5 Best CRM Insurance Agency Software in 2024

Sections of this topic

    The Best CRM insurance agency software can help you with marketing, follow-up emails, and other processes that can help you grow your insurance agency. 

    Employing innovative marketing strategies, leverage top-notch CRM software to acquire fresh leads and foster customer loyalty.

    Quick View



    Insurance task and project management

    Contact and policy management

    Integration with insurance carrier systems

    • Essential – $25/month
    • Professional – $75/month
    • Enterprise – $150/month
    • Unlimited – $300
    • Task notifications
    • Internal communication tool
    • Customers and interaction history
    • Insights
    • Engage- enhancement strategies
    • Insurance processing
    • Insurance sales data
    • Model prediction
    • 2,500+ integrations
    • Free
    • Unlimited – $5/month
    • Business – 1$12/month
    • Business Plus – $19/month
    • Enterprise – Contact sales
    • Goal tracking
    • Document management
    • Customized task breakdown
    • Contact tracking
    • Data visualization
    • Customer interaction

    1000+ tools including Gmail and Slack

    • Essential – $9.90/month
    • Advanced – $19.90/month
    • Professional – $39.90/month
    • Enterprise – $59.90/month

    Task management, tracking, and automation

    • Customized contact management
    • Policyholder information management

    Over 300 integrations including Asana and Trello

    • Free
    • Standard – $14/month
    • Professional – $23/month
    • Enterprise – $40/month
    • Ultimate – $52/month
    • Reminders
    • Recurrence
    • Status timeline
    • Kanban view
    • Task timers
    • Reports
    • Task automation
    • Lead capturing
    • Automatic lead scoring
    • Lead identification
    • Detailed contact information
    • Insurance policy application
    • Division management

    200+ integrations with Zoho Flow

    • Free
    • Starter – $30/month
    • Professional – $1,600/month
    • Enterprise – $5,000/month
    • Personalized command center
    • Assign tasks
    • Campaign planning
    • Document management
    • Automatic organization, enrichment, and contact tracking

    Over 1000 Hubspot integrations for Outlook

    Quick Verdict

    Best Overall – Salesforce.

    Salesforce offers advanced system solutions that are user-friendly and centered on leveraging artificial intelligence (AI) to extract valuable data insights. Its comprehensive suite of services, which encompasses predictive analytics, tailored customer messaging, and in-depth customer profiles, gives it a significant edge over its competitors, making it a preferred choice for many.

    5 Best CRM for Insurance Agency in 2024

    Salesforce logo

    Salesforce – Best for Its Versatility

    For insurance agencies seeking powerful and versatile CRM software, Salesforce offers a wealth of features and functionalities that can help streamline their operations and enhance their customer service. With automated assignment and routing of contacts, agents can grow their businesses. 

    The platform also provides mass email capabilities, web-to-lead capture, and task management, along with an activity feed and file storage for easy tracking and collaboration. Plus, with campaign management and a mobile CRM app, agents can engage with clients effectively and manage their tasks on the go.


    Salesforce Essential plan starts at $25 per month per user and provides basic CRM features. The Professional plan starts pricing at $75 per month per user and includes more advanced sales and marketing features. 

    There is also the Enterprise plan which begins at $150 per month per user and provides customizable and scalable solutions for larger businesses. The final plan is the Unlimited plan starting at $300 per month per user and offers unlimited customization options and access to premium features. Salesforce also offers add-on features and services at an additional cost.

    Task and Project Management

    Salesforce helps you to stay on top of your tasks and deadlines with automated notifications and reminders, ensuring that critical tasks are completed on time. 

    Its internal communication tool also enables team members to collaborate effectively and share information, ensuring that everyone is on the same page and minimizing the chances of miscommunication. 

    Contact and Policy Management

    Salesforce CRM helps manage contacts and insurance policies more efficiently. 

    One of the powerful features of Salesforce CRM is its ability to track customer interactions and history. With this information, agents can better understand their customers’ needs and preferences, as well as identify potential pain points in the customer journey. 

    The insight that the platform provides into customer behavior can also help you make informed decisions about how to improve your products and services and tailor your offerings to better meet customer needs among other tactics that can help build stronger relationships with customers. 

    Integration With Insurance Carrier Systems

    Salesforce CRM provides a powerful integration feature that enables it to connect seamlessly with a wide range of insurance carrier systems. With over 2,500 integrations available and more than 140 insurance tools supported, including Veruna and Neon. 

    By integrating with carrier systems, insurance companies can automate key processes such as policy underwriting, claims management, and policy administration. 

    • Provides account and case management functionalities for keeping track of insured customer activities
    • Offers outstanding features for effectively managing sales teams and territories
    • Boasts a wide range of over 2,500 third-party integrations, which includes more than 140 insurance tools such as Velocity, Veruna, InsureVue, and neon
    • Lacks a free plan and has relatively expensive paid plans
    • Can be difficult to set up and control the CRM system
    Clickup logo

    ClickUp – Best for Customization

    ClickUp is a comprehensive task and project management tool that offers insurance companies an efficient and streamlined approach to managing their tasks and projects. One of these features is ClickUp’s customizable task breakdown feature that enables insurance companies to create specific and detailed workflows tailored to their unique needs, ensuring that all tasks are completed on time and to the highest standard.


    ClickUp has a Free plan that offers basic features and limited storage space, suitable for small teams and personal projects. The Unlimited plan costs $5/month and provides more advanced features such as custom fields, goals, and time tracking. 

    With $12/month, you can get the business plan with enhanced security, automation, and integrations. There is also the Business Plus plan that costs $19/month and adds features such as workload management and custom branding. For larger organizations with complex requirements, the Enterprise plan is available, which requires contacting sales for pricing. ClickUp’s pricing plans provide flexibility for teams of all sizes and can be upgraded or downgraded as needed.

    Insurance Task and Project Management

    ClickUp offers a range of features, including goal tracking, document management, and customized task breakdown, that can help insurance companies improve their productivity and efficiency. 

    With ClickUp, insurance companies can set and track their goals, ensuring that all team members are align towards the same objectives. Plus, the platform also provides robust document management capabilities, allowing insurance companies to easily organize, share, and collaborate on important documents such as policies and claims. 

    Contact and Policy Management

    Using ClickUp’s contact tracking feature, insurance agencies can easily manage their contacts, ensuring that all customer interactions are captured and tracked in real time. This helps agencies to maintain accurate customer data, identify trends, and make informed decisions based on customer behavior. 

    The platform’s data visualization capabilities also enable insurance agencies to view their customer data in various formats, making it easy to identify patterns and trends that can inform policy development and pricing decisions.

    Integration With Insurance Carrier Systems

    ClickUp provides insurance agencies with a seamless integration experience, with over 1000+ tools, including popular ones like Gmail and Slack. With ClickUp‘s integration with Gmail and Slack, insurance agencies can streamline their communication processes, reducing response times, and improving customer satisfaction.

    • The free plan offers impressive features
    • Premium plans offer unlimited storage
    • Good pricing and great value for money.
    • Too many features can overwhelm users
    • Time tracking is limited
    Pipedrive logo

    Pipedrive – Best for Collaboration

    Pipedrive is a reliable sales enablement tool that can help you achieve your insurance agency goals. It’s one of the best lead management software options available, featuring helpful tools such as Smart Contact which can automatically enrich your CRM lead data.

    Additionally, the AI assistant can provide performance-improvement recommendations, and team collaboration on deals is made easy through the ability to mention and comment on CRM records.


    Pipedrive’s CRM pricing plan offers four different tiers: Essential, Advanced, Professional, and Enterprise. The Essential plan is the most basic and costs $9.90 per user per month, while the Enterprise plan is the most advanced and costs $59.90 per user per month.

    Each of these plans provide varying features and benefits, with better features and capabilities available at higher price points. The pricing structure is transparent and affordable, making it a good option for businesses of any size in need of an effective CRM solution.

    Task and Project Management

    Pipedrive’s CRM task management feature helps insurance companies create and assign tasks to team members, set deadlines, and receive notifications when the task is completed.

    Plus, the software also has tracking capabilities that allow insurance companies to monitor their projects’ progress, identify bottlenecks, and make data-driven decisions for important tasks.

    Contact and Policy Management

    With Pipedrive, agents can easily segment contacts and manage policies according to individual needs, while also automating repetitive tasks like follow-ups and renewals.

    Additionally, the platform offers a wide range of integrations with third-party tools such as email marketing software, accounting systems, and communication channels, further streamlining agency operations.

    Integration With Insurance Carrier Systems

    Pipedrive integrates with over 300 tools and software that are vital for insurance agencies including Asana and Trello. This allows insurance agencies to improve their efficiency, reduce the potential for errors, and provide a better overall customer experience.

    • Great sales enablement features including Smart Docs, Smart Contact, e-signature, and team member mentions and comments
    • Solid deal and lead management capabilities to oversee the long sales process
    • No free plan
    • Primarily a sales CRM and lacks robust mass marketing and customer service feature
    Zoho CRM logo

    Zoho CRM – Best for Small Insurance Teams

    Zoho offers a range of powerful CRM customization options, which are accessible on the Free or Standard plan. This is particularly beneficial to agencies, as they can transform their general CRM into a tailored insurance management system by creating custom data fields, tabs, views, lists, and pipelines to fit their specific operational requirements.


    Zoho CRM has various pricing plans to cater to different business requirements. The Free plan is for basic CRM features for up to 3 users. The Standard plan at $14/month includes sales forecasting and social CRM, while the Professional plan at $23/month has additional features like email integration and custom dashboards.

    The Enterprise plan at $40/month adds automation and territory management, and the Ultimate plan at $52/month includes advanced analytics and web-to-case forms.

    Insurance Task and Project Management

    Zoho CRM features reminders and recurrence options that ensure important tasks are not missed, and a status timeline and kanban view which help agents to track task progress. There is also task automation that allows the automation of repetitive tasks, such as lead generation and appointment scheduling, freeing up time for more important tasks. 

    Contact and Policy Management

    With Zoho CRM, insurance agents can easily manage their contacts, leads, and customers by storing their information in a centralized database. They can track interactions with their clients, including phone calls, emails, and meetings, and view a complete history of each customer’s activities.

    Plus, Zoho CRM allows agents to manage their policies by creating and tracking policies, issuing quotes, and managing renewals.

    Integration With Insurance Carrier Systems

    With Zoho Flow, insurance agencies can integrate Zoho CRM with over 200 other tools and software making their task management even easier and faster. 

    • Offers free and low-cost plans that support solid scalability
    • Provides robust system customization options that enable conversion into an insurance agency CRM
    • Poor product usability ratings, especially for new users
    • Quote generation is only available with the Professional plan
    HubSpot logo

    HubSpot – Best for Automation

    HubSpot focuses on helping insurance agencies communicate effectively with clients and leads. Using one automated action with HubSpot, for instance, you can send up to 2,000 mass emails per month. 

    Another of HubSpot’s major attractions is the ads management pages which enable insurance agencies to create targeted campaigns and landing pages that are specific to their audience, thereby increasing the chances of converting leads into clients.


    HubSpot CRM offers four pricing tiers: Free, Starter, Professional, and Enterprise. The Free plan comprises basic CRM features like pipeline management. The Starter plan costs $30 per month and adds more features such as task automation and email tracking. The Professional plan is $1,600 per month and includes even more features such as predictive lead scoring and custom reporting. 

    The Enterprise plan which is the highest plan is the most expensive at $5,000 per month and includes additional features such as advanced reporting and custom event automation. Insurance agencies should carefully consider their needs and budget before choosing a pricing tier.

    Insurance Tasks and Project Management

    HubSpot features a personalized command center where insurance agencies can create a customized dashboard that displays the key metrics and data that are relevant to their specific needs.

    The software’s campaign planning capabilities also help insurance agencies to easily create and manage their marketing campaigns from start to finish. With this feature, users can plan their campaigns, set goals, and track their progress, ensuring that they are achieving their desired outcomes.

    Contact and Policy Management

    One of the ways in which HubSpot helps with contact and policy management is through automatic organization, enrichment, and contact tracking.

    These features automatically sort and group contacts based on different criteria such as job title, location, and company size. The result is that insurance agencies can track all interactions with contacts, and gain valuable insights into their behavior and preferences, which can help them to improve their sales and marketing efforts.

    Integration With Other Carrier Systems

    HubSpot offers integrations with over 1,000 tools allowing insurance agencies to streamline their workflows and automate their processes. The integrations enable agencies to access carrier data directly from within the HubSpot platform, eliminating the need to switch between systems.

    • Free plan available for unlimited users
    • Highly intuitive to navigate and operate
    • Paid plans can be expensive
    • Lacks built-in underwriting and policy management tools

    Benefits of Using CRM Insurance Agency Software

    Using insurance agency software offers several significant advantages, as outlined below:

    Customer Data Management

    Insurance CRM software makes it easier for agents and brokers to collect and manage customer information efficiently. This eliminates the need for agents to sift through numerous documents to obtain information about their clients. With the software, insurance executives can effectively handle large amounts of customer data and find any details about any customer within seconds.

    Tracking Leads & Renewal Alerts

    Managing leads can be a challenging task for insurance relationship managers. However, insurance CRM software makes this process seamless by tracking leads from multiple channels and allocating them based on business parameters. It also provides insights into which leads are categorized as “HOT,” “WARM,” or “COLD” throughout the sales cycle. In addition, the software features an automated renewal alerts feature that notifies executives when insurance renewals are due.

    Enhanced Customer Experience

    Customer satisfaction is essential for the success of any industry. With the CRM software, sales executives receive real-time actionable alerts and nuggets about lead allocation, escalations, meeting reminders, and more. They can also engage in open communication channels with customers to provide them with better experience. Additionally, the software provides insights into customer data, which sales executives can use to increase customer lifetime value with real-time cross-sell and up-sell suggestions based on behavioral patterns.

    Insights into Data Analytics & Reports

    Insurance agency software offers in-depth analytics that helps track critical sales metrics for business growth. It saves time and ensures scalability, making it possible to monitor regular branch visits, analyze the quality of leads, and understand the productivity of channel sales. The software provides access to revenue forecasting reports, performance reports, and other types of reports at your fingertips. Additionally, it helps track the team’s performance to identify the winning sales strategy.

    Methodology for Choosing the Best CRM Insurance Agency Software

    To choose the best CRM insurance agency software, we have analyzed and compared different aspects of the platforms available. Here are the key factors we considered:

    Task and Project Management

    We examined the task and project management features offered by each CRM insurance agency software. We assessed the ability to create and assign tasks, manage calendars and schedules, and track progress on projects. We also analyzed the reporting and analytics capabilities of the software, including the ability to track team performance and task completion rates.

    Contact and Policy Management

    We evaluated the contact and policy management functionality of each CRM insurance agency software. This included features such as lead tracking, customer data management, and policy tracking. We assessed the ease of integration with other systems and tools to streamline data management and reporting.

    Integration With Insurance Carrier Systems

    Our assessment involved analyzing the integration capabilities of each CRM insurance agency software with insurance carrier systems. We examined the ease of integration with carrier systems for policy management, quoting, and claims processing. We also evaluated the reporting and analytics capabilities of the software for carrier integration, including the ability to track policy performance and claims data.

    Frequently Asked Questions

    Bottom Line on Best CRM for Insurance Agency

    In a constantly evolving world, it can be challenging to stay up-to-date with the ever-changing sentiments of consumers. However, utilizing customer relationship management tools can greatly enhance client acquisition and retention.

    Out of all the available tools, we consider Salesforce to be the most superior insurance agency CRM software. Nevertheless, if Salesforce does not meet your requirements, we are certain that one of the other CRM software alternatives listed here will be suitable for you.