CRM for Insurance

Putting the Customer First

Insurance is one of the most complex financial services products, where the strength and depth of the customer relationship determines the success or failure of sales efforts.Customers need guidance and reassurance from someone they trust.


With SugarCRM, company brokers and independent agents can deliver superior customer service even as policy options broaden. Sugar provides the kind of integrated customer view that supports targeted marketing to increase sales and manage existing accounts. At the same time, it can improve customer service response time and ensure that marketing is in synch with back office operations.

Customer Success Stories

With Sugar, we now have effective organization, management, and monitoring of all sales related activity. It has improved the efficiency of the team...
Using Sugar across all departments has allowed B2V reach its goals of ensuring customer loyalty and satisfaction.


Technology Advisors is a leading business and technology consulting company specializing in the development of CRM strategies and technology...

SYNOLIA is the oldest SugarCRM partner in the world and in 2004 was the first SugarCRM Gold Partner in France. It currently serves more than 250...

Acuity crm helps companies to explore and adopt successful deployment of customer relationship management (CRM) programs and systems for...

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