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Insurance CRM Software with API (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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96 software options

AgencyBloc AMS+ logo

AgencyBloc AMS+

The #1 Recommended Insurance Industry Growth Platform

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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.

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Financial Services Cloud logo

Financial Services Cloud

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

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Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice across any channel or device

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NextAgency logo

NextAgency

Agency management software for life & health agencies.

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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.

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RAYNET CRM logo

RAYNET CRM

The most easy-to-use CRM solution.

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Simplify your CRM.

All contacts, deals, your calendar, your sales pipeline analysis –? all in one place.

Perfectly organized data that simplify your work and give you a thorough overview of your business.

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Creatio CRM logo

Creatio CRM

New era CRM to manage all customer and operational workflows

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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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Mailchimp logo

Email and advertising marketing automation platform

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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

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Salesforce Sales Cloud logo

Cloud-based CRM and sales automation software

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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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HubSpot CRM logo

CRM and lead management solution

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HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

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Zoho CRM logo

Customer relationship management solution

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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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Zendesk Suite logo

Service-first CRM company that builds support & sales tools

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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 various app integrations.

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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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EngageBay CRM logo

Integrated sales & marketing software for growing teams

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AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.

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Less Annoying CRM logo

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 logo

AI-powered cloud-based business management suite

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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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eWay-CRM logo

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.

Start with eWay-CRM Free.

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Salesforce Service Cloud logo

AI powered customer service management platform

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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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Flowlu logo

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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noCRM logo

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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Apptivo logo

CRM solution for managing customer accounts

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

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Freshsales logo

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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Bitrix24 logo

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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Daylite for Mac logo

All-in-One Business App for Service-Based Firms.

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Stop wasting time using multiple apps. Daylite unifies CRM, new client opportunities, projects, tasks, notes, and email into one app designed for Apple users so you can focus more on clients and less on admin.

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