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Insurance CRM Software with Third-Party Integrations (2026) - Page 4

Last updated: March 2026

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87 software options

AGENCYMATE logo

Agency management solution for insurance agencies

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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.

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MyBasicCRM logo

MyBasicCRM is a customizable yet easy CRM platform for SMEs

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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.

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Onpipeline logo

Customer relationship management (CRM) with visual pipeline

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

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HelloLeads logo

Sales CRM & Simple Lead Management Solution

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HelloLeads is an enterprise-class lead capture, lead tracking and lead management solution (both cloud-based and mobile-driven). It helps every sales professional in managing lead information and scheduling sales follow-ups and provides deeper insights on prospects and improving selling discipline.

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ServiceTonic logo

ServiceTonic targets small and medium size enterprises

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ServiceTonic is a help desk software solution that centralizes support ticket and request management through multiple channels including web, mobile, email, phone, chat, and QR codes. It aligns with ITIL best practices to help IT departments effectively manage services. Key features include automation, knowledge management, and asset management.

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cobra CRM logo

Streamline business with CRM solutions.

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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.

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Peso logo

Accounts Receivable Automation Software

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Peso is an accounts receivable automation solution that streamlines tasks for businesses and finance professionals. Designed for small to mid-sized enterprises, Peso integrates with popular accounting and CRM tools, offering an easy experience for managing invoicing and payment follow-ups. The solution simplifies financial processes, from automated reminders to insightful tracking.

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Maple CRM logo

CRM software solution for Immigration Consultants from 2012

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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.

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SAIBA Global logo

Insurance broking management software

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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.

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Second CRM logo
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Making Businesses Profitable

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

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InsureCRM logo
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Insurance CRM software

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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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Veritouch logo
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CRM software for improving client engagement

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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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