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Insurance CRM Software with Reminders (2026) - Page 4

Last updated: April 2026

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79 software options

SAIBA Global logo

Insurance broking management software

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SAIBA is an insurance broker software solution designed for overseas direct insurance brokers. This software covers all aspects of the insurance business, including customer relationship management, policy administration, claims processing, accounting, reporting, and more. Key features include workflow automation, document management, renewal tracking, regulatory reporting, and multi-channel sales support.

Read more about SAIBA Global

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Second CRM logo

Making Businesses Profitable

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Cloud based easy to use software to improve customer relationships, increase sales and much more.

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Figuro logo

Sell more, simplify insurance, grow sales.

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Streamline workflows, automate tasks, and gain insights with a centralized platform. The client portal offers a seamless digital experience, empowering customers with self-service options. With Figuro, users will
Sell more policies
Deliver superior customer service
Gain a competitive edge with data

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Veritouch logo

CRM software for improving client engagement

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VeriTouch is a customer engagement CRM solution built on Microsoft Dynamics 365. It consolidates data from an organization's back-end systems and digital channels, providing a unified front-end with standardized processes to serve customers efficiently.

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