App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Insurance CRM Software

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. Learn more

112 software options

Sponsored

Filter results

Features


Integrated with


Pricing model




User rating


Personalize your search

Any industry

Any business size

Pipedrive logo
4.5
(2.9K)

CRM built by salespeople, for salespeople

visit website
Pipedrive’s insurance CRM platform is agent's best friend in providing next-level customer experience and creating digitized workflows.

Read more about Pipedrive

Users also considered
OneLink logo
5.0
(5)

Software for managing leads, communication, and policies

visit website
OneLink is a Health, Life & Medicare CRM designed to help businesses in many industries succeed. The platform lets organizations handle leads, follow-up with potential clients, assign call campaigns, and capture customer data across different communication channels.

Read more about OneLink

Users also considered
Creatio CRM logo
4.8
(119)

Boost marketing, sales and service performance!

visit website
With Creatio CRM for insurance you get access to a broad variety of workflows - from policy to insurance claim lifecycle operating and much more.

Read more about Creatio CRM

Users also considered
AgencyBloc AMS+ logo
4.8
(127)

The #1 Recommended Insurance Industry Growth Platform

visit website
AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations with solutions to help agencies create efficiencies in sales enablement, quoting, client and policy management, commissions processing, and more.

Read more about AgencyBloc AMS+

Users also considered
VipeCloud logo
4.9
(157)

Sales CRM With Marketing Suite That Builds Rapport With You

visit website
98% of customers rate VipeCloud's Value For Money at 4 stars and above!

VipeCloud is the Sales CRM With Marketing Suite that builds rapport with you. CRM, Email Marketing, Social, Texting, Video Email, and More.

VipeCloud is your all-in-one, easy to use, and powerful growth solution.

Read more about VipeCloud

Users also considered
Odoo  logo
4.1
(797)

Full Suite of Integrated Business Apps

visit website
Odoo is a fully-integrated, customizable, and open-source suite of business applications. A majority of the business needs such as CRM, Sales, Project, Manufacturing, Inventory, and Accounting are met through this all-in-one software solution designed for every company, regardless of size and budget

Read more about Odoo

Users also considered
eWay-CRM logo
4.6
(568)

The Best CRM for Microsoft Outlook

visit website
Run your insurance business right from Microsoft Outlook. Synchronize your contacts, organize emails, plan meetings, and much more.

Start with eWay-CRM Free.

Read more about eWay-CRM

Users also considered
NextAgency logo
4.9
(40)

Agency management software for life & health agencies.

visit website
NextAgency saves life and health agencies time, money, and clients with an agency management system featuring CRM, marketing and commission tracking tools. Easy to use and no long-term contract is required. Supports individuals and groups.

Read more about NextAgency

Users also considered
Mailchimp logo
4.5
(16.8K)

Email and advertising marketing automation platform

learn more
Mailchimp is a marketing automation platform that allows users to create, send & analyze email & ad campaigns, with email templates, landing pages, and a mobile app

Read more about Mailchimp

Users also considered
Salesforce Sales Cloud logo
4.4
(18.3K)

Cloud-based CRM & Sales Automation

learn more
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud helps sales teams win more deals and understand the health of their business on a platform that grows with them.

Read more about Salesforce Sales Cloud

Users also considered
HubSpot CRM logo
4.5
(4.1K)

Everything you need to sell in one integrated suite

learn more
Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging emails and managing data

Read more about HubSpot CRM

Users also considered
Zoho CRM logo
4.3
(6.6K)

CRM software that helps you sell smarter, better, faster.

learn more
Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach their customers through every channel, including telephone, email, social media, and live chat.

Read more about Zoho CRM

Users also considered
Dynamics 365 logo
4.4
(5.5K)

ERP and CRM applications from Microsoft

learn more
Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.

Read more about Dynamics 365

Users also considered
Zendesk Suite logo
4.4
(3.8K)

Service-first CRM company that builds support & sales tools

learn more
Zendesk's fully customizable help desk solution makes things easy on your customers, sets your teams up for success, and keeps your business in sync. Reach customers on any channel and equip your agents with a full history of all interactions, including those tracked from 700+ app integrations.

Read more about Zendesk Suite

Users also considered
Zoho Desk logo
4.5
(2.1K)

Superior customer service. Lasting experiences.

learn more
Zoho Desk, Zoho's flagship web-based customer service software, helps businesses of all sizes and types deliver superior customer service without spending a fortune.

Read more about Zoho Desk

Users also considered
Less Annoying CRM logo
4.8
(583)

A simple CRM built just for small businesses

learn more
A simple customer relationship manager made for small businesses. Track leads, manage contact info, and never miss a follow-up.

Read more about Less Annoying CRM

Users also considered
EngageBay CRM logo
4.7
(684)

Integrated sales & marketing software for growing teams

learn more
EngageBay is an all-in-one marketing, sales and service automation software which automates marketing sales by combining lead generation, email marketing, marketing automation, CRM & social media engagement. EngageBay helps businesses acquire, engage, nurture, and close leads from a single platform.

Read more about EngageBay CRM

Users also considered
NetSuite logo
4.1
(1.4K)

The World’s Leading, Most Deployed Cloud ERP Solution

learn more
NetSuite provides organizations with an integrated system of cloud applications that helps them run their business. More than 37,000 organizations around the world use NetSuite to more easily grow and adapt to change.

Read more about NetSuite

Users also considered
Salesforce Service Cloud logo
4.4
(754)

Customer Service & Field Service Management Solutions

learn more
Engage with your customers when and where they are. Deliver service across every channel, over any device. Empower your customers with communities. Track key contact center metrics in real-time. And enable every employee to deliver outstanding service at every point of interaction.

Read more about Salesforce Service Cloud

Users also considered
Freshsales logo
4.5
(608)

Sales management solution

learn more
Freshsales is a cloud-based salesforce automation software designed to help businesses manage leads, customer engagement, client relationships, and more via a unified portal. The platform enables organizations to create and monitor sales activities, add custom fields to capture and store customer information, and synchronize data across the entire customer journey, from prospecting to contact and conversion.

Read more about Freshsales

Users also considered
Apptivo logo
4.4
(711)

CRM for managing customer accounts

learn more
Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information such as contact info, website, annual revenue‚ address‚ number of employees‚ & more. Accounts can be associated with other records such as Contacts or Opportunities.

Read more about Apptivo

Users also considered
Flowlu logo
4.8
(326)

Online project management & collaboration suite

learn more
Flowlu is an online business management tool that provides task management, project management, online invoicing and knowledge management.

Read more about Flowlu

Users also considered
Keap logo
4.1
(1.2K)

An all-in-one CRM, sales and marketing automation software

learn more
Step up to all-in-one sales & marketing software designed for entrepreneurs, startups and larger teams. Our platform organizes your customer information and daily work in one place so you have more time to focus on growing your business and delivering great service.

Read more about Keap

Users also considered
noCRM.io logo
4.6
(403)

Lead management software to help salespeople convert leads

learn more
noCRM.io is a lead management software designed to eliminate the distractions of a standard CRM and help salespeople convert leads into customers, organize their sales process & customize their sales pipeline with lead capturing, prospecting, & collaboration tools, & more

Read more about noCRM.io

Users also considered
Bitrix24 logo
4.2
(831)

100% free CRM, collaboration, and communication tool suite

learn more
Bitrix24 is a free cloud and open source collaboration platform providing CRM, document management, tasking, time management, and project management tools. Over 12 million companies rely on Bitrix24 in 186 countries.

Read more about Bitrix24

Users also considered