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 seven options that stood out the most.
Here are the top seven insurance CRM software for agents, brokers, and teams:
- Freshsales: Best overall software for features, pricing, and usability (free starting price)
- Zoho CRM: Best for client communication across multiple channels (free starting price)
- Pipedrive: Best insurance CRM software option with add-on features (14-day free trial)
- HubSpot CRM: Best free insurance software with premium upgrades (free starting price)
- Salesforce Financial Services Cloud: Best for advanced, custom features (30-day trial)
- NextAgency: Best for agent commission tracking and management (14-day free trial)
- Insureio: Best for industry-specific sales and marketing automations (30-day free trial)
Freshsales emerged as the top overall insurance software, even though it’s a general CRM. Our list of the best insurance software included only two industry-specific options because they tend to be more expensive and have limited general CRM features. Continue reading to see each software’s use case, pricing, and key features, or skip down to see our scoring logic.
Note: All per-user prices are with a one-year commitment unless noted.
Top 4 Insurance CRM Features
The best CRM software for insurance agents and companies include:
Monitor commissions for agents and insurance products, and use this information to gain insights into your revenue and the success of your marketing campaigns.
How We Evaluated the Best Insurance CRM Software
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.
Evaluation Criteria
The best CRM software for insurance agents and agencies are reasonably priced, simple to use and implement, and not lacking in essential tools. Hence, we placed the most emphasis on core features and cost, followed by customization capabilities and third-party integrations. Finally, we looked into each option’s ease of use and the quality of customer support solutions offered.
We looked for general CRM features (like contact management and multichannel engagement) plus insurance-specific functions (such as claims management and commission tracking).
This entails monthly costs, free options (trials and/or free-for-life platforms), billing options, and any mandatory setup costs.
This measures how much users can make a CRM software their own — from customizing reports and dashboards to creating client financial profiles.
Here, we assessed how each CRM software syncs with Zapier and insurance software or other apps for communication, social media, and accounting.
We took user feedback and ratings from credible review sites into consideration and evaluated each CRM's knowledge base.
We considered the quality of each CRM’s support channels via phone, email, and live chat and also assessed real user reviews on reputable sites.
Bottom Line: Best Insurance CRM Software
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 options featured on our list can provide you with the right tools to help you reach your goals. If you’re looking for a more general option, check out our list of the best overall CRMs for salespeople and teams.
