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Top Rated Insurance CRM Software with Template management - Page 3

Last updated: November 2026

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61 software options

Efficy CRM logo

Pay-less for more. Europe's most flexible CRM

Known as Europe’s most flexible CRM, Efficy offers a completly customisable Customer Relationship Management solution. With us, you'll centralize your customer data, empower your employees, and grow your business.

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Zoho CRM logo

Customer relationship management solution

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

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Bitrix24 logo

Cloud & on-premises workspace for all business sizes

Bitrix24 is a free cloud and open source collaboration platform providing CRM, document management, tasking, time management, and project management tools. Over 12 million companies rely on Bitrix24 in 186 countries.

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Maximizer CRM logo

Customer relationship and lead management solution

Maximizer CRM is a lead management solution designed specifically for the unique challenges that sales teams and managers face. Teams can monitor and achieve revenue targets while effectively tracking activities and evaluating team effectiveness, all from one centralized command center.

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Odoo logo

All-in-one open-source business software

Odoo is an all-in-one, open-source business platform covering CRM, Sales, Accounting, Inventory, Manufacturing, and Projects. It’s fully integrated, customizable, and scalable for companies of any size or budget.

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Netskope One Platform logo

Cloud-native SASE & zero trust platform for enterprises

Netskope One Platform is a cloud-native SASE, AI security, and data security solution for enterprises, universities, and government.

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Act! logo

More than CRM - Your total relationship solution.

Act! is a CRM that helps you simplify policy management, automate follow-ups, and boost retention with built-in email marketing, but without the tech headache.

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Keap logo

An all-in-one CRM, sales and marketing automation solution

Step up to all-in-one sales & marketing solution designed for entrepreneurs, startups and larger teams. The platform organizes customer information and daily work in one place so teams have more time to focus on growing the business and delivering great service.

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Smart Agent CRM logo
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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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Webtrix24 Insurance CRM logo
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Cloud CRM for SMBs: leads, finance & WhatsApp

WEBTRIX24 is a cloud-based CRM for Indian SMBs that centralizes lead management, invoicing, helpdesk, campaigns, and WhatsApp.

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DailyTrackly logo
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Insurance CRM with Power Dial, texting, and an AI agent

Insurance CRM for P&C, life, and health agencies: current premiums on every lead, policies from carrier downloads, renewals, cancellations, cross-sell, ID cards, and commissions matched by policy, with Power Dial, texting, email, and an AI agent. From $19 per agent a month.

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