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Top Rated Insurance CRM Software with For insurance industry - Page 5

Last updated: September 2026

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106 software options

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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Agenex logo

AI-driven insurance CRM: doc scan & auto renewals

Agenex is a cloud-based customer relationship management platform designed for insurance agents in India. The software features artificial intelligence-powered document optical character recognition that extracts data from policy PDFs and photos, automatic registration certificate and policy data filling through Vahan database integration, and automated WhatsApp renewal reminders in ten Indian languages including Hindi, Tamil, Telugu, Bengali, Marathi, Gujarati, Kannada, Malayalam, and Punjabi.

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InsuraCRM logo

Insurance CRM software

InsuraCRM is a powerful insurance CRM software that enables insurance companies to manage relationships with prospective and existing customers. It helps build lasting customer relationships, automate processes, and enhance productivity.

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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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Regain Excel to vCard Converter logo

Professionally Convert Excel Contacts to vCard Files

Easily convert Excel contacts into vCard (.vcf) files with Regain Excel to vCard Converter. Import contacts into Outlook, Gmail, iPhone, Android, iCloud, and more with just a few clicks. Accurate, secure, and fast conversion for both personal and business use.

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