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Insurance CRM
Page 3

Insurance CRM Software with Quotes/Estimates (2026) - Page 3

Last updated: April 2026

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Features

Quotes/Estimates

API(60)

Third-Party Integrations(53)

Access Controls/Permissions(44)

Activity Dashboard(54)

Integrated with

QuickBooks Online(20)

Microsoft 365(21)

QuickBooks Online Advanced(19)

Microsoft Outlook(34)

Google Calendar(26)

Pricing model

Free(16)

Open Source(3)

Free Trial(49)

One Time License(0)

Subscription(60)

Devices supported

Mac(30)

iPad(50)

Android(50)

Linux(23)

Web-based(65)

iPhone(51)

Windows(35)

Organization types

Small Business(63)

Non Profit(45)

Large Enterprises(56)

Public Administrations(22)

Freelancers(46)

Mid Size Business(58)

User rating

All Reviews

& up

(55)

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65 software options

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Sponsored

SmartOffice

3.7

(17)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Enhancing sales via smart reports & marketing.

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.

Read more about SmartOffice

Users also considered

Target CRM

4.8

(5)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Simplify, Engage, Grow with TargetCRM

TargetCRM is a versatile CRM solution designed to streamline customer management, automate sales processes, and enhance team collaboration. It offers lead tracking, customizable workflows, robust analytics, and integration capabilities to help businesses build long-term customer relationships

Read more about Target CRM

Users also considered

Financial Services Cloud

4.8

(5)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

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

Users also considered

Zenith CRM

5.0

(4)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

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

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.

Read more about Zenith CRM

Users also considered

AGENCYMATE

4.7

(3)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Agency management solution for insurance agencies

AGENCYMATE is an agency management solution for insurance agencies to streamline the management of leads and nurturing prospects. It offers an audit trail that helps users analyze the agency's productivity and access a record of truth across the customer interactions history.

Read more about AGENCYMATE

Users also considered

Nextiva CRM

3.6

(7)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Customer service and relationship management software

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.

Read more about Nextiva CRM

Users also considered

Onpipeline

4.3

(3)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Customer relationship management (CRM) with visual pipeline

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

Read more about Onpipeline

Users also considered

MyBasicCRM

4.3

(3)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

MyBasicCRM is a customizable yet easy CRM platform for SMEs

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.

Read more about MyBasicCRM

Users also considered

Gateway ERP

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

ERP platform for retail, manufacturing & distribution sector

Gateway ERP is an ERP platform that helps manage product data, inventory, purchase orders, and prices. The software provides a decision support system, online approvals, internal audits, and floor management.

Read more about Gateway ERP

Users also considered

cobra CRM

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Streamline business with CRM solutions.

cobra CRM is a comprehensive customer relationship management (CRM) solution that offers professional address and contact management, office communication and management, direct and email marketing, company-wide appointment management, and an integrated GDPR compliance package. It also includes sales process management with forecasting, extended workflow and campaign management, and additional tables and subtables.

Read more about cobra CRM

Users also considered

Maple CRM

3.3

(3)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

CRM software solution for Immigration Consultants from 2012

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.

Read more about Maple CRM

Users also considered

SAIBA Global

1.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Insurance broking management software

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.

Read more about SAIBA Global

Users also considered

Figuro

(0)

Sell more, simplify insurance, grow sales.

Streamline workflows, automate tasks, and gain insights with a centralized platform. The client portal offers a seamless digital experience, empowering customers with self-service options. With Figuro, users will
Sell more policies
Deliver superior customer service
Gain a competitive edge with data

Read more about Figuro

Users also considered

Veritouch

(0)

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.

Read more about Veritouch

Users also considered

Second CRM

(0)

Making Businesses Profitable

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

Read more about Second CRM

Users also considered

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