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Insurance Software Integrated with Microsoft Outlook (2026)

Last updated: April 2026

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14 software options

Bitrix24 logo

All in one business management workspace

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Integrates with Microsoft Outlook, Xero, Operations Hub, …

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Jenesis Software logo
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Insurance agency management solution

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Integrates with Microsoft Outlook, Zaper, RingCentral Engage Digital, …

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Creatio CRM logo

New era CRM to manage all customer and operational workflows

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Integrates with Microsoft Outlook, BrainPredict, RingCX, …

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AgencyBloc AMS+ logo

The #1 Recommended Insurance Industry Growth Platform

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Integrates with Microsoft Outlook, ClientCircle, Zapier, …

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Applied Epic logo
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Your Indispensable Technology Partner.

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Integrates with Microsoft Outlook, ClientCircle, Floapi, …

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NextAgency logo

Agency management software for life & health agencies.

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Integrates with Microsoft Outlook, Zapier, BerniePortal, …

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Shape logo

Cloud-based CRM, sales & marketing automation software

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Integrates with Microsoft Outlook, Google Workspace, Clio, …

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FileTrac Evolve logo

Claims management system & adjusting software

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Integrates with Microsoft Outlook, Google Maps, QuickBooks Online Advanced, …

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Agency Matrix logo
Category Leaders

Agency Management Solution

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Integrates with Microsoft Outlook, Nextiva, Vonage Business Communications, …

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EZLynx logo

Your most productive employee.

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Integrates with Microsoft Outlook, ClientCircle, Podium, …

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Agency Master logo

Insurance agency management tool for transportation industry

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Integrates with Microsoft Outlook

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BluRoot logo

Data collection & quote management for insurance brokers

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Integrates with Microsoft Outlook, Gmail, Zoho CRM

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TBW - Broker Management System logo

Property and casualty (P&C) insurance management suite

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Integrates with Microsoft Outlook

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vBots logo

AI-driven Intelligent Automation Solutions

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Integrates with Microsoft Outlook, Zywave Agency Management, HawkSoft CMS, …

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