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Insurance CRM Software with Reporting/Analytics (2026) - Page 3

Last updated: April 2026

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96 software options

LiveHelpNow logo

Help desk and live chat solution for customer service

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LiveHelpNow is a help desk software solution for customer service and live chat. LiveHelpNow's live chat tool engages with website visitors to garner customer feedback, send targeted messages & relevant recommendations. It also provides email & ticket management, knowledge base publishing & more.

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Blitz logo

Automate sales & marketing follow up activities

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Blitz is a sales management platform that automates sales tasks, processes, and follow-up activities when working with clients, leads, and referrals, and helps keep management and sales teams up to date and on the same page while communicating with contacts

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SendJim logo

Direct mail management software

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SendJim is a direct-mail software meant to help build a relationship with your current customers and build your route density with your customer's neighbors through targeted mailings that can be triggered by actions in your CRM.

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Commence logo

Online CRM for Small to Mid-Size Businesses

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An affordable robust On Line CRM Software solution for businesses of 5 to 200 users that includes Contact Management, Activity Management, Sales Management, Lead Management, Marketing, Customer Service, Project Management and Reporting.

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Yetiforce CRM logo

Open source CRM system

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YetiForce is an innovative and versatile CRM system that collects all information related to the most important business processes, such as sales, marketing, projects, accounting, support, logistics, and many more. It is truly open source and always free-to-use for unlimited number of users.

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NextAgency logo

Agency management software for life & health agencies.

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NextAgency is an agency management system for life & health agencies that consolidates CRM, marketing automation, compliance, analytics, and optional commission tracking in one configurable platform. Hosted on AWS with 256-bit encryption. Free 30-day trial with no long-term contract required

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SalesNexus logo

CRM, Sales and Marketing Automation for B2B Sales Teams

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Insurance CRM for managing prospects, policies, renewals, and long-term client relationships.

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Agiloft logo

Cloud-based tool for contract lifecycle management.

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Agiloft offers a cloud-based contract lifecycle management (CLM) system that enhances business efficiency and minimizes risk by streamlining contract procedures. Its Data-first Agreement Platform offers deep insights into contract data, promoting collaborative agreement formation across organizations. Agiloft automates key contract management activities, allowing for the creation of superior contracts more swiftly.

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Ontraport logo

Sales, marketing, and communication management software

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Ontraport helps businesses streamline sales, marketing, customer communication, and other operations on a unified portal. The marketing automation tools let organizations create, run, and manage marketing campaigns using customizable templates and send targeted emails or text messages to customers.

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Vymo logo

Mobile-first intelligent sales assistant for field sales

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Vymo is an intelligent, AI-enhanced, mobile-first personal assistant designed to improve the efficiency and productivity of sales and service teams across the U.S., and Asia, with targeted recommendations; data-driven, actionable sales insights; real-time activity tracking; work allocation; and more

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Heymarket logo

Business text messaging for teams

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Heymarket provides business text messaging for marketing, sales, support & operations teams, with shared inboxes, mobile apps, message templates, and more

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Redtail CRM logo

Web-based CRM for financial professionals

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Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which includes tools for managing contacts, documents, records, activities, email broadcasts, seminars, workflow automations, reporting, and more

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folk logo

The all-in-one CRM to manage all your business relationships

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folk is the all-in-one CRM. Centralize all the relationships that matter for your organization and customize it to the adapted workflow: from Sales CRM, recruiting pipeline, deal flow management, prospection management, and more.

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Deskpro logo

Customer service software you can depend on

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Deskpro is multi-channel helpdesk software that can be Cloud or self-hosted. The helpdesk app includes using filters, custom fields, macros, quick replies, labels, triggers and notes. You can also use Deskpro to generate self-help content for your clients. Other features of the app include live chat, customer feedback and suggestion tools, custom branding, 3rd party integrations and advanced reporting.

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RAYNET CRM logo

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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Efficy CRM logo

Pay-less for more. Europe's most flexible CRM

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Known as Europe’s most flexible CRM, Efficy offers a completly customisable Customer Relationship Management solution. With us, you'll centralize your customer data, empower your employees, and grow your business.

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Oracle CRM On Demand logo

Industry-specific on-demand CRM solution

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Oracle's Complete CRM solutions offer the broadest and deepest capabilities that help organizations drive sales, marketing, loyalty, and service effectiveness. And in combination with Oracle's Commerce solutions, they deliver a unified cross-channel experience for consumers.

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ClearSlide logo

Sales engagement platform

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ClearSlide is a sales communications platform that provides a fully web-based service designed specifically for the communication needs of sales teams.

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LeadMaster logo

CRM & Lead Management Solution

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LeadMaster has been providing affordable white-label web-based Salesforce CRM and Lead Management solutions since 1998. The application features robust marketing automation features for campaign management, lead nurturing and email marketing

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SalezShark logo

Cloud-based CRM and sales management software

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SalezShark is a cloud based sales and marketing automation platform that enables customers to generate prospects leads and manage sales operations

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CallProof logo

Field sales CRM for activity tracking and rep accountability

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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.

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SimpleWorks logo

Cloud-based all-in-one marketing platform

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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.

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AtemisCloud logo

Full Business Management SaaS for service companies

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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.

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AgentCubed logo

Lead management and CRM solution for insurance businesses

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AgentCubed is a cloud-based solution designed to help insurance businesses manage leads and distribution, customer relationships, workflows automation, and more. The platform enables agents to quote on/off-exchange products, calculate premiums, compare policies, and submit applications.

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Infor CRM logo

Account-centric CRM for sales, marketing & customer service

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Infor CRM - formerly SalesLogix - provides a single platform to drive customer interaction and improve customer relationships and experiences. The software combines a range of multi-departmental functions such as marketing, sales, service, resource, and lead management features.

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