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Best CRM for Insurance Agents (Free and Paid) - Page 2

From managing the policyholder relationships and tracking renewals to automating lead follow-ups, the perfect insurance CRM software can transform how your agency operates. At SoftwareWorld, our experts have carefully selected the top insurance CRM solutions so you can compare features, pricing, and comprehensive platform evaluations without the guesswork. Explore our well-researched list to find the perfect solution for your agency.

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★★★★★4.6 average rating from 237 reviews
Last Updated: September 24, 2026
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Category Leaders

CRM For Insurance Agent

Explore the ten category leaders by rank, product, and starting price. Hover over any product to see its USP.

1st Creatio $25 Per month Sponsored USPAgentic CRM & Workflow Platform with No-Code and AI at Its Core 2nd Zoho CRM ₹9.08 Per month Sponsored USPStreamline sales processes with customizable and user-friendly CRM solutions 3rd Salesforce Financial Services Cloud $325 Per month USPStreamline financial services with personalized client engagement and insights 4th AgencyBloc Contact Vendor USPStreamline insurance agency operations with powerful and intuitive software 5th Vertafore AMS360 Contact Vendor USPInsurance agency system integrating policy management accounting and workflow automation. 6th HubSpot CRM $752 Per month USPStreamline your sales process with intuitive and all-in-one CRM 7th Insureio $25 Per month USPComprehensive coverage tailored to your unique needs 8th Dynamics 365 $50 Per user USPStreamline business operations with integrated and intelligent cloud solutions 9th LeadSquared CRM ₹NA Per feautre USPBoost sales efficiency with seamless lead management and automation 10th Freshsales ₹999 Per month USPStreamline sales processes with intuitive and AI-driven CRM solutions
Complete Product Directory

List of Top CRM Tools for Insurance Agents (Free and Paid) - Page 2

Continue with products 26–50. Review each product’s overview, then open available tabs for buyer fit, use cases, features, integrations, pros and cons, and pricing.

CRM for Insurance Products 26–50

Use search, filters, and available product tabs to evaluate the next 25 listings in this category.

25 products shown
#26

NextAgency

🏆 SW Recommended

Your Solution for Insurance Agency Management

★★★★☆ 4.8 (2 Reviews)
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Overview

NextAgency is an innovative insurance agency management software designed to empower brokers and agents. It offers a robust CRM system, centralizing client data and streamlining communication for better client relationships. The software excels in benefits and policy management,...

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Free TrialNA Starting PriceContact Vendor HeadquartersUnited States
#27

Salesforce Service Cloud

🏆 SW Recommended

Turn every interaction into an agentic service experience.

★★★★☆ 4.6 (12 Reviews)
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Overview

Enterprise support teams eventually hit a ceiling with disconnected tools. Salesforce Service Cloud, now being rolled out under the name Agentforce Service, was built to remove that ceiling entirely.The platform lets service teams manage cases, knowledge, and incidents together f...

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Free TrialAvailable Starting Price$25 Per month HeadquartersUnited States
#28

SugarCRM

🏆 SW Recommended

A CRM Platform that Customers Love

★★★★☆ 4.6 (11 Reviews)
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Overview

SugarCRM is a customer relationship management tool designed to streamline business processes. It centralizes customer data, making it easy to access and manage. The platform offers sales automation, enhancing efficiency in tracking leads and opportunities. Marketing tools are in...

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Free TrialNA Starting Price$59 Per month HeadquartersUnited States
#29

HappyFox Help Desk

🏆 SW Recommended

Optimize Your Workflow with Advanced Help Desk Management Software

★★★★☆ 4.6 (10 Reviews)
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Overview

Support software either wins on features or wins on ease of use, rarely both. HappyFox has spent years trying to land in the middle of that trade off.The core is a ticketing system built to pull requests from email, chat, phone, and social media into one queue, but what people ac...

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Free TrialNA Starting Price$24 Per month HeadquartersUnited States
#30

Zendesk Suite

🏆 SW Recommended

Customer Service Software to Create a Great Experience

★★★★☆ 4.6 (88 Reviews)
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Overview

Running customer support without the right tools quickly turns into chaos: scattered emails, missed tickets, frustrated customers. Zendesk Suite, a leading customer service software, fixes that by bringing every conversation into one place. Whether customers reach out through ema...

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Free TrialAvailable Starting Price$55 Per month HeadquartersUnited States
#31

Helply (formerly Groove)

The AI-Native B2B Support Platform.

★★★★☆ 4.5 (2 Reviews)
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Overview

Per-seat pricing has quietly become the thing every support team resents about their helpdesk. Add an agent, add a sales rep who occasionally jumps in, and the bill climbs regardless of whether that person touches ten tickets or a thousand. Helply, the rebrand of the former Groov...

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Free TrialAvailable Starting PriceContact Vendor HeadquartersUnited States
#32

Insightly CRM

🏆 SW Recommended

Choose the flexible CRM for fast-growing companies

★★★★☆ 4.5 (2 Reviews)
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Overview

Insightly CRM is a versatile customer relationship management software designed for small to mid-sized businesses, focusing on enhancing customer interactions and streamlining sales processes. It offers a unique blend of project management and CRM capabilities, enabling users to...

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Free Trial14 Days Starting Price$29 Per month HeadquartersUnited States
#33

OnePageCRM

Top-rated CRM for Consulting and Professional Services

★★★★☆ 4.5 (2 Reviews)
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Overview

OnePageCRM is a streamlined customer relationship management (CRM) tool designed for simplicity and efficiency, especially for small businesses. Its central feature is the 'Action Stream', a to-do list that prioritizes customer follow-ups, ensuring consistent engagement and lead...

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Free TrialAvailable Starting Price$19.95 Per month HeadquartersUnited States
#34

VanillaSoft

Sales Engagement Software for Inside Sales

★★★★☆ 4.5 (2 Reviews)
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Overview

VanillaSoft is a sales engagement and lead management platform designed to help revenue teams maximize productivity, streamline follow-ups, and close more deals. It centralizes lead routing, auto dialing, email sequencing, and activity tracking into one intuitive workspace so sal...

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Free TrialNA Starting PriceContact Vendor HeadquartersUnited States
#35

folk

The CRM that works for you

★★★★☆ 4.5 (2 Reviews)
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Overview

folk is a modern relationship management platform designed to help teams organize contacts, track conversations, and manage outreach without the complexity of traditional CRM systems. Built for startups, agencies, and sales focused teams, the platform centralizes contact data fro...

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Free Trial14 Days Starting Price$24 Per month HeadquartersFrance
#36

Redtail CRM

🏆 SW Recommended

The #1 CRM for Financial Advisors

★★★★☆ 4.5 (1 Reviews)
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Overview

Redtail CRM is a specialized customer relationship management tool designed specifically for financial advisors. It excels in managing client data, streamlining workflow, and enhancing client communication. A standout feature is its comprehensive client record-keeping system, whi...

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Free Trial30 Days Starting Price$39 Per month HeadquartersUnited States
#37

InsuraCRM

Improve customer relationships with InsuraCRM, an adaptable insurance CRM software

★★★★☆ 4.4 (3 Reviews)
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Overview

InsuraCRM, a versatile and scalable insurance CRM platform, empowers agents to build stronger relationships with customers. By automating key processes, such as underwriting and claims handling, InsuraCRM helps insurers increase efficiency and improve customer satisfaction. With...

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Free TrialNA Starting PriceContact Vendor HeadquartersUnited States
#38

NetSuite

🏆 SW Recommended

The #1 AI Cloud ERP

★★★★☆ 4.4 (53 Reviews)
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Overview

Oracle NetSuite is a top-notch cloud-based ERP solution that offers various tools, such as CRM, Human Capital Management, Omnichannel Commerce, Global Business Management, and Accounting Software. The tool provides its services in different industries, like IT Services, Healthcar...

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Free TrialAvailable Starting PriceContact Vendor HeadquartersUnited States
#39

Mailchimp

🏆 SW Recommended

Marketing, Automation & Email Platform

★★★★☆ 4.3 (11 Reviews)
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Overview

Mailchimp is a leading integrated marketing platform that helps businesses of all sizes grow their audience, nurture relationships, and drive revenue through smarter email and digital campaigns. At its core, Mailchimp provides flexible email marketing automation, audience segment...

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Free TrialAvailable Starting Price₹575 Per year HeadquartersUnited States
#40

Zendesk Sell

🏆 SW Recommended

Sell smarter, not harder

★★★★☆ 4.1 (2 Reviews)
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Overview

Zendesk Sell is a sales automation software designed for enhancing productivity in sales processes. It offers a streamlined interface for managing sales pipelines, ensuring efficient tracking of deals from initiation to closure. The software integrates with email, allowing for ea...

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Free TrialAvailable Starting Price$19 Per month HeadquartersUnited States
#41

Onpipeline

Online CRM & Sales Process Management

★★★☆☆ 3.5 (1 Reviews)
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Overview

Onpipeline is a high-tech CRM software designed to streamline and enhance sales processes for businesses. It serves as a comprehensive solution for managing leads, contacts, and sales pipelines. With a focus on simplicity, Onpipeline enables easy tracking of customer interactions...

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Free Trial30 Days Starting PriceContact Vendor HeadquartersIreland
#42

Dynamics 365 Field Service

Transform your service operations, deliver exceptional service, and improve customer experiences.

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Overview

Dynamics 365 Field Service is a comprehensive, cloud-based solution from Microsoft that is designed to enhance field service operations for businesses of all sizes. It excels in optimizing scheduling and resource allocation using AI-driven insights, ensuring the most efficient us...

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Free Trial30 Days Starting Price$$95 Per month HeadquartersUnited States
#43

Dynamics 365 Project Operations

Connect your project-centric business in one application

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Overview

Dynamics 365 Project Operations is a comprehensive solution that unifies project management, resource optimization, and financial tracking. Designed for diverse business needs, it integrates seamlessly with other Dynamics 365 applications, enhancing overall functionality. Key fea...

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Free TrialNA Starting PriceContact Vendor HeadquartersAfghanistan
#44

HubSpot CRM

🏆 SW Recommended

Free CRM Software & Tools for Your Whole Team

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Overview

HubSpot is a top-rated all-in-one CRM platform that caters to the needs of small and scaling businesses. With its intuitive user experience, powerful features, and scalability, HubSpot stands out as the best CRM choice for small and scaling businesses alike. This platform offers...

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Free TrialAvailable Starting Price$752 Per month HeadquartersUnited States
#45

Oracle CRM On Demand

Accelerate sales and ensure customer productivity and revenue.

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Overview

Oracle CRM On Demand is a comprehensive cloud-based solution designed to enhance customer relationship management. Its intuitive interface makes it accessible, facilitating smooth navigation and efficient data management. Key features include robust sales, marketing, and service...

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Free TrialNA Starting PriceContact Vendor HeadquartersUnited States
#46

Salesforce Financial Services Cloud

🏆 SW Recommended

Best Financial Services CRM

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Overview

Salesforce Financial Services Cloud (FSC) is a purpose-built CRM platform designed specifically for banks, wealth management firms, insurance companies, lenders, and asset managers that need more than a generic CRM can offer. Built on top of Salesforce's trusted Sales Cloud and S...

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Free TrialAvailable Starting Price$325 Per month HeadquartersUnited States
#47

Salesforce Starter

The all-in-one suite of the marketing, sales, service, and commerce tools you need to succeed.

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Overview

Salesforce Starter is a dynamic customer relationship management (CRM) tool designed for small businesses. It offers a streamlined interface for managing customer interactions. Its user-friendly design simplifies tracking customer activities to ensure no detail is missed. The sof...

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Free TrialNA Starting PriceContact Vendor HeadquartersUnited States
#48

Mailchimp All-in-One Marketing Platform

🏆 SW Recommended

The All-in-one Marketing Platform Built for Small Businesses

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Overview

Mailchimp's All-in-One Marketing Platform is a versatile tool designed for effective digital marketing. It simplifies email campaigns, making them accessible even to beginners. With its intuitive drag-and-drop email builder, users can create visually appealing emails quickly. The...

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Free TrialNA Starting Price₹11,500 Per month HeadquartersUnited States
#49

Odoo CRM

The #1 Open Source CRM Software

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Overview

Odoo CRM is a customer relationship management software designed to help businesses organize sales activities, manage leads, and track opportunities through a clear and structured pipeline. As part of the broader Odoo business suite, the software connects sales workflows with oth...

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Free TrialAvailable Starting PriceContact Vendor HeadquartersUnited States
#50

SAP Customer Experience

🏆 SW Recommended

Customer experience and CRM solutions

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Overview

SAP Customer Experience is a comprehensive customer service software designed to enhance interactions between businesses and their clients. This powerful platform provides tools for managing customer inquiries, tracking support tickets, and delivering personalized service across...

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Free TrialAvailable Starting PriceContact Vendor HeadquartersGermany

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