Best Insurance CRM Software in 2026
Updated
In short: Zoho CRM is ranked #1 of 27 as of 4 October 2026, ahead of Freshsales and Bitrix24 CRM. The best-ranked option with a free plan is Freshsales. The lowest first paid tier on this page is Freshsales at $0.75/mo.
For an insurance agency, CRM software can bring sales activity and policyholder relationships into a shared workflow. Compare sales pipelines and renewal tracking with agent management and email automation to see which tools address your team’s priorities. Policyholder portals and mobile apps add other factors to weigh, while free-plan availability and paid-from pricing offer cost context. PolicyTek, AgencyZoom and Zoho CRM appear among the first entries, followed by Fat Agent and NextAgency. Consider how your agency handles prospects, supports agents and follows policies over time, then compare those needs with the capabilities shown.
27 insurance CRM software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
#1 Zoho CRM Top pick · 7.3 Free plan · $14/mo
#2 Freshsales Runner-up · 7.2 Free plan · $0.75/mo
#3 Bitrix24 CRM Also great · 7.0 Free plan · $69/mo
- Free planFree trial AndroidapiiOSWeb
- Free plan
- Yes
- Paid from
- 14 /user/mo
RecognisedDocumentedFree planPlatforms$14/mofirst paid tier About Zoho CRMVisit site - Free planFree trial AndroidapiextensioniOSWeb
- Free plan
- Yes
- Paid from
- 9 /user/mo
RecognisedDocumentedFree planPlatforms$0.75/mofirst paid tier About FreshsalesVisit site - Free plan WebWindowsmacOSiOSAndroid
- Free plan
- Yes
- Sales pipelines
- Yes
- Email automation
- Yes
RecognisedDocumentedFree planPlatforms$69/mofirst paid tier About Bitrix24 CRMVisit site - Free planFree trial apiWeb
- Free plan
- No
- Paid from
- 49 /user/mo
- Sales pipelines
- Yes
- Renewal tracking
- Yes
- Agent management
- Yes
- Email automation
- Yes
RecognisedDocumentedFree planPlatforms$49/mofirst paid tier About CaspianVisit site - Free planOpen source
- Free plan
- Yes
- Sales pipelines
- Yes
- Email automation
- Yes
RecognisedDocumentedFree planPlatforms - Free trial AndroidiOSWeb
- Free plan
- No
- Sales pipelines
- Yes
- Renewal tracking
- Yes
- Agent management
- Yes
- Email automation
- Yes
RecognisedDocumentedFree planPlatforms$99/mofirst paid tier About AgencyZoomVisit site - Free trial AndroidapiiOSself-hostedWeb
- Free plan
- No
RecognisedDocumentedFree planPlatforms - Free trial AndroidapiiOSWeb
- Free plan
- No
- Paid from
- 325 /user/mo
RecognisedDocumentedFree planPlatforms$325/mofirst paid tier About Salesforce Financial Services CloudVisit site - Free trial WebiOSAndroid
- Free plan
- No
- Paid from
- 30 /user/mo
RecognisedDocumentedFree planPlatforms$30/mofirst paid tier About Act!Visit site - apiiOSWeb
- Free plan
- No
- Sales pipelines
- Yes
- Renewal tracking
- Yes
- Agent management
- Yes
- Email automation
- Yes
RecognisedDocumentedFree planPlatforms$50/mofirst paid tier About Fat AgentVisit site - Free trial AndroidiOSWeb
- Free plan
- No
- Paid from
- 85 /user/mo
- Sales pipelines
- Yes
- Renewal tracking
- Yes
- Agent management
- Yes
- Email automation
- Yes
RecognisedDocumentedFree planPlatforms$5.90/mofirst paid tier About NextAgencyVisit site - Free trial WebiOSAndroid
- Free plan
- No
- Paid from
- 13 /user/mo
RecognisedDocumentedFree planPlatforms$13/mofirst paid tier About NutshellVisit site - Free trial WebiOSAndroid
- Free plan
- No
RecognisedDocumentedFree planPlatforms - apiWeb
- Sales pipelines
- Yes
- Renewal tracking
- Yes
- Agent management
- Yes
- Email automation
- Yes
RecognisedDocumentedFree planPlatforms - apiWeb
- Sales pipelines
- Yes
- Renewal tracking
- Yes
- Agent management
- Yes
- Email automation
- Yes
RecognisedDocumentedFree planPlatforms - Free trial extensionWeb
- Free plan
- No
- Sales pipelines
- Yes
- Agent management
- Yes
- Email automation
- Yes
RecognisedDocumentedFree planPlatforms$25/mofirst paid tier About InsureioVisit site - Web
- Free plan
- No
- Sales pipelines
- Yes
- Agent management
- Yes
- Email automation
- Yes
RecognisedDocumentedFree planPlatforms$300/mofirst paid tier About NexLife CRMVisit site - WebRecognisedDocumentedFree planPlatforms
- Web
- Free plan
- No
RecognisedDocumentedFree planPlatforms - WebRecognisedDocumentedFree planPlatforms
- Free trial
- Free plan
- No
RecognisedDocumentedFree planPlatforms - AndroidiOSWeb
- Free plan
- No
- Sales pipelines
- Yes
- Renewal tracking
- Yes
- Email automation
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Sales pipelines
- Yes
- Renewal tracking
- Yes
- Agent management
- Yes
RecognisedDocumentedFree planPlatforms - Free trial AndroidiOSWeb
- Free plan
- No
RecognisedDocumentedFree planPlatforms - RecognisedDocumentedFree planPlatforms
Is your app on this list?
Numbered spots on this list can be sponsored. They are labelled, and the editorial order and scores never change for payment.
Questions about this list
Which insurance CRM software is ranked first on Everything Xiaomi?
Zoho CRM is ranked #1 of 27 with a score of 7.3. Freshsales is second and Bitrix24 CRM third.
How many of these have a free plan?
5 of the 25 on this page publish a free plan on their own pricing pages.
Which is the cheapest paid option?
On this page, Freshsales has the lowest first paid tier we found: $0.75/mo.
How is this list ranked?
Ranked on what each maker publishes: documentation depth, a free tier and the platforms it runs on. Paid placements never change a rank.