Software Category

Insurance CRM

Software Reviews covers 11 products in the Insurance CRM market. Fast track your research by exploring our Data Quadrant, sorting the software, purchasing our Insurance CRM Category Report, or diving deeper into an individual product. Arm yourself with real data so you can make better decisions with more confidence.

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Category Features
  • Account and Contact Management
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  • Activity and Workflow Management
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  • Analytics and Reporting
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  • Collaboration
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  • Customer Service Management
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  • Industry-Specific Functionality
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  • Lead Management
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  • Marketing Management
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  • Quote, Contract, and Proposal
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  • Sales Management
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  • Telephony and Call Center Management

Data Quadrant

The software experience is shaped by both the software and the relationship with the vendor. By comparing vendors across both we provide a comprehensive understanding of the product and help identify vendors that can deliver on both.

Sample Report

Category Report

A thorough evaluation and ranking of all software in an individual category to compare software across every dimension.

  • User Satisfaction Rankings
  • Business Value Scores
  • Vendor Capability Comparisons
  • Individual Feature Evaluations
  • Emotional Connection to Products
Buy Now / $2999

Sample Report

Emotional Footprint Report

A detailed and unique report across 5 emotional dimensions that capture a powerful indicator of overall user feeling toward the vendor and product.

  • Service Experience
  • Conflict Resolution
  • Negotiation and Contract
  • Strategy and Innovation
  • Product Impact
Buy Now / $2999

Ebix

Ebix SmartOffice

In use by industry leaders for more than two decades, SmartOffice solution for CRM, practice, and agency management are trusted across the industry to help improve marketing efforts, provide valuable reporting capabilities that drive better business decisions, and create a customer-centric environment that helps increase sales revenues.

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Composite Score

Composite
Score

+92

Emotional Footprint

Emotional
Footprint

75%

Likeliness to Recommend

Likeliness
to Recommend

2Reviews

iPipeline

iPipeline CRM

iPipeline is your strategic partner and technology provider of SaaS solutions that drive straight-through processing for the insurance and financial services industry.

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Composite Score

Composite
Score

--

Emotional Footprint

Emotional
Footprint

--

Likeliness to Recommend

Likeliness
to Recommend

0Reviews

Target Group

Target Group Digital Distribution Software

The next generation of insurance distribution and customer acquisition software is here. Evolve your digital distribution strategy and reimagine customer experience.

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Composite Score

Composite
Score

--

Emotional Footprint

Emotional
Footprint

--

Likeliness to Recommend

Likeliness
to Recommend

0Reviews

AgencyBloc

AgencyBloc

AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations using a combination of an industry-specific CRM, commissions processing, and integrated marketing automation.

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Composite Score

Composite
Score

--

Emotional Footprint

Emotional
Footprint

--

Likeliness to Recommend

Likeliness
to Recommend

0Reviews

Radius

RadiusBob

Insurance Agency Management Software with a simple approach to a sophisticated problem.

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Composite Score

Composite
Score

--

Emotional Footprint

Emotional
Footprint

--

Likeliness to Recommend

Likeliness
to Recommend

0Reviews

Pegasystems

Pega General Insurance Customer Service

Pega delivers an omni-channel application that is intuitive and easy to use. Empower your CSRs to improve every customer interaction with personalized service for happier, more loyal policyholders. Pega evolves customer service from records-based, contact-focused, and reactive to a powerful, dynamic application that interprets customer context and lets your people make the right decision at every touch point.

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Composite Score

Composite
Score

--

Emotional Footprint

Emotional
Footprint

--

Likeliness to Recommend

Likeliness
to Recommend

0Reviews

CRMnext

CRMNext

Increase revenues and customer loyalty by streamlining processes, improving partner management and providing actionable intelligence at front-ends on a single Cloud CRM platform.

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Composite Score

Composite
Score

--

Emotional Footprint

Emotional
Footprint

--

Likeliness to Recommend

Likeliness
to Recommend

0Reviews

Oracle Financial Services Software

Oracle Documaker

Oracle Documaker is the most widely-used Enterprise Document Automation (EDA) solution. Documaker dynamically creates, manages, and delivers enterprise communications to customers and stakeholders, when and how they want them – whether by print, email, text messaging, social media, or any other format. A rules-driven system, Oracle Documaker automates documents, improving communications and customer service while achieving higher levels of efficiency and reduced cost.

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Composite Score

Composite
Score

--

Emotional Footprint

Emotional
Footprint

--

Likeliness to Recommend

Likeliness
to Recommend

0Reviews