getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categoriesBlog & researchAbout us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Insurance CRM Software - Page 2

Last updated: April 2026

1 filter applied

Features

Integrated with

Pricing model

Devices supported

Organization types

User rating

82 software options

Sage Sales Management logo

The leading mobile CRM for field sales management.

learn more
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.

Read more about Sage Sales Management

Users also considered
AllProWebTools logo

The Complete Toolkit for managing Small Business

learn more
Control your business sales, productivity, marketing, CRM, website hosting, email marketing, and more with one simple solution. Ranked #1 in customer satisfaction for support by G2Crowd

Read more about AllProWebTools

Users also considered
Pipeliner CRM logo

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

learn more
? 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.

Read more about Pipeliner CRM

Users also considered
HappyFox Help Desk logo

Helpdesk, customer support software

learn more
HappyFox is a cloud based, all-in-one help desk and customer support software. HappyFox's ticketing system enables the quick resolution of customers' issues via an efficient customer support workflow. The platform provides a built-in knowledge base, community forum and end-user support portal.

Read more about HappyFox Help Desk

Users also considered
LiveHelpNow logo

Help desk and live chat solution for customer service

learn more
LiveHelpNow is a help desk software solution for customer service and live chat. LiveHelpNow's live chat tool engages with website visitors to garner customer feedback, send targeted messages & relevant recommendations. It also provides email & ticket management, knowledge base publishing & more.

Read more about LiveHelpNow

Users also considered
Deskpro logo

Customer service software you can depend on

learn more
Deskpro is multi-channel helpdesk software that can be Cloud or self-hosted. The helpdesk app includes using filters, custom fields, macros, quick replies, labels, triggers and notes. You can also use Deskpro to generate self-help content for your clients. Other features of the app include live chat, customer feedback and suggestion tools, custom branding, 3rd party integrations and advanced reporting.

Read more about Deskpro

Users also considered
Daylite for Mac logo

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

learn more
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.

Read more about Daylite for Mac

Users also considered
Pipedrive logo

Cloud-based CRM solution for salespeople

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

Read more about Pipedrive

Users also considered
HubSpot CRM logo

CRM and lead management solution

learn more
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.

Read more about HubSpot CRM

Users also considered
Claritysoft CRM logo

User-friendly customer relationship management software

learn more
Powerful. Intuitive. Customizable. Claritysoft CRM is designed to be easy to use without sacrificing power and functionality.

Read more about Claritysoft CRM

Users also considered
Zoho Desk logo

Customer service software for businesses of all sizes

learn more
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.

Read more about Zoho Desk

Users also considered
Heymarket logo

Business text messaging for teams

learn more
Heymarket provides business text messaging for marketing, sales, support & operations teams, with shared inboxes, mobile apps, message templates, and more

Read more about Heymarket

Users also considered
SalesNexus logo

CRM, Sales and Marketing Automation for B2B Sales Teams

learn more
Insurance CRM for managing prospects, policies, renewals, and long-term client relationships.

Read more about SalesNexus

Users also considered
Lucep logo

Instant response callback tool & mobile app

learn more
Lucep is an instant response callback tool that connects sales teams to website visitors by mobile phone with alerts, analytics, AI, lead allocation & reporting

Read more about Lucep

Users also considered
Freshsales logo

Sales management solution

learn more
Freshsales is a cloud-based salesforce automation software designed to help businesses manage leads, customer engagement, client relationships, and more via a unified portal. The platform enables organizations to create and monitor sales activities, add custom fields to capture and store customer information, and synchronize data across the entire customer journey, from prospecting to contact and conversion.

Read more about Freshsales

Users also considered
Mailchimp logo

Email and SMS marketing automation platform

learn more
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.

Read more about Mailchimp

Users also considered
eWay-CRM logo

Customer relationship management solution

learn more
Run your insurance business right from Microsoft Outlook. Synchronize your contacts, organize emails, plan meetings, and much more.

Start with eWay-CRM Free.

Read more about eWay-CRM

Users also considered
SimpleWorks logo

Cloud-based all-in-one marketing platform

learn more
SimpleCRM provides insurance companies with tools like Customer360, GPT-powered coaches, R-YaBot, and automated workflows. It supports policy management, claims processing, and customer onboarding with KYC via mobile, ensuring secure, compliant, and scalable operations.

Read more about SimpleWorks

Users also considered
Salesforce Service Cloud logo

AI powered customer service management platform

learn more
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.

Read more about Salesforce Service Cloud

Users also considered
Apptivo logo

CRM solution for managing customer accounts

learn more
Apptivo is a customer relationship management app that allows businesses to create and manage customer accounts with information such as contact information, website, annual revenue‚ address‚ number of employees‚ & more. Accounts can be associated with other records such as contacts or opportunities.

Read more about Apptivo

Users also considered
Oracle CRM On Demand logo

Industry-specific on-demand CRM solution

learn more
Oracle's Complete CRM solutions offer the broadest and deepest capabilities that help organizations drive sales, marketing, loyalty, and service effectiveness. And in combination with Oracle's Commerce solutions, they deliver a unified cross-channel experience for consumers.

Read more about Oracle CRM On Demand

Users also considered
Zendesk Suite logo

AI powered customer service across all channels

learn more
Zendesk offers an AI-powered service platform that unifies conversations from multiple channels. It features AI agents for resolving inquiries, ticketing for support requests, and analytics for tracking service quality. Its Resolution Learning Loop technology enhances automation by integrating AI, human agents, and knowledge resources on one platform.

Read more about Zendesk Suite

Users also considered
AgentCubed logo

Lead management and CRM solution for insurance businesses

learn more
AgentCubed is a cloud-based solution designed to help insurance businesses manage leads and distribution, customer relationships, workflows automation, and more. The platform enables agents to quote on/off-exchange products, calculate premiums, compare policies, and submit applications.

Read more about AgentCubed

Users also considered
Salesforce Starter logo

Customer relationship management tool for SMBs

learn more
Salesforce Starter is an all-in-one CRM suite designed to help growing businesses organize data, manage customer relationships, and gain valuable insights. The solution brings together marketing, sales, service, and commerce tools in a single platform.

Read more about Salesforce Starter

Users also considered
Salesforce Sales Cloud logo

Cloud-based CRM and sales automation software

learn more
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Read more about Salesforce Sales Cloud

Users also considered