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Many insurance professionals rely on a myriad of software to manage their business, one of the most important being CRM software. Available to the insurance industry are general-use CRMs providing solid sales and marketing features as well as industry-specific insurance CRM software that also includes niche functions like commission management and claim resolution. To help you choose the best, we evaluated a variety of options and found six that stand out the most.
Here are the top six insurance CRM software for agents, brokers, and teams:
When comparing the top insurance CRM software options, we assessed both general and industry-specific options based on six weighted categories, using key subcriteria in each category to assign every option a score out of five. We then used these scores and criteria to determine a primary use case for each of our top options to help you choose the best for you and your team. Check out our specific evaluation criteria and weights below, then read on to see how each option scored:
Note: All per-user prices are with a one-year commitment unless noted.
Although every category has at least one or more clear winners, Freshsales tops our list with a cumulative score of 4.3 stars and three criteria wins. See how our top insurance CRM options scored across all six categories, including a summary of features, pricing, and more.
Solid combination of general features, industry-helpful functionality, and user experience for a reasonable price.
Price Range: Free to $69 per user, per month (21-day free trial)
Freshsales takes the crown as the top insurance CRM. Its affordability plus solid contact management and pipeline tools make it a great option for agencies of all sizes, but larger firms wanting to streamline their workload will especially benefit from Freshsales' automation features. Its Freddy AI scores leads and forecasts insights to help teams focus on the most important tasks. Agents can also automate client updates, track claims, and set reminders.
Its multichannel communication hub makes it easy to engage with customers through social media, live chat, and email.
Price Range: Free to $52 per user monthly (15- to 30-day trial)
Zoho CRM is an excellent choice for insurance teams that actively nurture leads and engage with clients through multiple channels. This includes platforms like Facebook and Twitter, which agents can access through Zoho CRM’s dedicated social media tab. Teams can also interact with customers using live chat widgets, automated emails, and in-app phone calls (via telephony). Plus, every interaction is logged so agents can pick up where they left off.
Ideal for large insurance companies that require a customizable platform with access to third-party app integrations.
Price Range: $150 to $400 per user, per month (30-day trial)
Salesforce Financial Services Cloud is a version of the renowned CRM designed for insurance companies that offers a 360-degree view of policy lifecycles. It’s suited for larger companies seeking a malleable piece of software that can be tailored to their exact needs, from reporting to automation. The CRM can be further customized with many third-party app integrations from Salesforce AppExchange, which includes more than 100 insurance-centric programs.
If this options gives you sticker shock, try out Salesforce Essentials first. Starting at $25 with a 14-day trial, Essentials is the small business CRM offered by Salesforce and provides an attractive entry price that let's you scale up later if you decide it's a good fit.
Robust free CRM offering solid sales and marketing features with ability to upgrade for advanced functionality.
Price Range: Free to $1,200 per month for 10+ users
HubSpot Sales Hub offers one of the most robust and easy-to-use free CRMs around with the ability to track contacts, companies, and deals through a visual pipeline. Also included in the free tier is basic reporting as well as features like live chat, team email, and a built-in caller. Upgrade to one of its paid tiers to unlock advanced reporting and forecasting, document management including e-signing, lead scoring and routing, and more.
Insureio makes it easier for agents to generate leads and manage clients with robust marketing and sales tools.
Price Range: $25 to $75 per user, per month (30-day free trial)
Insureio is an industry-specific CRM offering a robust set of marketing tools, from pre-built email templates to social media integration for lead generation. It even provides agents with an insurance landing page that can be customized with quoting widgets, images, and social share buttons. From there, nurture insurance leads and process applications with sales and service automations that streamline workflows for more deal-wins.
Agencies working with a small team or sub-agents can utilize this CRM’s suite of commission management tools.
Price Range: From $62.50 per month for one user + $27.50 per month for additional users (14-day free trial)
NextAgency is an insurance CRM that helps small teams and agencies operate efficiently. The NextCommission module features tracking and auditing tools so all deals are recorded accurately. Users can also manage downstream agents (commission splitting) and flag clients who are on the verge of policy lapses. In addition to preventing lost wages, NextAgency also offers automated workflows, email campaign management, and over 50 app integrations.
Whether you’re a team of one or one hundred, a reliable insurance CRM is a must if you want to grow your client list and maintain a solid customer base. Think about the areas where your company could use the most help — we’re confident that any of the top industry-specific CRM options featured on our list can provide you with the right tools to help you reach your goals.