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Top Rated Insurance CRM Software with Mid size business - Page 4

Last updated: November 2026

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88 software options

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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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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Veritouch logo
(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.

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Agenex logo
(0)

AI-driven insurance CRM: doc scan & auto renewals

Agenex is a cloud-based customer relationship management platform designed for insurance agents in India. The software features artificial intelligence-powered document optical character recognition that extracts data from policy PDFs and photos, automatic registration certificate and policy data filling through Vahan database integration, and automated WhatsApp renewal reminders in ten Indian languages including Hindi, Tamil, Telugu, Bengali, Marathi, Gujarati, Kannada, Malayalam, and Punjabi.

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InsureGrades logo
(0)

Cloud-based insurance producer directory & reviews

Web-based directory and review platform for licensed insurance producers, offering license verification, client reviews, and producer.

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Live 360 logo
(0)

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Nextiva CRM logo
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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.

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CRMDAY One logo
(0)

Cloud CRM for U.S. health insurance agencies

Cloud-based CRM for U.S.

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Webtrix24 Insurance CRM logo
(0)

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.

Read more about Webtrix24 Insurance CRM

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Salesmate logo
(0)

Cloud-based AI CRM for sales, marketing & support

Salesmate is a cloud-based AI-powered CRM platform unifying sales pipelines, marketing automation, and customer support for SMBs.

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