Small Business Software Reviews, Services Insight and Resources

Best Small Business Software Reviews, Services a steady flow of information, insight and inspiration for small business owners and operators: 2021, 2022, 2023, 2024.

Life Insurance CRM Software

Insurance agents and advisors need to practice CRM with a special focus on accessing insurance information for clients, administering their insurance products and managing insurance sales campaigns and leads. CRM for insurance agents also enables other functions related to insurance such as running quotes, commission administration, automated mails and renewal reminders.


Life Insurance CRM Software:

1. VAMDB

VAM dB Insurance CRM. Free Life Insurance CRM. VAM dB Insurance CRM – Free and paid insurance crm for insurance agents and agencies. Web based insurance CRM solution for an insurance agency and agents. Designed to improve sales, profitability and efficiency for life insurance agents or an insurance agency. Track leads, sales, commissions, agents, notes, calendars and more. Insurance agency management solutions.

VAMDB.COM

VAMDB

2. AGENTCUBED

AgentCubed. Simplify the overwhelming with one powerful solution designed specifically for insurance carriers and brokerages. Eliminate the need for multiple platforms.

AGENTCUBED.COM

AGENTCUBED

3. BUY.MYALISS

Automated Life Insurance Sales System | ALISS | Life Insurance CRM Software | Automated Insurance software.

BUY.MYALISS.COM

BUY.MYALISS

4. INSUREIO

Insurance CRM Software for Sales & Marketing Automation | Insureio. Customer Relationship Management (CRM) for Insurance Sales and Marketing. For Agencies, Brokers, and Independent Agents.

INSUREIO.COM

INSUREIO

5. IENETWORK

Insurance Experts Network- Software for the Insurance Industry- IXN Tech : IXN Tech. The CRM Pro is a CRM designed exclusively for you, the insurance producer. There are many features here that will save you time and money in so many areas. You get all the features included in the free CRM plus all the features outlined below, plus more.

IENETWORK.COM

IENETWORK

6. EBIXCRM

Web based Insurance & Financial CRM Software Solutions- Ebix CRM. SmartOffice – by Ebix CRM is the web based CRM software & agency management solution to Financial Advisors, Brokerage/General Agency, is an Enterprises Solution.

EBIXCRM.COM

EBIXCRM

7. BILYTICA

Business intelligence, Big Data | BI Services | Bilytica. Insurance software for carriers of all sizes. Insurelik is the best Insureqlik Life Insurance Crm Software Insurance Broker Erp Crm Software Solution in Qatar .

BILYTICA.QA

BILYTICA

8. PEGA

Pegasystems | Customer Engagement Software. Today, seven of the Top 10 global insurers use Pega. These industry leaders are using Pega solutions to improve customer service and marketing, grow sales distribution and streamline underwriting and claims.

PEGA.COM

PEGA

9. MORTGAGESTREAM

Mortgage Brain. Mortgage Brain – the preferred provider of mortgage sourcing, online trading, point-of-sale, compliance and website services for mortgage intermediaries.

MORTGAGESTREAM.CO.UK

MORTGAGESTREAM

10. SWIFTCRM

Swift CRM. SwitCRM can help you create the best life insurance leads for much lower cost, or hire an army of remote “bird dogs” to funnel leads to you – in addition to everything you’d expect from a tier-one CRM and marketing software.

SWIFTCRM.COM

SWIFTCRM

11. CRM-INSURANCE

Insurance CRM – CRM for Insurance Agents & Insurance Agencies – CRM.

CRM-INSURANCE.COM

CRM-INSURANCE

12. BIRLASOFT

Birlasoft | Globally Trusted IT Service & Solution Provider India. Birlasoft’s Testing, Insurance CRM Solutions, Analytics and ERP Services help insurance software companies run their day-to-day business with ease.

BIRLASOFT.COM

BIRLASOFT

Average rating 4.9 / 5. Vote count: 14

No votes so far! Be the first to rate this post.