InsureCRM, a scalable and customizable insurance CRM software, is an offering by Damco to equip insurers with latest tools to provide positive customer experiences. The flexible tool is amongst the best CRM software for insurance agents. It is packed with features to automate tracking of client interactions, organize all customer data in a single place, and enable easier management of the sales pipeline to help agents cross-sell and up-sell more efficiently.
Software features
- API Access
- Contact Management
- Contract Management
- Database Management
- Funnel Reporting
- Integrations
- Performance Reporting
- Pipeline Management
- Sales Gamification
- Task Assignment
Quick spec
Product details
Customer Size
- Small (1-50 users)
- Medium (51-200 users)
- Enterprise (201+ users)
Hosting Method
- Cloud
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