Property and casualty insurance agency management software manages the back-office functions of property and casualty insurance providers. These solutions provide contact management and marketing features to drive business growth. Property and casualty insurance agency management solutions are very similar in functionality to both general insurance agency management software as well as life and health insurance management software, but are tailored specifically for the life and health industries.
Property and casualty insurance providers use these solutions as the central hub for their sales and marketing activities, and these systems house all company contacts and client-related information. Property and casualty insurance agency management software often includes document management, sales and marketing-related task management, workflow management, client and contact management, and sales reporting functionality.
Property and casualty insurance agency management software can be implemented as a standalone solution, but is often a part of insurance suites software. These solutions also typically integrate with or provide functionality similar to marketing automation software.
To qualify for inclusion in the Property & Casualty Insurance Agency Management category, a product must:
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