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Insurance CRM
Quote management

Top Rated Insurance CRM Software with Quotes/Estimates - Page 3

Last updated: April 2026

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Sales Activity Management

Contact Management

Reporting/Analytics

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Quotes/Estimates

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65 software options

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Sponsored

LeadMaster

4.1

(36)

5

15

4

15

3

5

2

1

1

0

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

CRM & Lead Management Solution

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

Read more about LeadMaster

Users also considered

Keap

4.1

(1.2K)

5

613

4

418

3

149

2

57

1

61

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

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.

Read more about Keap

Users also considered

Maximizer CRM

4.1

(366)

5

132

4

161

3

48

2

14

1

11

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

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.

Read more about Maximizer CRM

Users also considered

Insightly

4.0

(654)

5

246

4

272

3

87

2

19

1

30

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Insightly is the modern, affordable CRM that teams love.

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.

Read more about Insightly

Users also considered

Better Agency

4.0

(13)

5

9

4

1

3

0

2

0

1

3

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Comprehensive CRM solution for insurance agencies

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.

Read more about Better Agency

Users also considered

Efficy CRM

4.0

(90)

5

26

4

44

3

14

2

4

1

2

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

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

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.

Read more about Efficy CRM

Users also considered

Pega CRM

3.9

(13)

5

6

4

3

3

2

2

1

1

1

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Innovative technology, proven results

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.

Read more about Pega CRM

Users also considered

Act!

3.9

(883)

5

384

4

246

3

114

2

66

1

73

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

More than CRM - Your total relationship solution.

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

Read more about Act!

Users also considered

SmartOffice

3.7

(17)

5

6

4

5

3

2

2

3

1

1

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Enhancing sales via smart reports & marketing.

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.

Read more about SmartOffice

Users also considered

Nextiva CRM

3.6

(7)

5

3

4

1

3

2

2

0

1

1

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

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.

Read more about Nextiva CRM

Users also considered

Maple CRM

3.3

(3)

5

1

4

1

3

0

2

0

1

1

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

CRM software solution for Immigration Consultants from 2012

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.

Read more about Maple CRM

Users also considered

SAIBA Global

1.0

(1)

5

0

4

0

3

0

2

0

1

1

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Insurance broking management software

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.

Read more about SAIBA Global

Users also considered

Figuro

(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

Users also considered

Second CRM

(0)

Making Businesses Profitable

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

Read more about Second CRM

Users also considered

Veritouch

(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.

Read more about Veritouch

Users also considered

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