InsuredMine vs INFOMAN eCRM
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Overview
InsuredMine is a CRM software package for insurance providers. It's designed to consolidate all operations into one platform. Key attributes include sales, engagement, and analytics. It also includes collaboration tools, notifications and alerts, payment processing, and customer data management.
InsuredMine is a CRM software package for insurance providers. It's designed to consolidate all operations into one platform. Key attributes include...
Deployment
- Cloud-based
- On-premises
Support Options
- Email/Help Desk
- FAQs/Forum
- Phone Support
- Chat
INFOMAN eCRM is designed to help users achieve their business goals by providing a comprehensive set of tools for sales, marketing, and customer service departments.
INFOMAN eCRM is designed to help users achieve their business goals by providing a comprehensive set of tools for sales, marketing, and customer...
Deployment
- Cloud-based
- On-premises
Support Options
- Email/Help Desk
- FAQs/Forum
- Phone Support
- Chat
Images
Cost
Starting from
USD 89.00/month
- Free Version
- Free Trial
- Subscription
Starting from
USD 25.00/month
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
4.7/ 5Features
4.7/ 5Customer Service
4.9/ 5Value for Money
4.7/ 5Features
Total features 99
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Appointment Management
- Audit Trail
- Automated Scheduling
- Billing & Invoicing
- Broker/Agent Portal
- CRM
- Calendar Management
- Calendar Sync
- Campaign Management
- Cancellation Tracking
- Case Management
- Churn Management
- Claims Management
- Claims Tracking
- Client Management
- Client Portal
- Collaboration Tools
- Commission Management
- Communication Management
- Configurable Workflow
- Contact Database
- Contact Management
- Content Creation
- Content Management
- Customer Accounts
- Customer Database
- Customer Experience Management
- Customer Portal
- Customer Segmentation
- Customisable Branding
- Customisable Forms
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Digital Signature
- Document Imaging
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Payments
- Email Management
- Email Marketing
- Email Templates
- Engagement Tracking
- Event Triggered Actions
- Feedback Management
- Forecasting
- Forms Management
- Insurance Policy Management
- Insurance Rating
- Interaction Tracking
- Invoice Management
- Lead Capture
- Lead Management
- Life & Health
- Live Chat
- Marketing Automation
- Mobile Access
- Monitoring
- Multi-Channel Communication
- New Car Dealer
- Pipeline Management
- Policy Issuance
- Policy Management
- Property & Casualty
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Referral Tracking
- Reinstatement Tracking
- Reinsurance Administration
- Relationship Tracking
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Risk Assessment
- SSL Security
- Sales Reports
- Search/Filter
- Secure Login
- Self Service Portal
- Service Department
- Status Tracking
- Summary Reports
- Surveys & Feedback
- Tagging
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Third-Party Integrations
- Used Car Dealer
- User Management
- Visual Analytics
- Widgets
- Workflow Management
Total features 29
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Appointment Management
- Audit Trail
- Automated Scheduling
- Billing & Invoicing
- Broker/Agent Portal
- CRM
- Calendar Management
- Calendar Sync
- Campaign Management
- Cancellation Tracking
- Case Management
- Churn Management
- Claims Management
- Claims Tracking
- Client Management
- Client Portal
- Collaboration Tools
- Commission Management
- Communication Management
- Configurable Workflow
- Contact Database
- Contact Management
- Content Creation
- Content Management
- Customer Accounts
- Customer Database
- Customer Experience Management
- Customer Portal
- Customer Segmentation
- Customisable Branding
- Customisable Forms
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Digital Signature
- Document Imaging
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Payments
- Email Management
- Email Marketing
- Email Templates
- Engagement Tracking
- Event Triggered Actions
- Feedback Management
- Forecasting
- Forms Management
- Insurance Policy Management
- Insurance Rating
- Interaction Tracking
- Invoice Management
- Lead Capture
- Lead Management
- Life & Health
- Live Chat
- Marketing Automation
- Mobile Access
- Monitoring
- Multi-Channel Communication
- New Car Dealer
- Pipeline Management
- Policy Issuance
- Policy Management
- Property & Casualty
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Referral Tracking
- Reinstatement Tracking
- Reinsurance Administration
- Relationship Tracking
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Risk Assessment
- SSL Security
- Sales Reports
- Search/Filter
- Secure Login
- Self Service Portal
- Service Department
- Status Tracking
- Summary Reports
- Surveys & Feedback
- Tagging
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Third-Party Integrations
- Used Car Dealer
- User Management
- Visual Analytics
- Widgets
- Workflow Management
Integrations
- Applied Epic
- HawkSoft CMS
- NowCerts
- Vertafore AMS360
- Vertafore Agency Platform
- Zapier
Not provided by vendor
