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Insurance CRM Software - Page 5

Last updated: February 2026

112 software options

ServiceTonic logo

ServiceTonic targets small and medium size enterprises

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ServiceTonic is a help desk software solution that centralizes support ticket and request management through multiple channels including web, mobile, email, phone, chat, and QR codes. It aligns with ITIL best practices to help IT departments effectively manage services. Key features include automation, knowledge management, and asset management.

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Infer logo

Predictive lead scoring for sales & marketing

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Infer is a predictive lead scoring software that integrates with popular sales and marketing applications to identify leads with the highest potential. The software uses the same statistical techniques as Google to collect and interpret customer data.

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Peso logo

Accounts Receivable Automation Software

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Peso is an accounts receivable automation solution that streamlines tasks for businesses and finance professionals. Designed for small to mid-sized enterprises, Peso integrates with popular accounting and CRM tools, offering an easy experience for managing invoicing and payment follow-ups. The solution simplifies financial processes, from automated reminders to insightful tracking.

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Gateway ERP logo

ERP platform for retail, manufacturing & distribution sector

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Gateway ERP is an ERP platform that helps manage product data, inventory, purchase orders, and prices. The software provides a decision support system, online approvals, internal audits, and floor management.

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cobra CRM logo

Streamline business with CRM solutions.

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cobra CRM is a comprehensive customer relationship management (CRM) solution that offers professional address and contact management, office communication and management, direct and email marketing, company-wide appointment management, and an integrated GDPR compliance package. It also includes sales process management with forecasting, extended workflow and campaign management, and additional tables and subtables.

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Maple CRM logo

Cloud-based customer relationship management (CRM) solution

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Maple CRM is a cloud-based customer relationship management (CRM) solution that helps businesses manage leads, sales, and service processes from within a unified platform. It allows users to automate business workflow, handle tasks, and track invoices as well as payments. Sales teams can handle inquiries, build quotations, generate reports, and manage clients.

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Target CRM logo

Simplify, Engage, Grow with TargetCRM

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TargetCRM is a versatile CRM solution designed to streamline customer management, automate sales processes, and enhance team collaboration. It offers lead tracking, customizable workflows, robust analytics, and integration capabilities to help businesses build long-term customer relationships

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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.

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Second CRM logo
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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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InsureCRM logo
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Insurance CRM software

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InsuraCRM is a powerful insurance CRM software that enables insurance companies to manage relationships with prospective and existing customers. It helps build lasting customer relationships, automate processes, and enhance productivity.

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Figuro logo
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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
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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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