10+ BEST CRM Software for Insurance Agents for 2023

Are you thinking to increase productivity by automating business processes? Read this review to compare and select the best CRM Software for Insurance Agents:

CRM software for insurance agents is a vital system that helps them streamline their customer relationship management from lead capture and workflow automation to activity tracking, analytics, and reporting.

With workflow automation, insurance agencies can beat inefficiency and increase productivity, leading to improved ROI. In addition, tracking key CRM metrics and identifying imperative insights can help the management team to monitor strategies as well as make data-driven decisions based on what works and what doesn’t work.

Whether you’re a small insurance agency, medium-sized, large, or solo agent, the best CRM software for insurance is one that can help you streamline workforce processes through automation and eliminate manual repetitive daily tasks.

CRM Software for Insurance Agents

Best CRM Software For Insurance Agents

Also, it should be easy to use and capable of providing improved data management, tracking leads, enhancing customer relationships, and providing sales forecasts.

In this review, we consider the best CRM software for insurance agents telling you what they’re best for, their key features, pros and cons, price, as well as our verdict on each tool. We’ve also prepared a comparison table for the top CRM software with key information for those who might not have the time to go through the whole review.

Market Trends: According to Fortune Business Insights, the customer relationship management (CRM) market size is expected to grow from $63.91 billion in 2022 to $145.79 billion by 2029. Statistics suggest that 91% of businesses with 10 or more employees now use CRM. This rapid growth shows that many companies are turning to CRM systems to enhance their customer retention and drive sales.

Essential CRM Trends

What essential CRM trends should you look out for in 2023 and beyond? We have researched the internet for top trends that should excite you.

Below are our top 5 picks:

#1) CRM and Artificial Intelligence

AI is already a key part of some CRM systems like Zoho which uses the technology (AI-powered assistant) to provide leads and deal predictions for their sales team. According to Next Move, the explainable artificial intelligence market is predicted to reach a value of $21 billion by 2030 (refer to the image below).

AI integration with CRM is also fundamental in automation and analytics.

Explainable AI Market

#2) Cloud-based CRM software

More and more CRM systems are shifting from on-premise deployment criterion to cloud-based. Cloud-based CRM software is flexible and provides real-time access to data from any device at any location. The demand is picking as the deployment is cost-effective, making it favorable for organizations of all sizes.

We expect the worldwide market size to hit $34.5 billion by 2025.

#3) Mobile CRM

Mobile CRM is quickly gaining traction since remote accessibility to CRM systems has become very important for effective work. Also, sales teams are associated with mobility, thus perfect for them to access their valuable tools on the go.

According to Salesmate, 65% of sales representatives who adopted the mobile CRM could hit their sales quota. In another report, mobile CRM solution adoption contributes to an increase in sales productivity by 14.6%.

#4) Industry-specific CRM

Industry-specific CRM offers specialized features for businesses with specific needs. For instance, AgencyBloc CRM specializes in the health and life insurance spectrum with industry-tailored features such as Policy Management, commission processing, enrollment & election tracking.

Niche-specific CRM market will continue to grow as more organisations go for CRM software with curated features for their businesses.

#5) Social CRM

59% of the global population uses social media. The majority of them want to interact with their favorite brands on these platforms. With social CRM, companies can inflate customer retention by up to 27%.

Incorporating social channels with social CRM allows customer service teams to track customer/prospect behavior that can be used to provide personalized experiences. Social CRM can be a very powerful tool for organizations to build stronger customer relationships.

Expert Advice: According to Jon Huffaker (CRM administrator), it’s crucial to know the average implementation timeline and have an implementation checklist during CRM implementation and data migration. Before deciding on a CRM software for your business, always consider the following:

  • Your budget
  • Tool documentation
  • Flexibility
  • Reviews and feedback
  • Videos and walkthroughs
  • Trial Period Information
  • Your team requirements

Benefits of CRM Software for Insurance Agents

#1) Streamline Customer Relationship

Excellent customer relationship is paramount for insurance agents. Insurance CRM helps them to sustain their customers’ and prospects’ interests through constant communication with them.

Agents can share frequent updates on their products, send free trial offers and follow-up questionnaires, respond to customer questions, and attend to their concerns at the right time.

#2) Enhance Customer Data Management

A robust CRM for insurance agents not only helps them collect useful info but also allows agents to effectively organize data. For instance, it saves time and effort putting together and maintaining large databases with critical customer information.

Also, it’s easy to retrieve, modify and organize data by categories. It helps sales and marketing teams create segmented lists to run specific campaigns, etc.

#3) Improve Lead Management

Effective and efficient lead management is essential for more sales generation. Managing multiple leads in the pipeline can be difficult and time-consuming.

However, with CRM software for insurance agents, the whole process becomes a breeze. Agents can easily identify hot leads that need immediate closure, those that need nurturing, and those that are cold and less important.

#4) Better Customer Retention

Identifying, nurturing leads, and closing deals are not all that good CRM software does, but also help insurance agents keep existing customers satisfied. Insurance CRM has solid customer retention features – such as the ability to automate workflow, the communication process, etc.

Agents can use the tool to send follow-up emails, get appointment reminders, send birthday messages, and even contact customers they’ve not reached in a while.

CRM software also offers access to customer interaction history, making it quick to provide timely and personalized customer service.

#5) Effective and Efficient Collaboration

CRM insurance software provides tools that eliminate inefficiency and boost collaboration among team members. It improves communication across the entire ecosystem.

The tool helps consolidate data in one central place for easy accessibility for all. The marketing team knows the right prospects to target while the sales team can leverage the information to know when to close deals.

Likewise, the management can easily monitor the activities and advise appropriately on what should be done.

#6) Forecast Sales and Maximize Profits

CRM for insurance agencies provides insightful reports and analytics that allow agents to track everything about their businesses. It’s easy to analyze complex customer metrics and have a clear understanding of what they want.

For instance, agents can look into past sales data and identify factors hindering their sales. The sales figures can also help them spot trends among their customers which is useful in crafting personalized solutions.

Leveraging analytics can help insurance agents to create excellent strategies for their sales and marketing activities to boost future sales and maximize profits.

FAQs on CRM Insurance

Q #1) What is a CRM for insurance agents?

Answer: CRM for insurance agents is a tool specifically designed to help them organize and streamline their leads and customer data, as well as automate business processes to increase productivity.

Q #2) What is the best CRM software to choose?

Answer: The best CRM software to choose from is one that meets your business requirements. There are a few factors to pay attention to such as workflow automation, affordability, and scalability, customizable features, reporting and analytics, mobile CRM, etc. We recommend Zoho CRM, Salesmate, and HubSpot CRM as our top picks.

Q #3) What is the commonly used CRM software right now?

Answer: Salesmate, Zoho, and HubSpot. These CRMs are popular for their vast functionality, flexibility, and ease of use.

Q #4) Why is CRM software important for insurance agents and brokers?

Answer: It helps them automate business processes (minimize non-productive activities), increase leads, boost sales, and measure performance.

Q #5) What is the best free CRM for insurance agents?

Answer: HubSpot is the best free CRM with a collection of robust 100% free features such as pipeline management, reporting dashboard, deal tracking, company insights, and more. Also, the free version allows unlimited users, data, and up to 1 million contacts with unlimited time.

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List of the Best Insurance CRM Software

Popular list of CRM for insurance agencies:

  1. Zoho CRM
  2. Salesmate
  3. HubSpot CRM
  4. Radiusbob
  5. Zendesk Sell
  6. AgencyBloc
  7. NetSuite CRM
  8. Applied Epic
  9. Freshworks CRM
  10. AgentCubed
  11. VanillaSoft
  12. Insureio

Comparison Table of Best Insurance Agent CRM

Tool NameBest ForPriceOverall RatingFree Trial
Zoho CRMAgencies of all sizes that are determined to increase leads, accelerate sales, and measure performance.Standard $14/user/month
Professional $23/user/month
Enterprise $40/user/month
Ultimate $52/user/month
4.7/5Flexible free trial
Salesmate Small businesses and startups looking to build strong relationships, retain more customers, and grow faster.Starter $12/user/month
Growth $24/user/month
Boost $40/user/month
Custom plan for Enterprises
4.5/515-day free trial
HubSpot CRM Any business looking for the perfect free sales tool to organize, track, and build better leads and customer relationships100% free.
Starter $45/month/2 users
Professional $450/month/5 users
Enterprise $1200/month/10 users
4.5/5Lifetime free plan
RadiusbobAll types and sizes of insurance agencies.Agent $34/month/user
CSR $68/month/2 users
Broker $149/month/5 users
Agency $292/month/10 users
4.2/515-day free trial
Zendesk Sell B2B and B2C sales persons for easy lead tracking, customer engagement, and sales management.Team $19/month/user
Growth $49/month/user
Professional $99/month/user
4.2/514-day free trial
AgencyBloclife and health insurance agencies – whether solo, GA, FMO, MGA, or IMO agency.Starts at $70 per month4.0/5Get a quote

Detailed reviews:

#1) Zoho CRM

Best for agencies of all sizes that are determined to increase leads, accelerate sales, and measure performance.

Zoho CRM1

Zoho CRM is one of the top-rated insurance CRM software in the market today. It boasts incredible and enormous features that not only cut down on time and resources but also streamline the entire insurance process.

The best thing about Zoho CRM insurance is that it has everything any insurance agent needs under one roof.

From Sales force and Marketing Automation to Process and Performance Management. Easily communicate with your customers and prospects from within the CRM using one or all of the available omnichannel communication systems (email, social media, phone calls, and customer portals).

For instance, you can repeatedly capture leads, identify those that will convert, and close deals quickly using sales force automation and have more time to concentrate on other crucial matters. Also, Zoho insurance agency CRM eliminates all the daunting manual work with their workflow automation to speed-up tasks and improve performance.

When it comes to integration with third-party software, Zoho CRM integrates seamlessly with over 100 known business apps such as Google Apps, Mailchimp, Xero, Slack, and Dropbox, among others. That’s not all. Zoho CRM is fully customizable to meet different and unique needs and also offers straightforward how-to guides to help you get started fast.


  • Sales force automation (lead, deal, and contact management and workflow automation).
  • Process management (blueprint, approval rules, scoring rules, assignment rules, the review process, validation rules, etc.).
  • Analytics (reports, charts, KPI, anomaly, zones, funnels, target meters, etc.).
  • Performance management (sales forecasting, motivator, AI prediction, territory management).
  • Omnichannel (email, live charts, telephony, web conferencing, social media, customer portals, real-time notifications).
  • Customization (custom components, sub-forms, page layouts).
  • Mobile (mobile CRM app, analytics mobile).
  • Team collaboration


  • Cost-effective
  • Easy customization
  • Great functionality
  • Friendly UX and UI
  • Enormous useful features
  • Unmatched free trial


  • Customer support could be better
  • Steep learning curve
  • Requires internet connection all through

Verdict: Zoho CRM is probably one of the best CRM for insurance agents. It is ideal for both small, medium, and large enterprises. If you’re looking for an insurance agent CRM to help you with customer acquisition and retention, then Zoho CRM is what you need.


  • Standard $14/user/month
  • Professional $23/user/month
  • Enterprise $40/user/month
  • Ultimate $52/user/month
  • Flexible free trial available

Website: Zoho CRM

#2) Salesmate

Best for small businesses and startups looking to build strong relationships, retain more customers, and grow faster.

Salesmate CRM

Despite Salesmate being quite a new CRM software in the industry (been around for about 6 years), its creators have done a notable job on versatility for it to earn second place on this list. Salesmate insurance CRM software is an all-in-one tool with cutting-edge features to help any insurance agency stand out in an already saturated industry.

To start, Salesmate CRM for insurance agencies beats inefficiency in the workflow by providing automation for recurring and time-sensitive tasks. For instance, an agent can process policies and renewals, and take follow-ups, while maintaining effective communication with clients without being overwhelmed.

Proper interaction management is instrumental for sales. With Salesmate’s smart emails, power dialer, text messaging, and built-in calling features all in one place, communication is more flexible and efficient since it’s possible to personalize conversations based on the type of client or prospect you have.

Insurance agents on the go could also leverage the Salesmate mobile CRM to stay updated and never miss any crucial opportunities. For insights, you can create custom reports or simply modify the pre-defined ones to track daily, weekly, monthly, or yearly performance.

Reports are paramount as they help you understand where you and your team are and what to do to improve sales.

Like Zoho CRM, Salesmate also allows integration with third-party software such as DocuSign, Google and Microsoft apps, Slack, Webmerge, Xero, Zoom, and many more. Finally, it’s fully customizable to cater to different needs and preferences.


  • Sales pipeline
  • Workflow automation
  • Built-in calling
  • Smart emails
  • Sales reporting
  • Contact management
  • Mobile CRM


  • Great features and functionality
  • Top-notch customer support
  • Good value for money
  • Straightforward to use
  • Customizable
  • Affordable


  • SMS and email could be better
  • Lags a little bit

Verdict: Salesmate is a versatile insurance agency CRM software with great interaction management capabilities. Its engagement features make it ideal for those struggling with maintaining solid interactions with their clients and prospects. Besides, their excellent customer support is instrumental for beginners.


  • Starter $12/user/month
  • Growth $24/user/month
  • Boost $40/user/month
  • Custom plan for the enterprise
  • 15-day free trial available.

Website: Salesmate

#3) HubSpot CRM

Best for small businesses looking for the perfect free sales tool to organize, track, and build better leads and customer relationships.

Hubspot CRM

Customer relationship management has never been this easy with free-to-use CRM platforms such as HubSpot CRM. HubSpot CRM software for insurance agents has six categories –sales leaders, salespeople, marketers, customer service teams, operations managers, and business owners.

The categories help to improve role management and eliminate confusion among team members. What’s interesting is that all these categories have a collection of robust free features that are enough to steer a business forward.

Data is pivotal for any insurance agency or company. HubSpot insurance CRM software not only makes it easy to populate new data (contact, deal records, company, etc.) but also makes it a breeze to create custom reports that are fundamental in carrying out complex analyses and answering the most challenging questions.

With HubSpot deal tracking and pipeline management, you can spot active deals, identify promising prospects, and even know when to close deals before they slip off. Other features such as email and prospect tracking can be time-saving as they help you take the necessary actions at the right time (such as follow-ups with prospects) the moment you receive alerts.

And that’s just a scratch on the surface of what you can do with HubSpot CRM insurance. Insurance salespeople can use the contact management feature and leverage the free Outlook and Gmail integrations to get alerts every time emails are opened.


  • Reporting Dashboard
  • Pipeline management
  • Company insights
  • Deal tracking
  • Email, call, and prospect tracking
  • Meeting scheduler
  • Third-party software integration
  • Mobile CRM app


  • Extreme customizable
  • Numerous free features
  • Integrate seamlessly with third-party software
  • Easy to set and to use
  • Good for scalability


  • Enterprise CRM plans are quite expensive
  • Customization tools can be a little overwhelming for beginners

Verdict: We’d recommend HubSpot insurance agency CRM software for those pressed for money, but with a lot on their plates. The easy-to-use and free options are enough to get started with as you plan your finances.


  • 100% free
  • Upgrades
  • Starter $45/month/2 users
  • Professional $450/month/5 users
  • Enterprise $1200/month/10 users

Website: HubSpot CRM

#4) Radiusbob

Best for all types and sizes of insurance agencies.

Radius CRM

Whether you’re looking for life insurance CRM software or a general CRM for insurance agencies, Radiusbob might be a great fit for you. While Radiusbob CRM is not as complex when it comes to its architecture, it packs essential features that you just need to execute your thing.

Radiusbob sales automation takes care of the most time-consuming tasks such as lead distribution, text messaging, and workflows, among others, leaving you enough time to handle other matters. The software helps you organize and manage your leads and clients in one place, reducing the chances of losing prospects.

There is no need for a third-party marketing automation solution as you can use Radius’s in-built tools to create automated workflows, do email marketing, text messaging, send monthly newsletters, or direct mail to your clients and prospects. The tool is fully customizable and integrates with third-party apps.


  • Sales automation (lead distribution rules, workflows, quote engines, etc.)
  • Automated workflows
  • Email marketing
  • Integrated VOIP
  • History tracker
  • Reminders and tasks
  • Open API
  • Built-in calendar


  • Track commissions and renewals
  • Support drip marketing, autoresponders, and email marketing
  • Analytics
  • Unlimited file storage
  • Easy-to-use interface


  • Few third-party integration options
  • Limited features

Verdict: Radiusbob is a great fit for those who want a simple yet powerful insurance agent CRM to help streamline their workflows. This tool will help with customer engagement and capture new leads.


  • Agent $34/month/user
  • CSR $68/month/2 users
  • Broker $149/month/5 users
  • Agency $292/month/10 users
  • 15-day free trial available

Website: Radiusbob

#5) Zendesk Sell

Best for B2B and B2C sales persons for easy lead tracking, customer engagement, and sales management.

Zendesk CRM

Zendesk Sell CRM features an intuitive interface that’s easy to use with everything you need in one place. With Zendesk CRM insurance, struggling with implacable sales is a thing of the past. Increase your team’s productivity and boost revenue growth with contact and deal generation tools, deal management, and activity tracking tools.

Use Zendesk’s fully integrated email with smart lists and templates, automatic dialing and logging, plus email sequences to keep your clients and prospects in the loop. Automate your workflow with sales triggers so that you’re in touch with all customers and close more deals with less work.

The full customer centralized platform helps understand your leads, account info, and contacts, enabling you to offer better customer experiences for repeat business. Zendesk Sell insurance agency CRM Reporting and Analytics offers almost accurate forecasting critical for planning, sales strategy, and team management.

Pipeline analysis is useful for lead and deal progression, while advanced analytics can help attain deep actionable insights for your business.


  • Email integration
  • Sales engagement tools
  • Reporting and analytics
  • API Access
  • Mobile app
  • Performance metrics
  • Custom dashboards
  • Full customer view
  • Call and text


  • East to use interface
  • Support GPS logs for site visits
  • Great functionality
  • Good customer support
  • Customizable
  • Increases sales pipeline visibility


  • Activity tracking could be better
  • Third-party software integration could be enhanced

Verdict: If you’re looking for a B2B best CRM for insurance agents, then Zendesk Sell is worth a try. The platform is designed for a modern generation and it makes it easy for teams to access data, analyze and collaborate in real-time to drive sales, seize opportunities, and close crucial deals quickly.


  • Team $19/month/user
  • Growth $49/month/user
  • Professional $99/month/user
  • 14-day free trial

Website: Zendesk Sell

#6) AgencyBloc

Best for life and health insurance agencies – whether solo, GA, FMO, MGA, or IMO agency.

Agencybloc CRM

Let’s cut to the chase. AgencyBloc software is one of the best CRM for insurance agents in health and life insurance businesses. It’s built exclusively for people in this industry with unparalleled features tailored to meet their immediate needs. The tool helps with prospect and client relationship enhancement through a centralized system.

Save time and resources while boosting productivity using AgencyBloc CRM insurance software’s powerful automation system to manage repetitive tasks.

Automate all time-consuming processes such as communication, task assignment and management, and alerts to be more efficient and effective. Automated workflow help prioritize essential tasks and attend to them on time.

Commission processing can be a nightmare for insurance agencies. However, AgencyBloc has streamlined all commission processing with its commission module. It’s now easy to track incoming commissions, monitor outgoing payments, and even root out inaccurate payments.


  • Contact Management
  • Policy management plus enrollment & election tracking
  • Activity & agent management
  • Communication, task assignment, and activity tracking
  • Email marketing
  • Reporting and data analysis
  • Data Management and Security
  • Commission processing
  • Document and file management


  • Commission module
  • Real-time analytics with custom reporting
  • Little customization (insurance-specific CRM)
  • Crucial data is readily available
  • Quick to set-up
  • Excellent customer support


  • Advanced features can be intimidating to use
  • Quite expensive for small businesses

Verdict: AgencyBloc is a CRM built exclusively for health and life insurance agencies. Little customization is required to get started. So, if you’re looking for insurance CRM software that you can jump straight in and start building and nurturing your prospect and client relationships almost immediately, this is it.

Price: Starts at $70/month, get a quote for trials.

Website: AgencyBloc

#7) NetSuite CRM

Best for small to medium-sized insurance agencies

Netsuite CRM

NetSuite CRM is a versatile software that offers a myriad of functionality that a modern CRM platform should offer. The software not only facilitates companies with client and prospect interaction management but also helps with sales force and marketing automation, commissions and quotes management, sales forecasts, and partner relationships.

Nothing beats excellent customer service for any business. Supercharge your sales, support, and service teams with real-time data from NetSuite’s 360-degree customer view to enable them to offer a high-quality service experience.

Beat time and be on top of your game with NetSuite’s single data source, improved sales performance, and effective campaign management systems. Use built-in reporting and analytics to monitor performance to measure achievements, understand sales pipelines by stage and provide relevant customer experiences.


  • Salesforce Automation
  • Configure, price and quote
  • Marketing automation
  • Customer Service Management
  • Partner Relationship Management
  • Mobile CRM
  • Reporting and analytics


  • A centralized source of data
  • Managing sales commissions
  • Align marketing campaigns with sales
  • Clear visibility into lead and sales activities
  • Highly customizable


  • Overwhelming to use
  • Lags sometimes

Verdict: Managing an insurance agency without the right tools can be an uphill task. Luckily, NetSuite CRM insurance offers enormous functionality to help streamline sales, marketing, customer service management, reporting, and analytics thus accelerating productivity and increasing customer satisfaction. Go for this tool if you’re after versatility.

Price: Get a quote

Website: NetSuite

#8) Applied Epic

Best for P&C insurance agencies.

Applied Epic CRM

Applied Epic is an insurance CRM software of its kind. It boasts capabilities to help you manage the entire business without straining. The tool is browser-native and accessible from any location. It’s flexible and supports third-party application integrations, allowing scalability for the business as it grows.

Everything you need is available on the same platform – view accounts and policy information, file a claim, process a quote, and renewals. Enhance customer support through client portals and mobile applications with 24/7 access to policy information.

Leverage process management and automation features to automate recurring workflows to ensure consistency in production. Applied Epic CRM simplifies back-office administration with real-time policy information access from inception for quick and precise service provision.


  • Process management and automation
  • Policy management
  • Integrated Benefits Management
  • Accounting
  • Sales Automation and Document Management
  • Market access and quoting
  • Insurer connectivity
  • Reporting and analytics
  • Omnichannel Customer Service


  • Easy-to-use tool
  • Provides useful reports
  • Excellent Lead Management
  • Robust platform


  • The benefits tool could be better
  • There’s quite a learning curve

Verdict: Want to build a better insurance business? Applied Epic is built for insurance agencies, therefore ideal CRM insurance software to better manage sales opportunities, business processes, customer relationships, reporting, and benefits and policy administrations.

Price: Get a Quote

Website: Applied Epic

#9) Freshworks CRM

Best for agencies just starting with CRM for sales and marketing

Freshworks CRM

Freshworks is a fully-fledged sales force automation platform with a specialized CRM for insurance agents. With Freshsales insurance CRM, you can hardly go wrong with customer engagement and loyalty.

Effectively create customized and relevant conversations with tools such as real-time chat and personalized web forms. Leverage the auto-enrich leads to gain extra info about prospects before you engage them.

Manual handling of multiple customers with different policies and addressing prospects’ queries while trying to keep track of due policies is painfully difficult and time-consuming. Freshsales customer 360-degree view comes in handy in such scenarios. It allows you to manage all customer engagements and activities in one place.

You can also customize the dashboard based on the details you perceive critical and have the flexibility you want.

You can also prioritize customer needs with predictive lead scoring, ensure timely follow-ups with pre-designed emails and reminders, and build long-lasting customer relationships with sales campaigns through customized and personalized email newsletters.

The reporting dashboard helps with analytics that are essential for performance comparison and also for making data-driven decisions.


  • Contact management
  • Deal management
  • Mobile app
  • Sales reports
  • Email integration
  • Cloud telephony
  • Third-party software integrations
  • Freddy AI and CPQ


  • Easy Campaign Manager
  • User-friendly interface
  • Great functionality for what it is
  • Easy to use
  • Great automation capabilities
  • Flexible and easily customizable


  • Lacks major enterprise features
  • Reporting could be better

Verdict: Freshsales is the best CRM software for startups and for those who are just getting started with sales and marketing insurance CRM software. It does the basics (creating leads, adding and tracking deals, conversions, etc.) very well. It’s super easy to customize, and it’s well priced for small organizations.


  • Free $0/user/month.
  • Growth $15/user/month
  • Pro $39/user/month
  • Enterprise $69/user/month

Website: Freshworks

#10) AgentCubed

Best for medium to large size agencies in the Life, P&C, Health, and Medicare insurance.

Agentcubed CRM

[image source]

AgentCubed insurance agent CRM software features workflow automation, relationships management, lead generations, customer service, and support, quoting tools, a built-in calendar, integrated telephony, event reminders, and a custom report builder, among others.

The platform is built with insurance agencies in mind, making it easy for them to manage their businesses with flexibility.

For instance, agents can quickly compare policies, calculate premiums, and keep track of renewals. Use analytics and reporting features to analyze data and streamline sales processes. Besides, it’s possible to customize insurance products for clients based on coverage types, carriers, prices, etc.

The availability of an intuitive dashboard allows for easy real-time system monitoring, tracking sales processes, lead capture and management, claims to track, and more.

Pipeline management enables agents to track customers’ and prospects’ journeys, identify promising leads and close ripe deals quickly. AgentCubed also integrates with third-party applications and supports web and mobile apps.


  • Workflow management
  • Policy Generation and Management
  • Commission and compliance management
  • Claim/cancellation/interaction tracking
  • Lead distribution/segmentation and nurturing
  • Reporting and analytics
  • Marketing automation
  • Accounting integration


  • Simple to set up and use
  • Intuitive interface
  • Commendable customer support
  • Great functionality
  • Agent management


  • Finding records is overwhelming
  • The client search process could be better

Verdict: If you’re looking for CRM insurance agency software to help you with customer management, lead distribution, marketing automation, agency, and policy management, then look no further than AgentCubed. This software will help you maximize the efficiency of your business and probably increase your customer base and close more deals.

Price: Get a Quote and request a demo for trial.

Website: AgentCubed

Bonus Best CRM Software for Insurance Agents

#11) VanillaSoft

Best for inside sales. Great software to use as a call center CRM.

Vanilla Soft CRM

VanillaSoft is not just another insurance CRM software. Its queue-based lead routing feature makes it stand out from the crowd. Unlike typical CRM software that uses list-based lead routing, VanillaSoft sales persons make an average of 23 calls per hour, that is 14 more.

This is possible since the queue-based lead system provides the next-best lead to call. Besides, intellective routing allows sales reps to prioritize leads (hot, warm, or cold leads) and work them in the right order.

Eliminate manual dialing and increase the efficiency and effectiveness of your sales rep’s productivity with VanillaSoft auto dialing. Progressive dialing allows automatic dialing while preview let you look at the contact before proceeding with the call.

Additionally, VanillaSoft offers extra functionality such as SMS texting and voicemail Drop and can integrate with other telephone systems. For leads and sales tracking, use the call-activity dashboard to view real-time sales activity and the reporting dashboard to analyze lead campaigns and performance.


  • Lead routing
  • Auto dialing
  • Lead and Sales Tracking
  • Reporting and analytics
  • Email marketing
  • Telephony integration
  • Automatic call distribution
  • Collaboration tools
  • Lead management


  • Easy to use
  • Custom rules and workflows
  • Good customer support
  • Intuitive user interface
  • Great functionality


  • Sometimes it slows down
  • Limited third-party integrations

Verdict: VanillaSoft has a small learning curve making it easy for everyone to get started fast. Its queue-based sorting system sets it apart from list-based CRM, hence one of the most sorted-after insurance agency CRM for lead management and telemarketing.

Price: Starts at $80/month, request a demo for trial.

Website: VanillaSoft

#12) Insureio

Best for life insurance agents.

Insureio CRM

Insureio is a simple yet powerful life insurance CRM software that offers a better way to sell insurance. It’s software built by insurance agents to help other agents grow their businesses.

The tool helps with leads, tasks, events, and policy tracking through a dedicated dashboard. It’s easier to manage and nurture leads at every stage of the funnel through omnichannel consumer relationship management.

The software eliminates paperwork hassle with its application fulfillment. For instance, the use of the electronic application and e-signature forms speed up policy processing and delivery through e-policy delivery.

When it comes to relationship management, Insureio offers marketing automation with marketing campaigns, email blasting, email templates, quotes, and more.

The platform’s sales tools have been carefully crafted to address insurance needs, such as underwriting guides and suitability worksheets, integrated health screening and quoting tools, call scripting, and more.


  • Lead and Task Management
  • Client management
  • Application fulfillment
  • Reporting
  • Sales tools
  • Marketing automation
  • Case management
  • Email marketing


  • Data security
  • Easy to use
  • Customizable
  • Health and financial info
  • Build for insurance agencies


  • Third-party integration options could be better
  • No mobile app

Verdict: Insureio is a cloud-based CRM solution with tailored features for life insurance agencies. You can do a lot with the basic plan and even more with the marketing and agency management plan. Since it’s an insurance CRM software, no time wastage trying to figure out how to approach it, instead focuses on leads and closing deals.


  • Basic $25/month
  • Marketing $50/month
  • Agency Management $50/month
  • Marketing & Agency Management $75/month
  • 30-day free trial available.

Website: Insureio


There you have it, a list of the best CRM software for insurance agents. If you feel a little bit overwhelmed with all of them and are now in a dilemma of which one to pick, we’ve got your back.

We recommend HubSpot for a liberal 100% free plan with numerous features that could be useful for small to medium-size companies looking to implement their first CRM software. Zoho CRM for all business sizes that are determined to streamline their sales processes and measure performance.

Last, Salesmate is perfect for startups and small businesses with a limited budget looking to build strong relationships, retain more customers, and grow faster.

Research Process:

  • Time is taken to research and write this article: We spent 26 hours researching and writing this article so you can get a useful summarized list of tools with a comparison of each for your quick review.
  • Total Tools Researched Online: 25
  • Top Tools Shortlisted for Review: 12
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