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

Customer Experience 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
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+100

Emotional Footprint

Emotional
Footprint

100%

Likeliness to Recommend

Likeliness
to Recommend

1Reviews

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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Emotional Footprint

Emotional
Footprint

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Likeliness
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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

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Emotional Footprint

Emotional
Footprint

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Likeliness to Recommend

Likeliness
to Recommend

0Reviews

SAP

SAP Insurance CRM

Satisfy today’s hyper-connected customers across all channels, including mobile – with SAP software for the insurance industry. Our solutions use the latest technology to help you streamline claims management, simplify policy administration, and proactively manage risk and compliance. Fast-track product development – and use cutting-edge insurance CRM to drive sales and marketing efforts.

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Score

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Emotional Footprint

Emotional
Footprint

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Likeliness to Recommend

Likeliness
to Recommend

0Reviews

Insurance Technologies

Insurance Technologies

ForeSight® is a mobile point-of-sale illustration platform that supports all aspects of the insurance sales process for multiple lines of business across diverse distribution channels with customized user experience and content branding options. Built with cutting-edge technology, ForeSight increases sales by maximizing your distribution strategies enabling your enterprise to increase speed to market and advisor productivity.

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Score

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Emotional Footprint

Emotional
Footprint

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Likeliness to Recommend

Likeliness
to Recommend

0Reviews

NexJ Systems

NexJ Contact

NexJ Contact is a strategic enterprise CRM solution that helps financial services and insurance firms establish deep and enduring relationships. NexJ’s targeted focus on wealth management and private banking, corporate and commercial banking, capital markets, and insurance verticals has enabled us to develop significant domain expertise and more out-of-the-box CRM capabilities tailored for finance and insurance than generic, ‘one size fits all’ CRM.

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Score

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Emotional Footprint

Emotional
Footprint

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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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Score

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Emotional Footprint

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Footprint

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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

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Emotional Footprint

Emotional
Footprint

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Likeliness to Recommend

Likeliness
to Recommend

0Reviews