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Best Insurance CRM Software in 2026

Insurance CRM software can support work across agent coordination, sales activity, and policyholder relationships. Compare sales pipelines and renewal tracking alongside agent management and email automation to see how capabilities align with your processes. A policyholder portal and mobile apps are other features to weigh for customer and staff access. Free plan and Paid from add cost context. Odoo CRM, Bitrix24 CRM, and Freshsales are among the options to consider, along with Zoho CRM and Applied Epic for Salesforce. Think about how your team handles prospects, agents, and renewals, then compare the listed capabilities against those needs.

  1. 1

    Odoo CRM

    by Odoo CRM
    Free plan Open source AndroidAPIExtension+5

    Choose Odoo CRM if your team wants pipeline management, lead scoring, automation, and analysis within an open source business app suite.

    8.7 Free plan Visit site
  2. 2

    Bitrix24 CRM

    by Bitrix24 CRM
    Free plan AndroidAPIiPhone+5

    Bitrix24 CRM pairs pipeline and email automation features with plans for different user and storage needs.

    7.6 Free plan · paid from $49/mo (annual) · 15-day trial Visit site
  3. 3

    AgencyBloc AMS+

    by AgencyBloc AMS+
    Free plan AndroidAPIWeb

    AMS+ brings health-insurance CRM, policy workflows, compliance tools, reporting, and listed integrations into one web system.

    7.5 Pricing on request Visit site
  4. 4

    Freshsales

    by Freshsales
    Free plan AndroidAPIExtension+2

    Freshsales combines lead and deal management with communication tools, AI assistance, and workflow automation.

    7.5 Free plan · paid from $9/user/mo (annual) · 21-day trial Visit site
  5. 5

    HubSpot CRM

    by HubSpot CRM
    Free plan AndroidiPhone

    Choose HubSpot CRM if you want a no-expiration free CRM with pipeline tools, customer reporting, and team conversation features.

    7.1 Free plan · 14-day trial Visit site
  6. 6

    Zoho CRM

    by Zoho CRM
    Free plan AndroidAPIiPhone+1

    Zoho CRM brings sales process tools, integrations, APIs, and mobile access together.

    6.9 Free plan · paid from $14/user/mo (annual) · 15-day trial Visit site
  7. 7

    HubSpot Live Chat

    Free plan AndroidiPhoneWeb
    6.6 Free plan Visit site
  8. 8

    Act!

    by Act!
    Free trial WebiPhoneAndroid

    Choose Act! if your team wants a sales pipeline, email sync, marketing automation, and mobile access in one CRM. Look elsewhere if you need a free plan or a listed billing option other than annual.

    6.5 From $30/user/mo (annual) · 14-day trial Visit site
  9. 9

    AgencyZoom

    Free trial AndroidiPhoneWeb

    AgencyZoom brings insurance sales pipelines, customer engagement automation, and performance reporting together.

    6.4 From $99/mo · 14-day trial Visit site
  10. 10

    Creatio CRM

    by Creatio CRM
    Free trial AndroidAPIiPhone+2

    Choose Creatio if your organization needs connected marketing, sales, and service work with application building and CRM agents.

    6.4 14-day trial Visit site
  11. 11

    InsuredMine

    Free trial AndroidAPIiPhone+1

    InsuredMine combines agency sales and engagement tools with a client-facing mobile app and listed AI capabilities.

    6.3 From $219/mo (annual) · 14-day trial Visit site
  12. 12

    Caspian

    Free trial APIWeb

    Caspian combines insurance-focused CRM, lead handling, communications, scheduling, and compliance features. A free Starter option is listed, while Basic usage fees are separate from its monthly price.

    6.2 From $49/user/mo Visit site
  13. 13

    LeadSquared

    by LeadSquared
    Free trial AndroidAPIiPhone+1

    Choose LeadSquared if your team needs sales and marketing CRM capabilities, mobile access, and workflow automation.

    6.2 15-day trial Visit site
  14. 14

    Microsoft Dynamics 365 Sales

    by Microsoft Dynamics 365 Sales
    Free trial AndroidAPIiPhone+1
    6.1 From $65/user/mo (annual) · 30-day trial Visit site
  15. 15

    Nutshell

    by Nutshell
    Free trial AndroidAPIExtension+2

    Nutshell combines sales pipeline management with email sync, marketing automation and AI features across web and mobile.

    6.1 From $13/user/mo (annual) · 14-day trial Visit site
  16. 16

    Cove CRM

    Free trial Web

    CoveCRM brings insurance lead handling, communications, appointments, and production reporting together.

    6.0 From $100/mo · 7-day trial Visit site
  17. 17

    Pipedrive

    by Pipedrive
    Free trial AndroidAPIExtension+2

    Pipedrive centers sales work on a visual pipeline, with plan features extending into reporting, automation, lead generation, and account security.

    6.0 14-day trial Visit site
  18. 18

    Insureio

    Free trial ExtensionWeb

    Insureio centers insurance sales workflows around lead management, applications, client records, and communications.

    5.9 From $25/mo · 30-day trial Visit site
  19. 19

    NextAgency

    Free trial AndroidiPhoneWeb

    NextAgency combines agency CRM, marketing, analytics, and compliance capabilities, with commission tracking available as an add-on.

    5.9 From $85/user/mo · 30-day trial Visit site
  20. 20

    Salesforce Financial Services Cloud

    Free trial AndroidAPIExtension+2

    Choose Financial Services Cloud if your organization needs customer-centered sales or service capabilities built for financial services.

    5.9 From $325/user/mo (annual) · 30-day trial Visit site
  21. 21

    Applied Epic for Salesforce

    Paid APIWeb

    Applied Epic for Salesforce connects insurance workflows across Salesforce and Applied Epic, with lead conversion, renewal tracking, and reporting. Agencies should request pricing to assess its fit.

    5.7 Pricing on request Visit site
  22. 22

    Fat Agent

    Paid APIiPhoneWeb

    Choose Fat Agent if your independent agency wants insurance CRM, quoting, communications, and agency management connected around customer profiles.

    5.7 From $50/mo Visit site
  23. 23

    Oracle Fusion Cloud Sales

    by Oracle Fusion Cloud Sales
    Paid AndroidAPIiPhone+1

    Pick Oracle Fusion Cloud Sales when sales, finance, operations, and billing processes need to share one connected platform.

    5.5 Pricing on request Visit site
  24. 24

    SugarCRM

    by SugarCRM
    Paid AndroidAPIiPhone+2

    SugarCRM combines sales guidance with marketing, service, mobile, and integration capabilities across its product suite.

    5.4 Visit site
  25. 25

    NexLife CRM

    Paid APIWeb

    NexLife CRM combines insurance-focused relationship management with temporary encrypted intake handling and packet tracking.

    5.3 Visit site

#1Places #1, #2, #3, #4, #5 on this list can be bought by the makers of the software on it. See the price

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