Insurance Software & Services
Insurance CRM Software
Tell us about your project.
Discover how Orases can redefine your approach to insurance CRM and elevate your business operations.
Why Choose Orases?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.
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:
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 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 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 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 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 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 Policy Management Software
Orases significantly improves insurance management with user-friendly software. Boost efficiency, enhance customer service, ensure compliance, and streamline operations.
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.
Automated Lead Capture & Distribution
Efficiently attract and manage leads with our sophisticated CRM, allowing seamless lead allocation and management, elevating productivity and conversion rates.
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.
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.
Scalable & Customizable Software
Adapt our CRM solutions to your company’s unique policies and requirements, ensuring optimal productivity and seamless growth alignment.
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.
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.
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.
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.
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.
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.
$50,000 – $200,000
Developing smaller general software solutions with some complex features.
$500,000 – $1,500,000
Developing specialized software programs that can be designed for customer use.
$2,000,000+
Developing massive software projects designed fully automate large business operations.
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.
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.
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.
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.
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.
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.
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.
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.
Awards & Recognitions
Proof our insurance CRM software continues to excel.
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.
Our Insurance CRM Software Speaks For Itself
But so do our clients.
Logan Gerber – Marketing Director at NFL Foundation
“Orases successfully built efficiencies into our prototype and delivered a high-quality platform.”
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.”
Donald J. Roy, Jr., CPA – Executive Vice President at American Kidney Fund
“Orases built a platform that’s boosted productivity by about 30%…”
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.”
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.
Featured Insights
Take a deeper dive into the world of possibilities insurance CRM software offers.
Enhancing Client Relationships: The Power Of Custom Insurance CRM Software
Implementing custom insurance CRM software in organizations offers transformative benefits for the insurance industry.
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.
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