Insurance contact management software development services

DICEUS is a high-profile IT vendor that has been present in the insurtech market for over 13 years. Our profound expertise in the niche and the customer-focused approach we practice allow us to deliver the best-in-class insurance solutions that live up to users’ expectations regarding seamless performance and simplicity in operating. 

For any modern insurance company, customer satisfaction is the ultimate goal. It can be achieved only by obtaining a 360-degree view of the clientele, which means carefully storing, organizing, and tracking information about them. Insurance contact management software, as an industry-specific variety of a customer relationship management (CRM) system, is a second-to-none tool for handling customer data efficiently and always having them at your fingertips.  

Benefits of custom contact management system 

Bespoke contact management software for insurance agents serves as a digital data bank that they can draw upon to retrieve all necessary information about clients. When created by competent professionals, it becomes a valuable asset for the organization since it: 

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Basic features of custom insurance contact management software 

The list of features for a bespoke contact management solution is determined following unique project requirements. However, there are core functionalities that any product of this kind should contain.  

  • Lead management. It aims to capture and nurture leads to convert them into customers via reaching out to interested prospects and managing contacts with them.  
  • Account management. It is the system’s backbone, allowing insurance staff to collect customer-related data, segment people into groups, and monitor clients’ activities. 
  • Sales and marketing automation. This capability enables users to create and administer targeted campaigns, special promotions, and other marketing initiatives. 
  • Sales analytics and reporting. The feature is leveraged to look deep into the sales indices, detect trends, identify cross-selling and upselling opportunities, and create reports that will serve as actionable insights for the marketing department of an insurance organization. 
  • Consumer analytics. The module serves as a tool for scrutinizing customer data and actions to understand their motives and shape the engagement and selling strategy for certain groups of people and each person in particular. 
  • Document management. Thanks to this feature, insurance agents have round-the-clock access to any client-related document (policy, claim, EHR data, etc.), which streamlines and facilitates shop floor routine. 

Our insurance contact management software development services

The IT services DICEUS provides cover all needs of insurance agencies regarding high-tech products they leverage in their pipeline operations.  

CRM development 

A Customer Relationship Management (CRM) system is an upgraded and more intelligent version of contact management software that is used not only for storing customer data but also for in-depth analytics and reporting, organizing marketing and sales activities, and performing other client-focused functions.  

Custom software development 

We can tackle a full-cycle development of any bespoke insurtech product (including contact management solutions) from scratch. Also, we can build new modules of different capabilities that will work as a part of your existing IT ecosystem. 

Mobile app development 

Since mobile gadgets are the primary instruments modern people leverage to obtain insurance services, companies working in that field can’t ignore the mobile experience of their clientele. We can create robust mobile apps that will allow insurers to be always within easy reach of smartphone owners looking for insurance services.  

Web portal development 

We excel at building multifunctional IT venues where insurers and their clients can come into contact and satisfy their needs related to providing and receiving insurance services. Besides, the FAQ section and self-service features of insurance portals enable customers to solve many niche problems without the assistance of personnel. 

Chatbot development 

By making this AI-powered technology an element of your IT environment, you will not only boost user satisfaction by automating customer service to the maximum but also free your employees from answering typical queries and let them focus on more creative and complex tasks. 


You can make the most of every component in your IT ecosystem only if they play well with each other. We will seamlessly integrate all enterprise software solutions your insurance organization relies on in its shop floor processes into a single environment whose constituents act in harmony.  

Explore our solutions for insurance


Why choose DICEUS as your custom insurance contact management software development partner? 

  • 20 projects in the industry delivered for the major-league actors in the niche (UNIQA, BenefitNet, Willis, and BriteCore) 
  • A rich technology range consisting of standard programming languages, frameworks, and tools coupled with disruptive know-how (AI, ML, blockchain, IoT, etc.) 
  • Competent and certified IT personnel possessing a versatile array of hard and soft skills 
  • An established SDLC that has proved its efficiency and allows our team to deliver high-quality products 


2011the year DICEUS was established
130projects delivered successfully
8offices around the world
GlobalDelivery Center in Poland
250full-time tech professionals
100IT services available

Our partners

Microsoft partner Oracle partner Google Cloud Partner Fadata partner


Discovery phase

Architecture and design


Testing and QA



Client reviews

Elena Markova

Elena Markova

Board Member, UNIQA Ukraine

We were impressed by the depth of the UX analysis they did in terms of our customer’s research, buyer persona creation, user journey mapping, etc. All the information like research findings, for instance, was presented in a clear form (presentations, Miro boards, clear infographics) so it was quite easy to understand what we need to build and why.

Antoaneta Karagyozova

Antoaneta Karagyozova

CPSO, Fadata

We are happy with DICEUS’ software implementation services. The team’s workflow is highly effective and professional in all aspects of the engagement. All clearly understand what goals we’d like to reach and do their best to do that as efficiently as possible. Overall, the partnership has been successful.

Phil Reynolds

Phil Reynolds

CEO, BriteCore

The DICEUS team has consistently supported the BriteCore team for many years. Their engineers are well-educated and highly invested in the ongoing quality of the BriteCore platform with sustained relationships that extend over four years. We appreciate everything the DICEUS team brings to the table as a development partner.

Our case studies


What is insurance contact management software?

It is a solution that contains the entire gamut of information about an insurance company’s clients (name, physical and electronic address, phone number, policy number, etc.). Being analogous to Customer Relationship Management (CRM) systems employed in other industries, insurance contact management software performs essentially the same functions since it serves as a source of personal and contact data for insurance agents to refer to. 

Who uses insurance contact management software?

The major users of the insurance contact management system are rank-and-file brokers and their managers. However, this software can be a good crutch for sales departments, marketing teams, customer service staff, and other client-facing employees. 

What are the benefits of custom insurance contact management software?

A robust contact management solution can help insurance companies automate the lion’s share of their workflows, step up efficiency and productivity, improve data management, streamline sales processes, boost communication with the clientele, augment the level of analytics, identify cross-selling and upselling opportunities, and more. 

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