Customer Relationship Management (CRM) Systems

A comprehensive agency management system tailored for life and health insurance agencies that includ... more...

Customer relationship management system for sales teams and agents to increase productivity and enga... more...

Cloud-based brokerage management system for P&C and Life/Wealth insurance agencies. Provides unified... more...

NPS-focused customer feedback and experience management platform with real-time surveys, automated w... more...

CRM solution for insurers built on Microsoft Dynamics, used alongside iFoundry for commercial lines ... more...

Integrated workforce optimization and customer experience platform providing call recording, quality... more...

Insurance agency CRM and sales management platform providing control over marketing data, compliance... more...

An AI-native, no-code CRM and process automation platform that streamlines customer relationship man... more...

Service management module enabling case management, customer service automation, and omnichannel cus... more...

Aggregates customer policy, claims, and billing data into unified customer views, offers digital sel... more...

An all-in-one, cloud-based agency management system (AMS) for independent insurance agencies. The pl... more...

Embedded insurance CRM that unifies contact records and interactions across the Finys Suite. more...

CRM platform designed specifically for insurance brokers and providers to manage customer relationsh... more...

Comprehensive agency management system featuring intuitive workflows, automated task management, doc... more...

CRM platform with contact management, deal tracking, pipeline visualization, and email integration.... more...

A tailored CRM solution for the insurance industry, helping manage client interactions, streamline c... more...

SaaS-based CRM and sales management platform for insurance agents and brokers. Integrates with exist... more...

A no-code application development platform that allows financial advisors, insurance agents, and oth... more...

A CRM platform designed for insurance agents to manage leads, track sales pipeline, and optimize sal... more...

End-to-end customer experience management platform tailored for insurance providers with real-time f... more...

Comprehensive insurance software suite available on-premise or in the cloud supporting policy admini... more...

Cloud-based Voice of the Customer solution providing NPS surveys, omnichannel feedback capture, jour... more...

Sophisticated conversational AI platform with insurance capabilities including claims filing assista... more...

A customized insurance CRM solution designed for insurance agencies to maximize lead management and ... more...

Comprehensive insurance software platform designed for insurers to streamline core operations includ... more...

Mobile-first insurance agency CRM platform that combines field sales capabilities with centralized c... more...

Comprehensive CX platform with insurance-specific feedback collection, analytics, and action plannin... more...

Cloud-based CRM platform for financial services organizations including insurance agencies, banks, a... more...

Comprehensive insurance software platform providing policy management, claims processing, risk asses... more...

Schneider Electric provides data center physical infrastructure solutions with specific offerings fo... more...

Unified customer experience management platform offering omnichannel engagement, contact center qual... more...

Offers customer service modules for insurance, including policy servicing, claims follow-up, streaml... more...

Life insurance, health insurance, and disability insurance products for individuals and groups more...

Life insurance, disability insurance, and long-term care insurance offerings for individuals and fam... more...

AI-powered CRM platform for insurance agents enabling lead management, policy administration, commis... more...

Call recording software for contact centers providing live agent monitoring, call searching, interac... more...

Cloud-based CRM platform providing contact management, lead tracking, deal pipelines, workflow autom... more...