Customer relationship management (CRM) software is a software platform designed to help business owners track and manage their communications while also helping to nurture relationships with both leads and existing clients. With insurance CRM, agents are able to track and locate new opportunities, organize leads, manage and track all customer communication, manage files, support the underwriting process, and better service their customers. For those with large agencies and multiple departments, an insurance CRM helps promote collaboration between teams, ensuring that every department has immediate access to up-to-date client information. Learn more