Investing in CRM software for your insurance business is probably a good idea as it can help you to make your customers better, communicate more effectively, store information in a single place and run reports on a range of factors. Using a CRM system to manage your business’ customer data is a great way to streamline processes through automation and enable you to integrate with other systems in your business. To get the most suitable CRM software possible it is probably worth looking at software that is designed to cater specifically for your sector as it will offer greater benefits and uses.
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Featured CRMs
If you are in the market for insurance agent CRM software then you may want to think about the following attributes and whether you need them:
- Does it allow you to store customer documents and policies, and if so is there a maximum storage limit per file or overall?
- Can you track renewals and send out automated communications about renewals?
- Can it personalise communications and send out follow-up communications?
- What automation does it offer to help reduce administrative tasks?
- Can you manage claims through the software?
- Can you prioritise customers based on urgency?
- Can you send out email and SMS communications from it?
- What business tools and apps can it integrate with?
- Does it offer any collaboration tools for your staff to use?
- What reporting functionality does it offer?
- Do they offer a mobile app available on iOS and Android?
- Do they offer a free trial or free software to allow you to get a feel for the software before you buy it?
Companies are ranked in no particular order.
1. Salesforce
- Offers a solution that is suitable for insurance agents and reps
- Provides the tools to personalise communications
- Collaborate in online social feeds
- Streamline service requests
- Track new opportunities
- Bring together all channels – web, social media, emails and call centre
- Prioritise inquiries based on urgency
- Provide video chat and self-help services
- Collaborate with colleagues
- Offers a demo of their software
Website Salesforce CRM software
2. Zoho
- Offers a CRM solution for financial services including the insurance sector
- Allows you to manage the complete client journey
- Store records and policy documents
- Personalise emails
- Provides automation for follow-ups
- Built-in AI to aid decision making
- Fully compliant with security standards and GDPR
- Integrates with a variety of popular business apps
- Access to their in-depth analytical engine and customised dashboards to track KPIs
- Offers a demo of their software
Website Zoho CRM software
3. Freshsales
- Provides a CRM solution specifically for the insurance sector
- Personalise communications
- Track customer engagements
- Prioritise customers based on their needs
- Provide timely follow-ups and track renewals
- Streamline and manage daily tasks through automation
- Track opportunities and customise campaigns
- Integrates with a range of business tools
- Run reports and view the dashboard
- Offers a free trial of their software
Website Freshsales CRM software
4. Less Annoying CRM
- Offers a specialist solution for insurance agents
- Quick and easy to set up with up to an hour of free support
- See customer data and policy information at a glance
- Track policy applications and manage leads
- Store group plan information
- Track renewal dates
- Provides customisable process tracking tools to monitor workflows
- Collaborate with your team
- Mobile access so you can access it via any device
- Offers a 30-day free trial of their software
Website Less Annoying CRM software
5. SugarCRM
- Provides a CRM solution for the insurance sector
- Shared, single source of customer information
- Track transactions at every stage
- Automate processes and streamline customer service
- Utilise AI to predict customer journeys
- Measure performance
- Integrates with a range of apps including accounting tools
- Simplify reporting
- Provides a mobile app to access the software on any device
- Offers a demo of their software
Website SugarCRM software
6. Act! CRM
- Provides an insurance CRM solution
- Helps you to develop new prospects
- Supports maintaining relationships
- Assists with managing claims
- Provides follow-up with clients
- Offers pre-built custom tables
- Integrated email marketing
- Mobile app available on iOS
- Detailed reports and call lists
- Offers a 14-day free trial
Website Act! CRM software
7. Bitrix24
- Offers a free CRM for insurance agents and brokers
- Provides cloud or self-hosted solutions
- Offers free call centre functionality with communication and collaboration tools
- Custom fields
- Call centre integration
- Email marketing
- Integrates with apps
- Mobile app on iOS and Android (cloud solution only)
- Reporting suite and dashboards
- Register for free to try their free software
Website Bitrix 24 CRM software
8. Policy Flow
- Offers specialist insurance broking management software
- Offers complete policy administration software
- Track communication and deliver marketing including SMS and email
- Manage and track quotes and policies
- Automate processes
- Manage claims
- Assists with FCA compliant documentation
- Integrates with a variety of business tools and apps including mapping, accountancy and e-trading platforms
- Produce custom reports
- Offers a demo of their software
Website Policy Flow CRM software
9. Durell
- Offers a specific software solution for general insurance brokers and financial advisors
- Provides a back-office administration system
- Comprehensive and flexible solution
- Comprises of contact management, diary and built-in accounting
- Configurable information capture
- Document management
- Provides lifecycle management tools, compliance checklists and dedicated claims handling
- Provides dedicated support from their Client Care Team to help onboard you
- Offers a demo of their software
- Offers a three-month trial
Website Durell CRM software
10. Maximizer
- Provides specialist software for insurance brokers
- Allows you to personalise every interaction
- Provides tools to deliver campaigns including email marketing and campaign management
- Track contacts, renewals and account information
- Assists with staying compliant
- Store contacts, notes and key documents in one place
- Built-in workflows to streamline processes
- Shared calendars
- Built-in and customisable dashboards
- Offers a 30 day free trial and demo of their software
Website Maximizer CRM software