15 Best CRM for Insurance Agents & Companies in 2025

So much data with so many numbers, how can insurance companies and agents manage it all without the proper deployment of CRM?

Don’t even think about using Excel, and other trad Over 91% of companies with more than ten employees utilize CRM systems, traditional applications. That’s because it makes their work easier and draws in significant revenue in terms of premiums.

43% of people reportedly do not trust insurance companies due to inconsistent communication. This lack of communication leads to a bad impression, loss of insurance policy sales, etc.

This raises a lot of questions about the credibility of all the client data of a particular insurance company, and hence, the wise decision is to avoid it by implementing a CRM system.

The question is how to select the best CRM for Insurance agents that reduces their burden, is easy to learn, increases their productivity, automates routine tasks, and more.

We have short-listed CRM’s that are, in particular, are top choice for insurance companies, and have all the required features that you, as insurance professionals, can expect.

Why Insurance Agents Need CRM?

1. Better Customer Relationships

A CRM helps agents track client details. This includes policy history, preferences, and past interactions, all in one place. This helps to personalise communication, give useful advice, and tackle concerns quickly.

2. Boosts Sales and Revenue

CRMs help agents identify clients who might need additional coverage or new policies. If a client’s home insurance is about to expire, the CRM can flag it. Then, it can suggest related products, such as auto insurance.

3. Cross-Selling with AI Insights

Advanced CRMs look at client data to predict their needs. For example, they might suggest life insurance after a marriage update. AI-driven recommendations help agents proactively pitch relevant add-ons, maximizing value from existing clients.

4. Compliance and Security

Insurance involves sensitive data like financial and personal details. CRMs keep information safe using encryption and access controls. This cuts down the risk of breaches.

7 Best CRM for Insurance Agents:

1. CRMOne

If I were an insurance agent trying to sell more policies, I’d definitely choose CRMOne as my go-to CRM software.

Why? Simple, it ticks all the right boxes, especially for the insurance industry.

Here’s what makes CRMOne a perfect fit:

Key features:

For example, CRMOne offers features like e-KYC, policy, and claims management. In property insurance, tools like risk assessment and document management are included. Plus, AI-powered automation and chatbots assist you throughout the entire process.

Pricing:

2. Salesforce

Salesforce is one of the most widely used CRM platforms in the world, trusted by businesses of all sizes. Companies using Salesforce report a 35% increase in customer satisfaction due to enhanced service delivery.

It provides solutions across various insurance sectors, including Life and Annuity, Group Benefits, and Property and Casualty.

Key features:

Pricing:

3. HubSpot CRM

Hubspot is a well-known CRM platform that’s especially popular for its user-friendly interface and smooth integrations. As an insurance CRM, it brings together tools that help you manage leads, automate tasks, and view all the data in one place.

It’s built to support both tech-savvy teams and traditional agents, making it a flexible choice for growing insurance businesses.

Pricing:

Pricing:

4. Zoho CRM

Zoho was introduced in 1996 and has become the most trusted name in business software. Its flagship products are known for its affordable, flexible, and packed with powerful features. Not just this, if you want to increase your policy sales, Zoho fits perfectly.

Key features:

Pricing:

5. Pipedrive

How can we forget Pipedrive, a CRM solution with sales intent?

Well, for insurance agents, Pipedrive adapts its powerful features to simplify daily tasks and help agents close more deals with less effort. It’s user-friendly, customizable, and great for keeping your sales process clean and efficient.

Pricing:

Pricing:

Starts at $9/month

6. Insly

What sets Insly apart in the insurance CRM world is its flexibility and speed. It was designed specifically for MGAs (Managing General Agents) and insurance providers who want to create custom products quickly without relying on developers.

With Insly, you can quickly digitize your insurance operations and integrate tools through open APIs. Which, in the end, helps you in launching and scaling without heavy tech investment.

Key features:

Pricing:

They offer Customizable plans. Contact the team directly.

Boost Your Business Performance with CRMOne

Our experts will guide you through the most effective ways to use CRMOne, ensuring you fully leverage its features for maximum impact on your business.

7. Applied Epic

Applied Epic is widely recommended as a go-to software for insurance agencies and brokers. Known for its open and scalable architecture, it easily connects with both applied and third-party applications.

This makes it a flexible option for insurance agencies looking to streamline their operations and grow with confidence. Recommended by many as insurance software. Open and scalable architecture for applied and 3rd party applications.

Key features:

Pricing:

Customizable plans

8. EverQuote Pro

EverQuote is a lead generation platform built specifically for insurance agents. It connects you with high-intent insurance shoppers by delivering qualified leads in real time.

Unlike traditional CRMs, EverQuote focuses on helping agents close more deals by getting the right leads to the right agents fast.

Key features:

Pricing:

Customize plans to fit your needs

9. Nexsure

If you are looking for a CRM built specially for the insurance industry, Nexsure is a solid choice. It focuses on the essentials of policy management, claims tracking, and document handling. Being both cloud-based and mobile-friendly, it lets agents work from anywhere, making day-to-day tasks more efficient.

Key features:

Pricing:

Plans start at $99/month

10. Oracle

Founded in 1977, Oracle is one of the world’s leading software companies. Its CRM solutions are no exception. It has solutions designed specifically for the insurance industry. It lets agents manage customer interactions across multiple touchpoints.

Not just this, it also manages complex relationships between customers, agents, brokers and partners so better collaboration and communication.

Key features:

Pricing:

Customize to fit your needs

11. Insureio

Launched in 2012, Insureio is a CRM built specifically for life insurance professionals. Unlike many CRMs that focus purely on sales growth, Insureio aims to minimize non-revenue-generating tasks, letting agents focus more on selling and less on admin work.

Key features:

Pricing:

Plans start at $25/ month

12. Cognition+

Cognition+ is a modern insurance software platform built to run efficiently across the entire insurance ecosystem. It provides end-to-end solutions all under one platform.

Known for its intelligent, user-friendly interface, Cognition+ is considered one of the top CRM choices for insurance brokers and agents. For those who want to streamline operations and improve customer experience.

Key features:

Pricing:

Customize plans according to requirements

13. BriteCore

BriteCore provides persona-based executive dashboards and advanced analytics, allowing users to access pre-configured dashboards and create custom reports to identify growth opportunities and cost savings.

What makes BriteCore stand out is its use of Amazon Web Services (AWS) to deliver a secure, cloud-based infrastructure. This means your teams can work remotely without disruptions, while maintaining performance and reliability.

Key features:

Pricing:

Customize plans according to requirements

14. ClaimVantage

ClaimVantage is a modern, cloud-based claims management solution built natively on the Salesforce Lightning Platform. It’s designed to help insurance providers embrace digital transformation, making the entire claims process faster, smarter, and more customer-friendly.

Key features:

Pricing:

 Customize plans according to requirements

15. AgencyBloc

AgencyBloc is a leading insurance agency CRM software that is designed for health, senior, and benefits insurance agencies. It aligns sales, client retention, and compliance management.

It provides a multi-carrier marketplace for group benefits quoting, proposal creation, and enrollment, ensuring HIPAA and HITECH compliance. It follows government norms strictly.

Key features:

Pricing:

Plans start at $105/ user/ month

How to implement CRM for insurance agents?

1. Align CRM Goals with Business Needs

First, find your agency’s main challenges, like slow renewals or poor lead tracking. Involve teams like sales and customer support to identify key CRM features. These might include automated reminders and policy management tools.

2. Involve Stakeholders Early

Include agents, underwriters, and IT staff in planning. Their input helps the CRM fix real workflow gaps. This includes improving collaboration between departments and solving data accessibility issues.

3. Select the Right Tech Setup

Pick databases such as PostgreSQL and tools that integrate smoothly with your systems, including policy admin software. Customize workflows to match your agency’s sales process and customer touchpoints.

4. Migrate Data Carefully

Clean client data by removing duplicates. Then, test the migration on a small scale first. Ensure the CRM securely imports policy details, contact histories, and renewal dates.

5. Train Teams with Role-Based Sessions

Run workshops for agents on lead tracking and support staff on claim management. Provide video guides and ongoing troubleshooting to ease adoption.

Overview:

The right CRM can completely transform how insurance agents manage clients, policies, and claims.

Start by understanding your daily challenges and then choose a CRM that aligns with your requirements.

CRMs like CRMOne are becoming a smarter choice for mid-sized teams in 2025. As the best CRM for insurance agents, they combine automation and personalization without adding bloat or complexity.

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