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Insurance CRM Software

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Last updated: April 2026

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112 software options

AgencyBloc AMS+ logo

AgencyBloc AMS+

The #1 Recommended Insurance Industry Growth Platform

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AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations with solutions to help agencies create efficiencies in sales enablement, quoting, client and policy management, commissions processing, and more.

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Less Annoying CRM logo

For small businesses outgrowing spreadsheets.

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Less Annoying CRM is for small businesses outgrowing spreadsheets. Get the reminders and organization you need, without the CRM complexity. Simple contacts, tasks, and lead tracking. $15/user/month after your free 30-day trial.

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Flowlu logo

Work automation and team collaboration in one platform.

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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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EngageBay CRM logo

Integrated sales & marketing software for growing teams

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AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.

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noCRM logo

Turning sales actions into connections.

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Keep salespeople focused on selling, not reporting. Capture leads anywhere, cut admin, and close more deals.

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VipeCloud logo

Sales CRM With Marketing Suite That Builds Rapport With You

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98% of customers rate VipeCloud's Value For Money at 4 stars and above!

VipeCloud is the Sales CRM With Marketing Suite that builds rapport with you. CRM, Email Marketing, Social, Texting, Video Email, and More.

VipeCloud is your all-in-one, easy to use, and powerful growth solution.

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Pipedrive logo

Cloud-based CRM solution for salespeople

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

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HubSpot CRM logo

CRM and lead management solution

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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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Zoho Desk logo

Customer service software for businesses of all sizes

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Zoho Desk is a web and mobile-based customer service software that enables businesses of all sizes and types to deliver customer support, empower agents, and maintain operations.

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PhoneBurner logo

Power dialer & outbound sales acceleration software for SMBs

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PhoneBurner's Power Dialing platform helps inside sales teams reach up to 4x more contacts, increase live answers, manage/track leads, and streamline workflows.

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Daylite for Mac logo

All-in-One Business App for Service-Based Firms.

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Stop wasting time using multiple apps. Daylite unifies CRM, new client opportunities, projects, tasks, notes, and email into one app designed for Apple users so you can focus more on clients and less on admin.

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Mailchimp logo

Email and SMS marketing automation platform

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Mailchimp is an email and SMS marketing platform that combines artificial intelligence with marketing automation capabilities. The platform features a drag-and-drop builder, content creation tools, and audience management functions to help businesses design and distribute marketing campaigns across multiple channels.

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Creatio CRM logo

New era CRM to manage all customer and operational workflows

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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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OnePageCRM logo

#1 Action-Focused CRM Software for Small Business

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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.

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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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HealthSherpa logo

Healthcare management plans for ACA organizations

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HealthSherpa is designed to help healthcare organizations of all sizes streamline quoting, enrolling, and client management operations for ACA (Affordable Care Act) under the healthcare law. The platform enables agents to submit applications, follow-up on clients, and track approval status.

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Ricochet360 logo

Customer relationship management and auto dialer solution

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Ricochet360 is an all-in-one auto-dialer, CRM, lead management, and marketing automation platform designed for both inbound and outbound agents looking for a competitive advantage. It enables teams to call a new lead in one second, nurture and engage prospects throughout the entire sales process, and automate most of the daily workflows.

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Pipeliner CRM logo

The Better CRM - Built For Sales, Used By Sales!

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? Pipeliner CRM drives exceptional user engagement through its sales-friendly interface. With its uniform navigation and visual approach, users can learn the system quickly which drives high adoption rates and faster ROI.

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Close logo

The conversation-first CRM for small, scaling sales teams

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Close is a conversation-first CRM designed for founders and small, scaling sales teams to manage every conversation in one place — with built-in calling, email, and SMS built natively inside the platform.

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Groove logo

The first sales platform to make sales strategy actionable

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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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Salesforce Service Cloud logo

AI powered customer service management platform

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Agentforce Service is a customer service platform offering seamless support across channels like contact centers, field service, HR, and IT. It integrates human agents with AI on a unified platform to personalize interactions. Features include omni-channel engagement, case management, knowledge bases, and analytics tools, enabling organizations to enhance team performance and customer satisfaction.

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Voiptime Cloud logo

Great contact center software for SMB and Enterprises

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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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Salesmate logo

The most customizable CRM. Now with AI

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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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Gold-Vision CRM logo

Sales, marketing & support CRM

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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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Vanillasoft logo

Lead optimization platform for fast-response sales teams.

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VanillaSoft is a lead optimization system for fast-response sales teams. It prioritizes warm leads, streamlines agent workflows, and ensures calls, emails, and texts get through—avoiding spam filters and blocked calls. Sales teams stay efficient, effective, and connected, closing more deals.

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