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Insurance CRM Software

Last updated: April 2026

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80 software options

OneLink logo

Software for managing leads, communication, and policies

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OneLink is a Health, Life & Medicare CRM designed to help businesses in many industries succeed. The platform lets organizations handle leads, follow-up with potential clients, assign call campaigns, and capture customer data across different communication channels.

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Interakt logo

Supercharged Customer Engagement and Support platform.

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Interakt is an All-In-One Customer Engagement and Support platform, which lets convert leads to paying customers with powerful marketing automation applications

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cobra CRM logo

Streamline business with CRM solutions.

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cobra CRM is a comprehensive customer relationship management (CRM) solution that offers professional address and contact management, office communication and management, direct and email marketing, company-wide appointment management, and an integrated GDPR compliance package. It also includes sales process management with forecasting, extended workflow and campaign management, and additional tables and subtables.

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Commence logo

Online CRM for Small to Mid-Size Businesses

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An affordable robust On Line CRM Software solution for businesses of 5 to 200 users that includes Contact Management, Activity Management, Sales Management, Lead Management, Marketing, Customer Service, Project Management and Reporting.

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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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RAYNET CRM logo

The most easy-to-use CRM solution.

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Simplify your CRM.

All contacts, deals, your calendar, your sales pipeline analysis –? all in one place.

Perfectly organized data that simplify your work and give you a thorough overview of your business.

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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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ConvergeHub logo

Sales, marketing, customer service & billing CRM for SMBs

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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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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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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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Agiloft logo

Cloud-based tool for contract lifecycle management.

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Agiloft offers a cloud-based contract lifecycle management (CLM) system that enhances business efficiency and minimizes risk by streamlining contract procedures. Its Data-first Agreement Platform offers deep insights into contract data, promoting collaborative agreement formation across organizations. Agiloft automates key contract management activities, allowing for the creation of superior contracts more swiftly.

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Target CRM logo

Simplify, Engage, Grow with TargetCRM

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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

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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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Covve App logo

Stay in touch effectively with clients and personal contacts

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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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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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AtemisCloud logo

Full Business Management SaaS for service companies

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AtemisCloud is an advanced Business Management SaaS platform with features covering customer management, marketing, HR, back office, administration, projects, and finance. Used in 60 countries by 1500 corporations and SNE for the last 23 years.

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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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Blitz logo

Automate sales & marketing follow up activities

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Blitz is a sales management platform that automates sales tasks, processes, and follow-up activities when working with clients, leads, and referrals, and helps keep management and sales teams up to date and on the same page while communicating with contacts

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SalezShark logo

Cloud-based CRM and sales management software

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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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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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Vymo logo

Mobile-first intelligent sales assistant for field sales

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Vymo is an intelligent, AI-enhanced, mobile-first personal assistant designed to improve the efficiency and productivity of sales and service teams across the U.S., and Asia, with targeted recommendations; data-driven, actionable sales insights; real-time activity tracking; work allocation; and more

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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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servis.ai logo

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

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

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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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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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