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CRM Software for Insurance

With Sugar's top-rated CRM software, insurance companies can turn customer data into deep customer relationships & open up new sales opportunities.

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CRM for Insurance

Laptop screenshot of business hierarchy dashboard in Sugar Sell by SugarCRM CRM for insurance software

Embrace CRM as Your Insurance Competitive Edge

It is easier to retain customers than to find and win over new ones. SugarCRM offers highly innovative and flexible tools that enable insurance companies to form a rational and emotional connection with their customers. With Sugar, Insurance companies can turn customer data into deep customer relationships and open up new sales opportunities for now and the future.

Sugar’s Advanced Workflow facilitates the automation of lengthy sales process including initial consultation, follow-up consultation, offers, and modification process and provides digital support with an automated reminder system. This makes the sales process extremely efficient, and transparent reducing errors and duplicate data entry.

A 360 view of every customer and Sugar’s powerful sales capabilities (including mobile apps), empowers consultants to access the customer history, model calculations, prior contracts, terms, policies sold, outstanding payments, customer claims, credit scores, etc. before and during customer meetings, turning every meeting into more productive and meaningful. With its rich set of customer service capabilities, Sugar helps streamline customer service with easy access to consolidated customer data and customer service tools. While Sugar’s Advanced Workflow and collaboration tools automate cross-department collaboration and follow-up, helping deliver proactive, omnichannel and superior customer service. Sugar provides the ability to integrate brokerage firms into the CRM system making cooperation even more efficient. Brokers gain role-based access to processed customer cases (including policies, premiums, invoices, damage reports) which provides them with a 360-degree view of their customers.

Sugar’s integration platform facilitates seamless integration with internal insurance accounting systems, contract and damage overviews and customized software for agencies to manage customers.

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