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Insurance CRM Software For Insurance Industry (2026) - Page 4

Last updated: April 2026

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102 software options

AllProWebTools logo

The Complete Toolkit for managing Small Business

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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

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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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Cool Life CRM logo

360° marketing & relationship lifecycle management

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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.

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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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AllClients logo

Marketing Automation and CRM for Very Small Businesses

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AllClients is Marketing Automation and CRM software for small businesses. Designed for the non-technical user, the product features Landing Pages, Workflows, Permission-Based Email, and other automation as well as normal CRM functionality.

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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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Interakt logo

Supercharged Customer Engagement and Support platform.

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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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OneLink logo

Software for managing leads, communication, and policies

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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.

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Better Agency logo

Comprehensive CRM solution for insurance agencies

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Better Agency is an insurance CRM software designed to help P/C agents manage service requests, follow up with prospects, and communicate with claimants for renewals. It lets users automate campaigns via emails, texts, and notifications that are sent to clients, prospects, and other team members.

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Pega CRM logo

Innovative technology, proven results

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Pega is a customer relationship management and customer experience application designed by PegaSystems® Inc to help maximise your customer retention and customer acquisition levels. The Pega CRM software allows you to input live data into the web based application which in turn analyzes information and produces real-time reports. The entire CRM system is optimized for mobile devices, making it ideal for editing, creating and reporting on the go.

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SmartOffice logo

Enhancing sales via smart reports & marketing.

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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.

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Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

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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.

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Zenith CRM logo

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

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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.

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Nextiva CRM logo

Customer service and relationship management software

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Nextiva CRM is a customer relationship management software designed to help businesses handle interactions with customers across multiple communication channels including phone, email, SMS, social media accounts, and more. It enables organizations to route customer support tickets to agents.

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SpiceX logo

Integration Platform as a Service for contact centers

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SpiceCSM is a web based on-demand platform for increasing the efficiency of your contact center agents. Designed as a "point solution," SpiceCSM Guided Services turn your agents into subject matter experts, without additional training. With a unique blend of decision tree technology, data collection, and easy to use creation tools, your contact center will not only provide higher quality service, but at a lower cost.

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Onpipeline logo

Customer relationship management (CRM) with visual pipeline

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

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MyBasicCRM logo

MyBasicCRM is a customizable yet easy CRM platform for SMEs

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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.

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HelloLeads logo

Sales CRM & Simple Lead Management Solution

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HelloLeads is an enterprise-class lead capture, lead tracking and lead management solution (both cloud-based and mobile-driven). It helps every sales professional in managing lead information and scheduling sales follow-ups and provides deeper insights on prospects and improving selling discipline.

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Lucep logo

Instant response callback tool & mobile app

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Lucep is an instant response callback tool that connects sales teams to website visitors by mobile phone with alerts, analytics, AI, lead allocation & reporting

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ServiceTonic logo

ServiceTonic targets small and medium size enterprises

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ServiceTonic is a help desk software solution that centralizes support ticket and request management through multiple channels including web, mobile, email, phone, chat, and QR codes. It aligns with ITIL best practices to help IT departments effectively manage services. Key features include automation, knowledge management, and asset management.

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Infer logo

Predictive lead scoring for sales & marketing

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Infer is a predictive lead scoring software that integrates with popular sales and marketing applications to identify leads with the highest potential. The software uses the same statistical techniques as Google to collect and interpret customer data.

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Maple CRM logo

CRM software solution for Immigration Consultants from 2012

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Maple CRM is a cloud-based, all-in-one CRM + process management platform designed for immigration consultants. It helps businesses manage leads, automate workflows, handle client cases, store documents, generate agreements, track payments, and provide a white labelled client portal.

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SAIBA Global logo

Insurance broking management software

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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.

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Second CRM logo
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Making Businesses Profitable

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

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