Best CRM for Insurance Agents (Free and Paid) - Page 3
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.
Trusted by thousands of businesses worldwide for unbiased software insights, verified reviews, and expert-curated rankings. Some listings may be sponsored. Learn how SoftwareWorld ensures transparency
★★★★★4.6 average rating from 237 reviews
Last Updated: September 24, 2026
All Software
110 Software
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.
List of Top CRM Tools for Insurance Agents (Free and Paid) - Page 3
Continue with products 51–75. 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 51–75
Use search, filters, and available product tabs to evaluate the next 25 listings in this category.
Infor CRM is an innovative customer relationship management software known for its flexibility and industry-specific functionalities. It excels in providing a 360-degree view of customer interactions, which aids businesses in understanding and anticipating customer needs. The sof...
Pega CRM is an enterprise customer relationship management platform designed to help organizations deliver personalized and consistent customer experiences across the entire engagement lifecycle. Instead of managing customer interactions through disconnected systems, the platform...
Nextiva CRM is a cutting-edge Customer Experience Software designed to help businesses manage and enhance their interactions with customers. It offers a comprehensive platform for tracking customer interactions, managing sales pipelines, and automating marketing campaigns, ensuri...
ClickDimensions is a powerful email marketing software designed specifically for Microsoft Dynamics 365 users to enhance their marketing efforts and improve customer engagement. The platform provides a comprehensive suite of tools for creating, automating, and tracking email camp...
Daylite is a business productivity and customer relationship management software designed for teams that use Apple devices to manage clients, projects, and sales activities in one connected system. The software combines contact management, calendars, tasks, email integration, and...
Thryv is a comprehensive business management platform created for small businesses. It combines essential tools like CRM, marketing automation, and appointment scheduling in one user-friendly interface. With Thryv, businesses can easily manage customer relationships, streamline c...
Ontraport is a comprehensive business automation software designed for small to medium-sized businesses. It combines CRM, email marketing, and e-commerce functionalities in one platform. Key features include lead capture and management, helping businesses track customer interacti...
Insightly is a powerful customer relationship management (CRM) software designed to help businesses manage customer interactions and enhance their sales processes. This comprehensive platform offers tools for managing contacts, tracking leads, automating workflows, and generating...
LiveHelpNow is a comprehensive customer support suite developed to streamline online customer service. This software is renowned for its multi-channel support system, which includes live chat, email ticketing, and a help desk, allowing businesses to manage all customer interactio...
HealthSherpa is a customer relationship management (CRM) software tailored for insurance agents and brokers, designed to help streamline the process of managing health insurance clients and leads. The platform enables users to track client interactions, manage policy details, and...
Infer is a powerful lead management software that uses predictive analytics to help businesses identify and prioritize high-quality leads. By analyzing historical data, customer behavior, and engagement patterns, Infer helps sales teams focus on the leads most likely to convert....
Efficy CRM is a comprehensive software solution designed to streamline customer relationship management for businesses of all sizes. With its user-friendly interface, Efficy CRM simplifies data management, allowing easy access to customer information, interactions, and sales proc...
ClearSlide is a powerful sales content management software designed to empower sales teams with the tools they need to enhance customer engagement and drive revenue. The platform organizes and delivers presentations, tracks customer interactions, and analyzes content performance,...
Maximizer CRM is a customer relationship management software designed to help sales teams and financial service professionals manage client relationships, track opportunities, and improve revenue performance. The system centralizes customer records, communication history, sales a...
OroCRM is a versatile customer relationship management software designed to streamline business operations. It's uniquely tailored for e-commerce, with robust tools for managing customer data and sales activities. OroCRM offers a comprehensive dashboard that presents a clear, rea...
Since the beginning of ForceManager our mission has been simple, transform the sales experience through mobility solutions designed for optimal productivity. We do this so our customers can focus their time on what really matters – building customer relationships. ForceManager is...
Deskpro is an all-encompassing helpdesk software designed to cater to the diverse needs of both small and large organizations. Its standout feature is the omnichannel support system, allowing seamless integration of communications from email, live chat, phone, and social media in...
Agiloft is a comprehensive contract management software solution designed to streamline the contract lifecycle and enhance compliance for organizations. This powerful platform provides essential tools for creating, tracking, and managing contracts seamlessly. With its user-friend...
PhoneBurner is a cloud-based power dialer and sales acceleration platform designed to increase productivity in outbound call centers and among sales teams. Its primary feature is the ability to dial numbers rapidly, reducing the time sales reps spend waiting for calls to connect...
eWay-CRM is a fully integrated customer relationship management solution built directly inside Microsoft Outlook, transforming email and contact lists into structured sales, marketing, and customer service workflows without switching apps. It lets teams manage deals, track intera...
noCRM.io is a streamlined and effective lead management tool tailored for sales teams. It emphasizes simplicity, eliminating the complexities often associated with traditional CRM systems. The software focuses on lead conversion, allowing users to easily capture and follow up on...
Over 30 years, we have seen what works and what doesn’t. We know why CRM initiatives fail. We are committed towards working with you because we want you to succeed. Soffront’s platform is built to be customized from the start. We pride ourselves to be the most customizable CRM –...
ConvergeHub is a comprehensive Customer Relationship Management (CRM) software designed for small to medium-sized businesses. It stands out for its user-friendly interface and multifunctional features, making it easy for teams to manage customer interactions and data in one place...
EZLynx is a comprehensive insurance software that streamlines agency operations and enhances customer service. It's known for its innovative Rating Engine, which quickly generates accurate insurance quotes from multiple carriers, saving time and improving efficiency. The software...
Heymarket is an SMS marketing software that enables businesses to connect with customers through text messaging. The platform provides tools for creating, sending, and managing SMS campaigns, allowing for personalized communication at scale. Heymarket’s features include automated...
Free TrialAvailableStarting PriceContact VendorHeadquartersUnited States
No products match these filters
Remove one or more filters or search using a broader term.
Why Trust SoftwareWorld
At SoftwareWorld, we believe choosing the right software or service partner should be based on clarity, credibility, and real insights, not marketing noise. Our mission is to help businesses make confident, data-driven decisions through unbiased research and structured evaluation.
We combine expert analysis, real user feedback, and market data to ensure every recommendation delivers practical value and helps buyers discover the most relevant solutions for their needs.
Our Review & Evaluation Process
Every software product and service provider listed on SoftwareWorld is evaluated through a multi-layered approach designed to highlight quality, relevance, and practical value.
Verified user reviews and real-world feedback
Product capabilities and core use cases
Industry relevance and business fit
Feature depth and innovation, including AI capabilities where applicable
Market presence and vendor credibility
For service providers, we also review project portfolios, case studies, specialization areas, and delivery capabilities to help buyers compare partners more effectively.
How We Ensure Authentic Reviews
We prioritize review quality and reliability so buyers can make decisions based on genuine experiences rather than inflated or misleading signals.
Reviews are assessed for quality, relevance, and duplication patterns
Suspicious, low-quality, or biased submissions are filtered or removed
This helps SoftwareWorld maintain a review environment focused on useful, decision-supporting insights.
Transparent Rankings, Not Pay-to-Win
SoftwareWorld does not rank products or service providers solely based on payments. Our category visibility is shaped by a mix of relevance, category fit, capabilities, market signals, and user value.
Category relevance and specialization
Product or service quality signals
User feedback and engagement trends
Business use case fit and market demand
Sponsored or featured placements, where applicable, are clearly identified to maintain transparency for buyers.
Built for Better Business Decisions
SoftwareWorld is designed to help buyers move from discovery to shortlist with confidence by offering structured comparisons, practical use case insights, and category-specific guidance.
Clear comparison-focused content
Practical use case coverage
Decision-ready information for faster evaluation
Our goal is to reduce research friction and make it easier for businesses to choose solutions that match their real operational needs.
Our Commitment to Trust
We continuously improve our systems to maintain data accuracy, content transparency, and fair visibility across our platform. SoftwareWorld helps businesses discover, compare, and choose the right software and service partners through unbiased insights, structured evaluation, and real-world use cases.
Continue Your Research
Related List of Top CRM Tools for Insurance Agents (Free and Paid) Categories
Get Expert Help
SoftwareWorld Expert Guidance
Find the Best Software or Service for Your Business
CR
ZO
SA
AG
VE
HU
IN
DY
LE
FR
I
