March 2021 – Insurers are leveraging CRM systems as part of a core capabilities approach, and in response to the industry’s new customer-centric focus. This report provides an overview of several of the major CRM systems currently available to US insurers. The report contains profiles of each of six vendor solutions, summarizing the vendor organization, technology used, differentiators, client base, lines of business supported, deployment options, implementation approaches, upgrades/enhancements, and key functionality.

Vendors included: Ebix, Equisoft, Microsoft, Oracle, Pegasystems, and Salesforce.