InsureCRM User Reviews

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  • Name: Adam M.
    Job Title: Fintech Consultant
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Feature-Rich CRM Solution

    Date: Jul 15 2021

    Summary: InsureCRM handled a number of integrations and makes it easier for us to handle client communications. It automates the onboarding process and offers a seamless experience.

    Positive: InsureCRM has a number of useful features and capabilities. The software is well integrated and user-friendly.

    Negative: I have not faced any kind of inconvenience while using the software.

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  • Name: Richard L.
    Job Title: Business Technology Consultant
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Feature Rich Insurance CRM System

    Date: Jul 08 2021

    Summary: InsureCRM is highly customizable and can easily integrate with other tools. It has the best tools to manage customer relationships.

    Positive: The platform is highly user-friendly and intuitive. It has all the possible features an insurance CRM system may need.

    Negative: Nothing much has stood out yet as problematic. I am satisfied with the tool.

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  • Name: Tom H.
    Job Title: Sr. Consultant
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Insurance CRM Software with Immense Potential

    Date: Jul 01 2021

    Summary: InsureCRM acts as a centralized, organized hub that enables consistent communication. Its interface is intuitive and features easy to use. I am pretty satisfied with its performance.

    Positive: It offers a number of benefits for our lead management process. It has been helping our agents close more deals and convert them into paying customers.

    Negative: I haven't discovered any significant flaw with InsureCRM.

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  • Name: Carrey J.
    Job Title: Marketing Consultant
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Resilient Insurance CRM Software

    Date: Jun 23 2021

    Summary: I run a small insurance business and hope to scale up in the future. InsureCRM has been a one-stop solution for all my current (and even future) requirements. I can get everything done in a single click while also saving money on operations!

    Positive: • Intuitive platform with gentle learning curve
    • Dependable customer support
    • Multiple features and functionalities

    Negative: None that I have come across so far. I am satisfied with the product.

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  • Name: Milko K.
    Job Title: Underwriter
    Length of product use: Less than 6 months
    Used How Often?: Daily
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    End-to-End Insurance CRM Software

    Date: Jun 16 2021

    Summary: The product is easy to use and navigate. It helps with organization and automation. With InsureCRM, CRM handling is no longer difficult. I am happy with the product and what it has to offer.

    Positive: It is an all-in-one platform for our customer relationship management needs. It has made our workflow more streamlined and communication easier.

    Negative: There was an initial learning curve, but things are smooth now.

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