Learn about the best CRM for law firms, plus the primary use case of each top law firm CRM option, in our independent editorial review.
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.
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.