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Top Rated Insurance CRM Software with Activity tracking - Page 4

Last updated: September 2026

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84 software options

Act! logo

More than CRM - Your total relationship solution.

Act! Advantage is an all-in-one, full front-office CRM solution that unites sales, marketing, and customer management.

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Keap logo

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

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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Veritouch logo

CRM software for improving client engagement

VeriTouch is a customer engagement CRM solution built on Microsoft Dynamics 365. It consolidates data from an organization's back-end systems and digital channels, providing a unified front-end with standardized processes to serve customers efficiently.

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ezMakler logo

Customer and contract management for insurance brokers

ezMakler is a customer and contract management for insurance brokers and agencies, financial service providers, multiple agencies and structured sales for the management of all types of motor, property, life and health insurance.

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Smart Agent CRM logo

CRM for health and Medicare insurance agents

Smart Agent CRM is a Salesforce-based customer relationship management platform for U.S. health and Medicare insurance agents. It offers automated contact eligibility tracking, carrier book sync, commission dashboards, and compliance documentation with timestamps. Features include quote engine, e-signature, calendar, and email integrations, plus digital scope of appointment and policy lifecycle management tools.

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Second CRM logo

Making Businesses Profitable

Cloud based easy to use software to improve customer relationships, increase sales and much more.

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telecrm logo

Sell to serve

Efficient sales system for your team
with lead management, phone calls, meetings and WhatsApp communication managed on a single platform

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InsuredMine logo

Integrated agency management software for insurance firms

InsuredMine is a CRM software package for insurance providers. It's designed to consolidate all operations into one platform. Key attributes include sales, engagement, and analytics. It also includes collaboration tools, notifications and alerts, payment processing, and customer data management.

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Peaccce logo

Insurance reviews

A reviews service custom built for insurance. Resolve negative reviews publicly to increase brand trust and connect with buyers to help cross-sell and retain policyholders

Read more about Peaccce

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