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InsureCRM Verified Profile

Improve customer relationships with InsureCRM, an adaptable insurance CRM software

 4.5

(2 Reviews)

InsureCRM Overview

InsureCRM is a comprehensive insurance CRM software that harnesses the potential of automation to revolutionize the operations of insurance agencies, carriers, and brokers. Designed to streamline workflows and optimize sales strategies, InsureCRM enhances customer acquisition and helps boost overall business performance.

The platform centralizes key administrative functions, making it easier for insurers to organize customer data, automate critical underwriting processes, and resolve claims with remarkable speed. Additionally, InsureCRM simplifies quote generation and offers a full suite of features to support day-to-day operations, ensuring a smoother, more efficient workflow.

Equipped with cutting-edge, next-generation functionalities, InsureCRM empowers insurers to collaborate in real-time, offering seamless integration across teams. This real-time collaboration aids in uncovering new business potential, including up-selling and cross-selling opportunities, ensuring insurers stay competitive in an evolving market.

The software’s intuitive interface and powerful tools enable insurance professionals to better manage client relationships while driving growth. By leveraging InsureCRM’s agile capabilities, agencies can streamline their operations, reduce manual work, and focus more on delivering exceptional customer service. Ultimately, InsureCRM equips insurance professionals with the tools they need to succeed in a fast-paced, customer-centric industry.

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InsureCRM Screenshot & Video

Contact Details

  • Vendor Name Damco Solutions
  • Founded 1996
  • Location United States
  • Employees 1000+

Support

  • 24x7 Support 24x7 Support
  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • On-Premise On-Premise
  • Web-Based Web-Based
  • Windows Windows
  • Mac Mac
  • Linux Linux

Typical Customers

  • Small-Business Small-Business
  • Midsize-Business Midsize-Business
  • Large-Enterprise-Business Large-Enterprise-Business

Languages Supported

English


Industries

Insurance

InsureCRM Features

InsureCRM Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

InsureCRM Reviews

 4.5

(2 Reviews)
Richard leo

Richard leo

IT Administrator

Efficient and User-Friendly Insurance CRM Software

I’ve been using InsureCRM for a while, and it has really simplified the way I manage my work. From tracking leads to handling policies and staying connected with clients, everything is in one place, which saves me a lot of time. It feels like it’s built with the insurance industry in mind because it actually fits the daily challenges we face. Overall, it’s reliable, keeps me organized, and has definitely helped me achieve better results.

Review Date: 29 August, 2025

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James Dean

James Dean

Admin

Powerful and Reliable Insurance CRM Software for Agents

InsureCRM is an efficient insurance CRM software. It’s handy because it simplifies lead tracking, policy management, and client communication, all in one platform. Designed specifically for insurance agents, it saves time and boosts productivity. Highly recommended for anyone in the insurance industry looking to stay organized and close more deals.

Review Date: 14 July, 2025

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InsureCRM FAQs

InsureCRM is a comprehensive insurance CRM software that harnesses the potential of automation to revolutionize the operations of insurance agencies, carriers, and brokers. Designed to streamline workflows and optimize sales strategies, InsureCRM enhances customer acquisition and helps boost overall business performance.

The platform centralizes key administrative functions, making it easier for insurers to organize customer data, automate critical underwriting processes, and resolve claims with remarkable speed. Additionally, InsureCRM simplifies quote generation and offers a full suite of features to support day-to-day operations, ensuring a smoother, more efficient workflow.

Equipped with cutting-edge, next-generation functionalities, InsureCRM empowers insurers to collaborate in real-time, offering seamless integration across teams. This real-time collaboration aids in uncovering new business potential, including up-selling and cross-selling opportunities, ensuring insurers stay competitive in an evolving market.

The software’s intuitive interface and powerful tools enable insurance professionals to better manage client relationships while driving growth. By leveraging InsureCRM’s agile capabilities, agencies can streamline their operations, reduce manual work, and focus more on delivering exceptional customer service. Ultimately, InsureCRM equips insurance professionals with the tools they need to succeed in a fast-paced, customer-centric industry.

  • No, InsureCRM does not offer a free version.

  • No, InsureCRM does not offer any free trial.

  • No, Credit Card details are not required for the InsureCRM trial.

  • No, InsureCRM does not offer an API.

  • InsureCRM offers support with the following options:
    • 24x7 Support , Email , Phone , Chat , Knowledge Base

  • InsureCRM offers training with the following options:
    • In-person , Live Online , Webinar , Documentation

  • InsureCRM supports the following languages:
    • English

  • Following are the typical users of the InsureCRM:
    • Small-Business , Midsize-Business , Large-Enterprise-Business

  • InsureCRM supports the following deployment:
    • Cloud Hosted , On-Premise

  • InsureCRM supports the following devices and operating systems:
    • Web-Based , Windows , Mac , Linux