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Top Rated Insurance CRM Software with Small business - Page 4

Last updated: November 2026

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86 software options

Agenex logo

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

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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Smart Agent CRM logo

CRM for health and Medicare insurance agents

Smart Agent CRM is a Salesforce-based customer relationship management platform for U.S. health and Medicare insurance agents. It offers automated contact eligibility tracking, carrier book sync, commission dashboards, and compliance documentation with timestamps. Features include quote engine, e-signature, calendar, and email integrations, plus digital scope of appointment and policy lifecycle management tools.

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CRMDAY One logo

Cloud CRM for U.S. health insurance agencies

Cloud-based CRM for U.S.

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Webtrix24 Insurance CRM logo

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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DailyTrackly logo

Insurance CRM with Power Dial, texting, and an AI agent

Insurance CRM for P&C, life, and health agencies: current premiums on every lead, policies from carrier downloads, renewals, cancellations, cross-sell, ID cards, and commissions matched by policy, with Power Dial, texting, email, and an AI agent. From $19 per agent a month.

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Salesmate logo

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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Regain Excel to vCard Converter logo

Professionally Convert Excel Contacts to vCard Files

Easily convert Excel contacts into vCard (.vcf) files with Regain Excel to vCard Converter. Import contacts into Outlook, Gmail, iPhone, Android, iCloud, and more with just a few clicks. Accurate, secure, and fast conversion for both personal and business use.

Read more about Regain Excel to vCard Converter

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Duplix logo

One entry, every insurance quote.

Duplix automates insurance quote entry for brokers and agents: enter the client once, compare every insurer’s price side by side.

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Figuro logo

Sell more, simplify insurance, grow sales.

Streamline workflows, automate tasks, and gain insights with a centralized platform. The client portal offers a seamless digital experience, empowering customers with self-service options. With Figuro, users will
Sell more policies
Deliver superior customer service
Gain a competitive edge with data

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