The Top-Rated CRM Systems for Insurance Agents to Consider

The editors at Solutions Review have compiled a list spotlighting some of the top-rated CRM systems that can help insurance agents and their teams meet and exceed expectations. Solutions Review participates in affiliate programs. We may make a small commission from products purchased through this resource.

A company’s interactions with its customers are a driving force behind its continued success. A customer relationship management (CRM) solution can help many companies turn those interactions into ongoing, mutually beneficial relationships. However, for some businesses, a more specialized platform might be needed, which is where industry-specific solutions can help. For example, an insurance-centric CRM can give agents the insights they need to serve customers, nurture leads, and deliver memorable experiences.

However, finding the best CRM solution for your company isn’t always easy. There’s no such thing as a one-size-fits-all solution, as different products will have pros and cons. With that in mind, Solutions Review has developed this list of top-rated service CRM software providers to help connect buyers with some of the leading software providers in the marketplace.

Our editors gathered this information via online materials, reports, product demonstrations, conversations with vendor representatives, and free trial examinations.

The Best CRM Software Companies for 2024

Zoho CRM

Description: Zoho is a multinational company specializing in software development, cloud computing, and web-based business tools. It offers products and applications across major business categories, including marketing, sales, customer service, email, human resources, financial, management, business intelligence, and other back-office operations. Insurance businesses can use Zoho CRM to organize prospects, track emerging opportunities, automate activities, resolve claims quickly, engage customers on whatever platforms they prefer, automate customer outreach, manage multiple policies from the same platform, assign claims to the right employee, standardize processes, and more.

Pipedrive

Description: Pipedrive provides a clean, intuitive, and interactive CRM tool to help sales professionals manage leads, track communications, automate tasks, measure performance with detailed metrics, and improve sales processes. The Pipedrive platform can also be configured for the insurance industry to help agents quickly assign cases, send automated follow-ups to support renewals, provide omnichannel customer communications, ensure service level agreements (SLAs) are met, get a complete overview of every customer touch-point, track relevant customer activity, streamline case resolution, and integrate with the tools used across their insurance business.

HubSpot

Description: HubSpot is frequently brought up in discussions on CRM integration, as most of the providers in the marketing world offer integrations with the company’s software. HubSpot is perhaps the most popular small business CRM since its core capabilities are free. Additional features, like enterprise licensing, can be purchased as an add-on to the commercially free options. HubSpot also has platforms and solutions for sales, service, content management, and operations, which can all be customized to the needs of the insurance industry, ensuring each agent has all the tools they need to connect, convert, and retain clients.

Act!

Description: The Act! platform provides CRM and marketing automation capabilities that include pipeline visuals and management, customer database management, pipeline management, business insights, reports, and more. For example, insurance companies can use Act! ‘s CRM to manage their leads, automate customer service interactions to reduce user workloads, personalize customer communications, and equip agents with valuable insights that help them close sales. The provider also has an extensive library of support resources such as software tutorials, video training, and a ticket system for in-depth issues.

Zendesk

Description: Zendesk provides customers with a CRM experience focused on customer service and sales needs. With the Zendesk Sell platform, insurance agents can access sales automation software, pipeline visualization and management tools, mobile access, lead management, reporting capabilities, and more. The Zendesk platform can connect all of an insurance company’s most essential data in one location, giving agents quick access to critical customer information like product usage, lifetime value, and communication preferences. Agents can then use that data to inform their delivery of customized experiences and services to clients.

SugarCRM

Description: SugarCRM is designed to provide users with a simple UI and many customization options. The platform’s key features include sales automation and forecasting, lead management, sales campaigns, quote configurations, 24/7 technical support services, 250GB of data storage, and marketing automation. Insurance agents can use the SugarCRM platform to make accurate predictions about customer journeys, identify customer pain points, automate lengthy sales processes, collect customer information, and integrate with the other financial, accounting, or business management systems they use.

Keap

Description: Keap is a CRM and marketing automation solutions provider for growth-oriented companies. While the company focuses on small and medium-sized businesses, it does offer a solution for established, larger firms. Keap’s CRM platform can be configured to meet the needs of multiple industries, equipping them with the sales and marketing automation tools they need to grow their business. Its insurance-specific features include automatic lead follow-ups, lead segmentation, policy renewal alerts, customer onboarding tools, referral requests, sales stage tracking, insurance upsell campaigns, open enrollment reminders, appointment scheduling, and more.

Salesforce

Description: Salesforce offers one of the most expansive and complete CRM products. The platform includes the company’s sales and marketing applications, most notably the Sales and Marketing Clouds, Service Cloud, Analytics Cloud, App Cloud, and IoT service. Salesforce is fully mobile, and its Complete Customer Management Solution is best-in-class. In addition to its core CRM features, Salesforce offers a version of the Customer 360 solution personalized for the insurance industry. This offering can empower agents with custom-built, AI-powered technologies that make it easier to optimize costs, accelerate sales, and enhance overall marketing performance.

monday.com

Description: Monday is a cloud-based, scalable, and flexible project management software for companies of all sizes. With Monday’s CRM solution, insurance companies can create a custom platform using ready-made templates and tailor sales pipelines, workflows, and processes to meet business needs and drive growth. The integrated sales and marketing CRM includes sales pipeline visualizations, centralized data management, mobile access, workflow automation, customer tracking, custom automations, pipeline management, custom dashboards, and a collection of integrations with other leading technologies.

Freshworks

Description: Freshworks provides business software solutions designed to be ready to go right “out of the box.” For example, the company’s CRM platform, Freshsales, comes equipped with the tools businesses need to identify loyal customers, improve engagement, personalize the shopping experience, and unify customer data. Freshsales is also available in an industry-specific version that insurance brands can tailor to their unique needs. For example, users can auto-assign leads to the most qualified agents, give sales reps a 360-degree view of clients, automate workflows, generate quotes, launch custom sales campaigns, and more. The sales and marketing CRM can also integrate with Freshdesk, a customer support platform. 

Insightly

Description: Insightly is a unified CRM platform designed to align sales, marketing, and project teams around a single view of their customer base. The CRM includes workflow automation, lead routing, segmentation, campaigns, reporting, and email integration services to help marketers build meaningful relationships with present and future customers. The Insightly AppConnect platform allows users to access hundreds of pre-built app connectors. Insurance companies can use Insightly’s CRM to accelerate sales velocity, create graphical data visualizations that reveal insights into customer behavior, build automated workflows, and integrate with the tools they’re already using.

Maximizer

Description: Maximizer is a feature-rich CRM product highlighted by sales function capabilities alongside marketing automation, contact management, business intelligence, cloud-based data storage, deployment tools, customer service features, and a companion mobile application. Insurance agents can use the Maximize suite to automate email campaigns, nurture valuable referral relationships, centralize policyholder information, track every client conversation, manage critical policy data, create custom reports, leverage built-in activity tracking features, optimize the sales qualification process, and integrate with online applications that plug directly into a quote engine.

Less Annoying CRM

Description: True to its name, Less Annoying CRM offers a streamlined product for those seeking a simple, uncluttered user experience. The product was built with small and medium-sized organizations in mind and is equipped with the standard features one would expect to find in CRM software, like contact management, leads management, pipelines, feature customization, and more. The affordable, web-based CRM can help insurance agents streamline their sales, service, and marketing processes. For example, users can track policy applications, store group plan information, track renewal dates, streamline internal collaboration, and more.

Vtiger

Description: Vtiger breaks silos between marketing, sales, and support teams to view a company’s customer base. The company encourages team collaboration while keeping them organized, productive, and in sync. For example, the platform automatically assigns leads to agents based on location, deal size, availability, language, and other preferences. With its insurance-specific CRM, Vtiger can help users create leads from insurance inquiries, automate lead distribution, centralize policy management, generate reports to measure policy performance, personalize customer interactions, and provide insurance holders with private portals where they can submit inquiries, track progress on cases, get answers to questions, and more.

Salesmate

Description: Salesmate is an “all-in-one” cloud-based, AI-powered CRM platform built to help startups and small to medium-sized enterprises simplify their sales processes, improve customer engagement, and boost the productivity of their sales teams. Additionally, the platform provides insurance agents and brokers with tools for sales automation, meeting scheduling, Voice over Internet Protocol (VoIP), sales pipeline management, sales forecasting, live chat, email tracking, sales sequences, lead management, text messaging, custom web forms, personalized email outreach, pre-built templates, streamlined customer onboarding processes, and more.

LeadSquared

Description: LeadSquared is a provider of marketing automation and sales execution solutions designed to help marketers and sales teams capture lead and activity data across channels to make each engagement meaningful and targeted. The platform uses machine learning to forge a deeper understanding of conversion attributes. With its insurance CRM offering, agents can improve how they capture insurance inquiries, distribute leads to the right teams, provide applicants with self-serve application interfaces, prioritize leads to create custom follow-up actions, track prospect activities, automate proactive intervention, increase internal efficiency, and track performance across their teams.