SEI CRM Description
SEI CRM simplifies the process of adding and modifying client information. By keeping track of client interaction history, sending automated birthday wishes, and reminding clients of significant events, it ensures that your clients remain engaged and are less likely to seek services elsewhere. In the competitive insurance industry, fostering customer loyalty is crucial, as it represents the most valuable resource for success. Strengthening these relationships can ultimately lead to sustained growth and profitability for your business.
SEI CRM Alternatives
Coevera is an AI-native CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers — companies with a defined sales process, sales managers accountable for pipeline, and deals complex enough that consultation rather than transaction wins them. Formerly Pipeliner CRM, built since 2011 on one idea: a sales process should be visible, teachable and repeatable. Intelligence is the default state of the system, not a premium add-on. The platform is industry-agnostic; our strongest results have come from manufacturing, financial services, insurance, software, professional services, energy and mining.
Sales leaders buy Coevera for a forecast they can defend. Sales operations teams buy it because it can be configured, changed and reported on without a dedicated administrator, outside consultants or a multi-year build. Reps use it because the pipeline is visual and the next step is obvious.
Voyager AI — predictive deal and pipeline guidance in context, with native MCP so Coevera data is available to the AI tools your team already uses.
Visual pipeline management — drag-and-drop pipelines, buying centers and relationship maps, so who is involved in a deal and what stage it is actually in are both visible.
Guided selling — your stages, required activities and qualification criteria enforced in the flow of work rather than in a document.
Automatizer — no-code workflow automation your own ops team builds and changes.
Reporting and forecasting built in — no BI licence required, with BI Feeder exporting to Tableau, Power BI and others when your analysts want the raw data.
Three editions at three price points — $85, $115 and $150 per user per month. Implementations run in weeks, not quarters. Served markets: United States, Canada, the Un
Learn more
Pipedrive is a powerful CRM and sales pipeline management platform designed to help businesses track and optimize their sales processes. The platform offers automation tools, AI-powered sales insights, and real-time reporting to help businesses close deals faster and more effectively. With customizable workflows, integrations with a wide range of apps, and an intuitive interface, Pipedrive supports sales teams of all sizes in managing leads, automating repetitive tasks, and monitoring performance for smarter, data-driven decisions.
Learn more
tigerlab
tigerlab builds insurance software for two audiences. Brokerages run on the tigerlab Broker Management System (BMS). Insurers, MGAs and embedded insurance providers run on the tiger suite (formerly i2go).
The BMS is an insurance agency management system. It holds clients, policies, documents and renewals in one record, manages commissions, schemes and invoicing, and runs compliance checks for each jurisdiction, including sanctions screening. AI extracts data from documents and summarises emails. It connects to market platforms such as BiPRO in Germany and EcoHub in Switzerland.
The tiger suite covers Policy Management, Billing, Claims Management and Distribution Management, used alone or together. Products can be set up without code.
Both product lines are API-first and run in the cloud or on-premises. tiger suite Policy and Claims Management can also run in a customer's own AWS account. tigerlab has SOC 2 Type II attestation and ISO 27001 certification.
Click the demo button and see it in action!
Learn more
Keap
Learn how Keap can help you organize, automate daily tasks, and close more leads. Keap, previously known as Infusionsoft is the all-in one CRM for small businesses. Small businesses can do great work in a smarter way. Keap helps you organize your client information and daily work in one place. This will free you from repetitive tasks. All your leads, both new and old, are in one place. Access to all of your client information 24/7, anywhere. With easy scheduling and quoting, you can take the hassle out of winning work. Track outstanding invoices and get paid faster. Refer friends and build long-lasting relationships.
Learn more
Pricing
Pricing Starts At:
$2.70 per month
Free Trial:
Yes
Integrations
No Integrations at this time
Company Details
Company:
Everlabs
Year Founded:
2013
Headquarters:
Ukraine
Website:
everlabs.com
Media
Recommended Products
PRTG Catches Network Issues Before They Cause Downtime
Reactive troubleshooting usually means hearing about a problem from frustrated users, not your monitoring tool. PRTG sets threshold-based alerts across devices, servers and applications, notifying your team by email, SMS or push the moment a metric crosses a set limit. That means catching a failing disk or overloaded server before it becomes an outage and getting time back from firefighting. Start a free trial and set your first alerts today.
Product Details
Platforms
Web-Based
Types of Training
Live Training (Online)
Customer Support
Business Hours
Online Support
SEI CRM Features and Options
Insurance Agency Management System
Claims Management
Commission Management
Contact Management
Document Management
Life & Health
Property & Casualty
SEI CRM User Reviews
Write a Review- Previous
- Next