How much does insurance CRM software cost?

Per user. Act!, DYL, HubSpot, InsuredMine, LeadSquared, NextAgency, Pipedrive, Redtail CRM, Ricochet360, Salesforce Financial Services Cloud, Smart Agent CRM, TLDCRM and Zoho CRM publish a general plan price tied to each user.

Flat plan with included users. Agency MVP, AgencyZoom, Agent CRM, GloveBox CRM, HighLevel, HubSpot, InsuredMine, Insureio, MedicarePRO CRM, Momentum AMP, Ontraport and Ringy publish a general plan price billed by the plan, year or account.

Quoted. Agency Matrix, AgencyBloc AMS+, AgentCubed, Applied Epic, Blitz Sales Software, ClientCircle, EZLynx, JenesisLink, Shape and Vanillasoft use quoted pricing or have no general plan rate listed.

• Users. Per-user plans grow with the number of people who need access. Flat plans may include a set number of users.
• Texts and minutes. Included allowances, overages and separate phone services can change the monthly bill.
• Phone numbers. Local numbers, toll-free numbers and number registration may be separate charges.
• Migration and setup. Data cleanup, history, attachments, onboarding and implementation can change first-year cost.
• Connectors and add-ons. AMS sync, dialers and advanced workflow tools may require another plan or fee.

Put every monthly item on the same basis, then multiply the monthly total by 12. Add setup, onboarding and migration once. The calculator leaves every field blank so you can use the figures from your quote.

A CRM beside an AMS can add a connector and separate phone tools. Compare that stack with an AMS that includes CRM functions using the same monthly basis.

How much does insurance CRM software cost?

Some vendors charge per user, some charge a flat plan with included users and others quote the full package. Use the dated medians above only for the matching billing unit.

What belongs in first-year cost?

Include 12 months of plan, user and usage charges plus setup, onboarding, migration and required add-ons.

How should I compare a CRM plus AMS stack?

Add the CRM, AMS, connector and phone tools. Compare that total with an AMS that includes the CRM functions your agency needs.

Is there a free plan?

HubSpot and Zoho CRM have free plans with limits on users and features. Most others offer a free trial instead.

What does billed yearly, paid upfront mean?

You pay for 12 months in one charge, usually at a lower monthly rate than paying month by month.

Why are some listed vendors left out of the medians?

GoHealth Agent Platform is a marketplace and partner program with no software price. Redtail CRM is built for financial advisors.