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Insurance CRM Software with Quotes/Estimates (2026)

Last updated: April 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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65 software options

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Sage Sales Management logo

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Creatio CRM logo

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