The Best Insurance CRM Software in 2026
We researched insurance CRM software from official websites, including pricing pages, plan tables, and product documentation. Products are ranked on their core relationship-management job, value for money, and verified features such as pipelines, renewal workflows, automation, and agent management within insurance CRM software.
Our top picks
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Top ranked
InsuredMine#1 of 299.4/10A broad insurance CRM with strong agency workflows, integrations, and client-service tools.
From $219/mo (annual) · 14-day trial
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Runner-up
GloveBoxCRM#2 of 299.3/10Deep insurance automation with policy workflows, portals, mobile apps, and AMS integrations.
Pricing on request
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Lowest paid price in the top 10
NextAgency#6 of 298.7/10A focused insurance CRM for agencies that need commissions, workflows, and compliance tools.
From $85/user/mo · 30-day trial
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. How we rank.
The full ranking 29 tools, best first
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Best forInsurance agencies needing an all-round CRM
A broad insurance CRM with strong agency workflows, integrations, and client-service tools.
From $219/mo (annual) · 14-day trial Our InsuredMine verdict → Visit InsuredMineFor vendors Sponsor this spot · #1 · $149/mo →9.4/10★★★★★Visit InsuredMine -
Best forAgencies wanting deep insurance automation
Deep insurance automation with policy workflows, portals, mobile apps, and AMS integrations.
- Policyholder portal
- Mobile apps
- Renewal tracking
9.3/10★★★★★Visit GloveBoxCRM -
Best forMulti-agent agencies needing insurance controls
A life insurance CRM with routing, policy tracking, calling, automation, and agency controls.
- Policyholder portal
- Renewal tracking
- Agent management
9.1/10★★★★★Visit PolicyTek -
Best forAgencies focused on sales and renewals
A focused insurance CRM for managing sales, renewals, producers, and agency workflows.
- Mobile apps
- Renewal tracking
- Agent management
From $99/mo · 14-day trial Our AgencyZoom verdict → Visit AgencyZoomFor vendors Sponsor this spot · #4 · $69/mo →8.9/10★★★★☆Visit AgencyZoom -
Best forBudget-conscious insurance agencies
A modular insurance CRM with strong agency workflows, but core capabilities cost extra.
- Mobile apps
- Renewal tracking
- Agent management
8.8/10★★★★☆Visit Fat Agent -
Best forAgencies managing commissions and compliance
A focused insurance CRM for agencies that need commissions, workflows, and compliance tools.
- Mobile apps
- Renewal tracking
- Agent management
8.7/10★★★★☆Visit NextAgency -
Best forInsurance operations needing claims and quoting
A broad insurance CRM for teams managing quotes, policies, renewals, claims, and reconciliation.
- Policyholder portal
- Renewal tracking
- Agent management
8.6/10★★★★☆Visit Vaatun -
Best forApplied Epic users adding Salesforce CRM
A focused Salesforce front office for agencies already running Applied Epic.
- Renewal tracking
- Agent management
- Sales pipelines
8.5/10★★★★☆Contact Applied -
Best forBenefits agencies needing compliance workflows
A benefits-focused CRM and agency management system with compliance workflows and integrations.
8.4/10★★★★☆Visit AgencyBloc -
Best forSmall agencies wanting low-cost insurance CRM
A low-cost insurance CRM combining lead, policy, quoting, and agency management tools.
- Agent management
- Email automation
- Sales pipelines
8.3/10★★★★☆Visit Insureio -
Best forLife agents needing secure client intake
A focused CRM for secure life-insurance intake, carrier delivery, and team workflows.
- Agent management
- Email automation
- Sales pipelines
8.2/10★★★★☆Visit NexLife -
Best forInsurance teams prioritizing automated follow-up
Insurance CRM with automated follow-up, policy tracking, and AI appointment booking.
- Renewal tracking
- Email automation
- Sales pipelines
8.1/10★★★★☆Visit Onyx -
Best forAgents needing compliant lead operations
A compliance-focused insurance CRM with broad sales workflows and a $49 monthly entry plan.
- Renewal tracking
- Agent management
- Email automation
8.0/10★★★★☆Visit Caspian -
Best forEnterprise insurers needing governed CRM
A governed insurance CRM with deep financial-services workflows and enterprise-level pricing.
From $325/user/mo (annual) · 30-day trial Our Salesforce Financial Services Cloud verdict → Visit Salesforce7.9/10★★★★☆Visit Salesforce -
Best forMicrosoft-centric sales teams
A Microsoft-centered CRM with broad sales automation, AI, and collaboration tools.
7.8/10★★★★☆Visit Microsoft -
Best forTeams needing lead and marketing automation
A broad CRM for lead operations, automation, marketing, and mobile field work.
7.7/10★★★★☆Visit LeadSquared -
Best forSmall teams wanting free CRM coverage
A broad, affordable CRM with a free plan and insurance-agnostic workflows.
7.6/10★★★★☆Visit Zoho CRM -
Best forSmall teams starting with a free CRM
A flexible sales CRM for small teams, with useful automation and a free starting plan.
7.5/10★★★★☆Visit Freshsales -
Best forTeams wanting a broad free CRM ecosystem
A broad free CRM ecosystem with sales, communication, AI, and mobile tools.
7.4/10★★★★☆Visit HubSpot -
Best forTeams needing customizable CRM workflows
A configurable CRM suite for teams coordinating sales, marketing, service, and automation.
7.3/10★★★★☆Visit Creatio -
Best forTeams wanting free and extensible CRM
A flexible free CRM foundation, but not positioned around insurance-specific workflows.
- Mobile apps
- Email automation
- Sales pipelines
7.2/10★★★★☆Visit Odoo CRM -
Best forSales teams prioritizing pipeline execution
A capable sales CRM for pipeline-focused teams, with broad integrations and AI assistance.
7.1/10★★★★☆Visit Pipedrive -
Best forSmall teams needing affordable sales CRM
An affordable sales CRM with broad features, but limited insurance-specific focus.
7.0/10★★★★☆Visit Nutshell -
Best forEstablished teams wanting classic CRM coverage
A broad CRM with marketing, AI, mobile, and deployment flexibility for established teams.
6.9/10★★★☆☆Visit Act! -
Best forTeams needing customizable enterprise CRM
A customizable CRM for complex B2B sales, service, marketing, and forecasting workflows.
6.8/10★★★☆☆Visit SugarCRM -
Best forOrganizations wanting a free multi-platform CRM
A flexible free CRM with broad platforms, automation, and organization-based paid plans.
- Policyholder portal
- Mobile apps
- Email automation
6.7/10★★★☆☆Visit Bitrix24 -
Best forOracle ecosystem sales organizations
A broad Oracle-connected CRM for complex revenue processes, not insurance-specific workflows.
6.6/10★★★☆☆Visit Oracle -
Best forLead teams focused on calls and SMS
A sales-focused insurance CRM for teams centered on calls, SMS, and lead follow-up.
- Agent management
- Sales pipelines
6.5/10★★★☆☆Visit Cove CRM -
Best forCommerce organizations using SAP Cloud ERP
A mature SAP commerce suite, but not a focused fit for insurance CRM workflows.
6.0/10★★★☆☆Visit site
No tools match those filters.
Compare at a glance
| # | Tool | Free plan | Paid from | Sales pipelines | Renewal tracking | Agent management | Email automation | Score |
|---|---|---|---|---|---|---|---|---|
| 1 | InsuredMine | No | $118/user/mo | — | — | — | — | 9.4 |
| 2 | GloveBoxCRM | No | — | Yes | Yes | — | Yes | 9.3 |
| 3 | PolicyTek | — | — | Yes | Yes | Yes | Yes | 9.1 |
| 4 | AgencyZoom | No | $99/mo | Yes | Yes | Yes | Yes | 8.9 |
| 5 | Fat Agent | No | $50/mo | Yes | Yes | Yes | Yes | 8.8 |
| 6 | NextAgency | No | $85/seat/mo | Yes | Yes | Yes | Yes | 8.7 |
| 7 | Vaatun Vantage | — | — | Yes | Yes | Yes | Yes | 8.6 |
| 8 | Applied Epic for Salesforce | — | — | Yes | Yes | Yes | — | 8.5 |
| 9 | AgencyBloc AMS+ | — | — | — | — | — | — | 8.4 |
| 10 | Insureio | No | $5/user | Yes | — | Yes | Yes | 8.3 |
| 11 | NexLife CRM | No | — | Yes | — | Yes | Yes | 8.2 |
| 12 | Onyx CRM | No | $99/mo | Yes | Yes | — | Yes | 8.1 |
| 13 | Caspian | No | $0/unit usage-based | Yes | Yes | Yes | Yes | 8.0 |
| 14 | Salesforce Financial Services Cloud | No | $325/user/mo | — | — | — | — | 7.9 |
| 15 | Microsoft Dynamics 365 Sales | No | $65/user/mo | — | — | — | — | 7.8 |
| 16 | LeadSquared | No | — | — | — | — | — | 7.7 |
| 17 | Zoho CRM | Yes | $14/user/mo | — | — | — | — | 7.6 |
| 18 | Freshsales | Yes | $9/user/mo | — | — | — | — | 7.5 |
| 19 | HubSpot CRM | Yes | — | — | — | — | — | 7.4 |
| 20 | Creatio CRM | No | — | — | — | — | — | 7.3 |
| 21 | Odoo CRM | Yes | — | Yes | — | — | Yes | 7.2 |
| 22 | Pipedrive | No | — | — | — | — | — | 7.1 |
| 23 | Nutshell | No | $13/user/mo | — | — | — | — | 7.0 |
| 24 | Act! | No | $30/user/mo | — | — | — | — | 6.9 |
| 25 | SugarCRM | No | — | — | — | — | — | 6.8 |
| 26 | Bitrix24 CRM | Yes | $49/mo | Yes | — | — | Yes | 6.7 |
| 27 | Oracle Fusion Cloud Sales | — | — | — | — | — | — | 6.6 |
| 28 | Cove CRM | No | $100/mo | Yes | — | Yes | — | 6.5 |
| 29 | SAP Commerce Cloud | No | — | — | — | — | — | 6.0 |
Head-to-head All 28 comparisons →
- InsuredMine vs GloveBoxCRM
- InsuredMine vs PolicyTek
- InsuredMine vs AgencyZoom
- InsuredMine vs Fat Agent
- InsuredMine vs NextAgency
- InsuredMine vs Vaatun Vantage
- InsuredMine vs Applied Epic for Salesforce
- GloveBoxCRM vs PolicyTek
- GloveBoxCRM vs AgencyZoom
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How we rank insurance CRM software
Every tool on this page was researched by iTechGuides Editors from its official website — pricing pages, plan tables and product documentation. We rank on how well each one does this category's core job, what the free or entry plan includes, and where it falls short. Where we have enough verified facts, the score out of 10 is a rubric — job fit, value and how much we could verify — shown with its breakdown on every tool's page; a tool we have not verified enough to score yet shows its rank without a number. Scores are re-checked when a product changes its plans. Read the full editorial policy, or submit a tool we missed.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Last updated · How we research and update