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Top Rated Insurance CRM Software with Template management

Last updated: November 2026

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61 software options

Creatio AI CRM logo

AI CRM where people and AI agents work together.

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AI-native, no-code platform that streamlines the entire Insurance lifecycle—from lead and policy management to underwriting, claims processing, and customer service. It empowers insurers, brokers, and agents with 360° customer views, automated workflows, and AI-driven insights to boost productivity.

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Flowlu logo

Work automation and team collaboration in one platform.

Flowlu’s Insurance CRM helps agencies manage policies, clients, and claims in one place. Track leads, automate follow-ups, and organize renewals effortlessly. Gain insights with sales pipelines, store documents securely, and enhance customer relationships with a streamlined, efficient workflow.

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EngageBay CRM logo

Integrated sales & marketing software for growing teams

AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.

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noCRM logo

Turning sales actions into connections.

Keep salespeople focused on selling, not reporting. Capture leads anywhere, cut admin, and close more deals.

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VipeCloud logo

Franchise CRM for the AI era. More candidates, booked.

Franchise CRM for the AI era. More than half of franchise leads arrive after hours, and VipeCloud’s AI Booking Agent texts each one within seconds and books the call, driving a 62% lift in bookings. Pre-built for franchise brands, sales organizations, and consultants from day one.

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PhoneBurner logo

Power dialer & outbound sales acceleration software for SMBs

PhoneBurner's Power Dialing platform helps inside sales teams reach up to 4x more contacts, increase live answers, manage/track leads, and streamline workflows.

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HubSpot CRM logo

The self-updating CRM that helps your team win deals.

Deals move when your team has the right context at the right moment. HubSpot Smart CRM updates itself from your calls, emails, and meetings, so reps can follow up sooner, focus on the right deals, and spend more time winning them. Start free.

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OnePageCRM logo

#1 Action-Focused CRM Software for Small Business

OnePageCRM is a simple CRM with a unique action-focused approach to contact and sales management. You can use this software to add tasks/reminders next to every contact and receive automatic notifications when the task is due. This helps you grow your business every day step by step.

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Pipedrive logo

Cloud-based CRM solution for salespeople

Pipedrive’s insurance CRM platform is agent's best friend in providing next-level customer experience and creating digitized workflows.

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Zoho Desk logo

Cloud-based help desk for all business sizes

Cloud-based omnichannel help desk platform unifying tickets from email, chat, social media, and phone for businesses of all sizes.

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Ricochet360 logo

Customer relationship management and auto dialer solution

Ricochet360 is an all-in-one auto-dialer, CRM, lead management, and marketing automation platform designed for both inbound and outbound agents looking for a competitive advantage. It enables teams to call a new lead in one second, nurture and engage prospects throughout the entire sales process, and automate most of the daily workflows.

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Close logo

Cloud-based sales CRM for SMB and growth teams

Cloud-based sales CRM consolidating calling, email, SMS, pipeline management, and a built-in AI sales agent for B2B teams of any size.

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Groove logo

The first sales platform to make sales strategy actionable

Groove is a market-leading sales engagement platform that enables sales leaders to execute their strategy in a smart, adaptive way. With Groove, revenue leaders can use automation to do more with less, driving greater efficiency and effectiveness across the customer lifecycle.

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Salesloft logo

Cloud-based AI revenue orchestration for B2B teams

Cloud-based AI revenue orchestration platform for B2B sales, RevOps, and customer success teams, with pipeline management and.

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Coevera logo

Your sales process, visible, teachable and repeatable

Coevera is an AI-native CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers — companies with a defined sales process, sales managers accountable for pipeline, and deals won through consultation rather than transaction. Formerly Pipeliner CRM.

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Vanillasoft logo

Lead optimization platform for fast-response sales teams.

VanillaSoft is a lead optimization system for fast-response sales teams. It prioritizes warm leads, streamlines agent workflows, and ensures calls, emails, and texts get through—avoiding spam filters and blocked calls. Sales teams stay efficient, effective, and connected, closing more deals.

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Gold-Vision CRM logo

Sales, marketing & support CRM

Gold-Vision is a full suite of highly configurable CRM tools for sales & marketing automation, project management, customer support, events management, integrations and more.

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Salesmate logo

The most customizable CRM. Now with AI

Salesmate is an AI-powered, flexible, modern CRM and Automation Platform to help your business attract, engage, and retain right customers.

Hottest features:

Sales Automation
Marketing Automation
Built-in Calling & Texting
Sandy AI
Custom Layouts and Modules
Sequences
Email Campaigns

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Freshsales logo

Cloud-based AI CRM for sales and marketing teams

Cloud-based AI CRM unifying sales and marketing with pipeline management, multichannel engagement, and automation.

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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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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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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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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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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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