Best Insurance CRM Software - Page 4

Freshsales

Freshsales is an easy-to-use, AI-powered sales CRM software. Trusted by 65,000+ businesses worldwide, Freshsales CRM helps sales teams attract quality leads, engage in contextual conversations, grow sales pipeline, boost conversions, and power productivity. Freshsales CRM provides a 360-degree view of contacts and accounts to empower sales teams with context to sell better. Sellers can manage sales pipelines to visualize deal progress and define and track sales targets. Sales teams can effortlessly engage with prospects and customers with the built-in phone, email, and chat capabilities. Advanced automation features like workflows and sales sequences boost sales productivity and ensure better prospecting. Freddy AI in Freshsales helps sellers draft contextual sales emails, receive actionable deal insights, and never miss out on revenue opportunities.

Average Rating: 4.5/5.0

Total Reviews: 1,203

Gateway ERP

Groove.Id Passwordless Sign In

Eliminiate the #1 cause of data breaches.

Guani Hub

GUANI HUB es un CRM especializado para asesores y agencias de seguros en México. Centraliza clientes y prospectos, pólizas, cobranzas, renovaciones, citas, oportunidades, trámites, comisiones y reportes en una sola plataforma.

HealthSherpa for Agents

A Healthcare.gov certified web broker, giving people, employers, and nonprofits a simple platform for enrolling in ACA-compliant healthcare.

iAssure by Imds

iAssure | An ERP built for Insurance Brokers Insurance Broking Intelligence Platform An insurance-native ERP built exclusively for insurance brokers, corporate agents and IMFs. Every department works on one platform, from automated RFQs, QCRs and placement slips to policy booking, billing and receipts, powered by Assurance Intelligence.

Infor CRM

Your customer relationships are the driving force of your business. By offering a complete view of every customer touch point across your sales, marketing, customer service, and support teams, Infor CRM enables you to maximize the impact of every interaction—across the entire customer lifecycle—whether in the office or out in the field. The best part about Infor CRM is that it’s built for your business. Industry-specific capabilities, deep integration, and unparalleled flexibility and control in how you deploy, use, and pay for your solution offers a best-of-breed CRM solution without compromise.

Average Rating: 3.3/5.0

Total Reviews: 77

InsuraCRM

InsuraCRM is a customer relationship management software developed by Damco. It empowers insurance agencies, brokers, agents, and carriers with automation technologies and enables them to enhance customer relationships. The comprehensive insurance CRM software helps in improving sales, automating processes, and making strategic decisions to drive growth. It brings together contact management, customer servicing, underwriting, analytics, and more under a single roof.

InsureGrades

InsureGrades is a directory of licensed insurance agents, where verified agents are checked against the National Insurance Producer Registry (NIPR) and rated by their clients. Consumers use it free to find, compare and rate agents. Producers subscribe to claim their listing, get a NIPR-verified badge, receive quote requests that are never resold, monitor their licenses every business day, track continuing education, keep E&O and other credentials in a vault, and research prospects across 826,000+ employer benefit plans, nearly 2 million motor carriers, 1.9 million healthcare organizations and more. Agencies can put every producer on one bill at the same per-seat price with a team compliance view. Plans from $29.99 a month, no contracts.

insureio

Insureio is a comprehensive customer relationship management (CRM) platform tailored specifically for insurance professionals. It streamlines the sales process by integrating lead management, marketing automation, and policy tracking into a single, user-friendly interface. Designed to enhance productivity and client engagement, Insureio empowers agents to manage their business more effectively. Key Features and Functionality: - Lead Management: Efficiently capture, organize, and track leads to ensure no opportunity is missed. - Marketing Automation: Deploy targeted email campaigns and follow-ups to nurture client relationships and drive conversions. - Policy Tracking: Monitor policy statuses, renewals, and client interactions to maintain up-to-date records. - Customizable Workflows: Adapt workflows to fit specific business processes, enhancing operational efficiency. - Reporting and Analytics: Gain insights into sales performance and client behavior through detailed reports and analytics. Primary Value and Solutions Provided: Insureio addresses the common challenges faced by insurance agents, such as disorganized client information, inconsistent follow-ups, and time-consuming administrative tasks. By consolidating essential functions into one platform, it reduces manual work, minimizes errors, and allows agents to focus on building client relationships and growing their business. The automation of marketing and follow-up processes ensures timely communication, leading to higher client satisfaction and retention rates.

Kaisurance

Kaisurance is an affordable, cloud-based insurance CRM designed specifically for independent insurance agents and small teams. The platform helps agents manage client relationships, organize policies, track sales opportunities, and streamline daily operations in one easy-to-use dashboard. Key features include contact and policy management for life, health, Medicare, and property & casualty insurance; customizable sales pipelines; policy renewal tracking; state insurance license monitoring with expiration alerts; commission organization; client birthday reminders; task management; and follow-up reminders. Kaisurance also includes monthly income goal tracking and daily motivational quotes to help agents stay focused and consistent. Team functionality allows agencies to assign contacts, manage users, and collaborate efficiently. Unlike complex, general-purpose CRM systems, Kaisurance focuses on the practical needs of insurance professionals without unnecessary complexity or expensive software packages. Kaisurance offers a 14-day free trial with no credit card required. Plans start at $49 per month for individual agents, with team plans available for growing agencies. Learn more at https://kaisurance.com.

Keap

Keap is a small business CRM and automation platform designed to grow your profitable business. With Keap, you'll easily capture, organize, track, and nurture all of your leads to increase sales and revenue. The Keap CRM has everything you need to automate your business: lead capture and management, sales automation, marketing automation, email automation and text marketing.

Average Rating: 3.9/5.0

Total Reviews: 32

Kizen

Kizen is a leading AI platform for the future of work, redefining how people and AI seamlessly move and improve as one. Founded on the principle that technology should make work more meaningful, Kizen creates AI systems and assistants that learn, adapt, and improve over time, just like the people who use them. Today, Kizen powers millions of mission-critical experiences for leading organizations in highly regulated industries like insurance, healthcare, and financial services. We help companies realize the AI opportunity by delivering production-ready AI assistants for their teams. It molds to your unique business set-up and keeps your teams in charge and performing at their best. The result: up to 4-8x productivity and climbing across regulated fields.

Average Rating: 4.4/5.0

Total Reviews: 32

LeadByte

LeadByte is a powerful software solution designed for lead buyers and sellers seeking to streamline their lead management process and automate growth. With LeadByte, businesses can capture, validate, and distribute leads in real-time, saving valuable time and increasing lead quality while maximizing return on investment. The software enables users to buy back time, automate lead delivery, and optimize their marketing efforts for higher ROI. Whether you're a small business owner or a marketing professional, LeadByte can help you achieve your goals by providing an efficient and effective lead management solution.

Average Rating: 4.9/5.0

Total Reviews: 10

Lead Capsule

Lead Capsule is the premiere solution for lead management, lead generation, lead aggregation, lead distribution, customer relationship management, affiliate marketing and lead commerce. Buying and selling leads can be difficult to manage; this is especially true when working with multiple verticals. The Lead Capsule lead management system simplifies the management of vendors, clients, and delivers leads quickly and accurately to any CRM.

Average Rating: 5.0/5.0

Total Reviews: 1