Email Marketing Software for Insurance Agents: Compare 11 Tools
Email marketing software sends newsletters and automated emails to your clients, such as renewal reminders, birthday notes and cross-sell offers. Some tools are built for insurance and pull policy data from your agency system. Others are general tools where you import dates and write the emails.
We compared 11 tools on price, insurance content, texting and how renewal dates get in.
- Tools compared
- 11
- With insurance content
- 4 (each is quote only or has a setup fee)
- With a free plan
- 5
Quick picks by need
Insurance content written for you
Ready insurance newsletters and campaigns you review and send, instead of writing from scratch.
Zywave Marketing Automation and AgencyBuzz, Levitate for Insurance, Agency Revolution Fuse, ClientCircle Insurance Email
AMS link at a published price
Pulls contacts from your agency system, with a price you can see before a sales call.
Zywave Marketing Automation and AgencyBuzz, Agency Revolution Fuse
Solo agent with a small list
A free plan that still runs renewal and birthday reminders, with low-priced paid plans as the list grows.
HawkSoft agencies
Pulls clients from HawkSoft and logs emails back on the client record.
Levitate for Insurance, Agency Revolution Fuse, ClientCircle Insurance Email
Quick picks are matched on published features, not ranked. Each list follows our default order.
Compare 11 email marketing tools
| Tool | Starting price | Insurance content | Texting | Renewal dates from | Agency systems |
|---|---|---|---|---|---|
| MailchimpGeneral tool | Free plan. Paid from $13 a month | Add-on | A field you import | None built in | |
| MailerLiteGeneral tool | Free plan. Paid from $10.80 a month, billed yearly | A field you import | None built in | ||
| GetResponse Email MarketingGeneral tool | Free plan. Paid from $15.58 a month, billed yearly | Enterprise only | A field you import | None built in | |
| Zywave Marketing Automation and AgencyBuzzInsurance tool | AgencyBuzz $199.95 a month plus $1,000 setup. Marketing Automation by quote | Add-on | Not published | ||
| ActiveCampaign Email MarketingGeneral tool | From $15 a month, billed yearly | Add-on | A field you import | EZLynx via Zapier | |
| Levitate for InsuranceInsurance tool | Quote only | Included | Your AMS | ||
| BrevoGeneral tool | Free plan. Paid from $9 a month for up to 500 contacts | Prepaid credits | A field you import | None built in | |
| Zoho CampaignsGeneral tool | Free plan. Paid from $3 a month, billed yearly. $4.50 for renewals | Add-on | Professional only, from a field you import | None built in | |
| Constant Contact Email MarketingGeneral tool | From $10.20 a month, billed yearly | Add-on, or 500 included on Premium | Premium only, from a field you import | EZLynx via Zapier, no renewal dates | |
| Agency Revolution FuseInsurance tool | From $249 a month plus $500 setup | Add-on | Your AMS | AMS360HawkSoftApplied EpicEZLynxQQCatalystPartner PlatformXanatekApplied TAMNASA EclipseMomentumPowerBroker | |
| ClientCircle Insurance EmailInsurance tool | Quote only | Add-on | Your AMS |
The list follows our default order, which rests on trust factors and never on payment. Prices as of October 2026.
Agency systems such as AMS360 and Agency Matrix are marked in blue. See what agencies pay in the cost guide.
Questions to ask before you buy
Where will renewal dates come from?
Insurance tools pull them from your AMS. General tools need you to import a date field and keep it current.
How are contacts counted?
Some tools bill for unsubscribed or bounced contacts, and some count a person once per list. Ask before you upload your book.
Who writes the emails?
Insurance tools ship with ready content. With a general tool, your agency writes every email and checks it against carrier and state rules.
Will email look like it comes from us?
Set up your own domain with SPF, DKIM and DMARC records, which prove the mail is yours. Without them inboxes may send it to spam.
What happens when a client unsubscribes?
Check whether the opt-out reaches your AMS and whether texting consent is kept separately.
Can we leave at any time?
General tools mostly bill monthly. Insurance tools usually need a yearly contract and notice before renewal.
Frequently asked questions
What is email marketing software for insurance agents?
Agencies use email marketing software to send newsletters, campaigns and automated emails to clients and prospects. For insurance, the useful part is timing emails to renewal and birthday dates, ideally pulled from the agency management system (AMS) that holds your policies.
How much do email marketing tools cost?
Nine of the 11 email marketing tools on this page publish prices: MailerLite, Mailchimp, GetResponse Email Marketing, ActiveCampaign Email Marketing, Zywave Marketing Automation and AgencyBuzz, Brevo, Zoho Campaigns, Constant Contact Email Marketing and Agency Revolution Fuse. Seven general tools start between $3 and $15.58 a month on their cheapest paid plans. The two insurance tools with a published price start at $199.95 for AgencyBuzz and $249 for Fuse, plus a $1,000 or $500 setup fee.
Levitate and ClientCircle quote the base price. The cost guide has every published price.
Which email marketing tools offer a free trial?
Six of the 11 list a free trial: MailerLite (14 days), Mailchimp (14 days), GetResponse Email Marketing (14 days), ActiveCampaign Email Marketing (14 days), Zoho Campaigns (14 days) and Constant Contact Email Marketing (30 days).
How is this list ordered?
We start from a default order built on trust factors, which are how many buyer facts the vendor publishes, whether its identity is verified, how openly it shows prices, how long it has been in business and an editorial review. Affiliate and paid links play no part, and a higher spot does not mean a better product. Read how we order vendors.
How we researched this. We based this page on each vendor's published pricing where available, terms and product pages, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.