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Software Status:Active

About InsureCRM

InsureCRM, developed by Damco Group and built on the Microsoft Dynamics 365 framework, is a specialized customer relationship management solution designed to meet the operational and regulatory demands of the insurance industry.

InsureCRM Details

Vendor
Damco Group
Year Launched
1996
Location
https://www.damcogroup.com/insurance/crm-software
Deployment
cloud, on premise, windows, mac, linux, ios, android, web browser
Training Options
documentation, live online, in person, demo
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Portuguese, Dutch, Russian, Chinese, Japanese, Korean, Arabic
Users
Agent, Broker, Underwriter, Claims adjuster, Customer service representative, Marketing manager, IT administrator
Industries Served
Life Insurance, Health Insurance, Property and Casualty Insurance, General Insurance, Annuities and Pension Insurance, Group Benefits Insurance
Tags
Insurance CRM, insurance software, customer relationship management, insurance agency, insurance sales, insurance marketing, lead management, policy management, insurance industry, insurance technology, InsureCRM

InsureCRM's In-App Market Place

Does InsureCRM have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

0

Mini Apps

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), AUD ($), CAD ($), JPY (¥), CHF (CHF), CNY (¥), INR (₹), RUB (₽)

Pros & Cons

  • Built with insurance-native data models that understand policies, claims, endorsements, and policyholder relationships.
  • Integrates smoothly with Microsoft tools like Outlook, Teams, Excel, and the broader Dynamics ecosystem.
  • Provides advanced household mapping to view multiple policies owned by a single family unit.
  • Highly customizable system setup can be complex and usually requires support from Damco consultants.
  • Feature depth and system complexity demand staff training, making it less suitable for casual users.
  • Mobile application allows basic access but lacks several advanced administrative tools available on desktop.

InsureCRM's Support Options

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