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CRM

Automation

InsureCRM

4.5

InsureCRM

InsureCRM is a comprehensive customer relationship management tool designed specifically for insurance professionals.

Brookfield, WI, USA

DAMCO Group

1996

Visit Website

Overview

InsureCRM by Damco is a comprehensive insurance CRM solution designed to streamline sales, marketing, and customer service for insurance agencies and brokers. It offers features like lead management, policy tracking, automated workflows, and detailed analytics to enhance client engagement and operational efficiency. The platform integrates seamlessly with existing systems, helping insurance professionals increase productivity, improve customer relationships, and drive business growth.

Pros

User-friendly interface for easy navigation

Integration with multiple insurance carriers

Robust reporting and analytics tools

Customizable workflows to fit business needs

Cloud-based accessibility for remote work

Cons

Potential learning curve for new users

Monthly subscription fees can add up over time

Limited offline functionality

Visit Website

Key Features

💼 Centralized Customer Data Management

Provides a unified platform to store and manage all customer information efficiently.

📝 Customizable Policy Administration

Allows users to tailor policy details and workflows to specific needs.

📊 Real-Time Analytics & Reporting

Offers up-to-date insights and performance metrics to improve decision-making.

🤝 Seamless Agency-Insurer Collaboration

Facilitates smooth communication and data sharing between agencies and insurers.

🚀 Automated Workflows & Processes

Automates routine tasks to save time and reduce manual effort.

✅ Digital Policy Issuance & Renewals

Enables quick issuance and renewal of policies through digital processes.

Plan & Price

Starter

$39/month

Lead Management

Contact Management

Basic Analytics

Professional

$99/month

All Starter features

Advanced Analytics

Email Marketing

Enterprise

Custom pricing

All Professional features

Custom Integrations

Dedicated Support

Alternatives

Platform	Description	Pricing
Salesforce Insurance CRM	A comprehensive insurance CRM platform built on Salesforce, offering automation, customer management, and analytics tailored for insurance agents and brokers.	Custom quotes based on organization size and needs
AgencyBloc	An agency management platform that centralizes policy, claims, and client data, with tools for sales automation and client engagement.	Pricing starts at $50/month per user, with enterprise plans available
Pega Insurance CRM	A digital insurance platform providing underwriting, policy administration, and claims management with AI-powered analytics.	Quote upon request; varies depending on features and scale
Applied Epic	An all-in-one agency management system designed for insurance brokers, including policy servicing, document management, and reporting.	Subscription plans start at $60/month per user
Surefyre	A CRM and policy management system designed specifically for independent insurance agencies, focusing on workflow automation and customer relationships.	Pricing tiers from $45/month per agent, additional costs for custom modules