# Page 5 | Best Insurance CRM Software - 2026 Reviews & Pricing > Page 5 - Find the best Insurance CRM Software for your organization. Compare top Insurance CRM Software systems with customer reviews, pricing, and free demos. Source: https://www.softwareadvice.com/crm/insurance-crm-comparison --- [Home](https://www.softwareadvice.com/) / [Insurance CRM Software](https://www.softwareadvice.com/crm/insurance-crm-comparison/) / Page 5 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 - Page 5 Filter products 118 results ### Compare Products Showing 101 - 118 of 118 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. [Second CRM](https://www.softwareadvice.com/crm/second-crm-profile/) Second CRM offers a contact database with sales and marketing capabilities built for small to midsize businesses. It features le...[Read more about Second CRM](https://www.softwareadvice.com/crm/second-crm-profile/) No reviews yet Free trial Free version Integrations Integrations Microsoft 365 Shopify +8 more +7 more +6 more [OnePageCRM](https://www.softwareadvice.com/crm/onepagecrm-profile/) OnePageCRM is a simple contact management tool. While it has all the usual features of a customer relationship management (CRM) ...[Read more about OnePageCRM](https://www.softwareadvice.com/crm/onepagecrm-profile/) **4.8** ([101 reviews](https://www.softwareadvice.com/crm/onepagecrm-profile/reviews/)) Free trial Free version Integrations Integrations Google Drive Dropbox Business +16 more +15 more +14 more OnePageCRM's Best Rated Features 4.89Contact Management See All OnePageCRM's Worst Rated Features 4.17Reporting/Analytics See All [Salesmate](https://www.softwareadvice.com/email-marketing/salemate-profile/) Most CRMs are rigid, inflexible, and cost a lot of money to organizations, and Salesmate solves exactly these pain-points. Sal...[Read more about Salesmate](https://www.softwareadvice.com/email-marketing/salemate-profile/) **4.7** ([102 reviews](https://www.softwareadvice.com/email-marketing/salemate-profile/reviews/)) Free trial Free version Integrations Integrations Google Drive Slack +27 more +26 more +25 more Salesmate's Best Rated Features 5.0Email Campaign Management See All Salesmate's Worst Rated Features 4.17Alerts/Notifications See All [Apptivo](https://www.softwareadvice.com/crm/apptivo-profile/) Apptivo is a cloud-based suite of applications designed to help small businesses manage a range of functions including financial...[Read more about Apptivo](https://www.softwareadvice.com/crm/apptivo-profile/) **4.4** ([708 reviews](https://www.softwareadvice.com/crm/apptivo-profile/reviews/)) Free trial Free version Integrations Integrations Google Drive PayPal +19 more +18 more +17 more Apptivo's Best Rated Features 5.0Customizable Fields See All Apptivo's Worst Rated Features 3.83Calendar Sync See All [SalezShark](https://www.softwareadvice.com/crm/salezshark-profile/) SalezShark is a complete CRM and sales management platform in the cloud. It focuses on marketing automation in generating prospe...[Read more about SalezShark](https://www.softwareadvice.com/crm/salezshark-profile/) **4.7** ([15 reviews](https://www.softwareadvice.com/crm/salezshark-profile/#reviews)) Free trial Free version Integrations Integrations WhatsApp Gmail +10 more +9 more +8 more [Target CRM](https://www.softwareadvice.com/product/450151-Target-CRM/) Target CRM is a customer relationship management software designed to help businesses manage and organize customer relationships...[Read more about Target CRM](https://www.softwareadvice.com/product/450151-Target-CRM/) **4.8** ([6 reviews](https://www.softwareadvice.com/product/450151-Target-CRM/#reviews)) Free trial Free version Integrations Integrations Mailchimp WordPress +9 more +8 more +7 more [OneLink](https://www.softwareadvice.com/insurance/agencyintel-profile/) OneLink is a Health, Life & Medicare agency management solution that helps businesses in healthcare, finance, insurance and othe...[Read more about OneLink](https://www.softwareadvice.com/insurance/agencyintel-profile/) **5.0** ([5 reviews](https://www.softwareadvice.com/insurance/agencyintel-profile/#reviews)) Free trial Free version [folk](https://www.softwareadvice.com/construction/folk-profile/) folk is a customer relationship management (CRM) platform that enables organizations to centralize and customize all relationshi...[Read more about folk](https://www.softwareadvice.com/construction/folk-profile/) **4.5** ([46 reviews](https://www.softwareadvice.com/construction/folk-profile/reviews/)) Free trial Free version Integrations Integrations Gmail Instagram +8 more +7 more +6 more folk's Best Rated Features 4.67Contact Database See All folk's Worst Rated Features 3.70Email Marketing See All [AGENCYMATE](https://www.softwareadvice.com/cpq/agencymate-profile/) AGENCYMATE is an agency management software solution designed for marketing, advertising, and PR agencies. AGENCYMATE provides ...[Read more about AGENCYMATE](https://www.softwareadvice.com/cpq/agencymate-profile/) **4.7** ([3 reviews](https://www.softwareadvice.com/cpq/agencymate-profile/#reviews)) Free trial Free version Integrations Integrations Dropbox Sign Quicken +2 more +1 more +0 more [Gateway ERP](https://www.softwareadvice.com/retail/gateway-erp-profile/) Gateway ERP is a cloud-based ERP (Enterprise Resource Planning) software designed to help businesses across various industries, ...[Read more about Gateway ERP](https://www.softwareadvice.com/retail/gateway-erp-profile/) **5.0** ([1 reviews](https://www.softwareadvice.com/retail/gateway-erp-profile/#reviews)) Free trial Free version [Peso](https://www.softwareadvice.com/accounting/peso-profile/) Peso is a cloud-based accounts receivable automation tool designed to meet the diverse needs of businesses, finance professional...[Read more about Peso](https://www.softwareadvice.com/accounting/peso-profile/) **5.0** ([1 reviews](https://www.softwareadvice.com/accounting/peso-profile/#reviews)) Free trial Free version Integrations Integrations Gmail QuickBooks Online +10 more +9 more +8 more [cobra CRM](https://www.softwareadvice.com/product/463838-cobra-CRM/) cobra CRM is a customer relationship management software designed to help organizations manage customer data, sales processes, a...[Read more about cobra CRM](https://www.softwareadvice.com/product/463838-cobra-CRM/) **5.0** ([1 reviews](https://www.softwareadvice.com/product/463838-cobra-CRM/#reviews)) Free trial Free version Integrations Integrations Mailchimp Sage 100 +8 more +7 more +6 more [SAIBA Global](https://www.softwareadvice.com/insurance/saiba-global-profile/) SAIBA is an insurance broking software tailored for direct insurance brokers. It aids in the effective management of customer ac...[Read more about SAIBA Global](https://www.softwareadvice.com/insurance/saiba-global-profile/) **1.0** ([1 reviews](https://www.softwareadvice.com/insurance/saiba-global-profile/#reviews)) Free trial Free version [SendJim](https://www.softwareadvice.com/marketing/sendjim-profile/) Send Jim is a direct mail software solution designed to streamline the direct mail process for businesses. By integrating seamle...[Read more about SendJim](https://www.softwareadvice.com/marketing/sendjim-profile/) **4.4** ([81 reviews](https://www.softwareadvice.com/marketing/sendjim-profile/reviews/)) Free trial Free version Integrations Integrations Zapier Housecall Pro +15 more +14 more +13 more SendJim's Best Rated Features 4.38Customizable Branding See All SendJim's Worst Rated Features 3.50Third-Party Integrations See All [Redtail CRM](https://www.softwareadvice.com/crm/redtail-profile/) Redtail CRM is a cloud-based customer relationship management solution designed specifically for financial professionals. Its fe...[Read more about Redtail CRM](https://www.softwareadvice.com/crm/redtail-profile/) **4.1** ([85 reviews](https://www.softwareadvice.com/crm/redtail-profile/reviews/)) Free trial Free version Integrations Integrations Nitrogen +0 more +0 more +0 more Redtail CRM's Best Rated Features 4.67Contact Database See All Redtail CRM's Worst Rated Features 3.22Interaction Tracking See All [Figuro](https://www.softwareadvice.com/crm/figuro-profile/) Figuro is an insurance software that transforms agencies and delights customers. It offers an all-in-one platform to thrive in t...[Read more about Figuro](https://www.softwareadvice.com/crm/figuro-profile/) No reviews yet Free trial Free version [InsuraCRM](https://www.softwareadvice.com/product/400447-InsuraCRM/) Damco’s InsuraCRM is a comprehensive insurance customer relationship management software that helps businesses across the indust...[Read more about InsuraCRM](https://www.softwareadvice.com/product/400447-InsuraCRM/) No reviews yet Free trial Free version Integrations Integrations CRM Analytics +0 more +0 more +0 more [Veritouch](https://www.softwareadvice.com/product/485796-VeriTouch/) VeriTouch is a customer relationship management (CRM) solution built on Microsoft Dynamics 365. It is designed for financial ins...[Read more about Veritouch](https://www.softwareadvice.com/product/485796-VeriTouch/) No reviews yet Free trial Free version Integrations Integrations Dynamics 365 Temenos +5 more +4 more +3 more [1](https://www.softwareadvice.com/crm/insurance-crm-comparison/)[2](https://www.softwareadvice.com/crm/insurance-crm-comparison/?page=2)[3](https://www.softwareadvice.com/crm/insurance-crm-comparison/?page=3)[4](https://www.softwareadvice.com/crm/insurance-crm-comparison/?page=4) 5