The 10 Best Insurance CRM Software Providers: Tested and Compared in 2024

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Based on our extensive testing, this guide will give you in-depth reviews of the 10 best insurance CRM software solutions on the market.

We’ve compared them head-to-head, looking at what each CRM platform excels at, their pricing ,and pros & cons to ensure you find a provider that best fits your unique insurance business needs.

The Top 10 Insurance CRM Solutions

  1. — Best for no-code workflow automation
  2. Salesforce — Best for large enterprises with complex sales pipelines
  3. Pipedrive — Best for improving deal close rates
  4. HubSpot — Best for lead capturing and marketing automation
  5. Act! — Best for marketing automation
  6. Oracle NetSuite — Best for workflow customization
  7. Zoho CRM — Best for sales and performance management
  8. Freshsales — Best budget-friendly CRM with AI-powered forecasting
  9. Maximizer CRM — Best for lead handling and performance management
  10. SageCRM — Best for small insurance companies

The Best Insurance CRM Systems Reviewed

In this guide, we’ve reviewed and compared the best insurance CRM software on the market, looking at their features, functionalities, prices, and pros & cons. This will help you understand what each provider offers and which tool best aligns with your needs.

1. — Best for No-Code Workflow Automation Logo

Best For No-code workflow automation
Starting Price $9/user/month
Free Version
Top 3 Features Contact and lead management, Workflow automation, Post-sale management
Why We Picked It’s biggest advantage over similar CRM solutions is that it’s simple to use. It features a simple drag-and-drop tool that lets you tailor the CRM for even the most complex business needs, all without any code.

In practice, you can automate your processes, track each lead in your pipeline, see every prospect and a customer’s activity and interaction with your business. You can then leverage advanced reports to gain invaluable insights.


Contact and Lead Management — gives you a 360-degree overview of all your leads, contacts, and existing customers.

You’ll be able to see all their information with a click, review all activity, read through all the communication between them and your business, see what stage of your sales funnel each prospect is in, and email them directly from the dashboard.

Workflow Automation — You can leverage advanced automations to cut down on manual work to save time. The automations rely on simple if-then statements, so there’s no coding required.

This functionality lets you automate status changes, set up reminders and notifications, automate task creation, and reduce the chance of human error.

Post-Sale Management — After you land a sale, you can manage all your post-sale activities in one place, from creating and sending a contract to collecting the monthly insurance premiums.

Pricing offers five different pricing tiers, so you’ll have no trouble finding a plan that meets your needs and aligns with your budget.

Plan Free Basic Standard Pro Enterprise
Monthly $0 $12/user/month $14/user/month $24/user/month Custom
Annual $0 $9/user/month $12/user/month $19/user/month Custom
  • Free — The Free forever plan includes up to two seats, unlimited docs, over 200 templates, and gives you access to 8 column types.
  • Basic — Includes everything in Free, plus unlimited free viewers, unlimited items, 5GB of online storage, and one custom dashboard
  • Standard — You can access Timeline and Gantt views, leverage up to 250 automations and integrations per month, and a custom dashboard based on up to 5 boards
  • Pro — This plan unlocks private boards, advanced formulas for columns, you can leverage time tracking, and create a dashboard that combines up to 10 boards
  • Enterprise — Enterprise gives you unlimited access to all of’s features, provides military-grade security, multi-level user permissions, and advanced reporting and analytics tools
Who it's Best For is an ideal choice for large insurance companies that need a simple, reliable way to track thousands of leads, automate repetitive tasks, and view all conversations with both prospects and existing customers.

One of the biggest advantages of is that it can easily be integrated with your existing software. If you’re already utilizing tools like Slack, Zoom, Teams, and Google Spreadsheets, you’ll have access to all the relevant data in one place.

Read our full review.

Pros pros

  • Generous free plan
  • No-code workflow automations
  • Fully customizable dashboard
  • Quick and easy access to lead and customer data
  • Seamless integrations with third-party software

Cons cons

  • Some features locked behind expensive plans
  • Can be overwhelming at first

2. Salesforce — Best for Large Enterprises with Complex Sales Pipelines

Salesforce Logo

Best For Large enterprises with complex sales pipelines
Starting Price $25/user/month
Free Version
Top 3 Features Automated quoting, Workflow automation, Lead auto-assignment
Why We Picked It

Salesforce offers an assortment of cloud-based tools that insurance companies can take advantage of. Rather than offering a single CRM platform, Salesforce gives you the option to mix-and-match different products in its arsenal to create a comprehensive solution that meets your needs.

For example, you can combine the Sales Cloud with the Financial Services Cloud and the Marketing Cloud and have a platform that landles lead capturing, lead management, business finances, and marketing initiatives.


Workflow Automation — Salesforce lets you digitize life insurance submissions, automate quoting, generate and review documents, and visualize your entire workflow. It also lets you track new applications and existing insurance clients, and you can automate repetitive admin.

Lead Auto-assignment — You can set up smart rules within the platform to ensure that every new lead is assigned to the right agent. This ensures that no leads slip through the cracks, helps with task prioritization, and keeps your agents accountable.

Forecasting Management — Salesforce helps you accurately forecast insurance sales figures, create visual sales reports, and gain valuable business insights with a single click.


The pricing structure of Salesforce is complex and can be a bit confusing since you’ll likely have to couple a few different products to create a custom solution for your business. Below is a breakdown of the pricing tiers for the Sales Cloud module:

Plan Starter Suite Professional Enterprise Unlimited Einstein 1 Sales
Monthly $25/user/month $80/user/month $165/user/month $330/user/month $500/user/month
  • Starter Suite — This plan gives you access to account, contact, lead, and opportunity management. You can also create custom sales processes, manage team tasks, and review activities
  • Professional — You gain access to complete customer profiles, sales forecasting, and contact and quote management
  • Enterprise — The Enterprise plan adds advanced pipeline management, opportunity scoring, territory management, and advanced reporting and analytics
  • Unlimited — You’ll have access to sales engagement and conversation intelligence, the Salesforce API (Application Programming Interface), and data synchronization and harmonization
  • Einstein 1 Sales — Unlimited access to all of the tool’s features, including sales planning, generative AI, email insights, and opportunity scoring
Who it's Best For

Salesforce is a rather complex tool, with a myriad of advanced functionalities. As such, it’s a decent option for large enterprises with branches across multiple states, hundreds of insurance agents, and complex sales pipelines.

However, it is a rather expensive product. If you are in need of a budget-friendly option, we recommend

Read our full Salesforce review.

Pros pros

  • Fully customizable
  • Powerful reporting tools
  • Over 3,000 integrations
  • Advanced workflow automations
  • Lead auto-assignment and automated quoting and contracting

Cons cons

  • Expensive plans
  • No free trial or free plan

3. Pipedrive — Best for Improving Deal Close Rates

Pipedrive Logo

Best For Improving deal close rates
Starting Price $12/user/month
Free Version
Top 3 Features Lead and deal management, AI sales assistant, Communication tracking
Why We Picked It

Pipedrive offers a machine learning-powered sales assistant that can help your agents analyze deals, contacts, and emails to gain valuable insights to help improve sales. It also provides you with smart notifications that highlight the metrics to track and the activities your agents should engage in next.

The tool also facilitates lead and contact management, and lets you automate repetitive admin tasks, so your agents can focus on closing deals.


Lead and Deal Management — Pipedrive lets you create custom lead capture forms and build your own chatbot to feed more leads into your sales pipeline.

It can help you track each lead’s journey, customize unlimited pipelines, organize lead data with color-coded labels, and utilize custom filters and grouping to track each lead, prospect, customer, and deal.

Communication Tracking — You can track and review every interaction between a lead, prospect, or customer and your business.

You’ll see the full chat history, every exchanged email, and all documents and files exchanged in one place. You can then leverage the data to qualify leads and personalize your offers.

Sales AI — The AI leverages machine learning to offer your agents performance-based insights and recommendations, offer progress updates on each deal, help you calculate your revenue, and highlight the biggest opportunities.


There are five Pipedrive pricing tiers you can choose from, each with a 14-day free trial (no credit card needed) to test the tool before committing.

Plan Essential Advanced Professional Power Enterprise
Monthly $14/user/month $29/user/month $59/user/month $69/user/month $99/user/month
Annual $12/user/month $24/user/month $49/user/month $59/month per user $79/user/month
  • Essential — The basic plan includes lead, calendar and pipeline management, supports over 400 integrations, and reporting and onboarding functionalities
  • Advanced — Everything in Essential plus full email sync with templates, automations builder, meeting and call scheduling, and live chat support
  • Professional — You get access to the AI-powered sales assistant, contact and proposal management, lead routing, and revenue forecasts
  • Power — This tier adds project planning and tracking, permission-based access, and phone support
  • Enterprise — This is a fully customized solution with enhanced security, unlimited access to all features, advanced report customization options, and unlimited automations and email syncs
Who it's Best For

Pipedrive is a simple, easy-to-use CRM tool that’s a decent option for insurance companies of all sizes. It’s a bit more oriented towards streamlining your sales pipelines, so we’d recommend it to agencies that want to capture new qualified leads and reliably convert them into paying customers.

Read our full Pipedrive review.

Pros pros

  • AI sales assistant with performance-based insights
  • Easy-to-navigate UI
  • Email sync with high-converting sales templates
  • Excellent reporting and revenue forecasting
  • Color-coded communication tracking

Cons cons

  • Not as advanced as Monday or Salesforce
  • Limited customization options

4. Hubspot CRM — Best for Lead Capturing and Marketing Automation

Hubspot logo

Best For Lead capturing and marketing automation
Starting Price From $90/user/month
Free Version
Top 3 Features Lead capturing, Workflow automation, Omni-channel Marketing automation
Why We Picked It

HubSpot is similar to Salesforce in that it offers different modules you can pick from, rather than a dedicated CRM solution. This does make it a bit more complex than its competitors, but it also gives you more flexibility.

You can opt for a Sales Hub, a Marketing Hub, a Service Hub, a Content Hub, or any combination of the four and streamline virtually any aspect of your insurance business.


Lead Capturing — HubSpot integrates all your communications channels in one platform (web forms, social, phone calls, email inquiries) and lets you easily capture and organize lead data. It also helps you automatically distribute leads based on the type of inquiry, agent availability, or territory.

Workflow Automation — You can leverage HubSpot’s no-code automations to minimize manual work and streamline your workflows. Using simple if/then triggers, you can automatically assign leads and tasks to agents, or set up real-time notifications for every action in your pipeline.

Call Transcripts and Coaching — The Sales Hub module automatically records your agent’s calls, making it easy to track their performance and gives you valuable insights and visibility into customer conversations. As a result, you’ll be able to polish your sales scripts and reliably close more deals.


All of HubSpot’s modules are individually priced, but if you’re looking to get multiple (e.g. Sales Hub and Marketing Hub), your best bet is to contact the company for a custom quote.

Plan Sales Hub Professional Sales Hub Enterprise Marketing Hub Professional Marketing Hub Enterprise
Monthly From $90/user/month From $150/user/month From $800/month From $3,600/month
  • Sales Hub Professional — You’ll get templates, automation, reporting, email automation, playbooks, and sales forecasting
  • Sales Hub Enterprise — The advanced version includes predictive lead scoring, full platform customization, conversation intelligence, advanced permissions, and recurring revenue tracking
  • Marketing Hub Professional — Users get complete omni-channel marketing automation, social media scheduling and publishing, dynamic personalization, and custom reporting
  • Marketing Hub Enterprise — This plan includes customer journey analytics, multi-touch revenue attribution, custom events and objects, and multi-level access permissions
Who it's Best For

HubSpot is a very flexible CRM solution, so it can be used by insurance companies of all sizes. If you simply want to boost sales, you can opt for just the Sales Hub.

That said, the true power of HubSpot comes from combining all the different modules, but that’s a very hefty investment and you’ll end up with a rather complex tool that will require proper training for your agents to utilize it fully.

Read our full HubSpot review.

Pros pros

  • Flexible CRM for insurance
  • Merges acquisition channels into one platform
  • Automatically distributes leads
  • Streamlines workflows with no-code automations
  • Powerful reporting and analytics tools

Cons cons

  • Expensive if you opt for multiple modules
  • Requires extensive training

5. Act! — Best for Marketing Automation

Act Logo

Best For Marketing automation
Starting Price $30/user/month
Free Version
Top 3 Features Sales pipeline management, Email marketing automation, SMS marketing
Why We Picked It

Act! is a powerful CRM and marketing automation platform that helps you centralize customer data, personalize every interaction with prospects and customers, and leverage rich insights to boost your close rate.

The platform is also flexible and easy to integrate with your existing software stack, so you’ll have all the relevant data at your fingertips.


Sales Pipeline Management — You can track every sales opportunity, letting your agents know what action to take and when. It can be tailored to your custom sales processes, plus it allows you to assess your sales pipeline by product, territory, sales stage, agent, and region.

Marketing Automation — You can leverage Act! to create, monitor, and optimize your email campaigns, develop high-converting landing pages, and automate your marketing initiatives.

The tool also gives you real-time metrics and performance insights, so you’ll know which marketing strategies are bringing in the most leads and new customers.

Activity Management — Act! Lets you easily track all prospect and customer activities, sync your agent’s business calendars and emails, set up real-time notifications and alerts, and automatically prioritize each agent’s task list.


Act!’s pricing structure is a bit convoluted, given that you can choose between the cloud and the desktop version of the CRM, four different tiers of the marketing automation platform, and a myriad of paid add-ons.

The prices below cover the CRM and the Act! Marketing Automation (AMA) platform.

Plan Act! Premium Cloud Act! Premium Desktop AMA Basic AMA Select AMA Complete AMA Advanced
Monthly $30/user/month ($40/month with desktop sync) $37.50/user/month Included with cloud/desktop CRM $79/user/month $199/user/month $399/user/month
  • Act! Premium Cloud — Immediate, cloud-based access to the platform, sales pipeline management, marketing automation basics, sales opportunity tracking
  • Act! Premium Desktop — Locally installed version of the platform, with the same features and the added ability to work in offline mode
  • AMA Basic — Up to 2,500 marketing emails per month, calendar, email, and activity tracking, and integrated SMS messaging
  • AMA Select — Up to 25,000 emails per month, templates, and Act! mobile companion app
  • AMA Complete — Same as Select, but with 50,000 monthly emails
  • AMA Advanced — Up to 100,000 monthly emails
Who it's Best For

Act! is a good option for insurance companies that want to automate their workflows and boost their sales through marketing automations. However, if you are after a similar tool but on a budget, we recommend

Read our full Act! review.

Pros pros

  • Integrated email and SMS marketing automation
  • Mobile companion app
  • Calendar integration
  • Real-time notifications and alerts
  • Standard and custom sales KPI tracking

Cons cons

  • Not very intuitive to use
  • Limited reporting functionality

6. Oracle NetSuite — Best for Workflow Customization

Oracle NetSuite Logo

Best For Workflow customization
Starting Price Custom
Free Version
Top 3 Features Sales force Automation, Marketing automation, Reporting & analytics
Why We Picked It

Oracle NetSuite is a robust CRM solution that offers plenty of functionality. In addition to sales force and marketing automation, Oracle NetSuite offers streamlined customer service management, campaign management, and advanced reporting and analytics.


Sales Force Automation — Oracle NetSuite lets you handle opportunity, upsell, and quote management from a single dashboard. It also enables sales forecasting based on historical and real-time data, and provides you with key information for your agents to effectively manage customer relationships.

Marketing Automation — You can build, track, and measure the success of marketing campaigns. It can help you qualify leads and monitor conversions, and helps you take the right actions to boost your conversion rates.

Customer Service Management — With NetSuite, you can allow your clients to post support cases online, review the status of each case, and provide follow-up email communication in an instant.


Oracle NetSuite doesn’t publicly publish the pricing of its CRM platform. This is due to the fact that it offers fully customized solutions to companies of all sizes. You’ll have to contact its sales department for a custom quote for your agency.

Who it's Best For

Oracle NetSuite is a unified platform that lets you automate various aspects of your work, saving you precious time. In addition to CRM capabilities, the platform offers financial management, accounting, and HR tools, so it’s a great option for companies looking for a robust solution.

Pros pros

  • Fully customizable platform
  • Excellent automation capabilities
  • Lead qualification and conversion tracking
  • Streamlined customer service management
  • Simple mobile app

Cons cons

  • Heavily outdated UI
  • Pricing not advertised

7. Zoho CRM — Best for Sales and Performance Management

Zoho Logo

Best For Sales and performance management
Starting Price $14/user/month
Free Version
Top 3 Features Sales Force automation, Process management, Performance management
Why We Picked It

Zoho CRM is a feature-rich solution that can help insurance companies boost sales, streamline processes, increase marketing, and gather valuable insights to maximize revenue.

What’s unique about Zoho CRM is that it facilitates remote work with built-in conferencing and webinar tools, on-the-go analytics, and an intuitive mobile app. This makes it a great choice for insurance agencies with hybrid or full remote workforce.


Sales Force Automation — Zoho CRM offers lead capturing and automatic lead scoring, and it provides your agents with all the necessary contact information to facilitate follow-ups.

It also provides real-time insights about your clients, helps you track deals, and automates the bulk of repetitive administrative work.

Process Management — You can build and visualize your sales process, set up specific rules your agents need to follow, review the processes, and ensure you gather relevant, accurate data.

Performance Management — Zoho CRM lets you monitor the performance of your team, boost productivity with gamification, and leverage AI predictions to prioritize leads and deals that are most likely to convert.

It also enables predictive sales forecasting, helping you set and achieve quarterly goals.


Zoho CRM offers four pricing plans, two bundles, and offers a 15-day free trial with no credit card needed (you will have to provide your phone number).

Plan Standard Professional Enterprise Ultimate CRM Plus CRM Flex
Monthly $20/user/month $35/user/month $50/user/month $65/user/month $69/user/month From $20/user/month
Annual $14/user/month $23/user/month $40/user/month $52/user/month $57/user/month From $20/user/month
  • Standard — Access to basic modules, lead scoring rules, sales forecasting, email insights, multi-currency support, workflow automation
  • Professional — Everything in Standard plus macros, SalesSignals, lead assignment rules, Webhooks, custom reporting
  • Enterprise — Everything in Professional plus multiple scoring rules, email parsers, data entry wizards, custom functions, record approval process, advanced dashboards, Webform analytics, marketing automation
  • Ultimate — Unlimited access to all features
  • CRM Plus — Eight fully integrated Zoho apps, with all features included
  • CRM Flex — You pick and choose the apps you need, and Zoho’s team builds a custom solution for you
Who it's Best For

Zoho CRM is a good option for companies looking to revamp or improve their existing sales processes. It offers a ton of valuable insights based on historical and real-time data, so you’ll know exactly what works and which aspects of your lead generation and marketing strategies you need to improve.

Read our Zoho CRM review.

Pros pros

  • Lead capturing and automatic lead scoring
  • Supports remote work
  • Excellent sales forecasting capabilities
  • Salesforce automation on all pricing plans
  • Performance tracking and management

Cons cons

  • Can be overwhelming
  • Advanced functionalities locked behind top-tier plans

8. Freshsales — Best Budget-Friendly CRM With AI-Powered Forecasting

Freshsales Logo

Best For Budget-friendly and AI-powered Insights
Starting Price $9/user/month
Free Version
Top 3 Features Contact lifecycle stages, Custom sales activities, AI-powered forecasting
Why We Picked It

Freshsales CRM is an AI-powered platform that offers a wide range of features that insurance companies can benefit from.

This includes automatic customer profile enrichment, predictive lead scoring, action recommendations, personalized email generation, workflow customization, and deal insights.

It’s also one of the more affordable CRM solutions on our list, so it’s a perfect fit for small to medium-sized insurance agencies.

Contact Lifecycle Stages — Freshsales gives you detailed information regarding every customer and contact in your pipeline.

You’ll see the status of every contact, alongside all the relevant information, the stages they’ve passed through, and personalized notes left by the insurance agent working on the deal.

AI-Powered Insights — The AI assistant, Freddy, will leverage your historical data to provide you with deal insights, help your agents prioritize steps and recommend the next actions. It can send real-time reminders and notifications to ensure every lead is engaged.

Auto-Assignment Rules — All the leads that enter your pipeline are automatically assigned to agents based on their skills, the territory they cover, close rate, and other relevant variables.


There are three Freshsales plans to choose from and a 21-day trial (no credit card required).

Plan Growth Pro Enterprise
Monthly $11/user/month $47/user/month $71/user/month
Annual $9/user/month $39/user/month $59/user/month
  • Growth — Kanban views, contact lifecycle stages, email templates, custom fields, basic workflows, curated reports
  • Pro — Everything in Growth plus contact scoring by Freddy AI, multiple sales pipelines, auto-assignment rules, territory management, advanced custom fields, advanced workflows
  • Enterprise — Everything in Pro plus custom modules, field-level permissions, workflows for custom modules, and audit logs
Who it's Best For

Freshsales is ideal for smaller insurance companies, especially if you need a tool to help you qualify your leads, train your sales agents, and improve your team’s performance. It’s also a good way to automate email correspondence and follow-ups, leaving your team with more time to close deals on calls or video meets.

Pros pros

  • AI-powered email generation and insights
  • Custom modules and workflows
  • Full contact lifecycle stage management
  • Custom sales activities

Cons cons

  • Limited integration capabilities
  • Outdated UI

9. Maximizer CRM — Best for Lead Handling and Performance Management


Best For Lead handling and performance management
Starting Price $65/user/month
Free Version
Top 3 Features Lead handling, Activity tracking, Performance management
Why We Picked It

Maximizer CRM lets you efficiently handle your leads and create dynamic sales pipelines. It also empowers your team with AI-powered playbooks, lets you set and track team targets, define key activities, and you can visualize your data in real time.


Lead Handling — Maximizer CRM helps you capture and automatically qualify leads, as well as assign them to the right agent. Your team will have all the info at their fingertips, allowing them to customize the policies and offers to close more deals.

Activity Timeline — You can track all activity, from emails and calls to appointments and inquiries across. It even lets you add custom notes to each contact, so you’ll always know what the next steps are.

Performance Management — You can utilize Maximizer CRM to set up KPIs and revenue targets, define key activities that drive sales, monitor the performance of individual team members, and hold your team accountable for their targets.


There are three Maximizer CRM editions to choose from. However, you will need to schedule a live demo with the company’s sales team.

Plan Base Edition Sales Leader Edition Financial Advisor Edition
Annual $65/user/month $79/user/month $79/user/month
  • Base Edition — Advanced contact management, lead and opportunity handling, task management, and Microsoft Outlook integration. Three users minimum
  • Sales Leader Edition — Everything in Base Edition plus activity tracking, advanced pipeline management, revenue and activity targets, and sales intelligence reports. Five users minimum
  • Financial Advisor Edition — Everything in Base Edition plus advanced account management, activity tracking, target setting, and reporting & analytics. Three users minimum
Who it's Best For

Maximizer CRM is ideal for sales leaders who want to monitor their team’s performance, empower them to close more deals, and keep them accountable.

While the tool can help you handle lead capture and management, it truly shines when it comes to optimizing sales processes and maximizing revenue with AI-powered insights.

Pros pros

  • Intuitive and easy to use
  • Excellent performance management features
  • KPI and revenue tracking
  • AI-powered playbooks

Cons cons

  • Relatively expensive
  • Can’t handle large data volumes

10. Sage CRM — Easy-to-Learn CRM for Smaller Insurance Companies

Sage Logo

Best For Small insurance companies
Starting Price Custom
Free Version
Top 3 Features Lead and opportunity management, Performance tracking, Sage University
Why We Picked It

Sage CRM is an easy to deploy solution for insurance companies primarily interested in sales forecasting, cash flow projections, and revenue tracking. It also offers workflow optimization, marketing automation, and real-time analytics.

What makes Sage CRM stand out from other entries on our list is the fact that subscribing to the tool gives you access to Sage University. Here, you’ll find dozens of templates, support guides, sales training modules.


Lead and Opportunity Management — Sage CRM lets you track every lead in your pipeline, see what stage they’re in, and engage prospects at the right time. All of the information is color-coded and available from a single dashboard, so your agents will always know which leads to focus on and which deals to prioritize.

Real-time Insights — You’ll enjoy real-time insights into the performance of your business as a whole, as well as individual insurance agents. You’ll also be able to generate detailed reports and visualize your data, so you’ll know exactly what’s working and what’s not.

Mailchimp Email Campaign Tracking — Through native integration with Mailchimp, Sage CRM is capable of tracking all your email marketing campaigns. You’ll be able to customize the campaigns, test different approaches, as well as see open and click-through rates.


Sage doesn’t publicly provide pricing for its CRM platform, so you’ll have to visit its website and click the “Request a Callback” button for a custom quote.

From the information we’ve managed to gather during research, the prices typically start from $39 per user, per month, but the quote will heavily depend on the number of users and the functionalities you need.

Who it's Best For

Sage CRM isn’t as powerful as, HubSpot, Salesforce, but the platform is easy to learn and utilize with all of the essential features you’d expect from a CRM. We’d recommend it to smaller insurance agencies with up to a dozen employees.

Pros pros

  • Easy to use
  • Data visualization
  • Great for performance monitoring
  • Native MailChimp integration
  • Large knowledge base

Cons cons

  • No public pricing
  • Limited customization options

The 10 Best Insurance CRM Software Compared

Best Insurance CRM Software Best for Starting Price Free Plan Claims Lifecycle Management Integrations Document Library Mobile Support No-code workflow automation $9/user/month 200+
Salesforce Large enterprises $25/user/month 5,000+
Pipedrive Improving deal close rates $12/user/month 900+
Hubspot Lead capturing From $90/user/month 1,000+
Act! Marketing automation $30/user/month 20+ native integrations and an API
Oracle NetSuite Workflow customization Custom quote NetSuite API
ZohoCRM Sales and performance management $14/user/month 60+
Freshsales Budget friendly CRM $9/user/month 36+
Maximizer CRM Lead handling and performance management $65/user/month 75+
Sage CRM Small insurance companies Custom Quote 250+

What Is CRM Software for Insurance?

CRM for insurance is a tool that can help you capture, qualify, and assign leads, streamline your sales processes, automate repetitive admin work, and manage all interactions with potential and existing customers.

Some tools, like HubSpot, Act!, and NetSuite can also help you create, track, and set up marketing campaigns to maximize conversions.

Additionally, insurance CRM solutions help with document and claim management, as well as provide you with relevant historic and real-time data to improve your close rate.

The Benefits of Insurance CRM Software

Insurance agencies of all sizes can greatly benefit from a CRM software solution, especially if they rely on spreadsheets, email threads, and physical paper to track leads, prospects, customer data, and interactions.

The biggest benefits of insurance CRM are:

Unified data

With a robust CRM, you’ll have access to all the relevant data in one place. The data can also be neatly sorted and most of the solutions we’ve covered offer a search bar that lets you find the information you need in seconds.

These tools can also be integrated with your existing software stack, so there’s no risk of duplicate or inaccurate data.

Workflow automation

Insurance CRMs can save you time by automating various aspects of your work. This includes lead assignment and notifications to automated email follow-ups and report generation.

Automated lead qualification and assignment

When a new lead enters your pipeline, you have to check their information, agent availability, assign them, and review their request (needs). Insurance CRM fully automates lead qualification and assignment, so your agents know when and who to contact.

Policy and claims management

CRMs help you effectively manage the insurance policies you offer and the claims your clients submit. You’ll be able to collect all the relevant data and reference it at any point in time, whether it’s a new customer signing up for a policy or an existing client filing a claim.

How to Choose the Best CRM for Insurance Agents

Here are the key factors to consider when choosing the best CRM for your insurance agency:

Key FeaturesEase of UseIntegrationsReporting CapabilitiesData Safety and Security

Consider the features and functionalities you absolutely need and what would be nice to have.

Depending on the level of technical knowledge of your team and your unique business requirements, try to find the balance between the functionality of the CRM and its ease of use.

Check the tool’s integration capabilities to ensure it can easily sync with your existing tools. This will help you avoid duplicate data entry and eliminate data discrepancies.

You want a tool that’s capable of generating detailed reports and providing real-time insights, so you can make smart, data-backed decisions. Additionally, it’s always great to have sales forecasting as a functionality of a CRM.

Since you’re dealing with sensitive client information, it’s critical that you choose a provider that offers enterprise-grade security features (encryption, multi-factor authentication, permission-based access, etc.)


What is the best insurance software?

What is the role of CRM in insurance companies?

What are the key features to look for in insurance CRM software?

What are the three main elements of CRM software?

Does CRM software for insurance companies support third-party integrations?

Is CRM software secure?


Related Reading

Aleksandar Stevanovic
Software Reviews Expert
Aleksandar Stevanovic
Software Reviews Expert

Aleksandar Stevanovic spent 10 years honing his craft as a freelance content writer. He has a degree in Economics, and extensive experience in software, crypto, and cybersecurity industries. He covers a multitude of topics, writing factual and informative articles, helping individuals better understand the intricacies of the online world. Over the last two years, his research focus shifted more towards tech and software content, as evidenced by his publications on CEX.IO, Business2Community, and Techopedia. He believes in simplifying complex topics and bringing them closer to like-minded individuals. His work is as detail-oriented as it is creative, and is designed to…