CRM for Insurance

Sugar is a complete CRM platform that collects every bit of critical information across sales, service and marketing. It easily integrates with any application. And Sugar gives you a personalized user experience that works seamlessly on the devices you use every day.

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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 SugarBPM™ 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 SugarBPM™ and collaboration tools automate cross-department collaboration and follow-up, helping deliver proactive, omni-channel 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.

Insurance CRM Dashboard

A Little Love From Our Customers

"No matter what we ask of Sugar, there is a way to do it."

Klaus Hoeling IT Group Director - Sennheiser

Sugar had the capabilities and features to check all the boxes that we required.

Jason Maher Vice President of Sales - Materion

"Sugar gives us those management tools to know what our clients want and where revenue potential exists."

Diego Yatchesen CIO - Puente Hermanos

"The standardization of information systems at the group level has optimized the TCO."

Yann Duchemin IT Director for Western Europe - Intrum Justitia

"Sugar has given us more quality time for sales."

Dimitris Melexopoulos Brokers & Non-Tied Agents Manager - Generali Hellas

"SugarCRM is generating the leads that sustain sales for our success."

Jose Carlos Nery CRM head - HPE AUTOMOTORES DO BRAZIL (formerly Mitsubishi)

"I've been blown away by the enthusiasm. The sales team sees this as a tool to grow their business."

Avi Bar National Sales Manager - American Specialties Inc

"Each step is taking us closer to our goal of creating an optimum straight through process."

Alison Clack Director of Business Transformation - Mazars