Customer Relationship Management (CRM) Systems for Customer Service
Platforms that manage customer interactions, track communication history, and provide a 360-degree view of policyholder relationships across products and touchpoints.
Other Customer Service
A comprehensive agency management system with billing and accounting capabilities. Features include automated invoice generation, payment processing, commission management, trust accounting, direct bill download, and financial reporting.
A comprehensive agency management system tailored for life and health insurance agencies that includes CRM capabilities, commission tracking, policy management, automated workflow processes, and robust reporting tools to help agencies scale efficiently.
This CRM provides lead management, contact management, built-in phone, email integration, workflow automation, AI-based lead scoring, analytics and reporting, mobile access, and integration capabilities for insurance teams.
This insurance-specific CRM offers policy management, claims tracking, commission tracking, marketing automation, customer retention tools, agent/broker portal, document management, and compliance features designed specifically for insurance companies.
A tailored CRM solution for the insurance industry, Insly CRM helps manage client interactions, streamline communication, and enhance customer service experience through seamless policy administration.
Aggregates customer policy, claims, and billing data into unified customer views, offers digital self-service, workflow automation, customer engagement analytics, and omnichannel support designed for insurers.
Offers customer service modules for insurance, including policy servicing, claims follow-up, streamlined onboarding, workflow automation, omnichannel communication, and data analytics.
Enables customer acquisition and service workflows, case management, policy and claims tracking, process automation, omnichannel communication, and customizable dashboards for insurance providers.
This CRM solution provides lead management, policy tracking, contact management, customizable workflows, email integration, document management, mobile access, analytics, and integration capabilities at a competitive price point for insurance agencies.
