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Top Rated Insurance CRM Software with Free trial - Page 2

Last updated: May 2026

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73 software options

Covve App logo

Stay in touch effectively with clients and personal contacts

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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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LiveHelpNow logo

Help desk and live chat solution for customer service

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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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RAYNET CRM logo

The most easy-to-use CRM solution.

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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

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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

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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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Spotler CRM logo

The Powerful CRM for Growing Teams

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Spotler CRM is designed for growing teams, making it easy to set up and simple to use. All your data is in one place helping you effectively manage your contacts and share information, enabling great team collaboration, improved customer relationships and increased sales.

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SalesNexus logo

CRM, Sales and Marketing Automation for B2B Sales Teams

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Insurance CRM for managing prospects, policies, renewals, and long-term client relationships.

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Deskpro logo

Customer service software you can depend on

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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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Apptivo logo

CRM solution for managing customer accounts

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Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information such as contact information, website, annual revenue‚ address‚ number of employees‚ & more. Accounts can be associated with other records such as contacts or opportunities.

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Heymarket logo

Business text messaging for teams

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Heymarket provides business text messaging for marketing, sales, support & operations teams, with shared inboxes, mobile apps, message templates, and more

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SalezShark logo

Cloud-based CRM and sales management software

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SalezShark is a cloud based sales and marketing automation platform that enables customers to generate prospects leads and manage sales operations

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AtemisCloud logo

Full Business Management SaaS for service companies

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AtemisCloud is an advanced Business Management SaaS platform with features covering customer management, marketing, HR, back office, administration, projects, and finance. Used in 60 countries by 1500 corporations and SNE for the last 23 years.

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OneLink logo

Software for managing leads, communication, and policies

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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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Interakt logo

Supercharged Customer Engagement and Support platform.

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Interakt is an All-In-One Customer Engagement and Support platform, which lets convert leads to paying customers with powerful marketing automation applications

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folk logo

The all-in-one CRM to manage all your business relationships

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folk is the all-in-one CRM. Centralize all the relationships that matter for your organization and customize it to the adapted workflow: from Sales CRM, recruiting pipeline, deal flow management, prospection management, and more.

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AllClients logo

Marketing Automation and CRM for Very Small Businesses

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AllClients is Marketing Automation and CRM software for small businesses. Designed for the non-technical user, the product features Landing Pages, Workflows, Permission-Based Email, and other automation as well as normal CRM functionality.

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ServiceTonic logo

ServiceTonic targets small and medium size enterprises

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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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AGENCYMATE logo

Agency management solution for insurance agencies

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AGENCYMATE is an agency management solution for insurance agencies to streamline the management of leads and nurturing prospects. It offers an audit trail that helps users analyze the agency's productivity and access a record of truth across the customer interactions history.

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cobra CRM logo

Streamline business with CRM solutions.

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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.

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Lucep logo

Instant response callback tool & mobile app

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Lucep is an instant response callback tool that connects sales teams to website visitors by mobile phone with alerts, analytics, AI, lead allocation & reporting

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eWay-CRM logo

Customer relationship management solution

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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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AgentCubed logo

Lead management and CRM solution for insurance businesses

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AgentCubed is a cloud-based solution designed to help insurance businesses manage leads and distribution, customer relationships, workflows automation, and more. The platform enables agents to quote on/off-exchange products, calculate premiums, compare policies, and submit applications.

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MyBasicCRM logo

MyBasicCRM is a customizable yet easy CRM platform for SMEs

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MyBasicCRM is an excellent alternative for small to medium-sized companies with 1-20 users looking for an effective and economical CRM solution to adapt to their custom needs.

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Onpipeline logo

Customer relationship management (CRM) with visual pipeline

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CRM for managing leads, the entire sales process, activities, reporting, and producing price quotes and invoices. 

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Infer logo

Predictive lead scoring for sales & marketing

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Infer is a predictive lead scoring software that integrates with popular sales and marketing applications to identify leads with the highest potential. The software uses the same statistical techniques as Google to collect and interpret customer data.

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