehensive training from Salesforce certified professionals to make the most of the CRM

Have to incur additional costs owing to the customization tailored to our needs

Salesforce live support is not available readily, therefore, we have to bank on third-party service providers for the support

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
Martin Noah

Damco Helped us Build Integrated CRM for Managing Insurance Applicants

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.

How long have you used InsuraCRM?

1 Years

How frequently you use InsuraCRM?

Daily

What do you like the most about InsuraCRM?

Successful integration of various insurance providers’ service application forms available under one dashboard

The insurance service customizations and product-listing were done easily by our supervisors

What do you like the least about InsuraCRM?

Couldn’t access information from anywhere, due to the unavailability of mobile app

UI isn’t clean and simple to understand. This overwhelms the users due to the large number of similar products and services offered by the insurance

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
Elle D'souza

Reliable CRM with Comprehensive Modules

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.

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
Mark K. Robards

Best CRM tool for sales teams

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.

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
Luisa Catherine

Highly Flexible CRM Software

I have had an amazing experience with InsureCRM. There are a number of customizations that can be done and the customer service is excellent.

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating
Alina Louis

User-Friendly CRM Software

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

Rating Breakdown

  • Ease of Use
  • Features
  • Customer Support
  • Overall Rating