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description: Page 5 - Discover the best Insurance CRM Software for your organisation. Compare top Insurance CRM Software tools with customer reviews, pricing and free demos.
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title: Page 5 - Best Insurance CRM Software - 2026 Reviews, Pricing & Demos
---

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# Insurance CRM Software

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## Products

1. [MyBasicCRM](https://www.softwareadvice.co.uk/software/113691/mybasiccrm) — 4.3/5 (3 reviews) — MyBasicCRM is a customer relationship management solution that helps businesses in various sectors manage service-spe...
2. [SpiceX](https://www.softwareadvice.co.uk/software/3387/spicecsm) — 4.3/5 (3 reviews) — SpiceCSM offers an array of powerful products and services that have been developed to increase the success and effic...
3. [AGENCYMATE](https://www.softwareadvice.co.uk/software/427310/agencymate) — 4.7/5 (3 reviews) — AGENCYMATE is an agency management software solution designed for marketing, advertising, and PR agencies. AGENCYMATE...
4. [CRMNEXT](https://www.softwareadvice.co.uk/software/5768/crmnext) — 4.5/5 (2 reviews) — CRMNEXT is a cloud-based customer relationship management (CRM) solution that helps businesses manage customer-relate...
5. [Lucep](https://www.softwareadvice.co.uk/software/36567/lucep) — 4.5/5 (2 reviews) — Lucep is a cloud-based customer relationship management (CRM) tool suitable for businesses of all sizes. The Lucep on...
6. [OnSite CRM](https://www.softwareadvice.co.uk/software/44312/onsitecrm) — 5.0/5 (2 reviews) — OnsiteCRM is a cloud-based customer relationship management (CRM) solution that helps businesses across various indus...
7. [Infer](https://www.softwareadvice.co.uk/software/105576/infer) — 4.0/5 (2 reviews) — Infer is a predictive sales and marketing tool that combines artificial intelligence (AI) and custom algorithms to de...
8. [ServiceTonic](https://www.softwareadvice.co.uk/software/32396/service-tonic) — 4.5/5 (2 reviews) — ServiceTonic is a Help Desk and ITSM solution for companies of all sizes in industries including IT Services, account...
9. [KIZEN](https://www.softwareadvice.co.uk/software/46313/kizen) — 5.0/5 (1 reviews) — Kizen offers a cloud-based suite of marketing, customer relationship management (CRM) and sales tools suitable for sm...
10. [Gateway ERP](https://www.softwareadvice.co.uk/software/418362/gateway-erp) — 5.0/5 (1 reviews) — Gateway ERP is a cloud-based ERP (Enterprise Resource Planning) software designed to help businesses across various i...
11. [Peso](https://www.softwareadvice.co.uk/software/436920/peso) — 5.0/5 (1 reviews) — Peso is a cloud-based accounts receivable automation tool designed to meet the diverse needs of businesses, finance p...
12. [SAIBA Global](https://www.softwareadvice.co.uk/software/429289/saiba-global) — 1.0/5 (1 reviews) — SAIBA is an insurance broking software tailored for direct insurance brokers. It aids in the effective management of ...
13. [cobra CRM](https://www.softwareadvice.co.uk/software/463838/cobra-CRM) — 5.0/5 (1 reviews) — cobra CRM is a customer relationship management software designed to help organizations manage customer data, sales p...
14. [Second CRM](https://www.softwareadvice.co.uk/software/18564/second-crm) (0 reviews) — Second CRM offers a contact database with sales and marketing capabilities built for small to midsize businesses. It ...
15. [Intelligent Customer Management](https://www.softwareadvice.co.uk/software/10818/next-generation-crm) (0 reviews) — Next Generation CRM is a cloud-based customer relationship management (CRM) solution from NexJ Systems, suited for or...
16. [InsureCRM](https://www.softwareadvice.co.uk/software/400447/insurecrm) (0 reviews) — Damco’s InsuraCRM is a comprehensive insurance customer relationship management software that helps businesses across...
17. [Figuro](https://www.softwareadvice.co.uk/software/444179/figuro) (0 reviews) — Figuro is an insurance software that transforms agencies and delights customers. It offers an all-in-one platform to ...
18. [Veritouch](https://www.softwareadvice.co.uk/software/485796/VeriTouch) (0 reviews) — VeriTouch is a customer relationship management (CRM) solution built on Microsoft Dynamics 365. It is designed for fi...

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## Links

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-----

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Additionally, it allows users to connect the platform with social media channels, including Facebook and Instagram and capture information about prospects into the CRM.\n\n\nMyBasicCRM facilitates integration with email marketing, VoIP, cloud PBX, accounting and other applications, allowing businesses to import and export crucial information.\n\n\nAll features are included in a single priced monthly plan.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c4f0a5ff-fbbb-4123-89df-3ca9d96e0f44.png","url":"https://www.softwareadvice.co.uk/software/113691/mybasiccrm","@type":"ListItem"},{"name":"SpiceX","position":2,"description":"SpiceCSM offers an array of powerful products and services that have been developed to increase the success and efficacy of any customer care organization. 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These decision trees use intuitive guided process workflows to present information dynamically to the support reps, helping to minimize training time, reduce agent turnover, and cut costs, all while providing a more effective way to support your customers.\n\n\nKey features in SpiceCSM include case and ticket management, a robust business rules engine, reporting and analytics, inbound and outbound scripting, CRM, and guided self-service. We recommend SpiceCSM to any business looking to optimize their customer care activities, lower agent training costs and downtime, and provide their customers overall with consistently excellent service.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a968fd55-185f-4364-81ce-653266804a76.png","url":"https://www.softwareadvice.co.uk/software/3387/spicecsm","@type":"ListItem"},{"name":"AGENCYMATE","position":3,"description":"AGENCYMATE is an agency management software solution designed for marketing, advertising, and PR agencies.\n\nAGENCYMATE provides various features to help agencies manage the full customer lifecycle. It helps agencies automate lead nurturing workflows to accelerate the sales process. It enables administrators to manage all customer communications across multiple channels from a single platform.  \n\nAGENCYMATE is simple to deploy and comes with dedicated support. The software is hosted in the cloud and accessed via any web browser. Implementation services and customer success management help agencies start using the solution quickly. Ongoing support is available to ensure continued success and maximum value from the investment.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9e131cd8-9397-45c4-8d71-9ddbc200c298.png","url":"https://www.softwareadvice.co.uk/software/427310/agencymate","@type":"ListItem"},{"name":"CRMNEXT","position":4,"description":"CRMNEXT is a cloud-based customer relationship management (CRM) solution that helps businesses manage customer-related processes, from lead capture to post-sale. Key features include marketing solutions, process management, analytics and ScreenFlow designer.\n\nCRMNEXT's marketing management feature allows for the tracking of marketing activities along with return on investment (ROI) analysis of marketing campaigns. It can also generate real-time personalized messages for each customer inquiry.\n\nThis software generates extensive customer profiles to provide a 360 view of product holdings, wallet share, upselling and cross-selling. It also performs real-time sentiment analysis of customer behavior and trending topics on social media. The customer self-service portal captures sales leads, service requests and provides access to troubleshooting literature.\n\nSupport is available via email, phone and through an online knowledge base consisting of blogs, whitepapers, and a learning center.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2f7ecb8f-87ae-4dd3-8de7-c278a0feb7ec.jpeg","url":"https://www.softwareadvice.co.uk/software/5768/crmnext","@type":"ListItem"},{"name":"Lucep","position":5,"description":"Lucep is a cloud-based customer relationship management (CRM) tool suitable for businesses of all sizes. The Lucep on-site widget helps enable client outreach and lead conversion.\n\n\nLucep’s two-part click to call system can alert sales teams when a potential lead requests a call back. The first available team member will receive the lead, as well as information about the lead and their request. An artificial intelligence engine tracks lead data and provides sales team members with relevant lead information. Lucep also offers a mobile app for iOS and Android, which allows users to respond to leads in the office or off site.\n\n\nA weekly analytics and site-tracking report shows a summary of lead traffic, engaged visitors, leads generated, conversion rate and sales team performance. Lead-specific analytics provides data on individual leads. Lucep can sync with CRM systems such as Salesforce, Netsuite and Sugar.\n\n\nPricing is per user per month.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/21b5cc8b-0d6b-4dde-acdb-4eb2140bcf8e.png","url":"https://www.softwareadvice.co.uk/software/36567/lucep","@type":"ListItem"},{"name":"OnSite CRM","position":6,"description":"OnsiteCRM is a cloud-based customer relationship management (CRM) solution that helps businesses across various industry verticals to manage their interactions with existing and new customers.\n\n\nOnsiteCRM offers users communication tools such as built-in dialers with text messenger and an email marketing platform. The solution's reporting suite provides access to call or email reports, conversion ratios, speed-to-contact and analysis functionalities. Users can automate their sales routines and integrate with existing lead providers such as ShoreTel, Outlook, RingCentral, Google Apps and more via APIs and connectors.\n\n\nOnsiteCRM's dialer features data-driven routing, latency management and phone number verification. Users can assign alphanumeric ID tags to outgoing messages in several countries and use text messages to link landing pages, promotion codes or mobile coupons.\n\n\nSupport is offered via phone and email along with an online knowledge repository.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8280c45f-ddb4-4134-9d2c-3a46b10c0709.png","url":"https://www.softwareadvice.co.uk/software/44312/onsitecrm","@type":"ListItem"},{"name":"Infer","position":7,"description":"Infer is a predictive sales and marketing tool that combines artificial intelligence (AI) and custom algorithms to deliver the industry’s most accurate lead scores. It analyzes the data collected in CRM and marketing automation systems and discovers the signals that reveal a propensity to buy.\n\n\nInfer’s algorithms provide a detailed roadmap that helps marketing teams to determine which prospects to connect with and which will not convert. For leads requiring additional nurture, Infer maps leads to the appropriate funnel stage and nurture process.\n\n\nBrands can use Infer to improve win rates, optimize account-based marketing (ABM) programs and enable certainty and predictability in their demand generation and lead qualification efforts.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/06c38645-684d-4071-b98b-67abd6ce6e50.png","url":"https://www.softwareadvice.co.uk/software/105576/infer","@type":"ListItem"},{"name":"ServiceTonic","position":8,"description":"ServiceTonic is a Help Desk and ITSM solution for companies of all sizes in industries including IT Services, accounting, advertising, distribution, healthcare, manufacturing, pharmaceuticals and many more. The solution is offered in an on-premise or cloud-based deployment, and is both Mac and PC compatible. With ServiceTonic, you can track a support request through its lifecycle up to completion.\n\n\n\n\n\nCore features of ServiceTonic include business process automation, customer service and support, help desk, web self-service, knowledge management, live chat and field service. Additional features of the system include ticket management, business workflows, SLA management, email integration, reporting, and automated network inventory, among others. ServiceTonic also offers users the ability to integrate with LDAP user directories, corporate databases, and other third-party business software. A personalized dashboard allows users to customize how they view and monitor job progress and tasks, while also managing tickets and calendars.\n\n\n\n\n\nServiceTonic serves users across the globe, and offers multiple pricing plans based on functionality and deployment.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/75a7443e-ad06-4957-908f-ff1740941a1f.png","url":"https://www.softwareadvice.co.uk/software/32396/service-tonic","@type":"ListItem"},{"name":"KIZEN","position":9,"description":"Kizen offers a cloud-based suite of marketing, customer relationship management (CRM) and sales tools suitable for small and midsize businesses in a range of industries. Features include contact and lead management, form automation, email syncing, surveys and social media marketing, e-commerce apps and business intelligence tools.\n\n\nUsers can input and track company data, contacts, lead activity and project pipelines. Information can sync automatically between Kizen and email services, and API tools allow for additional integrations. Marketing campaigns can be managed over social media, email, mobile devices and through surveys or events. A broadcast calendar for posts is also available.\n\n\nKizen helps users to create e-commerce apps and pages to sell products and services, supply invoices and offer free trials. A visual automation builder helps users manage marketing and sales processes. Business intelligence reports enable users to track key metrics.\n\n\nPricing is per user per month. Email and phone support is available.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/57b20e70-8fea-4e92-9e55-59e40deb0591.png","url":"https://www.softwareadvice.co.uk/software/46313/kizen","@type":"ListItem"},{"name":"Gateway ERP","position":10,"description":"Gateway ERP is a cloud-based ERP (Enterprise Resource Planning) software designed to help businesses across various industries, including retail, manufacturing, aviation and more. \n\nThe software assists with real-time monitoring and control of operations, retrieval of information and documents, assessing job pendency in various departments, and streamlining communication. \n\nGateway ERP enables businesses to track stock levels, manage warehouse floors, process procurement, and generate sales orders.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/20de712d-1f57-48cf-b084-f149f1472da6.png","url":"https://www.softwareadvice.co.uk/software/418362/gateway-erp","@type":"ListItem"},{"name":"Peso","position":11,"description":"Peso is a cloud-based accounts receivable automation tool designed to meet the diverse needs of businesses, finance professionals, and those managing invoicing and payment follow-ups. Designed for small to mid-sized businesses, Peso seamlessly integrates with popular accounting and CRM tools.\n\nPeso offers real-time tracking of invoices, seamless team collaboration, and customizable workflows. Users can gain insights into their Accounts Receivable (AR) performance with Peso's advanced tracking and reporting features. Monitor collections, predict cash flows, and analyze historical trends for informed and strategic decision-making.\n\nIt seamlessly connects with popular accounting and CRM tools such as Zoho Books, Quickbooks, Xero, and more. Peso ensures that the existing tools work in harmony with its features, maximizing efficiency and collaboration. Users can create and assign tasks related to specific invoices or customers, ensuring timely actions and clear accountability.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3572a944-30bd-4d12-8dfb-a6567c4e08a2.png","url":"https://www.softwareadvice.co.uk/software/436920/peso","@type":"ListItem"},{"name":"SAIBA Global","position":12,"description":"SAIBA is an insurance broking software tailored for direct insurance brokers. It aids in the effective management of customer activities and opportunities in various insurance sectors such as motor, health, property, engineering, travel, home, and life insurance. The software is a tool for insurance brokers worldwide who aim to refine operational processes, enrich management information, and establish efficient audit trail systems.\n\nSAIBA offers a suite of features. These include modules for customer relationship management, quotation management, policy and renewal management, claims management, document management, and extensive reporting capabilities. It also offers SMS and email communication to enhance brokers' daily operations and overall efficiency.\n\nSAIBA is built on the .NET framework. It employs SQL Server database and SAP Crystal Reports for flexible reporting. The software is user-friendly and requires minimal training. It provides insurance brokers with an integrated solution to effectively manage relationships with agents, customers, and insurers.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9e775a89-2350-42a0-b897-1421eba14018.jpeg","url":"https://www.softwareadvice.co.uk/software/429289/saiba-global","@type":"ListItem"},{"name":"cobra CRM","position":13,"description":"cobra CRM is a customer relationship management software designed to help organizations manage customer data, sales processes, and marketing efforts. The software caters to a wide range of industries, such as educational institutions, financial service providers, law firms, staffing agencies, political communication, public relations, associations, and economic development organizations.\n\nKey features of cobra CRM include professional address and contact management, office communication and management, direct and email marketing, company-wide appointment management, an integrated GDPR compliance package, sales process management with forecasting, advanced workflow and campaign management, additional tables and sub-tables for further information. It offers extensive graphical and tabular analyses and reports, mobile address capture, integration between CRM and web presence, duplicate cleansing, automatic case management, a sales efficiency module and an internal messaging system.\n\nThe software is GDPR compliant and offers concurrent user licensing models, various usage options, and mobile CRM access via app and web.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/34cf5c7b-c3d3-47ab-bb50-9325c8c40279.png","url":"https://www.softwareadvice.co.uk/software/463838/cobra-CRM","@type":"ListItem"},{"name":"Second CRM","position":14,"description":"Second CRM offers a contact database with sales and marketing capabilities built for small to midsize businesses. It features lead generation functionality that allows users to consolidate leads from email, website forms and social networks, as well as create filters to segment and qualify leads.\n\n\nUsers can track and monitor prospect activities and set alerts that engage sales reps when prospects signal interest in a product or service. Users can also create personalized email templates that can then be sent to contacts from directly within the CRM system.\n\n\nWith Second CRM, users can plan and set sales targets and filter them based on territories, products, sales rep or sales teams. They can also measure the effectiveness of marketing campaigns, discover where prospects are getting stuck in the sales funnel, calculate cost per lead and tie closed deals back to the original campaign.\n\n\nThe system also has options for creating custom dashboards and charting real-time data.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/027658a2-451d-4dfb-a715-5862f164e0b6.png","url":"https://www.softwareadvice.co.uk/software/18564/second-crm","@type":"ListItem"},{"name":"Intelligent Customer Management","position":15,"description":"Next Generation CRM is a cloud-based customer relationship management (CRM) solution from NexJ Systems, suited for organizations in financial services, insurance and health care.\n\n\nNext Generation CRM is an integrated solution that can combine customer profiles, interactions and transaction information from multiple applications to provide view of customers. The solution is equipped with industry-specific functionalities as well as business intelligence capabilities.\n\n\nThe software has two main components: the customer Data Management Platform (CDM) and the User Experience Platform (UXP). CDM works as a back office system, which manages customer data and UXP combines the technology and service to deliver context-based applications to agents, advisors and customers.\n\n\nThis solution also features relationship modeling, automated workflow with action plans, synchronization with Microsoft Exchange and integration with Outlook. Users can identify work on leads, prospects and referrals from multiple sources. They can also track campaign progress over time with information such as the percentage of completed activities, results by stage and resulting opportunities.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/dbf34f8d-bd37-4185-9af1-02acb113b599.png","url":"https://www.softwareadvice.co.uk/software/10818/next-generation-crm","@type":"ListItem"},{"name":"InsureCRM","position":16,"description":"Damco’s InsuraCRM is a comprehensive insurance customer relationship management software that helps businesses across the industry in managing relationships and interactions with customers and prospects. Damco's CRM insurance software automates and streamlines various processes related to sales, marketing, and customer service. InsuraCRM offers better visibility of prospects in the sales funnel and automates sales at every stage of the CRM funnel to enhance efficiency and drive more sales. \n\nThe modular, flexible, and scalable insurance CRM software can seamlessly integrate with various applications and systems to expand business capabilities and enable seamless communication between different software applications. All in all, it helps businesses stay connected to customers and foster better relationships.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b880fb4d-0576-4988-a7eb-f40c7483e2d9.png","url":"https://www.softwareadvice.co.uk/software/400447/insurecrm","@type":"ListItem"},{"name":"Figuro","position":17,"description":"Figuro is an insurance software that transforms agencies and delights customers. It offers an all-in-one platform to thrive in the digital-first landscape.\n\nAgencies can transform their operations by consolidating policy information from multiple insurers into a single, intuitive platform. Figuro eliminates manual tasks like renewals, PDF generation, and data entry through automation, enabling teams to focus on building relationships and driving sales.\n\nThe software provides access to insightful analytics, revealing patterns in sales pipelines, customer preferences, and overall agency performance. This data helps agencies make smarter decisions for growth.\n\nCustomers are delighted with a seamless digital experience. Figuro's client portal empowers them with self-service options, including getting quotes, comparing policies, managing accounts, and connecting with agencies at any time.\n\nDigital workflows minimize friction, reducing the need for phone calls, emails, and paperwork. This streamlines the insurance process and increases customer satisfaction and loyalty.\n\nWith Figuro, agencies can sell more policies faster, build a reputation for excellent service, and future-proof their businesses with cutting-edge insurance technology and data-driven insights.\n\nReady to transform your insurance operations? Schedule a demo today and discover the power of Figuro.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/969f4b4f-b2d3-4cd8-a399-a0a9c709db77.jpeg","url":"https://www.softwareadvice.co.uk/software/444179/figuro","@type":"ListItem"},{"name":"Veritouch","position":18,"description":"VeriTouch is a customer relationship management (CRM) solution built on Microsoft Dynamics 365. It is designed for financial institutions such as banks, insurance companies, and private wealth management firms. The solution consolidates data from an organization's back-end systems and digital channels, providing a unified front end with standardized processes to serve customers efficiently.\n\nVeriTouch offers streamlined and tailored solutions to address customers' concerns and needs. It provides recommendations and guided selling tools to deliver relevant offers to customers. The solution improves data quality, reduces turnaround time and servicing costs, increases cross-sell ratio, and gives a single view of the customer. It also improves sales team efficiency, reduces client acquisition costs, and enhances marketing efficiency and customer experience.\n\nThe solution is tailored to the specific needs of the financial services industry. It consolidates data, standardizes processes, and enables financial institutions to deliver optimized customer experiences across all touchpoints.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7db71824-982b-4005-a6e7-b59ef21bc6e4.png","url":"https://www.softwareadvice.co.uk/software/485796/VeriTouch","@type":"ListItem"}],"numberOfItems":18}
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