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Top Rated Insurance CRM Software with Small business - Page 4

Last updated: September 2026

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85 software options

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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ezMakler logo

Customer and contract management for insurance brokers

ezMakler is a customer and contract management for insurance brokers and agencies, financial service providers, multiple agencies and structured sales for the management of all types of motor, property, life and health insurance.

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Agenex logo
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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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Smart Agent CRM logo
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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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InsuredMine logo

Integrated agency management software for insurance firms

InsuredMine is a CRM software package for insurance providers. It's designed to consolidate all operations into one platform. Key attributes include sales, engagement, and analytics. It also includes collaboration tools, notifications and alerts, payment processing, and customer data management.

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Salesmate logo
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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
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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.

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Aeliam logo
(0)

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Figuro logo
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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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ProducerStack CRM logo
(0)

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