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Top Rated Insurance CRM Software with Windows

Last updated: September 2026

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27 software options

Sage Sales Management logo

The leading mobile CRM for field sales management.

Sage Sales Management is the tool of choice for sales directors that are dedicated to improving the productivity of their teams. The success of the app is down to its 100% mobile first design, user-friendly interface, and high adoption rate. Now enhanced with AI.

Read more about Sage Sales Management

Users also considered
Creatio CRM logo

AI CRM where people and AI agents work together.

AI-native, no-code platform that streamlines the entire Insurance lifecycle—from lead and policy management to underwriting, claims processing, and customer service. It empowers insurers, brokers, and agents with 360° customer views, automated workflows, and AI-driven insights to boost productivity.

Read more about Creatio CRM

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Gold-Vision CRM logo

Sales, marketing & support CRM

Gold-Vision is a full suite of highly configurable CRM tools for sales & marketing automation, project management, customer support, events management, integrations and more.

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LiveHelpNow logo

Help desk and live chat solution for customer service

LiveHelpNow is a help desk software solution for customer service and live chat. LiveHelpNow's live chat tool engages with website visitors to garner customer feedback, send targeted messages & relevant recommendations. It also provides email & ticket management, knowledge base publishing & more.

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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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Agiloft logo

Cloud-based tool for contract lifecycle management.

Agiloft offers a cloud-based contract lifecycle management (CLM) system that enhances business efficiency and minimizes risk by streamlining contract procedures. Its Data-first Agreement Platform offers deep insights into contract data, promoting collaborative agreement formation across organizations. Agiloft automates key contract management activities, allowing for the creation of superior contracts more swiftly.

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Deskpro logo

Customer service software you can depend on

Deskpro is multi-channel helpdesk software that can be Cloud or self-hosted. The helpdesk app includes using filters, custom fields, macros, quick replies, labels, triggers and notes. You can also use Deskpro to generate self-help content for your clients. Other features of the app include live chat, customer feedback and suggestion tools, custom branding, 3rd party integrations and advanced reporting.

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eWay-CRM logo

Customer relationship management solution

Run your insurance business right from Microsoft Outlook. Synchronize your contacts, organize emails, plan meetings, and much more.

Start with eWay-CRM Free.

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OneLink logo

Software for managing leads, communication, and policies

OneLink is a Health, Life & Medicare CRM designed to help businesses in many industries succeed. The platform lets organizations handle leads, follow-up with potential clients, assign call campaigns, and capture customer data across different communication channels.

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ServiceTonic logo

ServiceTonic targets small and medium size enterprises

ServiceTonic is a help desk software solution that centralizes support ticket and request management through multiple channels including web, mobile, email, phone, chat, and QR codes. It aligns with ITIL best practices to help IT departments effectively manage services. Key features include automation, knowledge management, and asset management.

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SimpleWorks logo

Cloud-based all-in-one marketing platform

SimpleCRM provides insurance companies with tools like Customer360, GPT-powered coaches, R-YaBot, and automated workflows. It supports policy management, claims processing, and customer onboarding with KYC via mobile, ensuring secure, compliant, and scalable operations.

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cobra CRM logo

Streamline business with CRM solutions.

cobra CRM is a comprehensive customer relationship management (CRM) solution that offers professional address and contact management, office communication and management, direct and email marketing, company-wide appointment management, and an integrated GDPR compliance package. It also includes sales process management with forecasting, extended workflow and campaign management, and additional tables and subtables.

Read more about cobra CRM

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Soffront CRM logo

CRM. Marketing. Simplified

Soffront CRM is an award winning fully integrated CRM solution for sales, marketing, customer service, helpdesk, project management and more. Save without the cost of multiple add-ons and third party partners.

Soffront CRM can be deployed hosted or on-premise.

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SAIBA Global logo

Insurance broking management software

SAIBA is an insurance broker software solution designed for overseas direct insurance brokers. This software covers all aspects of the insurance business, including customer relationship management, policy administration, claims processing, accounting, reporting, and more. Key features include workflow automation, document management, renewal tracking, regulatory reporting, and multi-channel sales support.

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SmartOffice logo

Enhancing sales via smart reports & marketing.

SmartOffice is an agency practice management and enterprise CRM solution. It is trusted across the financial services industry to help improve marketing efforts, provide valuable reporting capabilities, and increase sales revenue.

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Infor CRM logo

Account-centric CRM for sales, marketing & customer service

Infor CRM - formerly SalesLogix - provides a single platform to drive customer interaction and improve customer relationships and experiences. The software combines a range of multi-departmental functions such as marketing, sales, service, resource, and lead management features.

Read more about Infor CRM

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Dynamics 365 logo

ERP and CRM applications from Microsoft

Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.

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SAP Customer Experience logo

Enterprise CRM software

SAP Customer Experience is a cloud-based customer relationship management solution that integrates with SAP ERP, forming part of the complete SAP business suite. The CRM software provides a single platform to store all client account information and manage all customer communications.

Read more about SAP Customer Experience

Users also considered
Efficy CRM logo

Pay-less for more. Europe's most flexible CRM

Known as Europe’s most flexible CRM, Efficy offers a completly customisable Customer Relationship Management solution. With us, you'll centralize your customer data, empower your employees, and grow your business.

Read more about Efficy CRM

Users also considered
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.

Read more about Bitrix24

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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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Users also considered
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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Act! logo

More than CRM - Your total relationship solution.

Act! Advantage is an all-in-one, full front-office CRM solution that unites sales, marketing, and customer management.

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Users also considered
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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InsuraCRM logo
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Insurance CRM software

InsuraCRM is a powerful insurance CRM software that enables insurance companies to manage relationships with prospective and existing customers. It helps build lasting customer relationships, automate processes, and enhance productivity.

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