Insurance CRM software compared

Shown in our default order, based on trust factors.

• AgencyZoom

  AgencyZoom takes in web leads, assigns them to producers and automates follow-up, with plans for independent, Allstate and Farmers agencies.

• Redtail CRM

  Redtail CRM is a CRM for financial advisors with household and investment account records, not insurance policies.

• Blitz Sales Software

  Blitz Sales Software is a sales CRM that takes in leads from many insurance lead vendors, rotates them among agents and tracks speed to contact by source.

• ClientCircle

  ClientCircle is an insurance CRM with marketing automation, business texting, websites and review and referral tools.

• DYL

  DYL is a modular CRM with optional phone, dialer and texting that insurance agencies run beside their AMS.

• Insureio

  Insureio is a life insurance CRM with consumer quoting, e-applications, case tracking and campaigns for independent producers and BGAs.

• NextAgency

  NextAgency is an agency management system with a built-in CRM for health, benefits, Medicare and life agencies, with Scope of Appointment forms and optional commission tracking.

• EZLynx

  EZLynx is the sales and lead management part of the EZLynx suite, tied to its rater and management system, for independent P&C agencies.

• Ricochet360

  Ricochet360 combines a CRM, cloud phone system, texting and a dialer, with versions for Allstate and Farmers agencies.

• Ringy

  Ringy is a CRM with a built-in phone system and texting for life, health and Medicare sales teams that buy leads.

• Momentum AMP

  Momentum AMP is the agency management platform formerly called NowCerts. Its agency management system, Momentum AMS, has carrier downloads and a built-in CRM for renewals and cross-sell.

• Shape

  Shape is a CRM with a built-in phone system that routes purchased leads, runs calls, texts and email and keeps renewal campaigns on schedule.

• TLDCRM

  TLDCRM combines a CRM, dialer and policy tracking for health, Medicare and life call centers, with state and license routing.

• Smart Agent CRM

  Smart Agent CRM is a Salesforce-based CRM for Medicare and health agents, with households, policies, signed Scope of Appointment forms and add-on commission tracking.

• Vanillasoft

  Vanillasoft is a lead management CRM and dialer that serves agents a prioritized calling queue, with 23 named lead vendor integrations.

• LeadSquared

  LeadSquared is a sales CRM with an insurance edition and detailed rule-based lead distribution, aimed at larger agencies, insurers and call centers.

• Zoho CRM

  Zoho CRM is a general CRM priced per user that agencies set up for policies, renewals and claims beside their AMS.

• Agency Matrix

  Agency Matrix is Zywave's browser-based agency management system for personal lines and non-standard auto agencies, with IVANS downloads, sweep tracking and TurboRater quoting.

• Agency MVP

  Agency MVP is a P&C sales pipeline that ranks households, tracks quotes and follows up before prospects' policies expire (x-dates), beside an AMS.

• Act!

  Act! is a general CRM with email marketing that agencies set up for policies and renewals beside an AMS.

• AgentCubed

  AgentCubed routes health, Medicare and life leads by license and territory and carries them through quoting, enrollment and policy tracking.

• InsuredMine

  InsuredMine syncs lead follow-up, renewals and service with most major AMSs, with a flat Lite price for agencies of up to 10 users.

• Ontraport

  Ontraport is a general CRM and marketing platform that agencies configure with custom objects and campaigns for insurance pipelines and retention beside their AMS.

• GloveBox CRM

  GloveBox CRM gives small P&C agencies sales, service and renewal pipelines with ready-made campaigns at a published monthly price.

• Pipedrive

  Pipedrive is a sales CRM priced per user that agencies configure with custom fields and automations for insurance pipelines and renewals beside their AMS.

• HubSpot

  HubSpot is a general CRM and marketing platform that agencies configure for insurance pipelines, renewals and cross-sell beside their AMS.

• Agent CRM

  Agent CRM is a HighLevel-based CRM for insurance agents with ready-made campaigns by line, calling, texting and Medicare and ACA forms.

• Salesforce Financial Services Cloud

  Salesforce Financial Services Cloud is Salesforce's financial services CRM, with an Insurance Brokerages package for larger P&C and benefits brokerages.

• GoHealth Agent Platform

  GoHealth Agent Platform is a Medicare marketplace and partner program, not a CRM an agency buys.

• JenesisLink

  JenesisLink is a marketing CRM from the maker of JenesisNow, with chat, an AI chatbot, surveys, campaigns and review requests.

• AgencyBloc AMS+

  AgencyBloc AMS+ is a health, Medicare and benefits agency management system with a built-in CRM, lead routing and compliance forms.

• Applied Epic

  Applied Epic is an agency management system for independent agencies at the mid-size and enterprise level, with carrier downloads, accounting and a CRM side for renewals and new business.

• HighLevel

  HighLevel is a general marketing and CRM platform that agencies set up to capture, route and follow up on leads, with texting and calling billed by use.

• MedicarePRO CRM

  MedicarePRO CRM is a CRM for Medicare agents and agencies, with downline lead assignment and links to Medicare quoting and enrollment tools.