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CRS Impact is a CRM system built specifically with the P&C insurance space in mind. In our experience working in the industry, we found that other CRM systems don't typically focus on the unique structure of the Insurance industry. We have a more appropriate sense of what we call “The 3 legs of the stool” – The Insured – The Agencies(or brokers) – and You the Carrier.

Key Features

CRS IMPACT offers most of the standard features offered throughout the CRM marketplace today; as well as many special features that make it perfect for the unique structure of the Insurance industry.

Standard Features

  • Account Management
  • Contact Management
  • Sales Tracking & Pipeline Management
  • Performance Management
  • Reports & Analytics

Unique Features

  • Campaign Management - specifically targeted to Commercial P&C marketing initiatives with corresponding sales metrics
  • Out-bound calling to internal users or any contact within the system
  • Agency Management
  • Individual Producer Management; including employment movement

Key Benefits

Cloud Based

  • The IMPACT platform is built to make extensive use of Microsoft Azure native services for performance, reliability, and scalability.
  • Scaled across 40 of the world’s most secure datacenters around the U.S. and the globe to provide security, performance, and unlimited scalability.
  • IMPACT supports simple integration with a wide range of services in the Azure ecosystem, which provide diverse capabilities such as natural language processing, artificial intelligence and machine learning.

User Friendly SImple Integration

  • IMPACT leverages the entire policy admin, underwriting, claims, and other systems in your technology ecosystem.
  • Well documented and robust API interface prefabricated for plug-ins to your policy admin systems.
  • Clearly defined on-boarding process with templates to address all of the main use cases.

System of Insight

  • IMPACT gathers insight from across your current technology estate and best determines how to engage with your agents and brokers.
  • Identifies what activities and behaviors of your distribution process makes you more profitable.
  • Fueled by Microsoft Power BI for fast, and flexible access to data.

Collaborative Tools

  • IMPACT delivers the insights that are pertinent to your business users while providing a holistic view of the agent/broker and insured.
  • Aggregates all stakeholders responsible for agent/broker success and points them to the activities that are the most profitable.
  • Campaign monitoring allows for a better understanding of success. This ensures that your team will drive the best resources to your clients.


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