What is Insurance CRM Software? - Software Advice Video Buyer Guide

Insurance customer relationship management (CRM) software automates and simplifies the entire insurance workflow by reducing or eliminating data entry, providing client information digitally, and enabling agents to focus on growth and customer service.

Common features of insurance CRM software include:
✅ Insurance workflow automation
✅ Policy tracking
✅ Insurance reporting engine
✅ Agent management & activity tracking
✅ Referral marketing