--- title: "Best Insurance CRM Software - 2026 Reviews & Pricing" description: "Find the best Insurance CRM Software for your organization. Compare top Insurance CRM Software systems with customer reviews, pricing, and free demos." source_url: "https://www.softwareadvice.com/crm/insurance-crm-comparison/" page_type: "subcategory" language: "en" --- [Home](https://www.softwareadvice.com/) / Insurance CRM Software Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. # Best Insurance CRM Software of 2026 Updated November 10, 2026 ## Insurance CRM FAQs Software Advice advisors had 250 conversations with buyers about Insurance CRM software between January 2025 and July 2026. These are the questions that came up most. - How do I choose the right Insurance CRM software for my business? Choosing the right insurance customer relationship management (CRM) software usually starts with finding a system that covers insurance-specific needs like policy, claim, renewal, and commission management, based on what buyers we've talked to consistently prioritize. Many buyers stress the importance of reducing manual work and avoiding disconnected workflows, so checking for integrations with email, document handling, and existing systems is common. Buyers frequently mention testing the user experience and making sure the platform is easy to use, since a complicated interface is a frequent pain point. Pricing is a major factor for most teams, with many looking to avoid unpredictable or rising costs by comparing both flat-rate and per-user options. Cloud-based deployment is also popular among buyers who want to limit IT headaches and ensure remote access. - What is the best Insurance CRM software for a small to mid-size business? There is no single insurance customer relationship management (CRM) tool that fits every small or midsize business, according to our advisors, buyers tend to look for software that covers insurance-specific needs like policy management, claims tracking, commission reporting, and renewal management. Teams often want a system that reduces manual work and minimizes reliance on spreadsheets, since buyers frequently mention friction with disconnected systems and inefficient processes. Integration with email, document handling, and options for built-in CRM or easy connection to third-party CRM tools are also common requirements. Pricing is a major consideration, as many buyers want to avoid high or unpredictable costs, and user experience matters, buyers often cite frustration with tools that feel cumbersome or time-consuming. Answer based on 207 advisor calls - What should businesses watch out for when choosing Insurance CRM software? When speaking with our advisors, buyers in the Insurance industry often point to high or unpredictable pricing, missing insurance-specific features, and complicated user experiences as common challenges to watch for when choosing insurance customer relationship management (CRM) software. Many small businesses highlight the risk of ending up with manual or disconnected workflows if the system cannot handle policy, commission, and renewal management in one place. Buyers also frequently ask about cloud or software-as-a-service (SaaS) deployment, which is a leading choice in real advisor conversations, to avoid local IT headaches. Testing how the system manages client data, documents, and emails before buying can help teams avoid manual workarounds later. Answer based on 219 advisor calls - What are common complaints about Insurance CRM software? The most common complaints about insurance customer relationship management (CRM) software, based on advisor-call conversations, are high or rising costs and overall dissatisfaction with current systems. A common theme in these conversations is buyers frustrated with manual or spreadsheet-based processes that are slow and error prone. Many point to cumbersome user experiences, as well as gaps in policy and commission tracking or reporting features. Buyers frequently mention missing insurance-specific functions and having to juggle fragmented workflows across different tools. Manual handling of data, documents, and emails is another recurring pain point for insurance teams looking to upgrade their software. Answer based on 151 advisor calls - What is the difference between Insurance CRM software and a general CRM? Insurance CRM tools differ from general customer relationship management (CRM) software by focusing on insurance-specific needs like policy management, claims processing, commission tracking, and renewal management. Buyers frequently tell our advisors that general CRM tools handle basic contact management and sales tracking but lack features for handling insurance workflows, such as tracking policies, submitting claims, or managing renewals. Many buyers mention friction when trying to use generic CRM systems for insurance because key processes like commission reporting and policy tracking are either missing or require heavy manual work. Insurance CRM tools also often address fragmented workflows and manual data handling that general CRMs do not, reflecting the specialized requirements of insurance teams. Answer based on 219 advisor calls - Can Insurance CRM software integrate with email, marketing, and billing platforms? Yes, based on advisor calls, some insurance customer relationship management (CRM) systems can connect with Microsoft Outlook for calendar and email features. Buyers frequently mention needing this integration to manage communication and scheduling from within a single platform. Answer based on 6 advisor calls - How does Insurance CRM software handle contact management, pipeline tracking, and follow-up automation? Insurance CRM software organizes, stores, and manages client contact details in one place, which buyers our advisors talk to often cite as a must-have. Buyers also mention wanting to track client interactions and set reminders for follow-ups, so they do not miss renewal or outreach opportunities. Answer based on 13 advisor calls - How much does Insurance CRM software cost? Insurance CRM (customer relationship management) tool pricing varies by payment model, and during advisor calls, buyers most often see either a flat monthly fee or a per-user monthly fee. Flat monthly rates typically fall between $100 and $210, with a median of $100. For per-user pricing, most teams are quoted $50 to $100 per user per month, with the median at $50. Some teams are also asked to pay a one-time setup fee, usually ranging from $200 to $1,000 and most commonly landing at $500. Answer based on 203 advisor calls - What features should Insurance CRM software include? Insurance CRM systems most often include client and contact management, policy and renewal tracking, and claims management, based on what buyers discuss in advisor calls. Other priorities mentioned include commission management, bill payment, and payment processing, along with tools to track client interactions and store customer data in one place. Answer based on 208 advisor calls - What is Insurance CRM software and what does it do? Insurance customer relationship management (CRM) software is designed for insurance agencies to organize client information, manage policies, and handle sales activities in one place. Advisor-call conversations show that buyers use this software to track leads, process claims, manage policy renewals, store client communication history, and support billing tasks. Answer based on 204 advisor calls On this page 1. FrontRunners 2. Popular Comparisons 3. Buyers Guide 4. Frequently Asked Questions 5. Related Software Filter products 112 results ### Compare Products Showing 1 - 25 of 112 products #### Company Size - Self-Employed - 2-10 - 11-50 - 51-200 - 201-500 - 501-1000 - 1000+ #### Pricing Options - $$$$$ - $$$$$ - $$$$$ - $$$$$ - $$$$$ ### Compare Products Sort by **Recommendations**: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals. **Reviews**: Sorts listings by the number of user reviews we have published, greatest to least. **Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest. **Alphabetically (A-Z)**: Sorts listings by product name from A to Z. ### [LeadSquared](/crm/leadsquared-profile/) - Overall rating: 4.3/5 - Reviews: 167 - Best for: Ease of use - Free trial: Not available - Free demo: Not available #### Overview LeadSquared is an AI-powered platform that unites sales, marketing, field, and service teams to automate workflows and drive outcomes at scale. The company specializes in solving [Read more](/crm/leadsquared-profile/) #### Features ##### Best rated features - Engagement Tracking: 5/5 - Multi-Channel Marketing: 5/5 - SMS Marketing: 5/5 - Sales Analytics: 5/5 ##### Worst rated features - Activity Dashboard: 1/5 - Social Media Integration: 1/5 - Reminders: 1/5 [See all features](/crm/leadsquared-profile/#key-features) --- ### [HubSpot Sales Hub](/crm/hubspot-sales-profile/) - Overall rating: 4.5/5 - Reviews: 506 - Starting price: $0.00 - Best for: Small businesses - Free trial: Available - Free demo: Available #### Overview HubSpot Sales Hub helps sales teams spend more time selling. It brings your pipeline, your deals, and the work to move them forward onto one platform, all running from the same [Read more](/crm/hubspot-sales-profile/) ##### What users love - Comprehensive sales process management - Responsive and helpful support team - User-friendly and intuitive design ##### To take in mind - Clunky and overwhelming navigation - Expensive for growing teams #### Features ##### Best rated features - Automatic Call Distribution: 5/5 - Content Delivery: 5/5 - Prioritization: 5/5 - Mobile App: 5/5 ##### Worst rated features - Channel Management: 3/5 - Field Sales Management: 3/5 - Real-Time Reporting: 3.5/5 - Document Management: 3.6/5 [See all features](/crm/hubspot-sales-profile/#key-features) #### Pricing ##### Free - Price: $0.00 ##### Starter - Price: $15.00/month ##### Professional - Price: $90.00/month [See full pricing details](/crm/hubspot-sales-profile/#pricing-and-plans) --- ### [Salesforce Sales Cloud](/product/2764-Salesforce/) - Overall rating: 4.4/5 - Reviews: 19,024 - Starting price: $25.00/month - Best for: Mid-size businesses - Free trial: Available - Free demo: Not available #### Overview Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, marketing automation and contact management solutions. It [Read more](/product/2764-Salesforce/) ##### What users love - Enhanced customer relationship management - Comprehensive sales process control - Highly adaptable platform configuration ##### To take in mind - Significant costs and add-on fees - Steep learning and onboarding demands - Complex and limited reporting tools #### Features ##### Best rated features - Proposal Generation: 5/5 - Campaign Analytics: 5/5 - For Real Estate: 5/5 - Drag & Drop: 5/5 [See all features](/product/2764-Salesforce/#key-features) #### Pricing ##### Starter Suite - Price: $25.00/month - For up to 5 users ##### Pro Suite - Price: $100.00/month - This plan is designed for any size team and is billed annually. ##### Enterprise - Price: $165.00/month - This plan is designed for any size team and is billed annually. [See full pricing details](/product/2764-Salesforce/#pricing-and-plans) --- ### [Zendesk Suite](/product/26892-Zendesk/) - Overall rating: 4.4/5 - Reviews: 4,116 - Starting price: $55.00/month - Best for: Enterprise businesses - Free trial: Available - Free demo: Not available #### Overview Zendesk is one of the most popular customer management systems on the market. It enables companies of any size to streamline their issue resolution process with tools for automated [Read more](/product/26892-Zendesk/) ##### What users love - Centralized multichannel support platform - Robust and flexible ticketing - Intuitive and user-friendly interface ##### To take in mind - Escalating costs and limited value - Clunky and limited email handling - Missing and complex feature set #### Features ##### Best rated features - Tagging: 5/5 - Batch Communications: 5/5 - Account Management: 5/5 - Configuration Management: 5/5 ##### Worst rated features - Interactive Content: 3/5 - Account Alerts: 3/5 - Geotargeting: 3/5 [See all features](/product/26892-Zendesk/#key-features) #### Pricing ##### Suite Team - Price: $55.00/month ##### Suite Growth - Price: $89.00/month ##### Suite Professional - Price: $115.00/month [See full pricing details](/product/26892-Zendesk/#pricing-and-plans) --- ### [Dynamics 365](/product/106335-Dynamics-365/) - Overall rating: 4.4/5 - Reviews: 5,865 - Starting price: $50.00/month - Best for: Features - Free trial: Available - Free demo: Available #### Overview Microsoft Dynamics CRM is a global solution, helping customers worldwide automate sales, service and marketing processes. It can be customized to meet the needs of any insurance [Read more](/product/106335-Dynamics-365/) ##### What users love - User-friendly and intuitive interface - Deep Microsoft ecosystem integration - Centralized workforce and operations control ##### To take in mind - Expensive licensing and add-ons - Limited and complex customization options - Steep learning and onboarding process #### Features ##### Best rated features - Commission Management: 5/5 - Financial Analysis: 5/5 - Monitoring: 5/5 - For Real Estate: 5/5 ##### Worst rated features - Lead Scoring: 3.5/5 - Sales Trend Analysis: 3.8/5 - Prospecting Tools: 3.9/5 - API: 3.9/5 [See all features](/product/106335-Dynamics-365/#key-features) #### Pricing ##### Professional - Price: $50.00/month ##### Enterprise - Price: $105.00/month ##### Premium - Price: $195.00/month [See full pricing details](/product/106335-Dynamics-365/#pricing-and-plans) --- ### [Zoho CRM](/crm/zoho-crm-profile/) - Overall rating: 4.3/5 - Reviews: 7,010 - Starting price: $14.00/month - Best for: Value for money - Free trial: Available - Free demo: Not available #### Overview Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer [Read more](/crm/zoho-crm-profile/) ##### What users love - User-friendly and adaptable design - Affordable plans and good value - Comprehensive feature-rich platform ##### To take in mind - Slow and inconsistent support response - Cluttered and overwhelming interface - Limited and complex email tools #### Features ##### Best rated features - Remote Access/Control: 5/5 - Client/Property Matching: 5/5 - For Mac Devices: 5/5 - Widgets: 5/5 ##### Worst rated features - Chatbot: 2/5 - Sales Forecasting: 3/5 - Social Marketing: 3/5 [See all features](/crm/zoho-crm-profile/#key-features) #### Pricing ##### Standard - Price: $14.00/month ##### Professional - Price: $23.00/month ##### Enterprise - Price: $40.00/month [See full pricing details](/crm/zoho-crm-profile/#pricing-and-plans) --- ### [NetSuite](/accounting/netsuite-financials-accounting-software-profile/) - Overall rating: 4.2/5 - Reviews: 2,086 - Best for: On the rise - Free trial: Not available - Free demo: Not available #### Overview NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and eCommerce functionalities into a unified platform, helping [Read more](/accounting/netsuite-financials-accounting-software-profile/) ##### What users love - Deep system tailoring options - Comprehensive and scalable functionality - Centralized financial operations platform ##### To take in mind - Steep learning curve and complexity - Complex and rigid reporting tools - Slow and inconsistent support experience #### Features ##### Best rated features - Aging Tracking: 5/5 - "What If" Scenarios: 5/5 - Knowledge Base Management: 5/5 - Vendor Master Data Management: 5/5 [See all features](/accounting/netsuite-financials-accounting-software-profile/#key-features) --- ### [Less Annoying CRM](/crm/less-annoying-crm-profile/) - Overall rating: 4.8/5 - Reviews: 660 - Starting price: $15.00/month - Best for: Small businesses - Free trial: Available - Free demo: Not available #### Overview We built Less Annoying CRM 17 years ago for the thousands of independent consultants, agents, and small business owners who are hitting the limits of their spreadsheets, but [Read more](/crm/less-annoying-crm-profile/) #### Features ##### Best rated features - Activity Tracking: 5/5 - For Mac Devices: 5/5 - For Real Estate: 5/5 - Commission Management: 5/5 ##### Worst rated features - Prospecting Tools: 3.5/5 - Data Security: 4/5 [See all features](/crm/less-annoying-crm-profile/#key-features) #### Pricing ##### Core - Price: $15.00/month - Get all our features at our single price tier. No more having to choose between complicated pricing [See full pricing details](/crm/less-annoying-crm-profile/#pricing-and-plans) --- ### [Flowlu](/project-management/flowlu-profile/) - Overall rating: 4.8/5 - Reviews: 387 - Starting price: $0.00/year - Best for: Value for money - Free trial: Available - Free demo: Not available #### Overview Flowlu is a cloud-based, all-in-one business management solution designed for teams of all sizes and industries. Whether you're managing projects, tracking sales, or handling [Read more](/project-management/flowlu-profile/) #### Features ##### Best rated features - Time Tracking: 5/5 - Decision Support: 5/5 - Segmentation: 5/5 - Customizable Invoices: 5/5 [See all features](/project-management/flowlu-profile/#key-features) #### Pricing ##### Free - Price: $0.00/year - This is a forever free plan with up to 2 users and 100 MB of storage space. ##### Essential - Price: $9.00/month - For growing teams: move beyond basic task tracking to manage client work confidently. ##### Advanced - Price: $17.00/month - For mid-sized companies: handle complex projects and finances with more control. [See full pricing details](/project-management/flowlu-profile/#pricing-and-plans) --- ### [Zoho Desk](/crm/zoho-desk-profile/) - Overall rating: 4.5/5 - Reviews: 2,216 - Starting price: $9.00/month - Best for: Customer support - Free trial: Available - Free demo: Not available #### Overview Zoho Desk is a cloud-based customer service help desk solution that serves businesses of all sizes, from startups and small businesses to large enterprises with multi-department [Read more](/crm/zoho-desk-profile/) ##### What users love - Robust customer service capabilities - Comprehensive ticket handling features - Intuitive and accessible interface ##### To take in mind - Cluttered and confusing interface - Email setup and reliability issues - Complex user and agent controls #### Features ##### Best rated features - Audit Trail: 5/5 - SMS Messaging: 5/5 - Account Management: 5/5 - Workflow Configuration: 5/5 ##### Worst rated features - Website Integration: 2/5 - Lead Management: 3/5 [See all features](/crm/zoho-desk-profile/#key-features) #### Pricing ##### Express - Price: $9.00/month ##### Standard - Price: $20.00/month ##### Professional - Price: $35.00/month [See full pricing details](/crm/zoho-desk-profile/#pricing-and-plans) --- ### [EngageBay CRM](/crm/engagebay-profile/) - Overall rating: 4.6/5 - Reviews: 912 - Starting price: $0.00/month - Best for: Customer support - Free trial: Not available - Free demo: Not available #### Overview EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and customer service from one simple, affordable platform. Trusted by [Read more](/crm/engagebay-profile/) ##### What users love - Responsive and helpful support team - Affordable and feature-rich plans - Intuitive and user-friendly interface ##### To take in mind - Email deliverability and limitations - Limited reporting and analytics depth #### Features ##### Best rated features - Multi-Campaign: 5/5 - Responsive Web Design: 5/5 - Real-Time Chat: 5/5 - Onboarding: 5/5 [See all features](/crm/engagebay-profile/#key-features) --- ### [noCRM](/crm/you-dont-need-a-crm-profile/) - Overall rating: 4.7/5 - Reviews: 498 - Starting price: $13.00/month - Best for: Ease of use - Free trial: Available - Free demo: Not available #### Overview Turning sales actions into connections. noCRM helps salespeople focus on selling, not reporting. Capture leads anywhere, cut admin, and close more deals. Built for people who [Read more](/crm/you-dont-need-a-crm-profile/) #### Features ##### Best rated features - Sales Activity Management: 5/5 - Calendar Management: 5/5 - Email Templates: 5/5 - Real-Time Notifications: 5/5 ##### Worst rated features - Collaboration Tools: 1/5 - Event Triggered Actions: 2/5 - Call Logging: 3/5 [See all features](/crm/you-dont-need-a-crm-profile/#key-features) #### Pricing ##### Starter - Price: $13.00/month - Shift your attention to what truly drives revenue: converting prospects into customers. ##### Expert - Price: $26.00/month - Organize your sales flow, streamline follow-ups, integrate your favorite tools, and boost your ##### Dream - Price: $39.00/month - Unlock complete oversight, premium capabilities, and the flexibility you need to expand and elevate [See full pricing details](/crm/you-dont-need-a-crm-profile/#pricing-and-plans) --- ### [Creatio AI CRM](/product/5948-creatio-ai-crm/) - Overall rating: 4.7/5 - Reviews: 151 - Starting price: $40.00/month - Best for: Features - Free trial: Not available - Free demo: Not available #### Overview Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale. Built for midsize and large [Read more](/product/5948-creatio-ai-crm/) #### Features ##### Best rated features - Conversion Tracking: 5/5 - Calendar Sync: 5/5 - Customizable Fields: 5/5 - Campaign Management: 5/5 ##### Worst rated features - Real-Time Monitoring: 1/5 - Live Chat: 3/5 - Lead Verification/Validation: 3/5 [See all features](/product/5948-creatio-ai-crm/#key-features) --- ### [Close](/crm/close-io-profile/) - Overall rating: 4.7/5 - Reviews: 164 - Starting price: $9.00/month - Best for: Ease of use - Free trial: Available - Free demo: Not available #### Overview Close is a sales CRM built for small and growth-stage B2B sales teams. The software is cloud-based, so teams can access it from any browser without installing anything locally. [Read more](/crm/close-io-profile/) #### Features ##### Best rated features - Workflow Automation: 5/5 - Customizable Templates: 5/5 - Call Recording: 5/5 - Third-Party Integrations: 5/5 ##### Worst rated features - Real-Time Notifications: 1/5 - Data Import/Export: 1/5 - Customer Database: 3/5 - Drip Campaigns: 3/5 [See all features](/crm/close-io-profile/#key-features) #### Pricing ##### Solo - Price: $9.00/month - Solo is perfect for individuals organizing leads, managing pipelines, and keeping communication in ##### Essentials - Price: $35.00/month - A great plan for small teams. ##### Growth - Price: $99.00/month - Automation to help your team move faster. [See full pricing details](/crm/close-io-profile/#pricing-and-plans) --- ### [AgencyBloc AMS+](/crm/agencybloc-ams-profile/) - Overall rating: 4.7/5 - Reviews: 129 - Starting price: $109.00/month - Best for: Value for money - Free trial: Available - Free demo: Not available #### Overview Web-based CRM platform AgencyBloc offers tools, tasks and forms specific to life and health insurance industry agents. These offerings help users manage contacts, increase [Read more](/crm/agencybloc-ams-profile/) #### Features ##### Best rated features - Commission Management: 4.8/5 - Mobile Access: 4.7/5 - Activity Tracking: 4.7/5 - Contact Management: 4.6/5 ##### Worst rated features - Client Management: 1/5 - Policy Management: 1/5 - API: 3.3/5 [See all features](/crm/agencybloc-ams-profile/#key-features) #### Pricing ##### Grow - Price: $109.00/month - Plans are customized to the insurance agency. Starts at $109. [See full pricing details](/crm/agencybloc-ams-profile/#pricing-and-plans) --- ### [Salesforce Service Cloud](/crm/service-cloud-profile/) - Overall rating: 4.5/5 - Reviews: 833 - Starting price: $25.00/month - Best for: Popular - Free trial: Available - Free demo: Not available #### Overview Salesforce Service Cloud is a customer service platform designed to support organizations in managing interactions across multiple channels. It provides tools for various service [Read more](/crm/service-cloud-profile/) ##### What users love - Centralized and efficient support - Flexible integration capabilities - Comprehensive sales tracking tools ##### To take in mind - Outdated and complex interface - Steep learning curve for users - Expensive for small businesses #### Features ##### Best rated features - Reminders: 5/5 - Proactive Chat: 5/5 - File Sharing: 5/5 - Job Management: 5/5 ##### Worst rated features - Inspection Management: 2/5 - AI Copilot: 2/5 [See all features](/crm/service-cloud-profile/#key-features) #### Pricing ##### Free Suite - Price: Custom - Pricing available upon request - Upto 2 users ##### Starter Suite - Price: $25.00/month ##### Pro Suite - Price: $100.00/month [See full pricing details](/crm/service-cloud-profile/#pricing-and-plans) --- ### [NextAgency](/commission/nextagency-profile/) - Overall rating: 4.9/5 - Reviews: 42 - Starting price: $85.00/month - Free trial: Available - Free demo: Available #### Overview If you run a life and health insurance agency, you know the pain of tracking down information. Maybe your current software is too rigid, too expensive, or you're juggling too many [Read more](/commission/nextagency-profile/) #### Features ##### Best rated features - Flat Commissions: 5/5 - Commission Scheduling: 5/5 - Percentage Commissions: 5/5 - Opportunity Management: 5/5 [See all features](/commission/nextagency-profile/#key-features) #### Pricing ##### NextAgency - Price: $85.00/month - NextAgency is a powerful agency management system featuring CRM, marketing, and optional commission ##### NextCommission Solo - Price: $160.00/month - NEXTCOMMISSION SOLO: PRICING NextCommission Solo is standalone commission tracking software for [See full pricing details](/commission/nextagency-profile/#pricing-and-plans) --- ### [VipeCloud](/crm/vipecloud-profile/) - Overall rating: 4.9/5 - Reviews: 163 - Starting price: $15.00/month - Best for: Small businesses - Free trial: Available - Free demo: Available #### Overview VipeCloud is the franchise CRM for the AI era, built for franchise brands, franchise sales organizations, and consultants. More than half of franchise leads arrive after hours. [Read more](/crm/vipecloud-profile/) #### Features ##### Best rated features - Customizable Reports: 5/5 - CRM Integration: 5/5 - Web-based Deployment: 5/5 - Territory Management: 5/5 ##### Worst rated features - Quotes/Estimates: 2.5/5 - Engagement Tracking: 4/5 [See all features](/crm/vipecloud-profile/#key-features) #### Pricing ##### Community - Price: $15.00/month - This plan offers a free trial and allows up to 1 user. ##### Plus - Price: $25.00/month - This plan offers a free trial and allows up to 1 user. ##### Pro - Price: $50.00/month - This plan offers a free trial. [See full pricing details](/crm/vipecloud-profile/#pricing-and-plans) --- ### [LiveHelpNow](/crm/livehelpnow-crm-profile/) - Overall rating: 4.6/5 - Reviews: 72 - Starting price: $21.00/month - Free trial: Available - Free demo: Not available #### Overview LiveHelpNow provides omnichannel support solutions that give teams of any size the tools they need to drive an amazing customer experience. Software designed to meet all of your [Read more](/crm/livehelpnow-crm-profile/) #### Features ##### Best rated features - Customer Database: 5/5 - Knowledge Base Management: 5/5 - Geotargeting: 5/5 - Reporting/Analytics: 5/5 ##### Worst rated features - Ticket Management: 4/5 - Email Management: 4/5 [See all features](/crm/livehelpnow-crm-profile/#key-features) #### Pricing ##### Basic - Price: $21.00/month - The pricing is module-based. You need to select the required modules for a personalized pricing. [See full pricing details](/crm/livehelpnow-crm-profile/#pricing-and-plans) --- ### [eWay-CRM](/crm/eway-profile/) - Overall rating: 4.5/5 - Reviews: 830 - Starting price: $20.00/month - Best for: Customer support - Free trial: Available - Free demo: Not available #### Overview CRM tools within e-Way CRM are integrated with Outlook, allowing for further use and expansion of the system. With this solution, marketing is done efficiently because it can [Read more](/crm/eway-profile/) ##### What users love - Simple setup and daily use - Responsive and helpful support team - Intuitive and customizable interface ##### To take in mind - Occasional slowdowns and lag - Limitations with custom fields #### Features ##### Best rated features - Sales Reports: 5/5 - Real-Time Analytics: 5/5 - Batch Processing: 5/5 - Communication Management: 5/5 [See all features](/crm/eway-profile/#key-features) #### Pricing ##### Lite - Price: $20.00/month - Starting edition for small teams that need basic customizations and live support. ##### Standard - Price: $27.00/month - Advanced plan for teams that need professional CRM and phone support. ##### Plus - Price: $40.00/month - Ultimate plan for those who want all features without compromises. [See full pricing details](/crm/eway-profile/#pricing-and-plans) --- ### [Sage Sales Management](/field-service/forcemanager-mobile-profile/) - Overall rating: 4.6/5 - Reviews: 173 - Starting price: €19.00/month - Best for: Ease of use - Free trial: Available - Free demo: Not available #### Overview Sage Sales Management CRM, tailored for any-sized business with a field sales force, now integrates cutting-edge AI and Timeline Conversations. This combination ensures real-time, [Read more](/field-service/forcemanager-mobile-profile/) #### Features ##### Best rated features - Marketing Automation: 5/5 - For Insurance Industry: 5/5 - Document Storage: 5/5 - Quotes/Estimates: 5/5 ##### Worst rated features - Product Catalog: 3/5 [See all features](/field-service/forcemanager-mobile-profile/#key-features) #### Pricing ##### Basic - Price: €19.00/month [See full pricing details](/field-service/forcemanager-mobile-profile/#pricing-and-plans) --- ### [Groove](/product/224461-Groove/) - Overall rating: 4.7/5 - Reviews: 146 - Starting price: $50.00/month - Best for: Value for money - Free trial: Available - Free demo: Not available #### Overview Groove is a market-leading sales engagement platform that enables sales leaders to execute their strategy in a smart, adaptive way. With Groove, revenue leaders can use automation [Read more](/product/224461-Groove/) #### Features ##### Best rated features - Customizable Fields: 5/5 - Alerts/Notifications: 5/5 - Collaboration Tools: 5/5 - Access Controls/Permissions: 5/5 ##### Worst rated features - Business Process Automation: 3.5/5 - Call Recording: 3.7/5 [See all features](/product/224461-Groove/#key-features) #### Pricing ##### Basic - Price: $50.00/month [See full pricing details](/product/224461-Groove/#pricing-and-plans) --- ### [Voiptime Cloud](/call-center/voiptime-cloud-profile/) - Overall rating: 4.8/5 - Reviews: 80 - Starting price: $70.00/month - Free trial: Available - Free demo: Not available #### Overview Provide excellent customer support and triple your telesales with a cloud-based multichannel Voiptime Contact Center solution! Intelligent call routing, ACD, multi-level IVR, [Read more](/call-center/voiptime-cloud-profile/) #### Pricing ##### Basic - Price: $70.00/month - The plan is a cloud-based contact center software solution for teams having 3-600 agents. [See full pricing details](/call-center/voiptime-cloud-profile/#pricing-and-plans) --- ### [Gold-Vision CRM](/crm/gold-vision-crm-profile/) - Overall rating: 4.6/5 - Reviews: 131 - Starting price: £35.00/month - Best for: Customer support - Free trial: Not available - Free demo: Available #### Overview Who are we? Gold-Vision is a user-intuitive customer relationship management (CRM) solution that includes modules for sales, marketing, support, projects, portal and events. [Read more](/crm/gold-vision-crm-profile/) #### Features ##### Best rated features - Customizable Fields: 5/5 - Drag & Drop: 5/5 - Drip Campaigns: 5/5 - Configurable Workflow: 5/5 ##### Worst rated features - Lead Distribution: 3/5 - Monitoring: 3/5 - Social Media Integration: 3/5 [See all features](/crm/gold-vision-crm-profile/#key-features) #### Pricing ##### Core - Price: £35.00/month - Ideal for teams new to CRM or with straightforward requirements. Core includes essential tools to ##### Professional - Price: £60.00/month - Includes everything in Core, plus advanced tools for growing teams. Designed for businesses ready to ##### Ultimate - Price: £80.00/month - Includes everything in Professional, plus enterprise-ready features for complex operations. Ultimate [See full pricing details](/crm/gold-vision-crm-profile/#pricing-and-plans) --- ### [Freshsales](/product/113796-Freshsales/) - Overall rating: 4.5/5 - Reviews: 623 - Starting price: $11.00/month - Best for: Small businesses - Free trial: Available - Free demo: Available #### Overview Freshsales is a cloud-based CRM solution that helps B2B and B2C sales and marketing teams manage contacts, automate workflows, and close deals. It serves startups, small and [Read more](/product/113796-Freshsales/) ##### What users love - Centralized sales and customer workflows - Streamlined lead tracking and scoring - User-friendly and intuitive interface ##### To take in mind - Email sync and template frustrations - Billing and account handling issues #### Features ##### Best rated features - Multi-Channel Communication: 5/5 - For Startups: 5/5 - Territory Management: 5/5 - Collaboration Tools: 5/5 ##### Worst rated features - Website Visitor Tracking: 2/5 - Internal Chat Integration: 2/5 [See all features](/product/113796-Freshsales/#key-features) #### Pricing ##### Free - Price: Custom - Pricing available upon request - For small teams of upto 3 users ##### Growth - Price: $11.00/month - Tailored for startups and SMBs ##### Pro - Price: $47.00/month - For growing mid-sized businesses [See full pricing details](/product/113796-Freshsales/#pricing-and-plans) --- 1 [2](https://www.softwareadvice.com/crm/insurance-crm-comparison/?__ai_markdown=true&page=2)[3](https://www.softwareadvice.com/crm/insurance-crm-comparison/?__ai_markdown=true&page=3)[4](https://www.softwareadvice.com/crm/insurance-crm-comparison/?__ai_markdown=true&page=4)[5](https://www.softwareadvice.com/crm/insurance-crm-comparison/?__ai_markdown=true&page=5) ## Popular Comparisons [ HubSpot Sales Hub vs Salesforce Sales Cloud ](https://www.softwareadvice.com/compare/2764-Salesforce/vs/21946-hubspot-sales/)[ Dynamics 365 vs Zoho CRM ](https://www.softwareadvice.com/compare/106335-Dynamics-365/vs/392464-zoho-crm/)[ Zoho Desk vs Zendesk Suite ](https://www.softwareadvice.com/compare/26892-Zendesk/vs/393877-zoho-desk/)[ EngageBay CRM vs Keap ](https://www.softwareadvice.com/crm/engagebay-profile/vs/infusionsoft-crm/)[ Bitrix24 vs Salesforce Service Cloud ](https://www.softwareadvice.com/nonprofit/bitrix24-profile/vs/service-cloud/)[ eWay-CRM vs Freshsales ](https://www.softwareadvice.com/compare/31005-eway/vs/113796-Freshsales/) ## Your Guide to Top Insurance CRM Software, June 2022 Software Advice uses reviews from real software users to highlight the top-rated Insurance CRM products in North America. [Learn how products are chosen](https://www.softwareadvice.com/legal-page/frontrunners-methodology/) #### Explore FrontRunners - [Less Annoying CRM](https://www.softwareadvice.com/crm/less-annoying-crm-profile/) - [EngageBay CRM](https://www.softwareadvice.com/crm/engagebay-profile/) - [Apptivo](https://www.softwareadvice.com/crm/apptivo-profile/) - [VipeCloud](https://www.softwareadvice.com/crm/vipecloud-profile/) - [Covve App](https://www.softwareadvice.com/crm/covve-profile/) - [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) - [noCRM.io](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/) - [Salesmate](https://www.softwareadvice.com/email-marketing/salemate-profile/) - [servis.ai](https://www.softwareadvice.com/product/113880-FreeAgent-Network/) - [Sage Sales Management](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/) - [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) - [Pipeliner CRM](https://www.softwareadvice.com/crm/pipeliner-crm-profile/) - [Dynamics 365](https://www.softwareadvice.com/product/106335-Dynamics-365/) - [Daylite for Mac](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/) - [Zendesk Suite](https://www.softwareadvice.com/product/26892-Zendesk/) - [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) - [Vtiger CRM](https://www.softwareadvice.com/crm/vtiger-profile/) - [Maximizer CRM](https://www.softwareadvice.com/crm/maximizer-crm-profile/) - [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) - [Bitrix24](https://www.softwareadvice.com/nonprofit/bitrix24-profile/) - [Ringy](https://www.softwareadvice.com/crm/isalescrm-crm-profile/) - [Pipedrive](https://www.softwareadvice.com/crm/pipedrive-profile/) - [Insightly](https://www.softwareadvice.com/product/2667-Insightly/) - [Efficy CRM](https://www.softwareadvice.com/crm/efficy-profile/) - [Keap](https://www.softwareadvice.com/crm/infusionsoft-crm-profile/) “Usability” includes user ratings for Functionality and Ease of Use. “Customer Satisfaction” includes user ratings for Customer Support, Likelihood to Recommend and Value for Money. Reviews analysis period: The reviews analysis period spans two years and ends the 15th of the month prior to publication. ## Send me a copy of this list to my inbox ### Get a copy of this list with pricing info sent to your inbox so you can pick up where you left off when convenient to you. Insurance is a necessary part of modern life. Having insurance coverage can be required by law for many activities, like driving a car or owning a home, depending on jurisdiction. Apart from these cases where it’s mandatory, there are many others in which not owning insurance would be simply foolish. When life presents you with an unexpected challenge, a good insurance policy is often the only thing that can save you from financial ruin. Given all of this, it’s no surprise that consumers are very careful when they shop for insurance. It’s also no surprise that the insurance market is very competitive and that insurance agencies and agents compete fiercely for new clients. In such a competitive environment, the selection of internal IT solutions can be the factor that makes or breaks a company. Thankfully, there’s a category of software designed to give insurance agents and agencies the upper hand. Insurance customer relationship software (CRM) is tailored to the specific processes and workflows used in the insurance industry. It can improve the efficiency of internal operations (saving time and money) and improve the client’s, or prospective client’s, customer experience. In this buyers guide we look at customer relationship management software used in the insurance industry. Here's what we'll cover: - [What is insurance CRM software?](#WhatisinsuranceCRMsoftware) - [Common features of insurance CRM software](#CommonfeaturesofinsuranceCRMsoftware) - [Evaluating insurance CRM software](#EvaluatinginsuranceCRMsoftware) - [How is this software priced?](#Howisthissoftwarepriced) ## What is insurance CRM software? Customer relationship management (CRM) software for insurance companies is designed to automate and simplify the entire insurance workflow. Starting with lead generation and moving into application, policy rating and policy issuance and then reporting and referral management, an insurance CRM solution will reduce or eliminate data entry and the need to carry around physical case folders making for far more effective use of an insurance agent’s time. This added efficiency has other benefits as well. Internal efficiency leads to improved experiences for external customers and clients. This in itself can become a competitive differentiator, helping your agency win more clients from your competition. ## Common features of insurance CRM software In addition to standard CRM features like [sales force automation](https://www.softwareadvice.com/crm/sales-force-automation-comparison/), direct dialing, and [marketing campaign management](https://www.softwareadvice.com/marketing/campaign-management-comparison/), look for some of the following features in insurance CRM software: | Feature | Description | | --- | --- | | Insurance workflow automation | Insurance CRM software is designed to make the sale and qualification process as simple as possible. Starting with standard lead generation and sales, an online application will plug directly into a quote engine, issue a rating and then the policy itself, eliminating the need to re-enter any data. | | Policy tracking | This refers to an insurance CRM’s ability to manage the policy data, including policy type, price, payment status, change in risk and life change (e.g., birth of a child) that might trigger an opportunity for upselling. | | Insurance reporting engine | Since all of the information is kept in one secure database, reporting on insurance sales, company growth and policy data should be easier than ever. The system should have standard insurance reports like risk and portfolio analysis, with the ability to create custom reports as well. | | Agent management & activity tracking | Manage the sales activity of individuals and groups to determine performance and establish benchmarks. Tools will include phone call tracking and integration, instant reporting, lead tracking, commission calculations and administrative capabilities. | | Referral marketing | Insurance is an extremely competitive market, and most insurance companies say that referrals are their number one source of leads. A good insurance CRM program will let you do more than just send messages to your customers to remind them to send you business—they’ll also have referral tree capabilities, letting you see who your best referral partners are and letting you leverage that information appropriately. | --- ## Evaluating insurance CRM software Insurance CRM software automates most of the [lead generation](https://www.softwareadvice.com/marketing/lead-generation-comparison/), sales, application, reporting, policy tracking, and marketing processes, eliminating heavy and expensive paper use and letting the agent focus on business growth and customer service rather than data entry and mundane details. Since there are many different facets to the insurance industry, it’s important to select the right program that suits your individual needs. When selecting insurance CRM software, ask the following questions: - Does the software integrate seamlessly with [accounting](https://www.softwareadvice.com/accounting/) and other software systems already in use by your company? - Will the system integrate with our existing customer service software or will it replace it? - What type of insurance do you sell? Would you benefit from a system that supports upselling? - Do you rely on paper-based applications and then re-enter the data? Do you have old records that you want to digitize? - How much time and money would you save with an all digital solution? - Do you want to be able to track your best referral partners? - Do you have multiple agents and need to be able to track their sales information individually? ## How is this software priced? Customer relationship management software for insurance companies has pricing models that are comparable to other types of CRM software. Generally speaking, it can be purchased either through a subscription plan or with a perpetual license fee. | Feature | Description | | --- | --- | | Subscription-based | A monthly or annual fee is charged to use the system, typically based on the number of users who need access. Maintenance and updates are typically included; support and training may be an additional fee. | | Perpetual license fee | A one-time fee, either for a single user or a single computer installation. Other add-ons, such as updates, training or support, often come at a separate cost. | --- Additionally, customer relationship management software for insurance companies is sold in two deployment options, including as an on-premise installation or as a cloud-deployed service. While cloud deployment is the increasingly popular choice, both options have advantages and disadvantages. Buyers are encouraged to carefully examine all options before making a decision. ### Related Insurance CRM Software - [Financial CRM Software](https://www.softwareadvice.com/crm/financial-comparison/) - [Healthcare CRM Software](https://www.softwareadvice.com/crm/healthcare-crm-comparison/) - [Social CRM Tools Software](https://www.softwareadvice.com/crm/social-crm-comparison/)