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InsureCRM Reviews

User Rating

4.2/5 (Based on 5 Ratings)

Rating Distribution

  • Excellent

    20%
  • Very Good

    80%
  • Average

    0%
  • Poor

    0%
  • Terrible

    0%

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Reviews
MR

Mark K. Robards

December 30, 2022 Source: Saasworthy.com
Handy Insurance CRM Software with Impressive Features

What are the best aspects of this product?

InsureCRM organizes all customer-centric activities and helps with sales and marketing management. It does a great job at streamlining information and processes and helps the teams stay on top of their work.

What aspects are problematic or could work better?

Overall, InsureCRM is a pretty strong insurance CRM software. I haven't faced any significant issues while using it.

What specific problems in your company were solved by this product?

Before we moved to InsureCRM, we would struggle with data silos. However, now we can easily maintain a centralized repository of all client information.

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SL

Shirley Larson

September 5, 2023 Source: Saasworthy.com
Suitable CRM for Insurance Companies of All Sizes

InsureCRM is one of the best insurance CRM systems I have come across. It offers a range of features and customization options.

We have largely been using it for managing customer data and interactions. It has helped us keep everything in one place while unlocking valuable insights to help with customer retention and lead acquisition.

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JW

John Winfrey

February 16, 2023 Source: Saasworthy.com
Efficient Insurance CRM for Sales

I love how intuitive InsureCRM is. It allows access to all contacts, sales opportunities, and follow-ups from a single place. It is also one of the most customizable insurance CRM software I've come across.

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LC

Luisa Catherine

November 26, 2021 Source: Saasworthy.com
Flexible CRM With Powerful Capabilities

InsureCRM is an amazing tool for contact management and lead tracking. It helps us save time in data entry work. The powerful tool can be easily shared with other members of the team and it makes it easy to access information. The tech support is fantastic as well. I am highly impressed with how easy it was to get the software up and running across our entire business. The regular updates are just a cherry on the top.

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RL

Richard Leo

October 11, 2021 Source: Saasworthy.com
Collaborative CRM system

We switched to InsureCRM a couple of months ago, and are enjoying how collaborative it is. It is easy to manage and use. It allows seamless integration with other tools and systems and offers almost instant results

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ED

Elle D'souza

April 14, 2023 Source: Saasworthy.com
Valuable CRM Software for Insurers

When it comes to choosing intuitive CRM software, insurance businesses should definitely go for InsureCRM. Apart from being highly intuitive and functional, it is also integrated seamlessly with our existing systems. The dashboards of InsureCRM can be customized and offer quick access to data. It has helped us tremendously with customer relationships

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