15 Best CRM for Insurance Agents & Companies in 2025

So much data with so many numbers, how can insurance companies and agents manage it all without the proper deployment of CRM?

Don’t even think about using Excel, and other trad Over 91% of companies with more than ten employees utilize CRM systems, traditional applications. That’s because it makes their work easier and draws in significant revenue in terms of premiums.

43% of people reportedly do not trust insurance companies due to inconsistent communication. This lack of communication leads to a bad impression, loss of insurance policy sales, etc.

This raises a lot of questions about the credibility of all the client data of a particular insurance company, and hence, the wise decision is to avoid it by implementing a CRM system.

The question is how to select the best CRM for Insurance agents that reduces their burden, is easy to learn, increases their productivity, automates routine tasks, and more.

We have short-listed CRM’s that are, in particular, are top choice for insurance companies, and have all the required features that you, as insurance professionals, can expect.

Why Insurance Agents Need CRM?

1. Better Customer Relationships

A CRM helps agents track client details. This includes policy history, preferences, and past interactions, all in one place. This helps to personalise communication, give useful advice, and tackle concerns quickly.

2. Boosts Sales and Revenue

CRMs help agents identify clients who might need additional coverage or new policies. If a client’s home insurance is about to expire, the CRM can flag it. Then, it can suggest related products, such as auto insurance.

3. Cross-Selling with AI Insights

Advanced CRMs look at client data to predict their needs. For example, they might suggest life insurance after a marriage update. AI-driven recommendations help agents proactively pitch relevant add-ons, maximizing value from existing clients.

4. Compliance and Security

Insurance involves sensitive data like financial and personal details. CRMs keep information safe using encryption and access controls. This cuts down the risk of breaches.

7 Best CRM for Insurance Agents:

1. CRMOne

If I were an insurance agent trying to sell more policies, I’d definitely choose CRMOne as my go-to CRM software.

Why? Simple, it ticks all the right boxes, especially for the insurance industry.

Here’s what makes CRMOne a perfect fit:

Key features:

• Ready-to-use website template: Need a professional website for your insurance firm? You don’t need to hire a designer or invest a lot of money. CRMOne offers you pre-designed templates that you can fully customize to match your brand and policy types.
• AI Chatbot (Aeri): Aeri, CRMOne’s personal assistant. This chatbot helps in answering common queries, chats with clients, Schedules appointments, and collects information. Not just this, Aeri even helps you when you are offline. In short, it works 24/7, so you don’t have to.
• Real-time dashboard and reports: Monitor sales performance, client status, and policy renewals with live insights, perfect for staying on target and spotting gaps. You can also track agent activity & follow-ups without any extra effort.

For example, CRMOne offers features like e-KYC, policy, and claims management. In property insurance, tools like risk assessment and document management are included. Plus, AI-powered automation and chatbots assist you throughout the entire process.

• Tailored for Insurance Agents: Due to its high-quality features, CRMOne is often praised as one of the, best free CRM tools for insurance agents thanks to its industry-specific features.
• Catchy subject lines and headers (done for you): Spend less time writing and more time selling. CRMOne gives you ready-made content that actually works. Just pick what you need and start reaching your customers faster.
• Ticketing software: Simplify client service with CRMOne’s built-in ticketing system. Handle inquiries faster, track resolution times easily, and deliver the best post-sales support that builds lasting trust.
• Omnichannel communication: Engage with clients via email, SMS, or WhatsApp from a single dashboard. Every message is tracked, so you always stay informed.
• Automated workflows: You can easily set up follow-ups, reminders, and policy renewal alerts with smart workflow automation. So there is no need for manual effort. CRMOne keeps everything running in the background, so you can focus on closing more deals.
• Data Security and performance tracking: Insurance agents have to make sure about the security of their clients. CRMOne implements robust security measures to safeguard sensitive client information. It also features a customizable dashboard for tracking performance metrics.

Pricing:

• Startup Plan: $22/month for 5 users with basic features.
• Grow Plan: $40/month for 5 users
• Ultimate Plan: $70/month for 10 users

2. Salesforce

Salesforce is one of the most widely used CRM platforms in the world, trusted by businesses of all sizes. Companies using Salesforce report a 35% increase in customer satisfaction due to enhanced service delivery.

It provides solutions across various insurance sectors, including Life and Annuity, Group Benefits, and Property and Casualty.

Key features:

• Einstein Analytics: A powerful AI tool that helps analyze customer behavior and assess risk, great for making smarter decisions.
• Policyholder prioritization: Designed to ensure policyholders get quick responses and efficient query resolution.
• Department Collaboration: Connects sales, support, claims, and marketing teams so everyone stays in sync.
• Quick Deployment: Launch new policies, products, and services faster without relying heavily on tech teams.
• Policyholder-Centric Design: Keeps the focus on your clients, ensuring their questions and claims are handled quickly and efficiently.
• Cost Efficiency: While not as affordable as CRMOne, it’s still a great value for larger insurance operations looking to optimize costs long-term. It reduces operational costs and even lets you deploy new products and services quickly.

Pricing:

• Salesforce Foundation: $0
• Starter suite: $25/ user/month
• Pro Suite: $100/user/month

3. HubSpot CRM

Hubspot is a well-known CRM platform that’s especially popular for its user-friendly interface and smooth integrations. As an insurance CRM, it brings together tools that help you manage leads, automate tasks, and view all the data in one place.

It’s built to support both tech-savvy teams and traditional agents, making it a flexible choice for growing insurance businesses.

Pricing:

• Hybrid modules (Human + AI): Combine personal touch with automation for more impactful customer interactions.
• Mobile-friendly access: Agents can check the information of the customer and take follow-up from anywhere, anytime.
• Constant feature update: By regularly improving its features, HubSpot stays ahead of the curve.
• Actionable data and forecasting: Get insights that help you plan smarter and convert more leads.
• Eliminates manual data entry: No more repetitive tasks, Hubspot takes over data logging, saving your team time.

Pricing:

• Free plan
• Marketing Hub pricing- Professional: 800$/month, Enterprise: 3,600$/month
• Sales Hub Pricing- Professional: 90$/month, Enterprise: 150$/month
• Service hub pricing- Professional: 90$/month, Enterprise: 150$/month
• Content hub pricing- Professional: 450$/month, Enterprise: 1500$/month
• Operational hub pricing- Professional: 720$/month, Enterprise: 2000$/month

4. Zoho CRM

Zoho was introduced in 1996 and has become the most trusted name in business software. Its flagship products are known for its affordable, flexible, and packed with powerful features. Not just this, if you want to increase your policy sales, Zoho fits perfectly.

Key features:

• AI Assistant ‘Zia’: Predict sales trends, suggest the best time to follow up, and automate routine tasks to save you time.
• Claim Assignment and SLA management: Assign claims to the right team member, set service-level agreements, and track progress with checklists.
• Automate reminders and greetings: Send policy renewal alerts or wish clients on special occasions like birthdays and anniversaries.
• Custom integration with REST APIs: Build and connect tools for your insurance agency that already uses Zoho’s flexible API.
• Multi-policy management: Organize multiple policies for each client, giving you a full view of their insurance portfolio.

Pricing:

• Free Plan: Free for up to 3 users.
• Standard: $25 per user/month (billed annually).
• Premium: $59 per user/month (billed annually)

5. Pipedrive

How can we forget Pipedrive, a CRM solution with sales intent?

Well, for insurance agents, Pipedrive adapts its powerful features to simplify daily tasks and help agents close more deals with less effort. It’s user-friendly, customizable, and great for keeping your sales process clean and efficient.

Pricing:

• Faster Claims Assignment: Quickly assign incoming claims to the right agents for quicker resolution.
• Custom sales pipeline management: Build pipelines that match your agency’s workflow and remove unnecessary stages to reduce delays.
• Email tracking: See who opened your emails or clicked a link, so you know which leads are most engaged.
• Rep performance insights: Easily track which team members are doing well and who might need extra support.
• Automated follow-ups for renewals: Set up reminders and follow-up emails to go out automatically when a policy is about to expire.

Pricing:

Starts at $9/month

6. Insly

What sets Insly apart in the insurance CRM world is its flexibility and speed. It was designed specifically for MGAs (Managing General Agents) and insurance providers who want to create custom products quickly without relying on developers.

With Insly, you can quickly digitize your insurance operations and integrate tools through open APIs. Which, in the end, helps you in launching and scaling without heavy tech investment.

Key features:

• No code product creation: Helps in building non-life insurance products in weeks, not months, with zero developer involvement.
• Open API integrations: Easily connect with other systems without custom development costs.
• Double your gross written premium: Handle larger volumes of premium efficiently compared to traditional platforms.
• Custom workflows for sales models: Create simple, custom workflows for brokers, direct customers, or embedded insurance, so your sales process runs smoothly for every model.
• Digitize operations quickly: Replace outdated systems fast and streamline your workflow with user-friendly tools.
• Optimized sales cycle: Improves conversion rates by automating and optimizing every step of the insurance sales process.

Pricing:

They offer Customizable plans. Contact the team directly.

Boost Your Business Performance with CRMOne

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7. Applied Epic

Applied Epic is widely recommended as a go-to software for insurance agencies and brokers. Known for its open and scalable architecture, it easily connects with both applied and third-party applications.

This makes it a flexible option for insurance agencies looking to streamline their operations and grow with confidence. Recommended by many as insurance software. Open and scalable architecture for applied and 3rd party applications.

Key features:

• Specialized screens for P&C and benefits: Manage the general plan information, rates, coverage, and eligibility with ease.
• Integrated quoting tools: Discover new markets for risks or remarket existing policies, all from within the system.
• Policy tracking at every stage: Access policy information throughout the customer journey for better transparency and service delivery.
• Automated data exchange with insurers: You can now receive policy documents and information updates directly into the CRM. Therefore, there is no manual entry required.
• Support seamless integration: Easily connects with insurer partners and third-party platforms to centralize your operations.

Pricing:

Customizable plans

8. EverQuote Pro

EverQuote is a lead generation platform built specifically for insurance agents. It connects you with high-intent insurance shoppers by delivering qualified leads in real time.

Unlike traditional CRMs, EverQuote focuses on helping agents close more deals by getting the right leads to the right agents fast.

Key features:

• Instant lead delivery: With its instant lead delivery feature, the lead is sent directly to agents as soon as a customer submits a request.
• Detailed lead applications: Each lead fills out a complete form, so you get all the important details to send more personalized messages.
• Custom lead preferences: You can now easily filter leads by specific risk profiles that align with your business goals.
• Exclusive lead generation: Leads are shared with a maximum of 3 agents, increasing your chances of closing the deal.
• Verified partner network: You get leads from trusted partners that are carefully checked for quality, so you’re only reaching out to serious insurance shoppers.

Pricing:

Customize plans to fit your needs

9. Nexsure

If you are looking for a CRM built specially for the insurance industry, Nexsure is a solid choice. It focuses on the essentials of policy management, claims tracking, and document handling. Being both cloud-based and mobile-friendly, it lets agents work from anywhere, making day-to-day tasks more efficient.

Key features:

• Automated claims and policy management: Streamline the processing of claims, commissions, documents, and contact details. As a result, it saves time and reduces errors.
• Custom email drip campaigns: Create targeted marketing sequences to boost customer engagement and retention.
• Mobile access and cloud platform: You can work on the go with secure access to all your data from anywhere.
• Three editions to choose from: Offers core, web+, and productivity+ editions, so you can pick what fits your business needs best.
• Quota and commission tracking: Helps insurance agencies manage performance and payout tracking with ease.

Pricing:

Plans start at $99/month

10. Oracle

Founded in 1977, Oracle is one of the world’s leading software companies. Its CRM solutions are no exception. It has solutions designed specifically for the insurance industry. It lets agents manage customer interactions across multiple touchpoints.

Not just this, it also manages complex relationships between customers, agents, brokers and partners so better collaboration and communication.

Key features:

• Handles complex relationships: Easily coordinates between agents, brokers, partners, and customers to improve communication and collaboration.
• Multi-Touchpoint Customer Management: Manage customer interactions across various channels like email, phone, and in-person, all from one place.
• Reduce operational cost: By automating processes and streamlining workflows, you can see a reduction in operational costs.
• Helps in partner network management: Simplify how you manage broker and partner networks, making it easier to track and collaborate.
• Cloud-based access with PeopleSoft CRM: Securely access data and tools from anywhere, supporting flexible and remote work environments.

Pricing:

Customize to fit your needs

11. Insureio

Launched in 2012, Insureio is a CRM built specifically for life insurance professionals. Unlike many CRMs that focus purely on sales growth, Insureio aims to minimize non-revenue-generating tasks, letting agents focus more on selling and less on admin work.

Key features:

• Drop Ticket Fulfillment: Simplifies policy submission with tools for case management, approval automation, and e-policy delivery.
• Lead, Task & Policy Tracking: Let’s agents proactively track leads, events, and policies—staying organized every step of the way.
• Interactive Sales Forecasting Dashboard: Get real-time insights on productivity and opportunities using a clean, visual dashboard.
• Quote Over 40 Carriers on One Page: Quickly quote term life, permanent life, LTC, disability, and annuities with a single application.
• Built-In Marketing Automation: Use pre-built email templates, personalized agent websites, and tailored campaigns to stay connected and drive more conversions.

Pricing:

Plans start at $25/ month

12. Cognition+

Cognition+ is a modern insurance software platform built to run efficiently across the entire insurance ecosystem. It provides end-to-end solutions all under one platform.

Known for its intelligent, user-friendly interface, Cognition+ is considered one of the top CRM choices for insurance brokers and agents. For those who want to streamline operations and improve customer experience.

Key features:

• Complete Insurance lifecycle management: Supports underwriting, policy issuance, claims processing, and customer service from start to finish.
• Broker management system integration: Connects seamlessly with BMS platforms to provide brokers direct access to critical client data.
• Adaptable for all stakeholders: You can easily customize it to the needs of carriers, brokers, agents, and policyholders.
• Modern access for policyholders: Gives customers real-time access to policy and claims information, improving transparency and satisfaction.

Pricing:

Customize plans according to requirements

13. BriteCore

BriteCore provides persona-based executive dashboards and advanced analytics, allowing users to access pre-configured dashboards and create custom reports to identify growth opportunities and cost savings.

What makes BriteCore stand out is its use of Amazon Web Services (AWS) to deliver a secure, cloud-based infrastructure. This means your teams can work remotely without disruptions, while maintaining performance and reliability.

Key features:

• Cloud Infrastructure on AWS: Offers high availability, data security, and remote accessibility—perfect for distributed teams.
• Integrated Core Functions & Analytics: Combines policy, claims, reporting, portals, and analytics into one user-friendly platform.
• Point-and-Click Rule Configuration: Easily set up rating and underwriting rules without any coding using visual editors.
• Product & Document Templates: Quickly create and update product offerings, accelerating market launches.
• Agile Deployment Capabilities: Launch or terminate pilot programs and greenfield projects rapidly using automated scripts.

Pricing:

Customize plans according to requirements

14. ClaimVantage

ClaimVantage is a modern, cloud-based claims management solution built natively on the Salesforce Lightning Platform. It’s designed to help insurance providers embrace digital transformation, making the entire claims process faster, smarter, and more customer-friendly.

Key features:

• End-to-End Claims Process Management: Streamlines everything from claim intake to adjudication and final payment, all in one system.
• Fraud Detection & Risk Management: Uses advanced data analytics to spot suspicious patterns and proactively identify potential fraud.
• Built on Salesforce Lightning: Leverages the power and flexibility of Salesforce for fast, secure, and scalable performance.
• Integrated Absence & Disability Claims Tracking: Digitally records and manages absence and disability claims in a centralized, seamless flow.

Pricing:

 Customize plans according to requirements

15. AgencyBloc

AgencyBloc is a leading insurance agency CRM software that is designed for health, senior, and benefits insurance agencies. It aligns sales, client retention, and compliance management.

It provides a multi-carrier marketplace for group benefits quoting, proposal creation, and enrollment, ensuring HIPAA and HITECH compliance. It follows government norms strictly.

Key features:

• Data Ownership & Security: Users retain full ownership of client data while ensuring security and compliance with industry regulations.
• Book of Business Tracking: Easily monitor your entire client portfolio and stay organized with detailed tracking tools.
• Retention-Focused Automation: Send reminders, birthday messages, and renewal alerts to stay top of mind with clients and reduce churn.

Pricing:

Plans start at $105/ user/ month

How to implement CRM for insurance agents?

1. Align CRM Goals with Business Needs

First, find your agency’s main challenges, like slow renewals or poor lead tracking. Involve teams like sales and customer support to identify key CRM features. These might include automated reminders and policy management tools.

2. Involve Stakeholders Early

Include agents, underwriters, and IT staff in planning. Their input helps the CRM fix real workflow gaps. This includes improving collaboration between departments and solving data accessibility issues.

3. Select the Right Tech Setup

Pick databases such as PostgreSQL and tools that integrate smoothly with your systems, including policy admin software. Customize workflows to match your agency’s sales process and customer touchpoints.

4. Migrate Data Carefully

Clean client data by removing duplicates. Then, test the migration on a small scale first. Ensure the CRM securely imports policy details, contact histories, and renewal dates.

5. Train Teams with Role-Based Sessions

Run workshops for agents on lead tracking and support staff on claim management. Provide video guides and ongoing troubleshooting to ease adoption.

Overview:

The right CRM can completely transform how insurance agents manage clients, policies, and claims.

• CRMOne simplifies everything from custom workflows to ready-made templates tailored specifically for insurance agents.
• EverQuote connects you with high-intent leads, making it easier to close more policies.
• Applied Epic is perfect for brokers seeking robust integration and policy tracking tools.
• Salesforce powers large-scale operations with AI-driven insights and industry versatility.

Start by understanding your daily challenges and then choose a CRM that aligns with your requirements.

CRMs like CRMOne are becoming a smarter choice for mid-sized teams in 2025. As the best CRM for insurance agents, they combine automation and personalization without adding bloat or complexity.

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