27 Best CRMs For Insurance Agents

The table below shows a quick price comparison of all the Insurance Agent CRM system solutions that we’ve researched:

Company name	Starting price	Free trial length
Salesforce	$25	30 day
Zoho CRM	$20	15 day
Freshsales	Free plan available then $11	21 day
Hubspot CRM	Free plan available	Free plan
Pipedrive	$24	14 day
Monday.com	$15	14 day
Zendesk	$69	14 day
Keap	$199	14 day
Salesmate	$29	15 day
Thryv	$199	14 day
Insightly CRM	$29	14 day
SugarCRM	$19	7 day
SAP Sales Cloud	Not stated	30 day
Less Annoying CRM	$15	30 day
Maximizer	$65	No trial offered
Pipeliner CRM	$65	14 day
Kylas Sales CRM	Free plan available	15 day
LeadSquared	Not stated	No trial offered
Creatio	Not stated	14 day
OnePageCRM	$9.95	21 day
noCRM	$27	15 or 30 days
Nextiva	$30.95	No trial offered
Radius	$43	15 day
AgencyBloc	Not stated	No trial offered
Applied	Not stated	No trial offered
VanillaSoft	$110	No trial offered
Insureio	$25	30 day

*The prices in the table above (where available) come directly from each company’s website and were accurate at the time of writing. Since then, those prices may have changed.

We’ve listed the results of our CRM systems research and the features of each company’s product in a bit more detail below. You’ll be able to see the benefits of their service and some general information about the company as well.

*companies are ranked in no particular order.

1. Salesforce

They offer custom-built solutions for insurance carriers, agents and brokers.
They claim that it is built on the world’s number one CRM platform.
The CRM is a cloud-based system that is scalable and secure.
It allows you to unite your marketing, sales and service in a single app to build and sustain customer relationships.
The CRM can bring together data from all sources and integrate it into one database.
The in-built AI and workflows allow you to automate a lot of your administrative elements to reduce repetitive tasks including running personalized campaigns.
It assists employees in collaborating and communicating with customers and partners.
You can analyze your customer and prospect information to help you make business decisions.
It can integrate with over 8,700 apps and services to maximize the technology.
Offers a 30-day free trial of their software.

Website: https://www.salesforce.com/form/industries/financial-services/c360-for-insurance-demo/

2. Zoho CRM

They offer a CRM that is tailored for insurance agents and aids efficiency and quality of service.
It is designed to help you manage multiple channels and build strong relationships.
Their interface is user-friendly and customizable with a range of integration options.
They provide process automation and workflows that can assist team efficiency.
It assists you in organizing all your leads and claims whilst managing multiple policies in a single system.
You can assign or automate the assignment of tasks to the right people.
It allows you to track your prospects, opportunities and automate activities so you can focus on your customers’ needs.
It includes a built-in analytics engine that enables you to get the most out of your data including forecasts, trends and KPI monitoring.
They offer both desktop and mobile access to the CRM.
Offers a 15-day free trial and a demo of their CRM.

Website: https://www.zoho.com/crm/solutions/insurance/

3. Freshsales

They claim to offer one of the best insurance CRM software that assists in managing leads seamlessly.
It can help you increase the efficiency of your sales process and increase conversion rates.
The CRM can aid with providing a 360-degree view of the client and provide personalization on communications.
It can automate large amounts of your administrative work including summarizing leads, automating workflows, generating and managing quotes, and customizing campaigns.
Deliver targeted communications campaigns to your customers at the right time and schedule follow-up activities.
You can auto-enrich your leads from social profiles to give you more information about your customers.
Integrate Freshchat into the CRM to engage customers and respond to queries.
You can track all customer engagements and leads from all your touchpoints and interactions.
Provides a comprehensive dashboard that offers key sales analytics reports that help you and your teams work smarter and be more informed.
A free trial is available for 21 days and a free plan is available for up to three users.

Website: https://www.freshworks.com/crm/industries/insurance/

4. Hubspot CRM

They offer a CRM that caters for insurance brokers and agents that can help your company to grow.
Their CRM caters for small and growing businesses and it will scale with you.
It can help you track and analyze your sales activity in real-time using their visual dashboard and pipelines.
They provide sales automation tools to allow you to manage your leads better and prevent losses.
They offer marketing automation tools which include personalized emails to communicate with customers and prospects more effectively.
You can sync your apps and data so that your CRM remains accurate and current.
It enables you to manage your schedules, emails and live chat through the CRM.
They enable third-party extensions to expand workflows and functionality.
They provide reports that can help review your sales activity, productivity and individual performance which can be used to identify opportunities.
They offer a free plan for up to five users.

Website: https://www.hubspot.com/products/crm/insurance

5. Pipedrive

They offer a CRM for insurance agents that will help track claims and improve sales operations.
It is designed to assist agents in delivering excellent customer service whilst making workflows leaner through digitization.
It is an all-in-one, cloud-based solution that allows all your staff to access customer information to support them in their role.
Automate and streamline your tasks and processes to ensure service level agreements are met.
Manage all your communications across all channels on a single platform.
It allows you to set up automatic follow-ups for renewals to retain customers.
Assign policies, cases and claims to the right reps automatically.
Monitor staff performance and personalize your training to improve your pipeline and specific staff needs.
It offers granular reporting so you can make informed decisions based on real insights.
Offers a 14-day free trial of their software.

Website: https://www.pipedrive.com/en/industries/insurance-crm

6. Monday.com

They offer a CRM solution that can cater for insurance companies to help them manage their customer interactions and data.
It is a single platform designed to streamline your processes by automating your workflows and improving your operations.
The CRM can automate repetitive tasks to allow you to focus on your customers.
You can monitor sales pipelines and utilise automated workflows.
Run personalized email campaigns to your customers and prospects.
You can synchronize it with your email so that it can log your emails automatically and it can alert you to leads interacting with you.
Their dashboards are customizable so you can display the data you want to see.
It can be integrated with over 72 third-party apps and tools.
The CRM can be accessed by a desktop and mobile app so you can access the CRM from anywhere.
A 14-day free trial of their software is available.

Website: https://monday.com/blog/crm-and-sales/crm-software-for-insurance-agents/

7. Zendesk

Offers a CRM that caters for insurance agencies which can aid them in staying competitive.
The CRM is designed to help you to better manage your leads and customers using their lead management and contact management tools.
You can automate your email communications to keep your customers engaged.
They provide pipeline management to enable you to see your customers and where they are in the pipeline more easily.
You can organize and automate your schedules, emails and text messages to stay on top of your tasks.
Follow-up tools are available to help you to streamline your processes.
Their sales forecasting tools can help you to plan and forecast activity.
They offer a customizable sales dashboard to allow you to access reporting and analytics to support your business decisions and track goals.
The CRM can integrated with a wide range of apps and tools.
Offers a 14-day free trial and demo of their software.

Website: https://www.zendesk.com/sell/crm/insurance/

8. Keap

Offers a CRM and Sales and Marketing Automation software for insurance agents and brokers.
It helps agents and brokers to reduce their admin work and increase sales.
The CRM provides personalized sales and service through automated messaging and follow-up.
It enables you to tag and segment your data so you can target your messages more appropriately.
Each record allows you to add notes and assign tasks.
It includes task reminders and key date triggers for messaging such as renewals and birthdays which are all automated.
Their sales pipeline tool shows where your leads are and where to focus your efforts and you can assign tasks to the sales team.
Track all your leads and sales to monitor your progress.
The software can be accessed via computer or phone to increase its accessibility and useability.
Offers a 14-day free trial and a demo of their CRM software.

Website: https://keap.com/industry/insurance-crm

9. Salesmate

They claim to have one of the best CRMs for insurance agents.
Provides a 360-degree view of deals and customers to make you more informed about your business.
It will help you to capture and nurture your leads effectively to gain more customers.
Provides automated lead allocation to streamline processes and aid response times.
Customizable interface that can be tailored to your business needs.
You can track the progress and performance of your team as well as track, plan and organize your sales activities.
Manage your email marketing, live chat, meeting scheduler and built-in calling features through the CRM.
They offer a scalable and affordable solution that can grow with your business.
Accessible on the go through the mobile CRM app so you can work without limits.
Book a demo or take advantage of their 15-day free trial to see their software.

Website: https://www.salesmate.io/blog/crm-for-insurance/

10. Thryv

They offer CRM software that has been built for insurance agencies and can manage your business more effectively.
It allows you to organize your leads and client information to help you nurture your relationships.
Engage your customers and send automated reminders and communications through the software.
It can help with sharing insurance estimates electronically and sending documents for review and overseeing this process.
They allow you to keep detailed customer records and add customizable tags.
You can connect your client profiles to social media accounts to gain additional insight about them.
The records can be segmented to enable you to better manage renewals and upselling opportunities.
They also offer Thryv Signatures to assist you with getting electronic signatures on paperwork more easily using tamper-proof templates.
The CRM can integrate with a range of apps and tools to keep your data in sync.
They offer a 14-day free trial of their software.

Website: https://www.thryv.com/industries/insurance-services/

11. Insightly

They claim to be the number one CRM for insurance that can unify your agency.
Their CRM allows you to store all the information about your customers and prospects so you can target them at the right time with the right products.
Arm your agents with the knowledge they need so your clients have confidence and you understand their needs.
Better managed data helps win new clients, generate higher revenue and retain clients for longer.
It can help automate your marketing to attract site visitors and convert them as well as run marketing campaigns.
The CRM assists with streamlining your sales processes to improve profitability.
Offers Insightly Service which is a ticketing application to help you manage your queries and claims.
Automate your workflows and manage your pipelines more effectively through collaboration and increased oversight.
You can track your key metrics to gain insight and monitor your progress on goals.
Book a personalized demo or access the 14-day free trial of their software.

Website: https://www.insightly.com/industry/crm-for-insurance/

12. SugarCRM

Offers a CRM that caters for the insurance industry and helps them foster and manage their relationships.
It provides a single place to store all your customer information across your business to unify your marketing, sales and service teams.
Streamline your customer service with consolidated customer data and service tools to improve the customer journey and monitor progress.
Track your transactions at every stage and integrate with your accounting software to enhance this.
Automate your processes to shorten the sales process and focus on selling.
Provides digital support and an automated reminder system with follow-up communications to aid renewals and conversions.
Leverage the power of AI in the CRM to assist you with more accurate predictions.
It can be accessed on any device allowing you flexibility.
It offers simplified reporting and helps you to measure performance.
Access a 7-day free trial of their CRM.

Website: https://www.sugarcrm.com/industries/financial-services/insurance/

13. SAP Sales Cloud

They offer a range of cloud and AI-based insurance software solutions which include digital customer engagement tools and personalized customer engagement.
It offers a 360-degree view of your customers and interactions so you can deliver customer-centric sales engagements.
The CRM aims to increase your revenue and increase your lifetime loyalty.
You can streamline and automate selling processes and utilise AI-based recommendations.
Enables you to manage your sales pipeline and explore the customer journey in real-time.
Allows you to utilise your customer experience to determine your strategy and target customers.
It provides analytics to help inform decisions as well as AI-driven insights and recommendations.
It can help improve the accuracy of your forecasting and identify opportunities and risks.
They provide an optimized mobile selling experience to aid mobile working.
You can request a demo or take advantage of the 30-day free trial of their software.

Website: https://www.sap.com/industries/insurance.html

14. Less Annoying CRM

Offers a CRM for insurance agents that is designed to be easy to use for individual or group plans.
It allows you to track all of your interactions and help you pick the right policies for your clients.
The CRM is easy to set up in an hour and your contacts can be imported so that all your information is in one place.
It will help you with nurturing your relationships with clients and stay on top of renewal dates.
They provide customizable process tracking tools to help manage leads and workflows through your pipelines.
The CRM offers unlimited and customizable fields to allow you to store and track whatever information you include in your records.
You can receive daily agenda emails summarizing all of your events and tasks for the day.
It is a web-based solution that can be accessed by a computer tablet or smartphone and is backed by security and data backups.
Provides free phone and email support to customers including those on the free trial.
Offers a 30-day free trial of their software.

Website: https://www.lessannoyingcrm.com/industry/insurance-agent

15. Maximizer

They offer a CRM that is dedicated to insurance business needs.
It is designed to help engage clients, report, automate and simplify your workflows.
You can streamline your agency by centralizing your data and providing fast access to staff.
It allows you to manage your whole team by utilizing their shared calendars.
You can manage your sales pipeline using personalized views of activities and results.
Email campaigns can be automated and notifications and tracking can be set up to maintain client and prospect engagement.
Integrate your email to track every client conversation and maintain history and transparency across teams.
Manage key policy data for your clients effectively and create triggers for upselling opportunities.
It provides powerful dashboards and reports that offer insights to support your business.
Book a demo to sample their software in more detail.

Website: https://www.maximizer.com/industry/insurance-advisors/

16. Pipeliner

Offers a CRM that caters for insurance companies which assists with contact management and builds longer-term customer relationships.
It is designed to help businesses build trust in the insurance company.
The CRM assists salespeople in accessing uniform information so they can focus and target the right leads.
It enables you to collaborate easily with the sales team to increase the effectiveness of the data.
Allows you to review your pipeline to see what is happening so you can forecast sales and manage risk.
The CRM can be customized to match your requirements and help you record the data you need.
It can be integrated with your email system to capture more information.
The CRM can be accessed on a desktop or mobile device from anywhere.
Access real-time data and metrics as well as monitor your goals and performance of the sales team.
They offer a 14-day free trial and a demo of the CRM.

Website: https://www.pipelinersales.com/crm-industries/insurance/

17. Kylas Sales CRM

They offer a CRM that is designed for insurance agencies that can aid sales and renewals.
They will assist you in building customer relationships which can increase profitability and sales.
It supports agents in gaining a deeper understanding of their clients and their requirements to offer the right policies at the right time.
They can assist with automated emails, SMS and WhatsApp to keep your clients engaged.
You can send targeted communications based on where the client is in the journey whether they are buying or renewing.
The CRM can streamline your end-to-end process to save time and increase revenue.
You can capture inquiries from all your online and offline channels in the CRM and they can be routed to the right agent or call center.
The data can be segmented to identify the best leads and target communications more effectively.
They provide data insights to help you understand your team’s performance and discover opportunities for increasing revenue.
Offers a free plan for up to 1,000 records and offers a free 15-day trial of the CRM.

Website: https://kylas.io/en/industry/insurance-agencies-crm

18. LeadSquared

Offers a CRM for insurance companies that can assist with selling more policies.
A single platform that is designed to increase operational efficiency by managing all your processes, products and teams.
Manages all your channels including digital channels and agencies.
Incorporates all processes to aid workflows and delivery management.
It captures all inquiries and helps you to distribute them to the right teams to reduce response times.
Incorporates self-serve applications and forms through the customer portals.
Track all your activity and prioritize agent tasks based on importance.
Automate processes to reduce administration and speed up responses as well as send follow-up messages.
Offers real-time reports to track call center and agent productivity as well as monitor general performance.
Book a demo to see the CRM in more detail.

Website: https://www.leadsquared.com/insurance-crm/

19. Creatio

A CRM platform for insurance companies that can automate workflows.
It allows you to track and capture all your leads from all sources in a single database.
You can design your own lead management process to aid conversion rates.
Provides flexible customer segmentation to help you target and engage customers at the right time with the right products.
It can aid with cross-selling and up-selling recommendations and manage opportunities.
Run your campaigns and manage loyalty or reward programs through the CRM.
You can streamline underwriting processes with insurance application data and in-depth analytics.
Include integrated claims lifecycle management with automated efficiency digital workflows.
You can create HR workflows to enable efficient employee management.
Book a live demo of the software or sign up for their 14-day free trial.

Website: https://www.creatio.com/industries/insurance

20. OnePageCRM

They offer a CRM that is designed to help you focus on insurance sales rather than admin.
The CRM is built for small businesses and is simple to use.
It allows you to store your contacts but also what action to take and make proactive sales.
The CRM provides a bullet-proof follow-up system which allows you to sort leads by importance and add reminders.
It can help you improve productivity by automating sales processes and prioritizing tasks.
Your contacts can be color-coded and arranged into lists to show the most urgent ones.
The CRM provides customizable fields to allow you to add all the fields you need to record your contact details.
It can also let you share inboxes, leave notes, assign tasks and set reminders.
You can track all your sales and commissions and get reports on your activity and KPIs as well as run forecasts.
Offers a 21-day free trial of their CRM.

Website: https://www.onepagecrm.com/crm-solution/insurance/

21. noCRM

Offers a CRM that caters for insurance sales that can help drive efficiency.
It is designed to help you convert leads, manage policies and track your commissions.
The CRM is an intuitive system which supports sales reps through every step of the sales process.
It can handle large amounts of leads and help organize your client engagement efficiently.
The CRM can assist you in maximizing your potential for upselling and cross-selling.
You can automate your renewal reminders to support clients and ease your admin.
Utilize pipelines to organize and manage your insurance partners to clarify and focus your interactions with them.
Offers actionable insights into sales performance to inform your selling strategies.
The CRM is GDPR-compliant and secure.
They offer a free trial of either 15 or 30 days depending on the plan you are interested in.

Website: https://www.nocrm.io/use-cases/insurance-crm

22. Nextiva

Offers a range of communications and software products that cater for the insurance industry which includes a CRM.
They enable you to bundle the products you need into one package to manage your communications and contacts.
Record all customer information and be informed about them on every contact.
You can manage all your referrals and renewals efficiently to drive more sales.
It helps you with automating personalized email sequences for your clients and prospects.
You can automatically schedule check-in calls, emails and surveys to keep clients engaged.
Provides digital wallboards to keep your teams informed and motivated in delivering your goals.
You can run promotions and send gifts that can be tracked and run through the CRM.
It will help you to increase productivity by enabling sharing between teams.
They offer plans based on the number of users which caters for smaller businesses.

Website: https://www.nextiva.com/solutions/insurance.html

23. Radius

They offer a dedicated agency management system built for insurance agents to manage leads, clients and agents.
It is a single platform designed to help agencies manage their operations more effectively and reduce the need for multiple software packages.
Their sales automation tools enable you to manage your leads through the workflows and assign tasks to the right people.
It also includes marketing automation tools which include auto responders, email drip campaigns and text messaging.
They offer the option of built-in VoIP so you can click-to-call and utilize call recording, call queues and call groups.
It can help you stay organized with reminders, tasks and file storage.
You can also automatically import your emails to keep all your interactions recorded in one place.
Reporting facilities are also available and set goals that you can track through the software.
It can be integrated with a range of third-party apps.
They offer a free trial of their software for 15 days.

Website: https://www.radiusbob.com/

24. AgencyBloc

They claim to offer the number one recommended insurance industry growth platform.
They serve the health, benefits and senior insurance sectors.
Offers a powerful solution designed to support your full customer journey.
They cater for insurance organizations of all sizes with industry-specific solutions.
It can support a range of aspects of your business including sales enablement, client and policy management, compliance management, quoting and proposals, and commission management.
Their software can help you to streamline your customer service and make efficiencies.
The automated workflows are designed with built-in retention to prevent loss of leads or customers including automated lead routing and lead assignment.
Provides integrated VoIP and click-to-call facilities to combine a telephony solution.
It can aid you with keeping your business compliant.
Book a demo of their platform to find out more about it.

Website: https://www.agencybloc.com/

25. Applied

They offer a combined application of their agency management system with the number one CRM platform, Salesforce.
They claim to be the only sales and marketing application that supports P&C and Benefits in two efficient and unified platforms.
Provides a single view of all your customer base across all of your teams.
Allows you to cross and upsell to your customers more easily and effectively.
The application can be customized to suit your needs to show the data and fields you need.
Automate sales operations to give your teams more time to sell and focus on customers.
Manage activities at a work type or employee level, initiate work and synchronize between platforms.
Automate renewals to ease the renewal management process.
Their dashboards offer key insights into how your business and team are performing.
Over 50 reports are available to help you make business decisions.

Website: https://www1.appliedsystems.com/en-us/

26. VanillaSoft

They offer a multi-channel engagement platform that caters for insurance companies.
The platform allows you to manage and simplify the entire sales process.
It can help you thoroughly work every lead to ensure you maximize opportunities.
You can accelerate your pipeline to increase your revenue and sales productivity.
It helps you to prioritize your leads and reduce your response times.
You can automate repetitive tasks such as managing lead lists, scheduling callbacks, sending follow-up messages and updating the CRM.
Incorporates the ability to communicate across multiple channels using the customer’s preferred channel such as email, text, phone and video.
Leads can be imported from any source including Facebook, web forms, chatbots and lead list services.
It provides insight into your team’s performance and business activities to assist with decision-making.
They offer a free, personalized demo of their software.

Website: https://vanillasoft.com/solutions/industries/insurance

27. Insureio

Offers software to streamline insurance marketing and lead management.
It is designed to standardize, systematize and automate to make your business more efficient and sell more.
It provides a single system to track your leads, events, tasks and policies.
You can utilize their drop-ticket app fulfilment to proactively manage your cases.
Automate your marketing, lead generation and sales functions to nurture your leads and customers through campaigns and follow-up activities.
Their platform allows you to manage your leads at every step of the funnel using omni-channel tools.
Offers a one-page app quoting tool to generate quotes with leading carriers.
Monitor your productivity, forecast sales and identify opportunities with built-in reports.
They display key analytics on your dashboard and provide instant analytic reports.
A 30-day free trial is available to sample their software.

Website: https://insureio.com/