The 8 Best CRM Software Platforms for Insurance Agents


If you’re a successful insurance agent, then you probably have a system that works very well for you and has for years and years without you ever changing it. You’re probably happy to stick to what you know because you always have done, and why fix something that’s not broken, right? There’s no reason to change your way of working. 

Well, if you do, you could be making things a lot easier for yourself. It may be time to consider switching to a Customer Relationship Management System, also called a CRM. This is software that will be able to help you deal with policies, quotes, clients, and a lot of other data. A CRM can help your business to grow. 

In this article, we will discuss the 9 best CRM software platforms for insurance agents to help you make the switch to a great system that’ll make things a lot easier for you to do. 

Also read: 8 Signs Your Invoicing Isn’t Right

Table Of Contents

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Why Should Insurance Agents Use CRM Software? 

But first, we need to tell you why you should use CRM software. First of all, as an insurance agent, you are probably dealing with numerous tasks daily. So, if you don’t manage your time well and streamline your processes, you risk your workload becoming overwhelming for you. 

You may start to forget some critical tasks, and that means you risk losing insureds. 

But, by using CRM software, you will get extra help in organizing your insureds, tasks, and leads to work in a more effective and efficient way. 

By using CRM software, you can keep on top of things like follow-up emails, task management, and marketing efforts. 

Also read: How to Create an Employee Compensation Plan that is Effective

What Are The Best CRM Software Platforms For Insurance Agents?

When it comes to choosing the best CRM for you, you have many different options. Let’s check them out! 

Also read: What Tools Can You Use to Streamline Your Business Operations?

  1. Insly

To start, we have Insly! Insly is a very simple software that was built by a team of people who have been in the technology and insurance industry for a long time. It has an excellent reputation and insurance agents can easily get used to it and use it with ease! 

Let’s check out some features! 


  • Estimates and quotes 

  • Document storage 

  • Tracking for claims 

  • Lead and contact management 

  • Management for insurance policies 

  • Management for commissions and billing 


  • Great for users who would like to use a cloud-based CRM. 


Users can opt for a free trial and then a $59 per month plan. 

If you want to learn more about this CRM software, then click here

  1. AgencyBloc

If you want CRM software that is specifically designed for health and life insurance agencies, then AgencyBloc is for you! This is the most recommended CRM software. As a whole, it is an insurance agency management system that has a built-in CRM. 

On top of that, AgencyBloc has so many features, let’s check them out below! 


  • Management of documents 

  • Marketing automation 

  • Calculator for commissions 

  • Insurance policy management 

  • Analytics Dashboard 


  • Highly recommended for agencies for life and health insurance


  • A free trial and then various payment plans starting at $65 per month. 

If you want to learn more about AgencyBlock, then click here!

Also read: What are the most easy business processes to automate right now?

  1. Radiusbob

Radiusbob will offer CRM software as well as lead management for insurance agents. It is very widely used because it is built especially for the insurance industry. It is used by large businesses in order to streamline communication with insureds. This CRM is totally customizable. 


  • Quote Engines 

  • Automatic lead distribution 

  • Text messages, phone calls, and screenshare 

  • Contact management 

  • Email marketing and autoresponders


  • Radiusbob is excellent if you are looking to find a solution for both VoiP and CRM. 


Radiusbob will offer a fourteen-day free trial and plans will start from $34 per month. 

If you want to learn more about Radiusbob, click here for more. 


  1. Freshworks 

Freshworks CRM software helps agents by aiming to build a relationship-focused business and optimize productivity. Freshworks allows agents to spend more of their time on building relationships and fostering meaningful interactions with their respective insureds by helping them to streamline and automate tasks, like scheduling meetings and paperwork. 

Let’s check out some of the key features of Freshworks 


  • Tracks events 

  • Portal for customer support 

  • Campaigns for sales 

  • Automatic sales reports 

  • Chat integration in real-time 

  • Visual sales pipeline and lead scoring 


  • Great for users who want free CRM software. 


Premium plans with a starting offer of $29 per month annual bill, or the “free forever” plan!

If you want to learn more about Freshworks, click here for more! 

Also read: Improving Business Productivity

  1. Zoho CRM 

Zoho CRM is a type of CRM software that can be changed depending on the industry, including the insurance industry. With Zoho CRM, you will be able to communicate with policyholders via email, social media, live chat, and over the phone. 

Let’s check out some of the features of Zoho CRM 


  • An app for your phone 

  • Lead and contact management 

  • An interface that is user-friendly 

  • AI sales assistant 

  • Communication via various channels. 


  • Communication via various channels 


  • A free trial and then a payment plan starting from $14 per month if you opt for the “billed annually” option. 

If you want to learn more about Zoho CRM, then click here for more. 

  1. VanillaSoft 

If you need sales management software made especially for inside sales reps, then VanillaSoft is the one for you! With VanillaSoft, you will have access to automatic interaction tracking, dynamic call scripting, and pre-recorded voice messages. This is a great software for both experienced and newer agents. 

Let’s check out some of the features of VanillaSoft! 


  • Automated emails 

  • Lead prioritization 

  • Content management 

  • Custom reporting dashboard 

  • Automated voicemails 


  • This is great CRM software inside sales teams 


If you choose to be billed annually, then you will receive a discounted rate from VanillaSoft. Alternatively, users will pay $100 per month if using for the first time, and $80 for any additional users. 

If you’d like to learn more about this CRM software, click the link here!

  1. Applied Epic 

Applied Epic CRM software allows insurance agents to deal with all of their processes and relationships in the same place. Agents will be able to manage both casualty and property benefits, and easily connect other insurers to them through IVANS exchange. 

Let’s check out some of the features of Applied Epic 


  • Automation of sales 

  • IVANS exchange 

  • Management of P&C benefits 

  • Communication through various channels. 

  • Commissions accounting and calculator 


  • Amazing CRM software for agents who work individually 


 Discusses of payment should be undertaken with Applied Epic. 

If you want to learn more about Applied Epic, then click here!

person coding

  1. Insureio 

If you’re an insurance agent, then you will definitely want to consider using Insureio as your CRM software! Insureio helps agents grow by managing their leads and leveraging marketing and sales automation. 

Let’s check out some of the key features of Insureio! 



  • This is a great CRM software if you want to focus on annuity, disability, and life sales because you will be able to get quotes from 40+ of the top carriers. 


With Insureio, you will get a 30-day free trial, and then payment plans can start from $25 per month. 

If you want to learn more about Insureio, click here!

Final Thoughts 

So, there you have it! 8 amazing options for your new CRM software. There are lots of options to choose from, so make sure you choose the one that is right for you!

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The 8 Best CRM Software Platforms for Insurance Agents
James Wilson

After graduating from McCombs School of Business in Texas, James joined ThePayStubs as a CPA to make sure the numbers we provide our clients are correct. Read More

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