getapp-logo

App comparison

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

Software categoriesBlog & researchAbout us

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

Insurance CRM Software with Access Controls/Permissions (2026) - Page 3

Last updated: February 2026

1 filter applied

Features

Integrated with

Pricing model

Devices supported

Organization types

User rating

62 software options

CallProof logo

Field sales CRM for activity tracking and rep accountability

learn more
CallProof helps insurance teams stay on top of follow-up and renewals. Producers can log calls, meetings, and field visits from the mobile app, track quotes and opportunities through a pipeline, and set reminders. Leadership dashboards provide real-time visibility.

Read more about CallProof

Users also considered
SimpleWorks logo

Cloud-based all-in-one marketing platform

learn more
SimpleCRM provides insurance companies with tools like Customer360, GPT-powered coaches, R-YaBot, and automated workflows. It supports policy management, claims processing, and customer onboarding with KYC via mobile, ensuring secure, compliant, and scalable operations.

Read more about SimpleWorks

Users also considered
Cool Life CRM logo

360° marketing & relationship lifecycle management

learn more
Cool Life CRM is a web-based customer relationship management software for individuals, niche businesses and enterprises with complex customer management environments. The solution centralizes all contacts & customers in a single place, and provides tools for marketing, project management, and more.

Read more about Cool Life CRM

Users also considered
AtemisCloud logo

Full Business Management SaaS for service companies

learn more
AtemisCloud is an advanced Business Management SaaS platform with features covering customer management, marketing, HR, back office, administration, projects, and finance. Used in 60 countries by 1500 corporations and SNE for the last 23 years.

Read more about AtemisCloud

Users also considered
OneLink logo

Software for managing leads, communication, and policies

learn more
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
SmartOffice logo

Enhancing sales via smart reports & marketing.

learn more
SmartOffice is an agency practice management and enterprise CRM solution. It is trusted across the financial services industry to help improve marketing efforts, provide valuable reporting capabilities, and increase sales revenue.

Read more about SmartOffice

Users also considered
Zenith CRM logo

CRM, Auto Call, AI Dialer, Call Center Software.

learn more
Experience streamlined growth with Z-CRM, your AI-enhanced, cloud-based CRM and call center solution. Boost efficiency, automate communication, and personalize to fit your brand, all while keeping data secure and operations scalable. Welcome to round-the-clock productivity.

Read more about Zenith CRM

Users also considered
AGENCYMATE logo

Agency management solution for insurance agencies

learn more
AGENCYMATE is an agency management solution for insurance agencies to streamline the management of leads and nurturing prospects. It offers an audit trail that helps users analyze the agency's productivity and access a record of truth across the customer interactions history.

Read more about AGENCYMATE

Users also considered
Onpipeline logo

Customer relationship management (CRM) with visual pipeline

learn more
CRM for managing leads, the entire sales process, activities, reporting, and producing price quotes and invoices. 

Read more about Onpipeline

Users also considered
MyBasicCRM logo

MyBasicCRM is a customizable yet easy CRM platform for SMEs

learn more
MyBasicCRM is an excellent alternative for small to medium-sized companies with 1-20 users looking for an effective and economical CRM solution to adapt to their custom needs.

Read more about MyBasicCRM

Users also considered
Maple CRM logo

Cloud-based customer relationship management (CRM) solution

learn more
Maple CRM is a cloud-based customer relationship management (CRM) solution that helps businesses manage leads, sales, and service processes from within a unified platform. It allows users to automate business workflow, handle tasks, and track invoices as well as payments. Sales teams can handle inquiries, build quotations, generate reports, and manage clients.

Read more about Maple CRM

Users also considered
SAIBA Global logo

Insurance broking management software

learn more
SAIBA is an insurance broker software solution designed for overseas direct insurance brokers. This software covers all aspects of the insurance business, including customer relationship management, policy administration, claims processing, accounting, reporting, and more. Key features include workflow automation, document management, renewal tracking, regulatory reporting, and multi-channel sales support.

Read more about SAIBA Global

Users also considered