8 Best CRM Software for Insurance Agents & Agencies 2023 (Free & Paid)

1. Zoho CRM - Best CRM Software for Insurance Companies & Agents

› Why Do We Prefer Zoho CRM For Insurance Industries?

We reviewed Zoho CRM in-depth. As a result, it is the best insurance CRM software for agents and insurance companies. An insurance company or agent can use Zoho CRM’s robust functionality, which helps reach the target audience to increase engagement, providing after-sales services like policy renewal, maturity claims, etc., and aligning the sales cycle.

Insurance companies or agents' concerns to manage customers, avail suitable insurance policies based on customer preferences, simplify insurance claims processes, etc. With the help of Zoho CRM, all these concerns become complementary. Additionally, Zoho CRM delivers comprehensive but customizable tools that help the insurers fulfill their customer needs and strengthen relationships. 

› What Are The Key Features of Zoho CRM For Insurance Industries?

• • Mobile App: Allow field agents to access all relevant information from anywhere.
  • Communication: Omnichannel communication system to engage customers through email, live chat, calls, etc.
  • Automation: Automate administrative processes to streamline workflow.
  • Policy Management: Manage customer data for multiple policies with Zoho page layouts and send automated notifications to clients on policy renewal.
  • Claim Management: Monitor premium cost based on multiple policies and assign claims to relevant employees to resolve fast.
  • Process Management: Define specific processes across organizations, set SLAs, prepare checklists, and more to maintain standards. 
  • Data Analytics: Analyze data, detect & mitigate real-time fraud, and more to simplify the claim process.
  • Analytics & reports: In-built analytics engine that analyzes data that generate reports to forecast sales trends.  
  • Integration: Offers seamless integration with favorite third-party apps to ease the work process.  

› What Are The Subscription Costs of Zoho CRM?

Zoho CRM has 5 sensible subscription packages: Free, Standard, Professional, Enterprise, and Ultimate. It costs $0-$52 per user/month, billed annually with a 15-day free trial. To get complete information, please visit Zoho.com.

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2. Pipedrive - Leading CRM Software For Insurance Agents & Brokers

› Why Do We Prefer Pipedrive CRM For Insurance Firms?

Our research of Pipedrive CRM will help the insurer to understand the benefits of using CRM solutions for business. Pipedrive CRM is one of the top CRM systems for insurance management. It allows insurers and agents to provide a higher-level experience to their customers. 

Pipedrive CRM’s significant features can let insurers manage their customer data with insurance processes like automating renewal processes, analyzing claim functions, providing better customer interactions, streamlining sales strategies, prioritizing customer requirements, and more. Pipedrive CRM can assist insurers and agents in focusing on customers by fulfilling their needs to maintain long-lasting relationships. 

› What Are The Key Features of Pipedrive CRM For Insurance Firms?

• • Contact Management: Categorized, managed, stored, and tracked customer details to visualize data with easy access. 
  • Renewal Process: Automates reminder notifications of policy renewal to customers.
  • Sales Process Management: Manage user permission, automate tasks, and assign policies to close more deals and meet SLAs, etc. 
  • Sales Pipeline: Consider the pipeline based on customer preference, discuss the stages with the teams, etc., to improve the sales cycle. 
  • Automation: Automates workflow, sales tasks, lead generation, project management, etc., to maximize productive activities.
  • Communication Process: Accelerate customer interactions through preferred channels to maximize engagement. 
  • Analytics & Reports: Analyze real-time customer data to get actionable insights into sales revenue and more. 
  • Integration: Powerful third-party apps and tools integration to supercharge the insurance business.
  • Customization: Provides tailored pipelines, fields, stages, and more to empower managing the entire process with ease.

› What Are The Subscription Charges of Pipedrive CRM?

Pipedrive CRM offers subscription packages in 5 segments, including Essential, Advanced, Professional, Power, and Enterprise plans, priced at $9.90-$59.90 per user/month, billed annually with a 14-day free trial. To get comprehensive details, please visit Pipedrive.com.

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3. monday sales CRM - An Ideal CRM For Insurance Agents

› Why Do We Prefer monday sales CRM For Insurance Agents?

We analyze monday's sales CRM to clarify that it is an ideal CRM for insurance agents. monday sales CRM is the ultimate CRM solution that understands insurers or agents' requirements. 

Any insurer or agent can manage customer relationships, streamline work processes, manage policies, claim processes, commissions, leads, etc., effectively with the help of monday sales CRM's robust tools. Insurance agents boost sales by organizing and tracking opportunities using CRMs’ influential features. 

Additionally, monday sales CRM can assist the insurer in availing personalized policies from the customer's point of view, help them by setting calculative premiums, and more to improve engagement.   

› What Are The Key Features of monday sales CRM For Insurance Agents?

• • Contact Management: Comprehensive database to store, manage, and track customer information in one centralized place with easy access.
  • Sales Pipeline: A visual view of the sales cycle that helps to organize & manage prospects, predict qualified leads based on past activities, etc.
  • Dashboard: Get an overview of deal progress, sales, team performance, trends, etc., in a single place.
  • Policy Management: Manage policy applications, calculate premiums, generate reports, identify issuance, update, etc.   
  • Analytics: Analyze customer data, trends, forecast sales revenue to gain visibility into the pipeline, etc.
  • Lead Management: Generate & organize leads from multiple social channels and score leads based on custom criteria to increase sales.
  • Communication: Interact with customers through preferred channels, etc., to increase engagement.
  • Mobile App: Access to tasks, sales, team performance, customer information, etc., from anywhere easily.
  • Automation: Automates notifications, emails, communications, leads generation, etc., to reduce mundane tasks and streamline workflow.
  • Integration: Integrates countless third-party apps and hosted tools to improve business efficiency.

› What Are The Subscription Charges of monday sales CRM?

monday sales CRM has various subscription packages: Basic, Standard, Pro, and Enterprise, priced at $10-$24 per user/month billed annually with a 14-day free trial. You can visit its pricing page to get detailed information. 

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4. Freshsales CRM - Best Insurance CRM To Build Customer-centric Processes

› Why Do We Prefer Freshsales CRM For Insurance Agencies?

As per our analysis, Freshsales CRM is one of the top insurance CRM software that builds customer-centric processes for businesses or agencies. Freshsales CRM contains extensive tools that can supercharge any insurance agency's operations and help them to scale their business. 

Any insurance agency can benefit by utilizing Freshsales CRM in all aspects, such as insurers can improve customer interactions to maximize engagement, personalized services to enhance the experience, and aligning sales processes with increasing conversion rates. 

Additionally, Freshsales CRM allows agents and insurance companies to manage customer information, policies, renewals, etc., in a centralized database. Freshsales CRM can let insurers focus on prioritizing work to scale sales revenue.

› What Are The Key Features of Freshsales CRM For Insurance Agencies?

• • Contact Management: A comprehensive place to store & manage all the contact information chronologically with easy access.
  • Policy Management: Plan & manage policies from the customer's point of view, allocate, track, progress, and more. 
  • Sales Management: Get a clear overview of the entire sales pipeline, prioritize opportunities, assist reps to move deals forward, etc. 
  • Pipeline Management: Manage & track the progress of the sales through multiple stages to increase the conversion rate. 
  • Email Management: Personalized bulk email send, schedule, create templates, receive real-time alerts, and more without switching windows.
  • Mobile App: Access customer information, like premium, renewal, etc., and connect with prospects from anywhere.
  • Customization: Modify CRM tools according to business needs to simplify the work process.
  • Automation: Automates processes and reduces mundane tasks to streamline workflow.
  • Dashboard: Get an overview of all the policies, premium collections, team performance, etc., to identify the issues for resolution.  

› What Are The Subscription Charges of Freshsales CRM?

Freshsales CRM contains 3 subscription packages, including Growth, Pro, and Enterprise plans. It costs $15-$69 per user/month, billed annually with a 21-day free trial. If you want to get complete pricing details, please visit Freshworks official pricing page. 

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5. Act! - An Incredible CRM For Insurance Agents & Brokers 

› Why Do We Prefer Act! CRM For Insurance Brokers?

Our investigation says that Act! CRM is the most incredible insurance CRM for agents & brokers. Any agent must maintain customer retention and develop new customers using multiple strategies. Act! CRM understands the insurance business and provides customizable CRM based on insurance business needs. Through Act! CRM, agents can manage customers' policies, renewals, appointments, claims, leads generation, and administrative processes. 

Additionally, Act! CRM's mobile app can provide a scalable experience with the flexibility of access from anywhere. Agents can improve customer interactions and gain actionable insights into the customer journey to deliver excellent experiences and maximize sales revenue. 

› What Are The Key Features of Act! CRM For Insurance Brokers?

• • Opportunity Management: Capture, update, and manage opportunity details, including status with close dates, etc.
  • Pipeline Management: Manage, organize, filter, and track quality leads progress through each stage of sales funnels.
  • Task Management: Create deadlines, prioritize, assign, and track tasks with real-time updation.
  • Document Management: Manage, store, and share documents in one centralized place with easy access to teams.
  • Marketing: Multiple marketing campaigns like drip campaigns, email marketing, etc., to reach the target audience.
  • Contact Management: Store, manage, track, and categorize contacts in one centralized place with easy access.
  • Automation: Automates the entire process to streamline workflow. 
  • Integration: Seamless third-party apps and hosted tools integration to simplify the work process.

› What Are The Subscription Charges of Act! CRM?

Act! CRM offers one single subscription package named Act! Premium Cloud, priced at $30 per user/month, billed annually with a 14-day free trial. You can visit Act.com to get complete information.

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6. Bitrix24 - Popular CRM System For Insurance Brokers

› Why Do We Prefer Bitrix24 CRM For Insurance Industries?

Our analysis shows that Bitrix24 is the most popular insurance CRM that helps brokers or agencies maintain customer retention. For the insurer, it is vital to provide an exceptional experience to their customers by resolving their claim process, premium issues, bonuses, etc.

Insurers can benefit from Bitrix24 by organizing contacts, policies, documents, etc. Moreover, any insurance broker can manage their sales pipelines and processes to increase revenue and conversions. 

Bitrix24’s effective mobile app allows users to manage all customer information, share real-time task updates, and share files with team members from anywhere. Bitrix24 is an all-purpose CRM solution delivering complete hold across the sales cycle from lead acquisition to customer support. 

› What Are The Key Features of Bitrix24 CRM For Insurance Industries?

• • Task Management: Set tasks, manage deadlines, allocate to team members, collect reports, track KPIs to check the real-time status, etc.
  • Policy Management: Track and visualize real-time policies progress in the Gantt chart, kanban board, calendar, and more based on preference.
  • Lead Management: Manage, generate, track, and convert, etc., leads by automated lead management tools.
  • Communication: Use mail, live chat, phone calls, and more to engage with customers.
  • Client Management: Interact with existing customers to remind them of renewals, claim process updates, etc.
  • Sales Management: Manage, motivate, influence sales reps to let them achieve their goals and increase sales. 
  • Marketing: Manage omnichannel marketing, drip campaigning, and more by analyzing customer behavior to increase engagement.
  • Collaboration: Easy to organize plans & events, sync with team members, schedule appointments, etc., with flexible access.
  • Integration: Seamless third-party apps & tools integration; also create own apps using REST API to make work process simple.
  • Automation: Automated CRM tools based on business requirements to streamline workflow.

› What Are The Subscription Charges of Bitrix24 CRM?

Bitrix24 CRM offers subscription packages in 5-plans: Free, Basic, Standard, Professionals, and Enterprise. It costs $0 with unlimited users and up to $399 with 250 users monthly, billed annually. To get in-depth information, you can visit Bitrix24.com.  

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7. Vtiger CRM - Automated CRM For Insurance Agencies

› Why Do We Prefer Vtiger CRM For Insurance Agencies?

Our unbiased review shows that Vtiger is one of the simple CRM for insurance agencies. It aims to help insurance agencies by providing automated CRM to increase conversions and improve customer relationships.

Vtiger CRM has customizable tools, so insurers or agents can utilize them to manage marketing campaigns, sales cycles, and renewals from a single platform with easy access. 

Insurance agents can get several benefits using Vtiger CRM, like automated leads distribution, centralized policy management, personalized interaction per customer needs, delights the customer with a quick resolution, unified database, compliances, and more to improve business efficiency.

› What Are The Key Features of Vtiger CRM For Insurance Agencies?

• • Lead Generation: Generate leads from inbound inquiries like web forms, calls, etc. Customized fields to capture raw data and maximize lead generation.
  • Lead Distribution: Automates lead assigning to agents per policy type, location, etc.
  • Policy Management: Gather all policy-related information in one place, combine claim submissions with team access to accelerate processing, and more.
  • Communication: Personalized interaction per customer with complete details, like customer name, policy no., city, etc., to enhance engagement.
  • Client Portal: Enables insurance holder access for document sharing, tracking policy progress, resolving claim process issues, and more. 
  • Automation: Automates lead assignments, task tracking, sales process, etc., to streamline workflow.  
  • Reports & Analytics: Gain real-time trends, sales performance, and forecast indicators through custom report generation.
  • Database Management: Get an overview of all customer data, like policies, claims, conversations, etc., in one centralized place with easy access.

› What Are The Subscription Charges of Vtiger CRM?

Vtiger CRM offers 3 subscription packages: One pilot, One professional, and One enterprise plan with a 15-day free trial.  The costs are $0 to $30 per user/month, billed annually. You can visit the official site to get complete information.

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8. Less Annoying CRM - Simple Insurance CRM For Agents or Brokers

› Why Do We Prefer Less Annoying CRM For Insurance Industries?

Based on our factual research, we state that Less Annoying CRM is a simple insurance CRM for agents & brokers. LACRM is designed with a user-friendly interface to manage the sales cycle, track policy applications, store bulk data securely, and improve team collaboration quickly.

Any insurance agent or broker can benefit from using LACRM's robust tools in all metrics. LACRM's customizable tools, like leads & pipeline tracking, can help to map real-time policy status, improve customer interaction to develop engagement, manage contacts with detailed information of customers in a centralized place, etc. LACRM can align the business with automation tools to maximize conversion rates, sales revenue, and customer retention.

› What Are The Key Features of Less Annoying CRM For Insurance Industries?

• • Policy Management: Develop, manage, track, and allocate, etc., policies per agent to maximize sales productivity. 
  • Leads Management: Capture, manage, identify, and score leads through multiple pipelines to increase conversions.
  • Sales Pipeline: Custom pipeline stages of managing sales leads to improve revenue.
  • Contact Management: Store, manage, track, and access all customer information, like policy applications, inquiries, etc., in one centralized place. 
  • Mobile App: Get real-time tasks updates, interact with customers, and share relevant information from anywhere.
  • Customization: Custom field in all metrics to get a clear visual overview of the entire business operation.
  • Automation: Automates emails, sales cycle, tasks, and more to enhance productivity.
  • Collaborations: Bring teams in one platform for communicating about tasks status, sharing documents, and more to improve team efficiency.
  • Integrations: Offers seamless third-party apps and tools integrations for a smooth work process.
  • Communication: Communicate with customers across preferred channels to resolve their claim issue quickly and increase engagement. 
  • Reports & Analytics: Generate detailed reports based on analyzed sales cycles, forecasts, team performance, and more to get actionable insights.

› What Are The Subscription Charges of Less Annoying CRM?

Less Annoying CRM offers one single subscription package with a 30-day free trial. It costs $15 per user/month. If you wish to get more information, you can visit lessannoyingcrm.com.