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Top Rated Insurance CRM Software with Small business

Last updated: September 2026

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85 software options

Less Annoying CRM logo

For small businesses outgrowing spreadsheets.

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Less Annoying CRM is for small businesses outgrowing spreadsheets. Get the reminders and organization you need, without the CRM complexity. Simple contacts, tasks, and lead tracking. $15/user/month after your free 30-day trial.

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AgencyBloc AMS+ logo

The #1 Recommended Insurance Industry Growth Platform

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AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations with solutions to help agencies create efficiencies in sales enablement, quoting, client and policy management, commissions processing, and more.

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NextAgency logo

Agency management software for life & health agencies.

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NextAgency is an agency management system for life & health agencies that consolidates CRM, marketing automation, compliance, analytics, and optional commission tracking in one configurable platform. Hosted on AWS with 256-bit encryption. Free 30-day trial with no long-term contract required

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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

Sales CRM With Marketing Suite That Builds Rapport With You

98% of customers rate VipeCloud's Value For Money at 4 stars and above!

VipeCloud is the Sales CRM With Marketing Suite that builds rapport with you. CRM, Email Marketing, Social, Texting, Video Email, and More.

VipeCloud is your all-in-one, easy to use, and powerful growth solution.

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HubSpot CRM logo

CRM and lead management solution

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

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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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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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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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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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Daylite for Mac logo

All-in-One Business App for Service-Based Firms.

Stop wasting time using multiple apps. Daylite unifies CRM, new client opportunities, projects, tasks, notes, and email into one app designed for Apple users so you can focus more on clients and less on admin.

Read more about Daylite for Mac

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HealthSherpa logo

Healthcare management plans for ACA organizations

HealthSherpa is designed to help healthcare organizations of all sizes streamline quoting, enrolling, and client management operations for ACA (Affordable Care Act) under the healthcare law. The platform enables agents to submit applications, follow-up on clients, and track approval status.

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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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HubSpot Sales Hub logo

Cloud-based sales CRM for teams of all sizes

HubSpot Sales Hub is a cloud-based sales platform covering lead management, deal tracking, CPQ, automation, and AI-driven analytics.

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Salesforce Service Cloud logo

AI powered customer service management platform

Agentforce Service is a customer service platform offering seamless support across channels like contact centers, field service, HR, and IT. It integrates human agents with AI on a unified platform to personalize interactions. Features include omni-channel engagement, case management, knowledge bases, and analytics tools, enabling organizations to enhance team performance and customer satisfaction.

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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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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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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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Covve App logo

Stay in touch effectively with clients and personal contacts

Make sure you never let a relationship go cold. Stay in touch with clients and personal contacts.
Covve Personal CRM is your personal assistant app, reminding you to keep in touch and giving you the right excuse to reach out.

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RAYNET CRM logo

The most easy-to-use CRM solution.

Simplify your CRM.

All contacts, deals, your calendar, your sales pipeline analysis –? all in one place.

Perfectly organized data that simplify your work and give you a thorough overview of your business.

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Yetiforce CRM logo

Open source CRM system

YetiForce is an innovative and versatile CRM system that collects all information related to the most important business processes, such as sales, marketing, projects, accounting, support, logistics, and many more. It is truly open source and always free-to-use for unlimited number of users.

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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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