18.8
Odoo CRM helps teams manage sales opportunities through a pipeline, schedule follow-ups, and forecast sales.
Free planOpen sourceAndroidiOSWeb
Best Insurance CRM Software in 2026
Insurance CRM software can support work with prospects, agents, and policyholders across sales and ongoing customer relationships. Compare sales pipelines and renewal tracking with agent management and email automation to see how the available capabilities align with your processes. Policyholder portals and mobile apps offer additional features to weigh, while free-plan availability and paid-from pricing help you…
28.4
Bitrix24 CRM is a customer relationship management platform for sales pipeline management and email automation.
Free planAndroidiOSWeb
38.3
Freshsales is a customer relationship management platform for sales teams, combining lead management, customer communication, and deal tracking.
Free planAndroidiOSWeb
- 4
Zoho CRM
Zoho CRM provides sales teams with tools to manage leads, automate contact tracking and follow-ups, and measure sales performance.
Free planAndroidiOSWebAPI8.3From $14 a month - 5
InsuredMine
InsuredMine is an AI-powered CRM for insurance agencies, designed to work alongside an agency management system.
Free planAndroidiOSWebAPI8.0From $69 a month - 6
HubSpot CRM
HubSpot CRM brings customer data and reporting into a unified view, with tools for managing sales activity and team conversations.
Free planAndroidiOS7.9From $15 a month - 7
Nutshell
Nutshell is a paid CRM with a visual sales pipeline, email sync, marketing automation, AI features, and mobile apps.
AndroidiOSWebAPI7.9 - 8
Pipedrive
AndroidiOSWebAPI7.9From $14 a month - 9
Salesforce Financial Services Cloud
Salesforce Financial Services Cloud brings customer data from banking, wealth, and insurance platforms together to support personalized engagement…
AndroidiOSWebAPI7.7From $325 a month - 10
Microsoft Dynamics 365 Sales
AndroidiOSWebAPI7.6 - 11
LeadSquared
AndroidiOSWebAPI7.5 - 12
Creatio CRM
Creatio CRM is an AI CRM and workflow platform for marketing, sales, and service.
AndroidiOSWebAPI7.4 - 13
AgencyBloc AMS+
AgencyBloc AMS+ is a web-based agency management system for health insurance organizations, including independent agencies and wholesale IMO/FMOs.
AndroidWebAPI7.3From $109 a month - 147.3From $49 a month
- 15
NexLife CRM
NexLife CRM is web-based CRM and client-intake software for licensed life insurance agents.
Free planWebAPI7.2From $300 a month - 16
SugarCRM
AndroidiOSWebAPI7.1 - 17
AgencyZoom
AgencyZoom is a sales and automation platform for insurance agents and agencies, with a lead manager for tracking opportunities through a pipeline.
AndroidiOSWeb6.9From $99 a month - 18
Act!
Act! is customer relationship management software with a visual sales pipeline, email sync, marketing automation, AI features, and a mobile app.
AndroidiOSWeb6.8From $30 a month - 19
HubSpot Live Chat
Free planAndroidiOSWeb6.7Free plan - 20
NextAgency
NextAgency is agency management and CRM software for agencies selling benefits, senior, and life insurance policies.
AndroidiOSWeb6.7From $850 a year - 21
Fat Agent
Fat Agent is an insurance operating system for independent agencies handling property and casualty, life and health, or both.
iOSWebAPI6.3From $50 a month - 22
Insureio
Insureio is a cloud-based CRM for insurance advisors, agents, and firms, combining lead, client, sales, and marketing workflows.
WebExtension6.3From $25 a month - 23
Oracle Fusion Cloud Sales
Oracle Fusion Cloud Sales brings sales automation, quoting, customer buying, order management, billing, and renewals together on one platform.
AndroidiOSWebAPI6.2 - 24
Applied Epic for Salesforce
Applied Epic for Salesforce connects Salesforce with Applied Epic for insurance sales and servicing teams.
WebAPI6.1 - 25
Cove CRM
Web6.1From $100 a month