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Top Rated Insurance CRM Software with Gmail

Last updated: September 2026

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38 software options

NextAgency logo

Agency management software for life & health agencies.

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NextAgency is an agency management system for life & health agencies that consolidates CRM, marketing automation, compliance, analytics, and optional commission tracking in one configurable platform. Hosted on AWS with 256-bit encryption. Free 30-day trial with no long-term contract required

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Flowlu logo

Work automation and team collaboration in one platform.

Flowlu’s Insurance CRM helps agencies manage policies, clients, and claims in one place. Track leads, automate follow-ups, and organize renewals effortlessly. Gain insights with sales pipelines, store documents securely, and enhance customer relationships with a streamlined, efficient workflow.

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HubSpot CRM logo

CRM and lead management solution

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

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Pipedrive logo

Cloud-based CRM solution for salespeople

Pipedrive’s insurance CRM platform is agent's best friend in providing next-level customer experience and creating digitized workflows.

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OnePageCRM logo

#1 Action-Focused CRM Software for Small Business

OnePageCRM is a simple CRM with a unique action-focused approach to contact and sales management. You can use this software to add tasks/reminders next to every contact and receive automatic notifications when the task is due. This helps you grow your business every day step by step.

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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.

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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.

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Groove logo

The first sales platform to make sales strategy actionable

Groove is a market-leading sales engagement platform that enables sales leaders to execute their strategy in a smart, adaptive way. With Groove, revenue leaders can use automation to do more with less, driving greater efficiency and effectiveness across the customer lifecycle.

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Voiptime Cloud logo

Great contact center software for SMB and Enterprises

Connect with your customers across all communication channels (voice, web chat, SMS, email) and control all customer interactions with the Voiptime Cloud contact center platform. Enjoy the capabilities of Voiptime Cloud software trusted by 1000+ companies!

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Coevera logo

Technology & People Evolving Together

Coevera is the AI-native CRM that makes salespeople better, not just tracked. Formerly Pipeliner CRM, it pairs visual pipelines, no-code automation, and Voyager AI.

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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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Salesmate logo

The most customizable CRM. Now with AI

Salesmate is an AI-powered, flexible, modern CRM and Automation Platform to help your business attract, engage, and retain right customers.

Hottest features:

Sales Automation
Marketing Automation
Built-in Calling & Texting
Sandy AI
Custom Layouts and Modules
Sequences
Email Campaigns

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servis.ai logo

Powerful, easy-to-use BOMP your whole team will love.

FreeAgent CRM is a fully-featured CRM that helps your team get organized, gain visibility into day-to-day work.

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Covve App logo

Stay in touch effectively with clients and personal contacts

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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ConvergeHub logo

Sales, marketing, customer service & billing CRM for SMBs

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

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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Claritysoft CRM logo

Simple CRM. Real Support. Real Results.

Claritysoft CRM is a simple, powerful cloud-based CRM and marketing automation platform for growing businesses. It combines sales, marketing, project management, and customer service tools in one intuitive system with real human support and easy customization.

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SalesNexus logo

CRM, Sales and Marketing Automation for B2B Sales Teams

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

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Apptivo logo

CRM solution for managing customer accounts

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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SalezShark logo

Cloud-based CRM and sales management software

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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Target CRM logo

Simplify, Engage, Grow with TargetCRM

TargetCRM is a versatile CRM solution designed to streamline customer management, automate sales processes, and enhance team collaboration. It offers lead tracking, customizable workflows, robust analytics, and integration capabilities to help businesses build long-term customer relationships

Read more about Target CRM

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folk logo

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

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.

Read more about folk

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unLocked CRM logo

AI insurance CRM: quotes & commission tracking

unLocked CRM is an artificial intelligence-powered customer relationship management platform designed specifically for insurance professionals. The software integrates with over one thousand carriers to provide automated quoting across multiple insurance product lines, including life, annuity, Medicare, and health insurance. It features commission tracking from hundreds of carrier feeds, policy lifecycle management, and licensing compliance tools within a unified system.

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Peso logo

Accounts Receivable Automation Software

Peso is an accounts receivable automation solution that streamlines tasks for businesses and finance professionals. Designed for small to mid-sized enterprises, Peso integrates with popular accounting and CRM tools, offering an easy experience for managing invoicing and payment follow-ups. The solution simplifies financial processes, from automated reminders to insightful tracking.

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Pobuca Connect logo

Connect with your contacts

Pobuca Connect - Connect with your contacts. Turn your multiple and overlapping contact lists into one shared company address book accessed on any device.

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