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Insurance CRM Software with Access Controls/Permissions (2026)

Last updated: February 2026

Key features of Insurance CRM Software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Contact Management: Reviewers emphasize easy tracking, organizing, and accessing client data, which aids in efficient communication and follow-ups. 90% of reviewers rated this feature as important or highly important.
  • Reporting/Analytics: Users highlight the robust reporting capabilities for generating insights, tracking business performance, and customizing data views. 84% of reviewers rated this feature as important or highly important.
  • Activity Tracking: Reviewers appreciate the ability to monitor tasks, set reminders, and track progress, enhancing customer response and workflow efficiency. 75% of reviewers rated this feature as important or highly important.
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62 software options

Financial Services Cloud logo

Financial Services Cloud

The world's #1 CRM, reimagined for financial services.

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Creatio CRM logo

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AI-native, no-code platform that streamlines the entire Insurance lifecycle—from lead and policy management to underwriting, claims processing, and customer service. It empowers insurers, brokers, and agents with 360° customer views, automated workflows, and AI-driven insights to boost productivity.

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Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

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

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Pipedrive logo

Cloud-based CRM solution for salespeople

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

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Zoho Desk logo

Customer service software for businesses of all sizes

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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.

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Integrated sales & marketing software for growing teams

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For small businesses outgrowing spreadsheets.

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Less Annoying CRM is for small businesses outgrowing spreadsheets. Get the reminders and organization you need, without the CRM complexity. Simple contacts, tasks, and lead tracking. $15/user/month after your free 30-day trial.

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NetSuite is an AI-powered cloud-based business management suite. It helps organizations streamline their operations and gain real-time insights into their performance. The suite caters to a range of industries such as manufacturing, retail, and professional services.

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Customer relationship management solution

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

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Agentforce Service is a customer service platform offering seamless support across channels like contact centers, field service, HR, and IT. It integrates human agents with AI on a unified platform to personalize interactions. Features include omni-channel engagement, case management, knowledge bases, and analytics tools, enabling organizations to enhance team performance and customer satisfaction.

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Odoo logo

All-in-one open-source business software

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Odoo is an all-in-one, open-source business platform covering CRM, Sales, Accounting, Inventory, Manufacturing, and Projects. It’s fully integrated, customizable, and scalable for companies of any size or budget.

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Work automation and team collaboration in one platform.

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Flowlu’s Insurance CRM helps agencies manage policies, clients, and claims in one place. Track leads, automate follow-ups, and organize renewals effortlessly. Gain insights with sales pipelines, store documents securely, and enhance customer relationships with a streamlined, efficient workflow.

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Turning sales actions into connection.

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noCRM 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

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Sales management solution

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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.

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Keap logo

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

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

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Your ultimate workspace

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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.

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Spotler CRM is designed for growing teams, making it easy to set up and simple to use. All your data is in one place helping you effectively manage your contacts and share information, enabling great team collaboration, improved customer relationships and increased sales.

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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.

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Thryv logo

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Thryv is an all-in-one, cloud-based management platform specifically designed for small businesses. Thryv integrates contact management, CRM, text (SMS) and email marketing, online listings and reputation management, online appointment booking, social media scheduling, payment processing, and more.

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VanillaSoft is a lead optimization system for fast-response sales teams. It prioritizes warm leads, streamlines agent workflows, and ensures calls, emails, and texts get through—avoiding spam filters and blocked calls. Sales teams stay efficient, effective, and connected, closing more deals.

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