---
title: SEI CRM Reviews
meta_title: 'SEI CRM Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how SEI CRM works for a business like yours.
aggregate_rating:
  rating_value: 3.5
  review_count: 1
  scale: '5'
date_modified: '2025-03-10'
parent_category:
  name: Insurance
  url: https://www.g2.com/categories/insurance
---


# SEI CRM Reviews
**Vendor:** Everlabs  
**Category:** [Insurance Agency Management Systems](https://www.g2.com/categories/insurance-agency-management-systems)  
**Average Rating:** 3.5/5.0  
**Total Reviews:** 1
## About SEI CRM
Customer relationship management and accounting contracts system for insurance agents and brokers.




## SEI CRM Reviews
  ### 1. Solid experience overall

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.)

**Reviewed Date:** December 12, 2017

**What do you like best about SEI CRM?**

The user interface is easy to understand and the syst m is more intuitive than most CRM systems.

**What do you dislike about SEI CRM?**

The system can be slow from time rock time in terms of switching pages and querying data.

**Recommendations to others considering SEI CRM:**

Spend time navigating all features before diving in and loading clients 

**What problems is SEI CRM solving and how is that benefiting you?**

This isn’t a solid CRM system that is helpful for tracking call reports and recording client data


## SEI CRM Discussions
  - [What is SEI CRM used for?](https://www.g2.com/discussions/what-is-sei-crm-used-for)

- [View SEI CRM pricing details and edition comparison](https://www.g2.com/products/sei-crm/reviews?open_modal_url=%2Fproducts%2Fsei-crm%2Fwishlists%3Fhost_path%3D%252Fproducts%252Fsei-crm%252Freviews%26source%3Dpdp_avatar&section=pricing&secure%5Bexpires_at%5D=2026-08-07+14%3A39%3A28+-0500&secure%5Bsession_id%5D=b935152d-6e17-44d4-b6a6-a9786e7648de&secure%5Btoken%5D=e9995578e6ec4ce1ebb36ef7cb058d7398ad9f0a6cdd3009f7cd2dc50a22a752&format=llm_user)

## SEI CRM Features
**Administration**
- Accounting
- Contact Management
- Commissions
- Sales Tools
- Reporting & Statistics
- Payment Processing
- Email Integration
- Task Management
- Third-Party Integrations
- Accounting Integration
- Alerts/Notifications
- Calendar Management
- Pipeline Management
- Commission Management
- Email Management
- User Management
- Forms Management
- Invoice Management
- Workflow Management
- Document Management
- Contact Database

**Insurance Documentation**
- Claims Management
- Insurance Policy Management
- Invoicing & Receipts
- Electronic Signatures
- Client Management
- Lead Management

**Additional Functionality**
- Client Portal
- Access Controls/Permissions
- AI Copilot
- Audit Trail
- Search/Filter
- Commission Calculations
- Insurance Rating
- Activity Tracking
- API
- Customizable Templates
- Customizable Branding
- Document Storage
- Property & Casualty
- Configurable Workflow
- Life & Health
- Monitoring
- Status Tracking
- Customizable Forms
- Generative AI
- Document Templates
- Self Service Portal
- Reminders
- Customizable Reports
- SSL Security
- Customizable Fields
- Referral Tracking
- Quotes/Estimates
- Risk Assessment
- Email Marketing

## Top SEI CRM Alternatives
  - [Applied Epic](https://www.g2.com/products/applied-epic/reviews) - 4.4/5.0 (1,775 reviews)
  - [AMS360](https://www.g2.com/products/ams360/reviews) - 4.3/5.0 (955 reviews)
  - [EZLynx](https://www.g2.com/products/ezlynx-ezlynx/reviews) - 4.4/5.0 (708 reviews)