Skip to content
SPECIFICTION
Get listed

Sales & CRM

Best Insurance CRM Software in 2026

Insurance teams may use CRM software to organize prospects, agents, sales activity, and ongoing policy relationships. Compare sales pipelines and renewal tracking with agent management and email automation to assess how each tool fits your workflow.

  1. 01 Bitrix24 CRM

    Bitrix24 describes Basic as suited to solopreneurs and small teams, Standard to mid-sized businesses, and Professional to scaling companies needing deep automation.

    From $69/mo Free plan Web · Windows · macOS · Linux
    9.4 Visit Specs
  2. 02 Freshsales

    Freshsales suits sales teams that need lead and deal management, communication tools, and workflow automation in one CRM.

    From $9/mo Free plan Web · iOS · Android · API
    9.2 Visit Specs
  3. 03 AgencyBloc AMS+

    It suits agencies selling group benefits, ACA, Medicare, life insurance, or mixed lines.

    From $109/mo Free trial Web · Android · API
    9.1 Visit Specs
  4. 04 Caspian

    Caspian is aimed at independent agents, agencies of different sizes, call centers and agency leaders seeking insurance-specific workflows and reporting.

    From $49/mo Free plan Web · API
    9.0 Visit Specs
  5. 05 InsuredMine

    InsuredMine is presented for insurance agencies that want CRM sales, engagement and AI tools alongside an agency management system.

    From $69/mo Free plan Web · iOS · Android · API
    9.0 Visit Specs
  6. 06 Creatio CRM

    It suits organizations seeking CRM workflows for marketing, sales, and service with no-code application design.

    Free trial Web · iOS · Android · API
    8.9 Visit Specs
  7. 07 Odoo CRM

    Odoo CRM suits teams that need opportunity tracking, lead capture, follow-up automation and sales reporting.

    From $24.90/mo Free plan Open source Web · Windows · Linux · iOS
    8.9 Visit Specs
  8. 08 HubSpot CRM

    It suits individuals and teams that need customer records, sales pipeline management, and team messaging in a CRM.

    From $15/mo Free plan iOS · Android
    8.8 Visit Specs
  9. 09 Nutshell
    From $1.08/mo Free trial Web · iOS · Android · API
    8.7 Visit Specs
  10. 10 Microsoft Dynamics 365 Sales
    From $4/mo Free trial Web · iOS · Android · API
    8.6 Visit Specs
  11. 11 NexLife CRM
    From $300/mo Free plan Web · API
    8.6 Visit Specs
  12. 12 Pipedrive

    Pipedrive suits sales teams organizing leads and activity around a visual pipeline.

    From $14/mo Free trial Web · iOS · Android · API
    8.6 Visit Specs
  13. 13 Salesforce Financial Services Cloud

    The product is intended for banking, insurance, wealth and asset management, and lending organizations.

    From $325/mo Free trial Web · iOS · Android · API
    8.6 Visit Specs
  14. 14 Zoho CRM

    It suits sales teams that need lead and contact management, automated workflows, integrations, and mobile access.

    From $14/mo Free plan Web · iOS · Android · API
    8.5 Visit Specs
  15. 15 LeadSquared

    LeadSquared suits sales, service, marketing, or field teams looking for a CRM with lead management and automation tools.

    Free trial Web · iOS · Android · API
    8.4 Visit Specs
  16. 16 AgencyZoom

    It suits insurance agents and agencies looking to track leads and automate engagement through renewals and winbacks.

    From $99/mo Free trial Web · iOS · Android
    8.3 Visit Specs
  17. 17 Act!
    From $30/mo Free trial Web · iOS · Android
    8.2 Visit Specs
  18. 18 Applied Epic for Salesforce
    Web · API
    8.1 Visit Specs
  19. 19 Insureio
    From $25/mo Free trial Web · Browser extension
    8.0 Visit Specs
  20. 20 Cove CRM
    From $100/mo Free trial Web
    7.9 Visit Specs
  21. 21 Fat Agent
    From $50/mo Web · iOS · API
    7.9 Visit Specs
  22. 22 SugarCRM

    Sugar says the platform suits mid- to large-size organizations with complex account management, particularly businesses that rely on repeat sales to existing customers.

    Web · iOS · Android · API
    7.8 Visit Specs
  23. 23 NextAgency

    It suits benefits, senior, and life insurance agencies that need CRM, marketing, compliance, and policy workflow tools.

    From $70.83/mo Free trial Web · iOS · Android
    7.7 Visit Specs
  24. 24 Oracle Fusion Cloud Sales

    It suits sales, finance, operations, HR, and IT leaders needing connected quoting, billing, compensation, and customer processes.

    Web · iOS · Android · API
    7.3 Visit Specs
  25. 25 Onyx CRM
    From $99/mo Web
    7.2 Visit Specs
How this list is ordered. Specifiction scores each tool on how fully its maker documents it, whether its prices are published, where the research puts it, the platforms it runs on and whether it can be tried for free (how we rank). Makers can also buy a numbered place (how Specifiction is paid for).

Policyholder portals and mobile apps offer further features to consider, while free-plan availability and paid-from pricing help frame costs. Zoho CRM, Freshsales, and Bitrix24 CRM are among the named options, alongside Caspian and AgencyZoom. Think about how your team manages follow-up and customer access, then weigh those needs against the listed capabilities.

Compare Bitrix24 CRM and Freshsales Get a place on this list

More in Sales & CRMThe whole topic →