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Insurance CRM Software

Last updated: April 2026

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17 software options

PhoneBurner logo

Power dialer & outbound sales acceleration software for SMBs

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PhoneBurner's Power Dialing platform helps inside sales teams reach up to 4x more contacts, increase live answers, manage/track leads, and streamline workflows.

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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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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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Pipeliner CRM logo

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

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? 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.

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Pipedrive logo

Cloud-based CRM solution for salespeople

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

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HubSpot CRM logo

CRM and lead management solution

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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.

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Mailchimp logo

Email and SMS marketing automation platform

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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.

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Apptivo logo

CRM solution for managing customer accounts

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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.

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Zendesk Suite logo

AI powered customer service across all channels

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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.

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Zoho CRM logo

Customer relationship management solution

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Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

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SalesLoft logo

Sales acceleration and customer engagement platform

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Salesloft is a cloud-based sales engagement platform that helps sales teams to automate sales plays, access coaching material, manage pipelines, and more. The platform offers a range of integrated modules including Sales Email, Calendaring, Analytics, CRM Sync, and more.

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Zendesk Sell logo

All-in-one sales platform for sales teams.

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Zendesk Sell is a CRM software focused on empowering sales teams to win more deals. By automating tasks and data analysis, the all-in-one platform aims to help sales reps increase productivity while enabling sales leaders to provide the personalized coaching needed to accelerate performance.

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Ontraport logo

Sales, marketing, and communication management software

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Ontraport helps businesses streamline sales, marketing, customer communication, and other operations on a unified portal. The marketing automation tools let organizations create, run, and manage marketing campaigns using customizable templates and send targeted emails or text messages to customers.

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Bitrix24 logo

All in one business management workspace

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Bitrix24 is a free cloud and open source collaboration platform providing CRM, document management, tasking, time management, and project management tools. Over 12 million companies rely on Bitrix24 in 186 countries.

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LeadMaster logo

CRM & Lead Management Solution

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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

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Keap logo

An all-in-one CRM, sales and marketing automation solution

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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.

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Insightly logo

Insightly is the modern, affordable CRM that teams love.

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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.

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