Best CRM For Insurance Agents

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Customer relationship management (CRM) software for insurance companies is designed to automate and simplify the entire insurance workflow. Starting with lead generation and moving into application, policy rating and policy issuance and then reporting and referral management, an insurance CRM solution will reduce or eliminate data entry and the need to carry around physical case folders making for far more effective use of an insurance agent’s time. The best CRM for insurance agents is one that has the features you need to effectively manage your insurance agency.


Freshsales, a product of the Freshsales software suite, is a great option for use as an insurance CRM. It’s especially well-suited for those who want to track customer engagements and stay on top of interactions and tasks. Freshsales also has a Free Forever plan, so you may be able to use it at no cost if you don’t need additional features.

Freshsales functionality is based on the premise that personalized conversations can help you gain exponentially more leads and conversions. Get up and running in minutes with the tools you need to build a complete 360° view of your customers’ journey, personalize customer experiences, and automate lead scoring, pipeline management, and forecasting.

Freshsales has a variety of features relevant to the insurance industry, including:

  • Ability to monitor customer behaviors, such as receiving alerts when a prospect interacts with your website, pricing page, or emails
  • Tools for importing email conversions as contacts, and prioritizing leads based on lifecycle stage and interactions with your content
  • Allows you to set and monitor sales goals on a daily, weekly, or quarterly basis
  • Built-in telephony features logs calls, voicemails, and messages from interactions with your customers

HubSpot CRM

HubSpot is an industry leader best known for their robust CRM software and marketing suite, which includes powerful tools like website chatbots, email marketing, campaign tracking, and website lead capture forms. Although pricing can be high for some of their premium tiers, you can get started using their CRM at no cost, even for an unlimited number of users.

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HubSpot prides itself on being good not only for the sales department and business, but for the customer as well. As a best-in-class sales and marketing support platform, it offers one of the most comprehensive CRM solutions available to insurance agencies. They also provide users with an extensive library, including educational courses and certifications, e-books and guides, and Inbound Methodology.

Some of the most helpful HubSpot features include:

  • Email templates, snippets, and tracking so you can email prospects and customers and see when they open an email, click on a link, or interact with content you sent them
  • Visual pipelines help you track new business and see which prospects are in each sales lifecycle
  • Ticketing, surveys, and canned responses to help you track and improve customer experiences
  • Integrates with a broad range of third-party apps and software and has a developer platform for creating custom apps and websites


Zendesk is a cloud-based help desk management solution offering customizable tools to build customer service portal, knowledge base and online communities. The solution offers a customizable front-end portal, live chat features and integration with applications like Salesforce and Google Analytics. Zendesk is used across a wide range of vertical markets including technology, government, media and retail, from small to large.

Zendesk’s online customer portal helps support agents to keep track of tickets raised and their status. Customers can go through existing tickets to find answers from queries similar to their question and if not satisfied, customers can raise their own tickets in the portal. Zendesk also offers branding of support pages with business logos, themes and brand images.

Zendesk allows businesses to build a knowledge base to address some of the most prominent and repetitive questions, so that customers can go through the basic set of queries asked in general. Using Zendesk, businesses can also set up an online community where their customers can post queries and reply to ongoing discussion threads.

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Radiusbob offers lead management and CRM software for insurance agents. Fun fact: the word “bob” in its name is short for “book of business.” 

Radiusbob is one of the more widely-used insurance software solutions since it’s built specifically for the insurance industry. Agents and large companies use it to streamline communications with insureds. It’s a highly customizable CRM with the option to purchase phone services for call centers.

Key Radiusbob features:

  • Contact management
  • Screenshare, phone calls, and text messaging
  • Automatic lead distribution
  • Quote engines
  • Autoresponders and email marketing


What separates Insureio from other CRMs is that it is an industry-specific CRM designed for the insurance industry. The platform functions similarly to other CRMs, but is tailored specifically to help insurance agents and companies get leads, nurture them, convert them into policy holders, and foster customer retention with renewals, upsells, and cross-sells.

Because it’s a ready-to-use CRM solution for insurance professionals, Insureio is an excellent option for both insurance agents and companies. Instead of spending time customizing its tools for use, you can use their prebuilt marketing templates and quote widget to start capturing leads and nurturing prospect and customer relationships right away.

Some of our favorite features include:

  • Tracks customer interactions and leads for relationship-building and keeps tabs on tasks and policies, such as renewals
  • Automates sales and lead nurture campaigns to cater to each stage of the sales lifecycle
  • Speeds up tedious tasks such as policy renewal and delivery
  • Financial calculators allow you to help clients glean insights and make plans for specific financial situations


Pipedrive is a web-based Sales CRM and pipeline management solution that enables businesses to plan their sales activities and monitor deals. Built using activity-based selling methodology, Pipedrive streamlines every action involved in converting a potential deal into a successful sale. As a cloud-based application, the solution can be accessed from anywhere 24×7 using any web browser or dedicated mobile apps.

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Pipedrive provides sales personnel full visibility of different sales pipelines. A robust interface displays the progress stages for each deal with the complete details for next actionable items. The activity & goal feature allows users to track the pending activities in each pipeline. Pipedrive also offers custom sales reporting tools to monitor individual and team level targets, analyze sales data and generate visual reports.

Pipedrive’s mailing system seamlessly integrates with multiple email service providers including Outlook, Gmail and Yahoo. Users can send and receive emails from multiple accounts using their Pipedrive account. The solution also integrates with various leading CRM tools to transfer contact details, communication history and other information across applications. Apart from these, the solution also integrates with Google Maps, MailChimp, Trello and Zapier.


AgencyBloc is specifically designed to meet the needs of life and health insurance agencies. It’s the number one recommended insurance agency management system with CRM built-in. 

AgencyBloc’s packed with features specific to the insurance industry, such as a commissions calculator.

Key AgencyBloc features:

  • Contact management
  • Commission calculator
  • Document management
  • Insurance policy management (i.e. support with creating quotes, issuing policies, handling renewals, etc.)
  • Analytics dashboard
  • Marketing automation


VanillaSoft offers sales engagement software intended for the inside sales rep. It offers features such as pre-recorded voice messages, dynamic call scripting, and automatic interaction tracking. The company’s insurance solutions are effective for new and experienced agents. 

Key VanillaSoft features:

  • Contact management
  • Lead prioritization
  • Automated emails
  • Automated voicemails
  • Custom reporting dashboard

Conclusion: The CRM software is designed specifically with the insurance agent in mind. It helps you stay in touch with your clients with monthly automated newsletters and event reminders. You can also customize your software for your company’s specific needs like collecting customer feedback with surveys, creating custom tags to help you find information quickly

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