In our independent editorial review of retail CRM solutions, learn about the top options along with their primary use cases.
Insurance CRMs are sales software that help insurance agents, brokers, and teams manage their sales process and ongoing client relationships. Available to the insurance industry are general-use CRMs providing solid sales and marketing features as well as industry-specific insurance CRM software that include 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:
The above six options are the top overall CRMs for insurance agents and agencies. However, oftentimes industry-specific options don't provide the best mix of general CRM features and can also be pricier. If a more general option sounds better for you, check out our best overall CRM article.
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 to determine a primary use case for each of our top options to help you choose the best for you. 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.
Freshsales is our top-rated insurance CRM, however, it's missing some marketing features like social media management. If these features are important, check out Zoho CRM instead.
Zoho's 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+ day free 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.
Even though Zoho offers a wealth of communication and marketing tools, its user interface can be hard to use. If you need a more intuitive CRM with robust sales features, try Freshsales.
Ideal for larger insurance teams that require a customizable platform with access to third-party app integrations.
Price Range: $25 per user, per month (14-day trial)
Salesforce Essentials is the small business CRM offered by salesforce, helping teams of all sizes manage leads, opportunities, and ongoing customer relationships. Use Salesforce Essentials to create robust reporting dashboards and collaborate with team members via shared communication channels. Also included are native email integrations, a built in phone dialer, and a robust app exchange for insurance customization.
Salesforce Essentials is great for insurance teams, but it can be complicated to learn and use. If you need an easier-to-use CRM with advanced sales features, check out Freshsales.
*Salesforce Financial Services Cloud can be purchased for $150 - $400 per user, monthly
Easy-to-use CRM offering an intuitive dashboard and add-on upgrades letting you pay for the features you need.
Price Range: $14.90 - $99 per user, per montn (14-day trial)
Pipedrive is an intuitive and easy-to-use sales pipeline CRM offering insurance agents the ability to create digital workflows and manage their overall sales process. In addition to its out-of-the-box tiers, it offers add-on upgrades you can purchase a la carte so you only pay for what you need. Included in these add-ons are prospecting, marketing, and document management features helpful to insurance agents and companies.
Pipedrive is great if you want to custom-build your own insurance CRM solution. However, if you want a CRM offering robust, preset tiers, try Freshsales.
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.
Insurio is our highest scoring industry-specific CRM, but there are better options for general sales features. If you're looking for robust sales pipeline features, check out Freshsales instead.
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.
NextAgency provides a solid industry-specific option but there are better general-use CRMs for more general pipeline features. If this sounds like you, check out Freshsales.
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.
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