W-Systems joins SugarCRM! Read Blog

Insure Your Success with Sales & Marketing Services

We collaborate with life, health, and liability insurance firms to implement sales and marketing technology that turns customer and prospect information into deeper customer relationships and new opportunities.

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Insurance Industry

Sales & Marketing Solutions for Insurance

Customer experience plays a critical role in insurance firms, so much so that it can make or break your business.

Our experience working with life, health, and liability insurance firms to implement sales and marketing technology can help you turn customer and prospect information into deeper customer relationships and new opportunities.

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The Path to Insurance Success

Member Management

Don’t keep your information spread across hundreds of spreadsheets. Our CRM tools can provide users with one place to access information.

Transaction Tracking

Never miss an invoice or wonder if payments went through. We can integrate accounting software with core tools so you can track your transactions at every stage.

Enhanced Productivity

With automated processes to shorten your sales cycle and complex reporting to measure performance, you can rest assured your reps will focus on what’s important.


Take your office with you, wherever you are! With our sales and marketing tools, your reps can reach customers on any device from anywhere.

CRM - SugarCRM, wMobile for GoldMine CRM, GoldMine CRM

Your CRM Should Make More Money Than It Costs

CRM is the tool that brings all your software together by providing users with one place to access tailored and predictive information. See how SugarCRM is pioneering the new customer experience (CX) standard with high-definition CX, powering a customer view with crystal-clear fidelity.

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Marketing: Act-On, Costant Contact, Salesforce Pardot, Salesfusion, ThriveHive

Build Engagement, Drive Conversions, and Prove Revenue

With Sugar Market, you can reach the right buyers and convert more leads. It also natively integrates with the 7 most common CRMs. An integrated CRM and marketing automation solution will help you end the he-said-she-said battle between your sales and marketing teams.

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Document Automation: DocuSign Electronic Signature, wDocs for SugarCRM, wDrive for SugarCRM

Go Paperless and Accelerate Your Business

Document strategy is often overlooked, but we view it as an area of low hanging fruit where we can ramp up your productivity and shorten your sales cycle. We build out document automation in your CRM and then work with best in class tools such as wDocs and wDrive to help you further automate your document creation and storage processes.

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Business Intelligence: Amazon QuickSight, wBenchmark, Addoptify Customer Journey Plug-In for SugarCRM

Managing Relationships Means Mastering Data

Gain insight into your customer and an edge over your competitors by surfacing the right data for your business. With Sugar Discover, you can leverage time-aware analytics without the expensive implementation of a BI tool.

W-Systems Business Intelligence solutions such as wBenchmark, and Addoptify's Customer Journey Plug-In for Sugar can help you blend data from different sources, build complex visualizations of data, and process large data sets without bogging down your CRM system.

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Communications: Vonage Business, Riva CRM Integration, Collabspot

Collect Communication Data in One Central Location

There is a better way to collect and distribute interactions data without adding time-consuming burdens on your staff or managers. Using Sugar Connect’s Google Workplace (formerly G Suite) and Office 365 email integration with Sugar involves platforms you are already familiar with, and tools almost everyone in your organization already understands.

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Cloud Computing: Amazon Web Services (AWS)

Build and Scale Your Business on Amazon

W-Systems offers reliable, scalable, and inexpensive cloud computing services including app hosting, storage, analytics, or security and compliance services. Our partnership with Amazon Web Services (AWS) allows you to run your software on a secure and scalable platform that is engineered to meet the needs of any organization.

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Featured Customers


We have a complex solution that integrates numerous different software application and databases. W-Systems is knowledgeable with the ability to work to provide the timely support I need. Thank you!
Eric Phillips Marketing Systems Director, Independence Title

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