getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categoriesBlog & researchAbout us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Top Rated Insurance CRM Software with Small business

Last updated: May 2026

1 filter applied

Features

Integrated with

Pricing model

Devices supported

Organization types

User rating

76 software options

Odoo logo

Odoo

All-in-one open-source business software

visit website
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.

Read more about Odoo

Users also considered
Financial Services Cloud logo

Financial Services Cloud

Cloud-based CRM software for financial services institutions

visit website
Financial Services Cloud is a CRM software that allows financial services teams to access actionable client insights and deliver personalized advice across any channel or device.

Read more about Financial Services Cloud

Users also considered
NextAgency logo

NextAgency

Agency management software for life & health agencies.

visit website
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

Read more about NextAgency

Users also considered
AgencyBloc AMS+ logo

AgencyBloc AMS+

The #1 Recommended Insurance Industry Growth Platform

visit website
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.

Read more about AgencyBloc AMS+

Users also considered
Less Annoying CRM logo

For small businesses outgrowing spreadsheets.

learn more
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.

Read more about Less Annoying CRM

Users also considered
Flowlu logo

Work automation and team collaboration in one platform.

learn more
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.

Read more about Flowlu

Users also considered
EngageBay CRM logo

Integrated sales & marketing software for growing teams

learn more
AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.

Read more about EngageBay CRM

Users also considered
noCRM logo

Turning sales actions into connections.

learn more
Keep salespeople focused on selling, not reporting. Capture leads anywhere, cut admin, and close more deals.

Read more about noCRM

Users also considered
VipeCloud logo

Sales CRM With Marketing Suite That Builds Rapport With You

learn more
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.

Read more about VipeCloud

Users also considered
Pipedrive logo

Cloud-based CRM solution for salespeople

learn more
Pipedrive’s insurance CRM platform is agent's best friend in providing next-level customer experience and creating digitized workflows.

Read more about Pipedrive

Users also considered
HubSpot CRM logo

CRM and lead management solution

learn more
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.

Read more about HubSpot CRM

Users also considered
Zoho Desk logo

Customer service software for businesses of all sizes

learn more
Zoho Desk is a web and mobile-based customer service software that enables businesses of all sizes and types to deliver customer support, empower agents, and maintain operations.

Read more about Zoho Desk

Users also considered
PhoneBurner logo

Power dialer & outbound sales acceleration software for SMBs

learn more
PhoneBurner's Power Dialing platform helps inside sales teams reach up to 4x more contacts, increase live answers, manage/track leads, and streamline workflows.

Read more about PhoneBurner

Users also considered
Daylite for Mac logo

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

learn more
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

Users also considered
Mailchimp logo

Email and SMS marketing automation platform

learn more
Mailchimp is an email and SMS marketing platform that combines artificial intelligence with marketing automation capabilities. The platform features a drag-and-drop builder, content creation tools, and audience management functions to help businesses design and distribute marketing campaigns across multiple channels.

Read more about Mailchimp

Users also considered
OnePageCRM logo

#1 Action-Focused CRM Software for Small Business

learn more
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.

Read more about OnePageCRM

Users also considered
HealthSherpa logo

Healthcare management plans for ACA organizations

learn more
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.

Read more about HealthSherpa

Users also considered
Close logo

The conversation-first CRM for small, scaling sales teams

learn more
Close is a conversation-first CRM designed for founders and small, scaling sales teams to manage every conversation in one place — with built-in calling, email, and SMS built natively inside the platform.

Read more about Close

Users also considered
Salesforce Service Cloud logo

AI powered customer service management platform

learn more
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.

Read more about Salesforce Service Cloud

Users also considered
Salesmate logo

The most customizable CRM. Now with AI

learn more
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

Read more about Salesmate

Users also considered
Freshsales logo

Sales management solution

learn more
Freshsales is a cloud-based salesforce automation software designed to help businesses manage leads, customer engagement, client relationships, and more via a unified portal. The platform enables organizations to create and monitor sales activities, add custom fields to capture and store customer information, and synchronize data across the entire customer journey, from prospecting to contact and conversion.

Read more about Freshsales

Users also considered
Blitz logo

Automate sales & marketing follow up activities

learn more
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

Read more about Blitz

Users also considered
servis.ai logo

Powerful, easy-to-use BOMP your whole team will love.

learn more
FreeAgent CRM is a fully-featured CRM that helps your team get organized, gain visibility into day-to-day work.

Read more about servis.ai

Users also considered
Claritysoft CRM logo

User-friendly customer relationship management software

learn more
Powerful. Intuitive. Customizable. Claritysoft CRM is designed to be easy to use without sacrificing power and functionality.

Read more about Claritysoft CRM

Users also considered
Covve App logo

Stay in touch effectively with clients and personal contacts

learn more
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.

Read more about Covve App

Users also considered