A New Age 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.
Exit Spreadsheet City
Give users one place to access information. Time to get out of spreadsheet city.
Stay in the Know
Track transactions at every stage when your accounting software is integrated seamlessly with CRM tools.
Speed Up
Use automated processes to shorten sales cycles, simplify reporting, and measure performance so reps can focus on what’s important.
Work Wherever
Take your office with you, with sales and marketing tools your reps can use to reach customers on any device from anywhere.
Keep Customers By Keeping Them Happy
Streamline customer service with quick access to consolidated customer data and service tools, model calculations, prior contracts to outstanding payments, and customer claims.
Rely on AI
As Sugar collects customer information, it also leverages artificial intelligence (AI) to continuously make accurate predictions about customer journeys.
Stop Switching Tools
Integrate easily with your internal insurance accounting systems, contract and damage overviews, and customized software for agencies so you can spend time serving customers from one tool, not looking for data, answers, and passwords.
Never Repeat
No one should have to do work that a platform can do for them. Automate lengthy sales processes by including initial consultation, follow-up, offers, and modification processes, and providing digital support with an automated reminder system.
