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.
About the Author
Eric Weisburg
Eric Weisburg is a Senior Principal at Datos Insights. His expertise lies in insurance technology, data, and analytics, and distribution, underwriting, and finance. Eric has over 20 yearsโฏof LAB and P/C insurance industry, consulting, and IT experience. Prior to Datos Insights, Eric served as Managing Vice President of Strategic Initiatives at Tower Group Companies and VP at AIG, where he...