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Top Rated Insurance CRM Software with Mid size business - Page 3

Last updated: November 2026

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88 software options

Oracle CRM On Demand logo

Industry-specific on-demand CRM solution

Oracle's Complete CRM solutions offer the broadest and deepest capabilities that help organizations drive sales, marketing, loyalty, and service effectiveness. And in combination with Oracle's Commerce solutions, they deliver a unified cross-channel experience for consumers.

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AgentCubed logo

Lead management and CRM solution for insurance businesses

AgentCubed is a cloud-based solution designed to help insurance businesses manage leads and distribution, customer relationships, workflows automation, and more. The platform enables agents to quote on/off-exchange products, calculate premiums, compare policies, and submit applications.

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SpiceX logo

Integration Platform as a Service for contact centers

SpiceCSM is a web based on-demand platform for increasing the efficiency of your contact center agents. Designed as a "point solution," SpiceCSM Guided Services turn your agents into subject matter experts, without additional training. With a unique blend of decision tree technology, data collection, and easy to use creation tools, your contact center will not only provide higher quality service, but at a lower cost.

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Zendesk Suite logo

AI powered customer service across all channels

Zendesk offers an AI-powered service platform that unifies conversations from multiple channels. It features AI agents for resolving inquiries, ticketing for support requests, and analytics for tracking service quality. Its Resolution Learning Loop technology enhances automation by integrating AI, human agents, and knowledge resources on one platform.

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Infer logo

Predictive lead scoring for sales & marketing

Infer is a predictive lead scoring software that integrates with popular sales and marketing applications to identify leads with the highest potential. The software uses the same statistical techniques as Google to collect and interpret customer data.

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HelloLeads logo

Sales CRM & Simple Lead Management Solution

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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Salesforce Sales Cloud logo

Cloud-based CRM and sales automation software

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

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Soffront CRM logo

CRM. Marketing. Simplified

Soffront CRM is an award winning fully integrated CRM solution for sales, marketing, customer service, helpdesk, project management and more. Save without the cost of multiple add-ons and third party partners.

Soffront CRM can be deployed hosted or on-premise.

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SAIBA Global logo

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.

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Pobuca Connect logo

Connect with your contacts

Pobuca Connect - Connect with your contacts. Turn your multiple and overlapping contact lists into one shared company address book accessed on any device.

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Salesboom CRM Suite logo

Online CRM Software

Salesboom CRM is an online CRM and customer retention software designed to manage your customer base and identify up-selling opportunities. Established in 2003, the Salesboom CRM system has been helping enterprises of all sizes coordinate their customer relationship management and cross/up-selling strategies as well as providing online training courses and support.

Read more about Salesboom CRM Suite

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CallProof logo

Field sales CRM for activity tracking and rep accountability

CallProof helps insurance teams stay on top of follow-up and renewals. Producers can log calls, meetings, and field visits from the mobile app, track quotes and opportunities through a pipeline, and set reminders. Leadership dashboards provide real-time visibility.

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Ringy logo

Customer relationship management & marketing automation tool

Ringy (formerly iSalesCRM) is a customer relationship management software that provides businesses with tools to generate leads and automate marketing operations. Supervisors can gain an overview of turnover rates, incoming leads, outbound calls, account balance, and other key metrics via charts and drip analytics.

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LeadMaster logo

CRM & Lead Management Solution

LeadMaster has been providing affordable white-label web-based Salesforce CRM and Lead Management solutions since 1998. The application features robust marketing automation features for campaign management, lead nurturing and email marketing

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SmartOffice logo

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.

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Dynamics 365 logo

ERP and CRM applications from Microsoft

Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.

Read more about Dynamics 365

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Ontraport logo

Sales, marketing, and communication management software

Ontraport helps businesses streamline sales, marketing, customer communication, and other operations on a unified portal. The marketing automation tools let organizations create, run, and manage marketing campaigns using customizable templates and send targeted emails or text messages to customers.

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Infor CRM logo

Account-centric CRM for sales, marketing & customer service

Infor CRM - formerly SalesLogix - provides a single platform to drive customer interaction and improve customer relationships and experiences. The software combines a range of multi-departmental functions such as marketing, sales, service, resource, and lead management features.

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Vtiger CRM logo

All-in-one CRM for small businesses

Vtiger works with over 100,000 businesses helping them deliver outstanding customer experiences by breaking barriers between their marketing, sales, and support teams.

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ClearSlide logo

Sales engagement platform

ClearSlide is a sales communications platform that provides a fully web-based service designed specifically for the communication needs of sales teams.

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Redtail CRM logo

Web-based CRM for financial professionals

Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which includes tools for managing contacts, documents, records, activities, email broadcasts, seminars, workflow automations, reporting, and more

Read more about Redtail CRM

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SAP Customer Experience logo
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Enterprise CRM software

SAP Customer Experience is a cloud-based customer relationship management solution that integrates with SAP ERP, forming part of the complete SAP business suite. The CRM software provides a single platform to store all client account information and manage all customer communications.

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NetSuite logo

AI-powered cloud-based business management suite

NetSuite is an AI-powered cloud-based business management suite. It helps organizations streamline their operations and gain real-time insights into their performance. The suite caters to a range of industries such as manufacturing, retail, and professional services.

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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.

Read more about Zoho CRM

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