InsureCRM
Go Digital and Accelerate Sales and Customer Acquisition of your Insurance Business
- Insurance
- English
Screenshot & Video
LICENSING & DEPLOYMENT
- Proprietary
- Cloud Hosted
- Web-based
- iPhone/iPad
- Android
- Windows
- Mac
- Linux
SUPPORT
- Phone
Knowledge Base
- Help Guides
- Video Guides
- Blogs
InsureCRM Core Features
- Contact Management
- Collaboration Tools
- Custom Dashboard
- Email Integration
- File Management
- Forecasting & Analytics
- Lead Management
- Mobile Access
- Pipeline Management
- Reporting
- Sales Automation
- Security
- Workflow Automation
- Claims Management
- Contact Management
- Customer Management
- Document Management
- Insurance Rating
- Life & Health
- Policy Management
InsureCRM Pricing
Pricing Type
-
Contact Vendor
Free Version
-
No
Payment Frequency
-
Quote Based
InsureCRM Reviews
Good solution
Review Summary
Which features have you used in InsureCRM?
Insurance Agency Software
How long have you used InsureCRM?
2 Months
How frequently you use InsureCRM?
Daily
How do you find pricing of InsureCRM?
mid-tier
What do you like the most about InsureCRM?
Efficient Insurance CRM Software
What do you like the least about InsureCRM?
While InsureCRM offers a lot, the initial setup can be a bit complicated.
Improved Our Workforce Efficiency Significantly with Robust Insurance CRM software
Review Summary
How long have you used InsureCRM?
30 Days
How frequently you use InsureCRM?
Monthly
What do you like the most about InsureCRM?
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 InsureCRM?
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
Damco Helped us Build Integrated CRM for Managing Insurance Applicants
Review Summary
How long have you used InsureCRM?
1 Years
How frequently you use InsureCRM?
Daily
What do you like the most about InsureCRM?
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 InsureCRM?
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