Best Insurance CRM Software in 2026
Updated
In short: Bitrix24 CRM is ranked #1 of 27 as of 7 October 2026, ahead of Zoho CRM and Freshsales. The best-ranked option with a free plan is Zoho CRM. The lowest first paid tier on this page is NextAgency at $5.90/mo.
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. 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.
27 insurance CRM software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
27ranked
5free plans on this page
$5.90/molowest paid tier
7 Oct 2026last checked
Input list Insurance CRM Software 25 channels on this page · 80 of 200 spec lines stated by the makers
Ch Tool Free planPaid fromSales pipelinesRenewal trackingAgent managementEmail automationPolicyholder portalMobile apps Spec sheet Score
01 Bitrix24 CRM Free planYesPaid fromnot statedSales pipelinesYesRenewal trackingnot statedAgent managementnot statedEmail automationYesPolicyholder portalYesMobile appsYes 5/8spec lines stated 7.9
02 Zoho CRM Free planYesPaid from14/user/moSales pipelinesnot statedRenewal trackingnot statedAgent managementnot statedEmail automationnot statedPolicyholder portalnot statedMobile appsnot stated 2/8spec lines stated 7.8
03 Freshsales Free planYesPaid from9/user/moSales pipelinesnot statedRenewal trackingnot statedAgent managementnot statedEmail automationnot statedPolicyholder portalnot statedMobile appsnot stated 2/8spec lines stated 7.7
04 Caspian Free planNoPaid from49/user/moSales pipelinesYesRenewal trackingYesAgent managementYesEmail automationYesPolicyholder portalnot statedMobile appsnot stated 6/8spec lines stated 7.0
05 AgencyZoom Free planNoPaid fromnot statedSales pipelinesYesRenewal trackingYesAgent managementYesEmail automationYesPolicyholder portalnot statedMobile appsYes 6/8spec lines stated 6.9
06 Creatio CRM Free planNoPaid fromnot statedSales pipelinesnot statedRenewal trackingnot statedAgent managementnot statedEmail automationnot statedPolicyholder portalnot statedMobile appsnot stated 1/8spec lines stated 6.9
07 Pipedrive Free planNoPaid fromnot statedSales pipelinesnot statedRenewal trackingnot statedAgent managementnot statedEmail automationnot statedPolicyholder portalnot statedMobile appsnot stated 1/8spec lines stated 6.8
08 Salesforce Financial Services Cloud Free planNoPaid from325/user/moSales pipelinesnot statedRenewal trackingnot statedAgent managementnot statedEmail automationnot statedPolicyholder portalnot statedMobile appsnot stated 2/8spec lines stated 6.8
09 InsuredMine Free planNoPaid fromnot statedSales pipelinesnot statedRenewal trackingnot statedAgent managementnot statedEmail automationnot statedPolicyholder portalnot statedMobile appsnot stated 1/8spec lines stated 6.7
10 NextAgency Free planNoPaid from85/user/moSales pipelinesYesRenewal trackingYesAgent managementYesEmail automationYesPolicyholder portalnot statedMobile appsYes 7/8spec lines stated 6.7
11 Nutshell Free planNoPaid from13/user/moSales pipelinesnot statedRenewal trackingnot statedAgent managementnot statedEmail automationnot statedPolicyholder portalnot statedMobile appsnot stated 2/8spec lines stated 6.7
12 Act! Free planNoPaid from30/user/moSales pipelinesnot statedRenewal trackingnot statedAgent managementnot statedEmail automationnot statedPolicyholder portalnot statedMobile appsnot stated 2/8spec lines stated 6.6
13 Fat Agent Free planNoPaid fromnot statedSales pipelinesYesRenewal trackingYesAgent managementYesEmail automationYesPolicyholder portalnot statedMobile appsYes 6/8spec lines stated 6.4
14 Insureio Free planNoPaid fromnot statedSales pipelinesYesRenewal trackingnot statedAgent managementYesEmail automationYesPolicyholder portalnot statedMobile appsnot stated 4/8spec lines stated 6.4
15 AgencyBloc AMS+ Free plannot statedPaid fromnot statedSales pipelinesnot statedRenewal trackingnot statedAgent managementnot statedEmail automationnot statedPolicyholder portalnot statedMobile appsnot stated 0/8spec lines stated 6.3
16 Odoo CRM Free planYesPaid fromnot statedSales pipelinesYesRenewal trackingnot statedAgent managementnot statedEmail automationYesPolicyholder portalnot statedMobile appsYes 4/8spec lines stated 6.3
17 LeadSquared Free planNoPaid fromnot statedSales pipelinesnot statedRenewal trackingnot statedAgent managementnot statedEmail automationnot statedPolicyholder portalnot statedMobile appsnot stated 1/8spec lines stated 6.2
18 PolicyTek Free plannot statedPaid fromnot statedSales pipelinesYesRenewal trackingYesAgent managementYesEmail automationYesPolicyholder portalYesMobile appsnot stated 5/8spec lines stated 6.2
19 Vaatun Vantage Free plannot statedPaid fromnot statedSales pipelinesYesRenewal trackingYesAgent managementYesEmail automationYesPolicyholder portalYesMobile appsnot stated 5/8spec lines stated 6.2
20 Applied Epic for Salesforce Free plannot statedPaid fromnot statedSales pipelinesYesRenewal trackingYesAgent managementYesEmail automationnot statedPolicyholder portalnot statedMobile appsnot stated 3/8spec lines stated 6.1
21 NexLife CRM Free planNoPaid fromnot statedSales pipelinesYesRenewal trackingnot statedAgent managementYesEmail automationYesPolicyholder portalnot statedMobile appsnot stated 4/8spec lines stated 6.1
22 Oracle Fusion Cloud Marketing Free plannot statedPaid fromnot statedSales pipelinesnot statedRenewal trackingnot statedAgent managementnot statedEmail automationnot statedPolicyholder portalnot statedMobile appsnot stated 0/8spec lines stated 6.1
23 SugarCRM Free planNoPaid fromnot statedSales pipelinesnot statedRenewal trackingnot statedAgent managementnot statedEmail automationnot statedPolicyholder portalnot statedMobile appsnot stated 1/8spec lines stated 6.1
24 GloveBoxCRM Free planNoPaid fromnot statedSales pipelinesYesRenewal trackingYesAgent managementnot statedEmail automationYesPolicyholder portalYesMobile appsYes 6/8spec lines stated 5.9
25 Onyx CRM Free planNoPaid fromnot statedSales pipelinesYesRenewal trackingYesAgent managementnot statedEmail automationYesPolicyholder portalnot statedMobile appsnot stated 4/8spec lines stated 5.9
Compare all 25 in a table
| # | Tool | Score | Free plan | From | Free plan | Paid from | Sales pipelines | Renewal tracking |
|---|---|---|---|---|---|---|---|---|
| 1 | Bitrix24 CRM | 7.9 | Free plan | $49/mo | Yes | — | Yes | — |
| 2 | Zoho CRM | 7.8 | Free plan | $14/mo | Yes | 14 /user/mo | — | — |
| 3 | Freshsales | 7.7 | Free plan | $9/mo | Yes | 9 /user/mo | — | — |
| 4 | Caspian | 7.0 | Free plan | $49/mo | No | 49 /user/mo | Yes | Yes |
| 5 | AgencyZoom | 6.9 | No | $99/mo | No | — | Yes | Yes |
| 6 | Creatio CRM | 6.9 | No | — | No | — | — | — |
| 7 | Pipedrive | 6.8 | No | — | No | — | — | — |
| 8 | Salesforce Financial Services Cloud | 6.8 | No | $325/mo | No | 325 /user/mo | — | — |
| 9 | InsuredMine | 6.7 | No | — | No | — | — | — |
| 10 | NextAgency | 6.7 | No | $5.90/mo | No | 85 /user/mo | Yes | Yes |
| 11 | Nutshell | 6.7 | No | $13/mo | No | 13 /user/mo | — | — |
| 12 | Act! | 6.6 | No | $30/mo | No | 30 /user/mo | — | — |
| 13 | Fat Agent | 6.4 | No | $50/mo | No | — | Yes | Yes |
| 14 | Insureio | 6.4 | No | $25/mo | No | — | Yes | — |
| 15 | AgencyBloc AMS+ | 6.3 | No | — | — | — | — | — |
| 16 | Odoo CRM | 6.3 | Free plan | Free | Yes | — | Yes | — |
| 17 | LeadSquared | 6.2 | No | — | No | — | — | — |
| 18 | PolicyTek | 6.2 | No | — | — | — | Yes | Yes |
| 19 | Vaatun Vantage | 6.2 | No | — | — | — | Yes | Yes |
| 20 | Applied Epic for Salesforce | 6.1 | No | — | — | — | Yes | Yes |
| 21 | NexLife CRM | 6.1 | No | $300/mo | No | — | Yes | — |
| 22 | Oracle Fusion Cloud Marketing | 6.1 | No | — | — | — | — | — |
| 23 | SugarCRM | 6.1 | No | — | No | — | — | — |
| 24 | GloveBoxCRM | 5.9 | No | — | No | — | Yes | Yes |
| 25 | Onyx CRM | 5.9 | No | $99/mo | No | — | Yes | Yes |
Is your tool on this list?
Numbered spots on this list can be sponsored, and a sponsored row is labelled as paid.
Questions about this list
Which insurance CRM software is ranked first on Specifiction?
Bitrix24 CRM is ranked #1 of 27 with a score of 7.9. Zoho CRM is second and Freshsales third.
How many of these have a free plan?
5 of the 25 on this page publish a free plan on their own pricing pages.
Which is the cheapest paid option?
On this page, NextAgency has the lowest first paid tier we found: $5.90/mo.
How is this list ranked?
Ranked on what each maker publishes, the fullest spec sheet first: how deeply the product is documented, the platforms it runs on, a free tier or trial to test it, and its standing.
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