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Insurance CRM Software - Page 5

Last updated: November 2026

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125 software options

Zoho CRM logo

Customer relationship management solution

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

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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.

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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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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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Netskope One Platform logo

Cloud-native SASE & zero trust platform for enterprises

Netskope One Platform is a cloud-native SASE, AI security, and data security solution for enterprises, universities, and government.

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Act! logo

More than CRM - Your total relationship solution.

Act! is a CRM that helps you simplify policy management, automate follow-ups, and boost retention with built-in email marketing, but without the tech headache.

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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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ExoVzn logo
(0)

Property-level storm verification reports in 24 hours

ExoVzn delivers property-level hail and wind verification reports within 24 hours. Every report cross-references five federal data sources and scores each event with an explicit confidence framework, using methodology published in the peer-reviewed Journal of NAFE.

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Veritouch logo
(0)

CRM software for improving client engagement

VeriTouch is a customer engagement CRM solution built on Microsoft Dynamics 365. It consolidates data from an organization's back-end systems and digital channels, providing a unified front-end with standardized processes to serve customers efficiently.

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iAssure by Imds logo
(0)

Insurance broking platform for brokers & agents

Cloud-based insurance platform for brokers and corporate agents, unifying sales, placement, operations, and compliance management.

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Simahi logo
(0)

Cloud CRM for Canadian insurance & mortgage pros

Cloud-based AI-powered CRM for Canadian insurance and mortgage professionals, unifying quoting, policy tracking, and client management.

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Agenex logo
(0)

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
(0)

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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InsuraCRM logo
(0)

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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Smart Agent CRM logo
(0)

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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Second CRM logo
(0)

Making Businesses Profitable

Cloud based easy to use software to improve customer relationships, increase sales and much more.

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Live 360 logo
(0)

Read more about Live 360

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Nextiva CRM logo
(0)

Customer service and relationship management software

Nextiva CRM is a customer relationship management software designed to help businesses handle interactions with customers across multiple communication channels including phone, email, SMS, social media accounts, and more. It enables organizations to route customer support tickets to agents.

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CRMDAY One logo
(0)

Cloud CRM for U.S. health insurance agencies

Cloud-based CRM for U.S.

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Webtrix24 Insurance CRM logo
(0)

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
(0)

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.

Read more about DailyTrackly

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Salesmate logo
(0)

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
(0)

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
(0)

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
(0)

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

Read more about Figuro

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