InsureCRM is a customer relationship management (CRM) platform designed specifically for insurance brokers and underwriters. Built on Microsoft Dynamics 365, it integrates with existing insurance systems to provide a unified and industry-specific solution.

Developed by IT Logic, a company with over 20 years of experience supporting insurance professionals, InsureCRM aims to:

• Centralize all client communications and data

• Automate marketing, sales, and administrative tasks

• Improve visibility across policies, renewals, and claims

• Enhance client experience via a dedicated client portal

Key benefits:

• Increased revenue through targeted sales insights and process automation

• Improved client retention and satisfaction with better service tools

• Fully integrated CRM that works alongside your current insurance platform

What are the key features of InsureCRM?

Comprehensive client communication tracking

InsureCRM gives you a full communication history with every client, helping teams collaborate and serve customers more effectively.

Key capabilities include:

• Automatic logging of emails (with attachments) and phone calls

• Centralized contact records linked to policy and claims data

• Timeline view of client interactions

This feature ensures all stakeholders have consistent access to the same information, reducing errors and improving response times.

Email marketing and dynamic segmentation

The platform allows insurance teams to create targeted marketing campaigns based on real client data.

Features:

• Build dynamic lists (e.g. clients missing certain policy types)

• Launch segmented email campaigns from within the CRM

• Track engagement and follow-up opportunities

This helps brokers and marketers identify upsell or cross-sell opportunities and drive new revenue with minimal manual effort.

Visual reporting and policy insights

InsureCRM offers advanced reporting tools that present client and policy data in new, visual formats not available in most standard insurance platforms.

Includes:

• Custom dashboards for brokers and managers

• Visual policy summaries, renewal tracking, and risk profiling

• Exportable reports for external stakeholders

These tools provide greater visibility into client portfolios, helping teams make informed, data-driven decisions.

Claims management module

InsureCRM includes tools to track and manage insurance claims more efficiently, offering better transparency and service to clients.

Functionality:

• Log and update claims directly in the CRM

• Link claims to client and policy records

• Enable real-time status tracking for internal teams

This streamlines the claims process and minimizes delays in client communication.

Client self-service portal

InsureCRM includes an optional client portal, providing easy online access to essential insurance documents and details.

Portal features:

• View and download Certificates of Currency and Product Disclosure Statements (PDS)

• Access to current policy and claims information

• Available 24/7 from desktop or mobile

This empowers clients to resolve basic needs independently, reducing administrative workload.

Business process automation for insurance workflows

The system automates common insurance processes, improving efficiency and reducing human error.

Automation includes:

• Policy renewals and follow-up tasks

• Claims status updates and document requests

• Sales workflows based on lead activity or client segments

Automation helps firms scale their operations without increasing headcount, while maintaining consistency in service delivery.

To summarize

InsureCRM is purpose-built for the insurance industry, combining the flexibility of Microsoft Dynamics 365 with features tailored to brokers and underwriters. It stands out by offering:

• Streamlined client communication and history tracking

• Targeted marketing automation to drive revenue growth

• Custom reporting for better portfolio and policy oversight

• Integrated claims management with real-time updates

• A self-service portal that improves client satisfaction

• Automation of day-to-day insurance workflows

Ideal for firms seeking a CRM that fits into their existing insurance ecosystem, InsureCRM helps unlock more value from both client relationships and operational data.