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InsureCRM 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.
- Insurance
- English
Screenshot & Video
LICENSING & DEPLOYMENT
- Proprietary
- Cloud Hosted
- Web-based
- iPhone/iPad
- Android
- Windows
- Mac
- Linux
SUPPORT
- Phone
- 24x7 Support
Knowledge Base
- Help Guides
- Video
- Blog
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
Preferred Currency
-
USD ($)
Free Version
-
No
Payment Frequency
-
Quote Based
InsureCRM Reviews
Alora Grace, Business Growth Strategist at BROWNING INSURANCE AGENCY, INC.
Posted on Oct 18, 2023
Good solution
Review Summary
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.
For which software category are you reviewing 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.
Brad Medapalli
Posted on Mar 29, 2022
Improved Our Workforce Efficiency Significantly with Robust Insurance CRM software
Review Summary
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 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
Martin Noah
Posted on Feb 28, 2022
Damco Helped us Build Integrated CRM for Managing Insurance Applicants
Review Summary
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 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
Elle D'souza
Posted on Nov 12, 2021
Reliable CRM with Comprehensive Modules
Review Summary
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. Robards
Posted on Oct 25, 2021
Best CRM tool for sales teams
Review Summary
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 Catherine
Posted on Sep 07, 2021
Highly Flexible CRM Software
Review Summary
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 Louis
Posted on Jul 21, 2021
User-Friendly CRM Software
Review Summary
InsureCRM is an intuitive and user-friendly software with an array of features. I love how functional and reliable it is.