Best insurance CRM software for captive agents
Below are the CRMs we found for captive agencies. They follow our default order, which is not a quality ranking.
Four vendors have a product built for captive agencies, and three of them publish a starting price. Across the four vendors, one tracks commissions, two offer a free trial and all four describe migration help.
Quick picks by need
- Lowest starting price per account per monthAgency MVP and AgencyZoom (for Allstate agencies)From $99 per account per month
- Month to monthAgencyZoom and Agency MVPNo yearly contract
- Commission trackingAgencyZoomProducer pay kept in the system
- Mobile appAgencyZoom, Ricochet360 and AgentCubedAgents can work from a phone
- Free trialAgencyZoom and Agency MVPTry it before you pay
4 vendors
Pick this if your producers work from phones, since there is a mobile app.
- Best for
- P&C agencies, independent or captive, that want lead follow-up, renewals and producer pay in one CRM
- Starting price, Allstate agencies
- $99 per month, billed monthly, for Allstate agencies (October 2026)
- Agency types
- captive, Allstate, Farmers, Nationwide and State Farm
- Free trial
- 14 days
- Contract
- Month to month, or a year paid upfront
Check first: HawkSoft data flows in only, and EZLynx books come in by file.
Read the AgencyZoom reviewAlso built for captive agencies, which puts it on this list of CRMs. Pick this if a published start of $18 per user per month fits your budget.
- Best for
- Agencies and call teams that buy leads and want CRM, phone, texting and dialing in one system
- Starting price, Farmers agencies
- $18 per user per month, on a yearly contract, for Farmers agencies (October 2026)
- Agency types
- Allstate and Farmers
- Contract
- Monthly (two-month minimum), quarterly or annual terms that renew automatically
Keep in mind: no direct agency management system connection outside the Farmers APEX quote push.
Read the Ricochet360 reviewAlso built for captive agencies, which puts it on this list of CRMs. Pick this if you want to buy month to month.
- Best for
- P&C agencies that buy internet leads and want a ranked call list beside their AMS
- Starting price
- $99 per month, billed monthly (October 2026)
- Agency types
- captive and Farmers
- Free trial
- 14 days
- Contract
- Monthly with 14 days' notice, or yearly with 30 days' notice
Check first: no carrier downloads or client portal.
Read the Agency MVP reviewAlso built for captive agencies, which puts it on this list of CRMs. Pick this if your producers work from phones, since there is a mobile app.
- Best for
- Health, Medicare and life agencies, call centers and carriers that want lead routing, quoting and enrollment in one system
- Agency types
- captive
Keep in mind: few named connections outside Microsoft 365, TurboRater and NICE.
Read the AgentCubed review
Prices are each vendor's published starting price, dated as shown.
How we chose
We include a vendor when it has a product built for captive agencies. That gave us four vendors, with prices dated October 2026.
Among the qualifying products, three have a mobile app and two sell month to month. Payment does not affect inclusion or order, and the order follows trust signals.
Related guides: agency management systems and comparative raters.
Frequently asked questions
How did you choose software for captive agencies?
Every vendor here has a product built for captive agencies. Having one is the only requirement, so four made the list and none paid to be there.
What should I compare after making a shortlist?
Compare team size and user limits first, then contract and export terms. After that look at how renewals and follow-up work for captive agencies.
Where can I compare prices?
The insurance CRM cost page has the dated prices for the whole category, plus a calculator for first-year cost.
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.