Managing clients, policies, renewals, and communication can quickly become overwhelming, especially for insurance agents handling multiple leads. That’s where a customer relationship management (CRM) system tailored to insurance workflows can really help.
In this guide, we highlight seven of the best CRM platforms for insurance agents seeking to streamline client management, automate routine tasks, and maintain organization. Whether you're working independently or as part of a growing agency, these tools can help you close more deals and strengthen long-term client relationships.
Company | Best for | Main Features |
Customizable Insurance Workflows |
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Visual Sales Pipeline |
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monday sales CRM | Highly Flexible Workflows |
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Salesforce | Enterprise-Grade Insurance Workflows |
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Free CRM For Startups And Small Businesses |
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Insurance-Specific Automation |
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AI Assistant (Freddy AI) |
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An insurance CRM is software built to support insurance businesses in managing customer data and guiding clients through the entire customer journey. It brings together tools for sales, marketing automation, and customer service in one platform, helping agents stay organized and efficient.
A CRM tailored for insurance companies helps agents manage clients, track quotes and policies, and store important information in one centralized location, making it easier to deliver better service and close more deals.
Below are the 7 best CRMs for insurance agents:
Zoho CRM is a cloud-based tool built to support insurance agents in managing leads, policies, and claims more efficiently. The software offers insurance businesses powerful automation, mobile access, and flexible customization options.
Agents can streamline workflows across different policy types and stay connected with clients on the go, helping build stronger relationships and deliver faster, more reliable service.
Standout Features
- Intelligent AI Assistant (Zia): Get predictive insights, workflow suggestions, and real-time anomaly detection to help agents focus on what matters most
- Lead Management: Easily capture and organize leads, automate lead scoring, and quickly spot the ones most likely to convert
- Deal Tracking: Keep an eye on every stage of the sales process, from first contact to final closure, so agents can act at just the right moment to close more deals successfully
Pricing
The software offers the following pricing tiers and comes with a 15-day free trial:
- Free Plan – Free for up to 3 users
- Standard – $20/user/month
- Professional – $35/user/month
- Enterprise – $50/user/month
- Ultimate – $65/user/month
Disclaimer: The pricing is subject to change.
Pipedrive is a sales-focused CRM designed with simplicity, making it an ideal fit for insurance agents who need to stay on top of leads, policies, and renewals. Its intuitive, visual pipeline helps agents easily manage multiple clients and policy types, keeping everything organized and easy to follow.
Standout Features
- Custom Fields: Easily track policy types, premium amounts, and other key details to tailor your CRM workflows to the needs of your insurance business
- Automated Reminders: Stay on top of key tasks like renewal calls and application submissions with timely alerts that help you avoid missing deadlines
- Visual Dashboards: Easily monitor your sales performance, track your pipeline, and forecast revenue with user-friendly, real-time insights
Pricing
The software offers the following pricing tiers and comes with a 14-day free trial:
- Lite – $19/seat/month
- Growth – $34/seat/month
- Premium – $64/seat/month
- Ultimate – $89/seat/month
Disclaimer: The pricing is subject to change.
monday Sales CRM lets insurance agents visually manage complex pipelines, automate routine tasks, and centralize communications. It enables insurance agents to streamline repetitive tasks, consolidate all client communication in one place, and manage their entire workflow from a single, user-friendly platform.
Standout Features
- Visual Pipeline: Agents can customize pipeline stages to match their insurance processes, including leads, policy approvals, renewals, and claims
- Centralized Contact And Email Management: Keep all client communication in one place, log every interaction, and use built-in email templates to save time
- Automation: Easily automate routine tasks like assigning leads, sending renewal reminders, and triggering follow-ups to minimize manual work
Pricing
The platform comes with a 14-day free trial. Below is the pricing breakdown of the software:
- Basic – $15/seat/month
- Standard – $20/seat/month
- Pro – $33/seat/month
- Enterprise – Custom pricing
Disclaimer: The pricing is subject to change.
Salesforce is a powerful CRM platform that combines general-purpose features with tools designed specifically for the insurance industry. Its financial services solution is designed with the insurance industry in mind, providing tools for tracking claims, improving client service, supporting mergers and acquisitions, and managing RFP submissions, all within a single, connected platform.
Standout Features
- Agentforce: An AI-powered assistant that takes care of manual tasks and routine workflows, giving agents more time to focus on advising clients and growing their business
- Unified Customer 360 View: Brings together sales, service, marketing, analytics, IT, and data in one central platform to give a complete, real-time view of each customer’s journey and engagement
- Data-Driven Automation: Improves the efficiency of insurance operations by speeding up processes like claims handling, billing, risk analysis, and propensity modeling
Pricing
The platform comes with a 30-day free trial. Below is the pricing breakdown of the software:
- Salesforce Foundations – $0
- Starter Suite – $25/user/month
- Pro Suite – $100/user/month
Disclaimer: The pricing is subject to change.
HubSpot is a comprehensive CRM platform that combines tools for sales, marketing, service, content, operations, and commerce into a single, unified system, making it a strong choice for insurance agents seeking an all-in-one, scalable solution.
Standout Features
- Lead Scoring And Playbooks: Predictive lead scoring helps identify high-value prospects, while customizable playbooks provide agents with step-by-step guidance for client conversations and sales processes
- Customer Success Workspace: Gives managers a centralized view of their accounts and tasks, helping them stay organized, prioritize activities, and manage client relationships more efficiently
- Call Tracking: Let users make calls from their browser or desk phone while automatically logging and tracking each call in the CRM for better visibility and follow-up
Pricing
The platform CRM module is free for starters and small businesses. HubSpot Smart CRM is included with any premium HubSpot software purchase, providing users with built-in access to powerful customer relationship management tools at no extra cost.
Insureio was one of the first CRM platforms built specifically for the life insurance industry, with a clear focus on helping agents reduce administrative work and stay focused on sales. Core insurance workflows, including quoting, follow-ups, case fulfillment, and marketing, are built directly into the system, allowing agents to focus more on selling and supporting their clients.
Standout Features
- Application Workflows And Approval Automation: Accelerates the insurance application process with built-in automation, leading to faster approvals and reduced turnaround times
- Lead And Client Management: Helps agents efficiently track, manage, and nurture prospects throughout every stage of the sales process
- Comprehensive Policy Information: Provides agents with quick access to all necessary details in one place. Agents can instantly view quoted details, requirements, special handling notes, staff assignments, exam information, and more
Pricing
The software offers the following pricing plans and comes with a 30-day free trial.
- Basic – $25/month
- Marketing – $50/month
- Agency Management – $50/month
- Marketing And Agency Management – $75/month
Disclaimer: The pricing is subject to change.
Freshworks CRM is a great option for insurance agents looking for a free, easy-to-use CRM that helps manage leads, automate tasks, and stay organized without added complexity. It is built to help insurance agents simplify lead management, automate routine tasks, and manage communication across multiple channels with ease. Its visual pipeline management, smart automation, and AI-driven insights, enable insurance professionals to work more efficiently and scale their operations.
Standout Features
- AI Insights: Give AI agents insights that handle customer queries instantly across multiple channels, while AI Copilot supports internal teams with context-rich insights and knowledge, helping them respond more quickly and accurately
- Lead Management And Conversion: Insurance agents can manage and track their deals using visual sales pipelines that provide a clear, single-pane view of every deal across different stages
- Built-In Communication Tools: Comes with features like email sync, customizable templates, phone and chat logging, and bulk email capabilities
Pricing
The software offers various modules like Customer Service, IT and Employee Service, and CRM. Additionally, it comes with a 21-day free trial. Here’s the pricing breakdown of the CRM module:
Freshsales and Freshsales Suite:
- Free – $0 for 3 users
- Growth – $11/user/month
- Pro – $47/user/month
- Enterprise – $71/user/month
Freshmarketer:
- Free – $0 (100 marketing contacts)
- Enterprise – $18/month (500 marketing contacts)
Disclaimer: The pricing is subject to change.
The right CRM software doesn’t just sit there collecting client information; it works alongside you, keeping things from slipping through the cracks while you focus on closing deals. Whether you’re a solo agent wearing all the hats or part of a fast-moving agency, there’s a tool that can make your workday smoother, smarter, and a lot less chaotic.
When choosing the right solution take the time to explore and test various CRM tools to find the one that best suits your workflow and business needs. Whether it's an automation-focused platform like Insureio or a flexible, visual tool like Pipedrive or monday.com, each option brings its strengths to the table.