Insurance CRM software
InsureCRM one of the best CRM Software for Insurance Agents is developed especially for Insurers enabling them to automate tracking of customer interactions at one dashboard, log their sales activity automatically, and manage the sales pipeline with total visibility.
InsureCRM has been developed to be an exemplifying CRM Software for Insurance Companies. It facilitates:
Get a 360-degree View
InsureCRM being the best CRM Software for Insurance Agents provides a 360-view of every customer, empowering consultants to access the customer history, premium history, prior contracts, terms, policies sold, outstanding payments, customer claims, etc. before and during customer meetings, making every meeting more productive and meaningful.
Agents &Prospects from
CRM integration with core processing insurance modules improves efficiency and allows you to resourcefully manage all the leads from prospects or customers at one place. Brokers gain role-based access to processed customer cases (including policies, premiums, invoices, damage reports) which provides them with a 360-degree view of their customers.
Set up Sales to
Cross-sell effectively with InsureCRM- a leading CRM Software for Insurance Companies. Run a small campaign on customers using one insurance product and sell them another new or existing product. Keep them engaged with Birthday reminders and New Year greetings. Never miss an opportunity to provide the right offer. Generate detailed analytics on sales-performance reports.
CRM Software for Insurance Agents allows you to capture leads from Omni channel campaigns and make intelligent lead assignments for better conversion rate. Through InsureCRM you can manage complete insurance marketing through one tool.
Run smart renewal and reinstatement campaigns driven by integrated data. Identify the right customers for renewal and reinstatement campaigns based on internal and external data and smart rules.
Make policy servicing seamless with self-service tools and faster response times. Empower agents to instantly solve customer problems with a single, actionable 360 integrated Insurance CRM Software.
Know About Our Third Party CRM Solutions
Being a registered partner of all the popular CRM platforms like Salesforce, MS Dynamics, Vtiger, etc., we help our clients get the most out of their CRM implementation and integration by enabling a customer-centric digital business. Damco’s CRM services leverage techniques like forecasting, data mining, and predictive modeling to put the customer in the spotlight.
Dedicated Practice to deliver services and solutions for Insurance businesses.
1100+ person years of experience in delivering Insurance technology services.
100+ Insurance projects delivered globally, 60+ Insurance Customers.
30+ installations of InsureEdge – a complete technology platform.
Strong experience in multiple lines of business covering Life, Health & General Insurance.
Strong Technology Expertise on Microsoft, Open Source, Oracle, Salesforce, IBM, Cloud & Mobility.
Capabilities in cutting-edge technologies – IoT, AI, Machine Learning.
Global Presence with resource availability in USA, UK, Luxembourg, Australia & Caribbean islands.