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Top Rated Insurance CRM Software with Reporting/Analytics - Page 4

Last updated: April 2026

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96 software options

CallProof logo

Field sales CRM for activity tracking and rep accountability

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CallProof helps insurance teams stay on top of follow-up and renewals. Producers can log calls, meetings, and field visits from the mobile app, track quotes and opportunities through a pipeline, and set reminders. Leadership dashboards provide real-time visibility.

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LeadMaster logo

CRM & Lead Management Solution

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LeadMaster has been providing affordable white-label web-based Salesforce CRM and Lead Management solutions since 1998. The application features robust marketing automation features for campaign management, lead nurturing and email marketing

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Keap logo

An all-in-one CRM, sales and marketing automation solution

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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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Redtail CRM logo

Web-based CRM for financial professionals

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Redtail CRM is a cloud-based customer relationship management (CRM) solution designed for financial professionals, which includes tools for managing contacts, documents, records, activities, email broadcasts, seminars, workflow automations, reporting, and more

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Maximizer CRM logo

Customer relationship and lead management solution

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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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Insightly logo

Insightly is the modern, affordable CRM that teams love.

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Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Insightly is trusted by more than a million users worldwide.

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Better Agency logo

Comprehensive CRM solution for insurance agencies

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Better Agency is an insurance CRM software designed to help P/C agents manage service requests, follow up with prospects, and communicate with claimants for renewals. It lets users automate campaigns via emails, texts, and notifications that are sent to clients, prospects, and other team members.

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HelloLeads logo

Sales CRM & Simple Lead Management Solution

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HelloLeads is an enterprise-class lead capture, lead tracking and lead management solution (both cloud-based and mobile-driven). It helps every sales professional in managing lead information and scheduling sales follow-ups and provides deeper insights on prospects and improving selling discipline.

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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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Efficy CRM logo

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

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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.

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ClearSlide logo

Sales engagement platform

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ClearSlide is a sales communications platform that provides a fully web-based service designed specifically for the communication needs of sales teams.

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Pega CRM logo

Innovative technology, proven results

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Pega is a customer relationship management and customer experience application designed by PegaSystems® Inc to help maximise your customer retention and customer acquisition levels. The Pega CRM software allows you to input live data into the web based application which in turn analyzes information and produces real-time reports. The entire CRM system is optimized for mobile devices, making it ideal for editing, creating and reporting on the go.

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Act! logo

More than CRM - Your total relationship solution.

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

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SmartOffice logo

Enhancing sales via smart reports & marketing.

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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

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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.

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Nextiva CRM logo

Customer service and relationship management software

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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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Maple CRM logo

CRM software solution for Immigration Consultants from 2012

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Maple CRM is a cloud-based, all-in-one CRM + process management platform designed for immigration consultants. It helps businesses manage leads, automate workflows, handle client cases, store documents, generate agreements, track payments, and provide a white labelled client portal.

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SAIBA Global logo

Insurance broking management software

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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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Veritouch logo
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CRM software for improving client engagement

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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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InsureCRM logo
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Insurance CRM software

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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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Second CRM logo
(0)

Making Businesses Profitable

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

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