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

Last updated: April 2026

1 filter applied

Features

Integrated with

Pricing model

Devices supported

Organization types

User rating

50 software options

NextAgency logo

NextAgency

Agency management software for life & health agencies.

visit website
NextAgency is an agency management system for life & health agencies that consolidates CRM, marketing automation, compliance, analytics, and optional commission tracking in one configurable platform. Hosted on AWS with 256-bit encryption. Free 30-day trial with no long-term contract required

Read more about NextAgency

Users also considered
AgencyBloc AMS+ logo

AgencyBloc AMS+

The #1 Recommended Insurance Industry Growth Platform

visit website
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.

Read more about AgencyBloc AMS+

Users also considered
VipeCloud logo

Sales CRM With Marketing Suite That Builds Rapport With You

learn more
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.

Read more about VipeCloud

Users also considered
ConvergeHub logo

Sales, marketing, customer service & billing CRM for SMBs

learn more
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

Read more about ConvergeHub

Users also considered
OnePageCRM logo

#1 Action-Focused CRM Software for Small Business

learn more
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.

Read more about OnePageCRM

Users also considered
Flowlu logo

Work automation and team collaboration in one platform.

learn more
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.

Read more about Flowlu

Users also considered
Agiloft logo

Cloud-based tool for contract lifecycle management.

learn more
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.

Read more about Agiloft

Users also considered
Less Annoying CRM logo

For small businesses outgrowing spreadsheets.

learn more
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.

Read more about Less Annoying CRM

Users also considered
Covve App logo

Stay in touch effectively with clients and personal contacts

learn more
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.

Read more about Covve App

Users also considered
Creatio CRM logo

New era CRM to manage all customer and operational workflows

learn more
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.

Read more about Creatio CRM

Users also considered
Salesmate logo

The most customizable CRM. Now with AI

learn more
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

Read more about Salesmate

Users also considered
Yetiforce CRM logo

Open source CRM system

learn more
YetiForce is an innovative and versatile CRM system that collects all information related to the most important business processes, such as sales, marketing, projects, accounting, support, logistics, and many more. It is truly open source and always free-to-use for unlimited number of users.

Read more about Yetiforce CRM

Users also considered
Groove logo

The first sales platform to make sales strategy actionable

learn more
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.

Read more about Groove

Users also considered
SalezShark logo

Cloud-based CRM and sales management software

learn more
SalezShark is a cloud based sales and marketing automation platform that enables customers to generate prospects leads and manage sales operations

Read more about SalezShark

Users also considered
servis.ai logo

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

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

Read more about servis.ai

Users also considered
noCRM logo

Turning sales actions into connections.

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

Read more about noCRM

Users also considered
Gold-Vision CRM logo

Sales, marketing & support CRM

learn more
Gold-Vision is a full suite of highly configurable CRM tools for sales & marketing automation, project management, customer support, events management, integrations and more.

Read more about Gold-Vision CRM

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
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
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
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
folk logo

The all-in-one CRM to manage all your business relationships

learn more
folk is the all-in-one CRM. Centralize all the relationships that matter for your organization and customize it to the adapted workflow: from Sales CRM, recruiting pipeline, deal flow management, prospection management, and more.

Read more about folk

Users also considered
Spotler CRM logo

The Powerful CRM for Growing Teams

learn more
Spotler CRM is designed for growing teams, making it easy to set up and simple to use. All your data is in one place helping you effectively manage your contacts and share information, enabling great team collaboration, improved customer relationships and increased sales.

Read more about Spotler CRM

Users also considered