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Top Rated Insurance CRM Software with For insurance industry - Page 2

Last updated: September 2026

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106 software options

Blitz logo

Automate sales & marketing follow up activities

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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servis.ai logo

Powerful, easy-to-use BOMP your whole team will love.

FreeAgent CRM is a fully-featured CRM that helps your team get organized, gain visibility into day-to-day work.

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Covve App logo

Stay in touch effectively with clients and personal contacts

Make sure you never let a relationship go cold. Stay in touch with clients and personal contacts.
Covve Personal CRM is your personal assistant app, reminding you to keep in touch and giving you the right excuse to reach out.

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LiveHelpNow logo

Help desk and live chat solution for customer service

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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RAYNET CRM logo

The most easy-to-use CRM solution.

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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Yetiforce CRM logo

Open source CRM system

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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Agiloft logo

Cloud-based tool for contract lifecycle management.

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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ConvergeHub logo

Sales, marketing, customer service & billing CRM for SMBs

ConvergeHub is a business growth enabler, offering cloud-based all-in-one CRM software for complete customer engagement, empowering users to stay connected to leads, customers, partners and employees, from any device, at any time

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Spotler CRM logo

The Powerful CRM for Growing Teams

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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Vymo logo

Mobile-first intelligent sales assistant for field sales

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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Claritysoft CRM logo

Simple CRM. Real Support. Real Results.

Claritysoft CRM is a simple, powerful cloud-based CRM and marketing automation platform for growing businesses. It combines sales, marketing, project management, and customer service tools in one intuitive system with real human support and easy customization.

Read more about Claritysoft CRM

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SalesNexus logo

CRM, Sales and Marketing Automation for B2B Sales Teams

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

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Deskpro logo

Customer service software you can depend on

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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Apptivo logo

CRM solution for managing customer accounts

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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Heymarket logo

Business text messaging for teams

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

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eWay-CRM logo

Customer relationship management solution

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

Start with eWay-CRM Free.

Read more about eWay-CRM

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Lead Capsule logo

Cloud-based solution for lead management

Lead Capsule is a cloud-based software for lead management, lead generation, lead aggregation, lead distribution, lead commerce, customer relationship management, and affiliate marketing for businesses of all types and sizes, which simplifies vendor & client management, and delivers leads to any CRM

Read more about Lead Capsule

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SalezShark logo

Cloud-based CRM and sales management software

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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AtemisCloud logo

Full Business Management SaaS for service companies

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

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HappyFox Help Desk logo

AI-powered help desk and ticketing software

Support policyholder service and insurance operations without replacing the system of record. HappyFox turns inquiries into trackable tickets with custom fields, routing, priorities, SLAs, role-based access, complete history, CRM integrations, reports, and satisfaction surveys.

Read more about HappyFox Help Desk

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Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

Financial Services Cloud is a CRM software that allows financial services teams to access actionable client insights and deliver personalized advice across any channel or device.

Read more about Financial Services Cloud

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OneLink logo

Software for managing leads, communication, and policies

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

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Interakt logo

Supercharged Customer Engagement and Support platform.

Interakt is an All-In-One Customer Engagement and Support platform, which lets convert leads to paying customers with powerful marketing automation applications

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Salesforce Starter logo

Customer relationship management tool for SMBs

Salesforce Starter is an all-in-one CRM suite designed to help growing businesses organize data, manage customer relationships, and gain valuable insights. The solution brings together marketing, sales, service, and commerce tools in a single platform.

Read more about Salesforce Starter

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AllProWebTools logo

The Complete Toolkit for managing Small Business

Control your business sales, productivity, marketing, CRM, website hosting, email marketing, and more with one simple solution. Ranked #1 in customer satisfaction for support by G2Crowd

Read more about AllProWebTools

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