Best insurance CRM software for lead management
Below are the lead management tools we found for insurance CRM lead management. They follow our default order, which is not a quality ranking.
13 vendors made the list for insurance CRM lead management. Nine show a starting price on their own pages.
Starting prices per user per month run from $20 at Ricochet360 to $325 at Salesforce Financial Services Cloud. Per account per month, entry plans start at $41.65 (GloveBox CRM) and go up to $119.20 (AgencyZoom). Of the 13 vendors, seven have a mobile app, six have a client portal and four offer a free trial.
Quick picks by need
- Lowest starting price per user per monthRicochet360From $20 per user per month
- Month to monthAgencyZoom, TLDCRM, GloveBox CRM, HighLevel and MedicarePRO CRMNo yearly contract
- Mobile appAgencyZoom, Ricochet360, LeadSquared, InsuredMine, AgentCubed, Salesforce Financial Services Cloud and HighLevelAgents can work from a phone
- Commission trackingAgencyZoom, TLDCRM, InsuredMine, GloveBox CRM, Salesforce Financial Services Cloud and MedicarePRO CRMProducer pay kept in the system
- Free trialAgencyZoom, Salesforce Financial Services Cloud, HighLevel and MedicarePRO CRMTry it before you pay
13 vendors
Pick this if a published start of $119.20 per month fits your budget.
- Best for
- P&C agencies, independent or captive, that want lead follow-up, renewals and producer pay in one CRM
- Starting price
- $119.20 per month, annual, paid upfront (October 2026)
- Product type
- Insurance CRM with lead management
- Free trial
- 14 days
- Contract
- Month to month, or a year paid upfront
Check first: no texting on Essential, and click-to-call needs Pro.
Read the AgencyZoom reviewPick this if you want to buy month to month.
- Best for
- Health, Medicare and life agencies and call centers with 15 or more agents that buy leads and calls in volume
- Starting price
- $100 per user per month, month to month (October 2026)
- Product type
- CRM and dialer with lead management
- Contract
- Month to month, renewing monthly
Check first: calls, phone numbers, texts and text registration cost extra.
Read the TLDCRM reviewPick this if your producers work from phones, since there is a mobile app.
- Best for
- Agencies and call teams that buy leads and want CRM, phone, texting and dialing in one system
- Starting price
- $20 per user per month, annual contract (October 2026)
- Starting price, Farmers agencies
- $18 per user per month for Farmers agencies, annual contract (October 2026)
- Product type
- CRM and dialer with lead management
- Contract
- Monthly (two-month minimum), quarterly or annual terms that renew automatically
Check first: no direct agency management system connection outside the Farmers APEX quote push.
Read the Ricochet360 reviewPick Vanillasoft if its published terms fit your agency.
- Best for
- Insurance sales teams of five or more that buy leads from several vendors and call them from one queue
- Product type
- CRM and dialer with lead management
- Contract
- Term chosen at signup, renewing automatically
Check first: no published prices.
Read the Vanillasoft reviewPick Blitz Sales Software if its published terms fit your agency.
- Best for
- Agencies that buy leads from several insurance lead vendors and want rotation, follow-up workflows and source reports in one CRM
- Product type
- Insurance CRM with lead management
- Contract
- Renews for the billing term you choose
Check first: no published prices.
Read the Blitz Sales Software reviewPick this if your producers work from phones, since there is a mobile app.
- Best for
- Larger agencies, insurers and call centers that want detailed rule-based lead distribution and automation
- Starting price
- $60 per user per month, billed annually (October 2026)
- Product type
- Insurance CRM with lead management
- Contract
- Term set in your order form, renewing for at least a year
Check first: no early termination, and fees aren't refunded.
Read the LeadSquared reviewPick this if a published start of $106 per user per month fits your budget.
- Best for
- Independent P&C agencies that want lead follow-up and renewals tied to their AMS
- Starting price
- $106 per user per month, billed annually (October 2026)
- Product type
- Insurance CRM with lead management
- Contract
- Monthly or yearly
Check first: the trial leaves out the AMS sync.
Read the InsuredMine reviewPick 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
- Product type
- Insurance CRM with lead management
Check first: few named connections outside Microsoft 365, TurboRater and NICE.
Read the AgentCubed reviewPick this if a published start of $41.65 per month fits your budget.
- Best for
- Solo P&C agents and small independent agencies that want ready-made pipelines and campaigns
- Starting price
- $41.65 per month, billed annually (October 2026)
- Product type
- Insurance CRM with lead management
- Contract
- Month to month, or 12 months paid yearly
Check first: no built-in lead vendor feeds.
Read the GloveBox CRM reviewPick this if a published start of $325 per user per month fits your budget.
- Best for
- Larger brokerages with P&C or benefits teams and an admin or partner to configure Salesforce
- Starting price
- $325 per user per month, billed annually (October 2026)
- Product type
- General CRM platform with insurance setup
- Free trial
- 30 days
- Contract
- Term set in your order form, renewing yearly
Check first: implementation is a separate project, usually with a partner.
Read the Salesforce Financial Services Cloud reviewPick this if a published start of $80.83 per month fits your budget.
- Best for
- Agencies willing to build their own lead workflows, websites and campaigns on one platform
- Starting price
- $80.83 per month, billed annually (October 2026)
- Product type
- General CRM platform with insurance setup
- Free trial
- 14 days
- Contract
- Monthly or yearly, paid in advance
Check first: no built-in AMS sync.
Read the HighLevel reviewPick JenesisLink if its published terms fit your agency.
- Best for
- Independent agencies, especially JenesisNow users, that want lead capture, campaigns and review requests in one marketing tool
- Product type
- Insurance CRM with lead management
Check first: no published prices.
Read the JenesisLink reviewPick this if a published start of $45 per month fits your budget.
- Best for
- Medicare agents and small agencies with downlines that want a CRM with quoting and enrollment links at published monthly prices
- Starting price
- $45 per month, billed monthly (October 2026)
- Product type
- Insurance CRM with lead management
- Free trial
- 30 days
- Contract
- Month to month, cancel at least three days before the next billing date
Check first: no automatic lead routing or round robin. Leads are assigned by hand.
Read the MedicarePRO CRM review
Each price is the starting price the vendor publishes, with its date.
How we chose
A vendor qualifies when it has a product listed as insurance CRM lead management. That gave us 13 vendors, with prices dated October 2026.
Beyond the price, six track commissions, 12 describe migration help and five sell month to month. Payment does not affect inclusion or order, and the order follows trust signals.
Related guides: insurance CRM, insurance dialers and agency management systems.
Frequently asked questions
How did you choose software for insurance CRM lead management?
We looked for a product listed as insurance CRM lead management. All 13 vendors listed have one.
What should I compare after making a shortlist?
Start with texting and calling limits. Then check intake and routing, and full cost with usage.
Where can I compare prices?
Use the software cost page to compare dated prices. Starting prices per user per month run from $20 at Ricochet360 to $325 at Salesforce Financial Services Cloud. Per account per month, entry plans start at $41.65 (GloveBox CRM) and go up to $119.20 (AgencyZoom).
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.