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Insurance Software & Services

Insurance CRM Software

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Discover how Orases can redefine your approach to insurance CRM and elevate your business operations.

Why Choose Orases?

5.0 / 5.0

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Revolutionize the way you manage your insurance business with Orases. Our state-of-the-art insurance CRM software is meticulously designed to cater to the multifaceted needs of the insurance industry, enabling streamlined operations, fortified customer relations, and elevated sales efficacy.

Our solution empowers businesses, enabling them to streamline operations, ensuring a smoother, more efficient workflow that mitigates the manual burden on your team, allowing them to focus on what matters most.

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Established
2000
About us
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Client Retention Rate
96%
Reviews
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Clients
950+
Results
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Net Promoter Score
84
Awards
USA Orases logo
USA Based
100%
Culture
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Custom Insurance Software We Develop

Engaging solutions that are proven to work.

Orases has developed a wide range of custom insurance software solutions across a multitude of industries over the years. Here is what we offer our business clients, regardless of the size or industry they operate in:

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Insurance ERP Software

Our insurance ERP solutions personalize customer service with instant data access, automate marketing, and reduce manual errors. This boosts efficiency and cuts costs. Gain a 360-degree view of your company, improving decision-making and profitability

Insurance ERP Software
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Insurance Mobile Applications

Orases leads with innovative mobile insurance solutions, optimizing operations and enhancing customer interaction. Our apps prioritize user experience, analytics, AI integration, scalability, security, and customization, ensuring client satisfaction and industry success.

Insurance Mobile Applications
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Insurance Quoting Software

Streamline your insurance quoting with Orases’ software, designed to deliver quick, accurate quotes for various insurance types. Enhance customer experience, build trust, and boost efficiency with features like policy configuration, multi-line quoting, and e-signatures.

Insurance Quoting Software
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Insurance Policy Administration Systems

Orases pioneers advanced Insurance Policy Administration Systems, modernizing operations, enhancing customer experience, and providing innovation. Our tailored solutions optimize efficiency, diversify products, foster innovation, and elevate customer experiences.

Insurance Policy
Administration Systems
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Insurance Workflow Automation Software

Our technology streamlines operations and ensures compliance. Key features include process design, task assignment, document management, decision automation, role-based access, and audit trails.

Insurance Workflow
Automation Software
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Insurance Claims Management Software

Upgrade your insurance operations with Orases’ innovative claims management software. Designed to enhance customer satisfaction, our solutions automate tasks, reduce manual errors, and offer real-time claims visibility.

Insurance Claims
Management Software
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Insurance Policy Management Software

Orases significantly improves insurance management with user-friendly software. Boost efficiency, enhance customer service, ensure compliance, and streamline operations.

Insurance Policy
Management Software
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Notable Features & Functionalities Insurance CRM Software Offers

What Orases insurance CRM software can provide for you.

Our CRM software fortifies customer relations by providing tools and features designed to cultivate deeper, more meaningful connections with clients.

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Automated Lead Capture & Distribution

Efficiently attract and manage leads with our sophisticated CRM, allowing seamless lead allocation and management, elevating productivity and conversion rates.

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Cross-sell & Upsell Identification

Capitalize on every opportunity with our sophisticated CRM’s real-time data on customer interactions, tailoring your approach to customer needs and preferences and maximizing success in cross-selling and upselling efforts.

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Omnichannel Customer Support & Engagement

Deliver a high-end customer experience with integrated, intelligent communication solutions, resolving queries swiftly and maintaining constant, meaningful engagement to develop customer trust and retention.

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Scalable & Customizable Software

Adapt our CRM solutions to your company’s unique policies and requirements, ensuring optimal productivity and seamless growth alignment.

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Mobile CRM For Remote Work

Extend your operational reach with our mobile CRM solutions, allowing management and sales activities on the go, ensuring no opportunity is missed.

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Enhanced Productivity

Utilize our sophisticated CRM solutions to automate comprehensive tasks such as lead management and policy renewals, freeing your agents to focus on nurturing client relationships and addressing intricate claims, thereby elevating operational productivity and efficiency.

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Optimized Customer Experience

Leverage Orases’ extensive expertise to gain a 360-degree view of your clients, delivering unparalleled, personalized services, which in turn result in enhanced client satisfaction and retention.

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Superior Data Management

Consolidate essential client information, policy details, and claim history, enabling swift, informed access to pertinent information, enhancing the ability to assist customers promptly and accurately.

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Advanced Communication Channels

Employ our versatile communication solutions to dispatch customized, relevant messages through diverse channels, ensuring a coherent, seamless communication experience and fostering stronger, more personalized client relationships.

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Insurance CRM Software Development Costs

A frame of reference when planning for your organization’s CRM software project.

Pricing for custom software development can vary greatly, depending on functionality/feature requests, technology stack requirements, and expected completion timeline.

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$50,000 – $200,000

Developing smaller general software solutions with some complex features.

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$500,000 – $1,500,000

Developing specialized software programs that can be designed for customer use.

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$2,000,000+

Developing massive software projects designed fully automate large business operations.

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The Orases Process

How we work, from start to finish.

Our insurance CRM software development team has years of experience designing and developing unique & innovative custom software using a streamlined, repeatable process.

01

Idea

This involves documenting key business processes and eliciting needs and concerns from stakeholders. Additionally, risks associated with introducing new software are evaluated, and mitigation measures are planned. For commercial software products, this phase also includes conducting competition analysis, understanding the target audience’s needs, defining product differentiation, and addressing obstacles to market entry, such as regulatory barriers.

02

Define Goals

Defining goals involves composing a comprehensive list of requirements and expectations, ensuring alignment between stakeholders and the development team. By starting with a precise definition of the project’s specific requirements and scope, clarity and focus are ensured, laying a solid foundation for the development process to follow.

03

UX/UI Design

UX/UI design will determine the software’s appearance at the user level, defining app architecture, and integrating existing enterprise systems for cost-effectiveness and reliability. Additionally, UX research is conducted to outline user personas and scenarios, followed by the creation of wireframes and clickable prototypes to visualize user interactions.

04

Development

Our development team begins working on the essential components of the software. This involves continuous delivery of new software parts, with ongoing analysis of emerging needs and release planning. Mockups are delivered and reviewed to ensure alignment with requirements before developers proceed with developing, testing, and migrating approved software parts to staging and production environments for deployment.

05

Testing

Orases will conduct thorough verification of functionality and performance, including performance monitoring and utilizing analytics tools for ongoing evaluation. Feedback is gathered from project sponsors and users on the results of the release, and the outcomes are reviewed to approve the scope of the next release. Continuous improvement is prioritized through iterative testing and refinement based on insights gained from monitoring tools.

06

Deployment

Deployment involves pushing the finalized product to the live server and conducting user testing to ensure it meets stakeholder expectations. Additionally, software monitoring processes are established to track performance and address any issues that may arise post-deployment.

07

Training & Support

This step includes conducting project evaluations and performing knowledge transfer sessions to your in-house IT team or other vendors involved. Comprehensive training and documentation are offered to users, empowering them to utilize the software effectively. Finally, a final report is provided, and confirmation for project closure is requested to conclude the development cycle.

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Awards & Recognitions

Proof our insurance CRM software continues to excel.

Orases Firmstalk Award 2024
SelectedFirms Top Web Development Company 2023
TopDevelopers Top Web Developers 2023 Award
Clutch award
digital best
Find Best Web Dev May 2021 Award
View All Awards
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Industries We Build CRM Software For

Software built to address specific needs of organizations everywhere.

We tailor fit software to address the specific needs, pain points, and processes for the following industries.

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Automotive
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Cannabis
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FinTech
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Healthcare
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Hospitality
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Insurance
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Logistics
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Media & Entertainment
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Manufacturing
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Oil & Gas
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Professional Services
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Restaurant
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Retail
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Shopper Marketing
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Sports
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Transportation
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Travel
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Our Insurance CRM Software Speaks For Itself

But so do our clients.

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Logan Gerber – Marketing Director at NFL Foundation

“Orases successfully built efficiencies into our prototype and delivered a high-quality platform.”

See The Project
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Matt Owings – President at Next Day Dumpsters

“They’re honorable, reputable, and easy to work with. They genuinely care about the outcome and want to do a good job.”

See The Project
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Donald J. Roy, Jr., CPA – Executive Vice President at American Kidney Fund

“Orases built a platform that’s boosted productivity by about 30%…”

See The Project
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Torey Carter-Conneen – Chief Operating Officer at American Immigration Lawyers Association

“Not only do they want to succeed, they strive to produce functionally and visually unique software.”

See The Project
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Frequently Asked Questions

Answers to the questions that’s been on everyone’s mind.

Can Insurance CRM Software Integrate With Other Systems?

Yes, most insurance CRM software can integrate with other systems such as claims management software, policy administration systems, and financial systems.

How Does The Software Improve Customer Satisfaction?

By providing a 360-degree view of each customer, the software enables personalized interactions and quicker responses to inquiries and issues. This leads to higher customer satisfaction and loyalty.

What Kind Of Analytics & Reporting Capabilities Does The Software Offer?

The software typically includes advanced analytics and reporting tools that provide insights into customer behavior, sales performance, marketing campaign effectiveness, and other key metrics. These tools help companies make data-driven decisions and identify areas for improvement.

How Does The Software Handle Regulatory Compliance?

The software includes features to ensure compliance with industry regulations and standards. It can manage consent for communications, track interactions for auditing purposes, and maintain secure records to help insurance companies meet legal and regulatory obligations.

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Featured Insights

Take a deeper dive into the world of possibilities insurance CRM software offers.

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Enhancing Client Relationships: The Power Of Custom Insurance CRM Software

Implementing custom insurance CRM software in organizations offers transformative benefits for the insurance industry.

Read More
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Why Insurance Agencies Need Custom Insurance CRM Software

Discover the benefits of custom insurance CRM software, from efficient workflow organization to advanced lead management & security features.

Read More
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Related Services & Solutions

We’ve got everything you need.

Application Services

Infrastructure Services

Consulting & Advisory

Integration/Modernization

Custom Web Application

Testing & QA

Mobile Applications

UI/UX Design

Our client relationships go beyond technology.

Orases Clutch Reviews Widget

Orases successfully built efficiencies into our prototype and delivered a high-quality platform.

See the project
NFL Logo

Logan Gerber

Marketing Director at NFL Foundation

Orases Clutch Reviews Widget

They’re so approachable and willing to go above and beyond.

See the project
ASID

Joseph Cephas

VP of Communications

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I don’t believe that we would have been successful without our collaboration with Orases.

See the project
SCI

John Dumas

CEO

Orases Clutch Reviews Widget

They plug in seamlessly to a team and can handle the full project end-to-end.

See the project
MLB

Ken Isaacson

VP of Project Management

Orases Clutch Reviews Widget

They’re honorable, reputable, and easy to work with. They genuinely care about the outcome and want to do a good job.

See the project
Next Day Dumpsters

Matt Owings

President

Speed Icon
84
Net Promoter Score
(17 is the industry average)
USA Orases logo
100%
U.S.-Based
(We never outsource coding)
Clutch Icon
5.0
Clutch Rating
(First in industry)
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4.8
Google Review
(in business since 2000)

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On the call we will...

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  • Get a feel if Orases is right for you
  • Take the first step toward making your vision a reality
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301.756.5527

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Important Update: Protect Yourself from External Scams

We have been made aware of a scam where individuals are fraudulently using the Orases name to offer fake freelance opportunities through platforms like WhatsApp and other messaging apps.

Please be advised:

Orases does not recruit or offer freelance opportunities through unsolicited messages or third-party apps.

Official communication from Orases will always come from an @orases.com email address or through our official website at www.orases.com.

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