Best lead management software for independent agencies
Below are the lead management tools we found for independent agencies. They follow our default order, which is not a quality ranking.
Of the 10 vendors with a product built for independent agencies, six publish a starting price and four do not. Starting prices per account per month run from $41.65 at GloveBox CRM to $119.20 at AgencyZoom. Starting prices per user per month run from $20 at Ricochet360 to $325 at Salesforce Financial Services Cloud.
Of the 10 vendors, six have a mobile app, six have a client portal and three sell month to month.
Quick picks by need
- Lowest starting price per account per monthGloveBox CRMFrom $41.65 per account per month
- Month to monthAgencyZoom, GloveBox CRM and MedicarePRO CRMNo yearly contract
- Mobile appAgencyZoom, Ricochet360, InsuredMine, AgentCubed, Salesforce Financial Services Cloud and AgencyBloc AMS+Agents can work from a phone
- Carrier downloadsEZLynxPolicy data pulled from insurers
- Commission trackingAgencyZoom, EZLynx, InsuredMine, GloveBox CRM, Salesforce Financial Services Cloud, AgencyBloc AMS+ and MedicarePRO CRMProducer pay kept in the system
10 vendors
Pick this if you want to try it free for 14 days before you pay.
- 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)
- Agency types
- independent
- Free trial
- 14 days
- Contract
- Month to month, or a year paid upfront
Check first: more than seven users needs a quote.
Read the AgencyZoom reviewAlso built for independent agencies, which puts it on this list of lead management tools. Pick 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)
- Agency types
- independent
- Contract
- Monthly (two-month minimum), quarterly or annual terms that renew automatically
Check first: integrations and email and text automation start at the Explorer plan.
Read the Ricochet360 reviewPick EZLynx if its published terms fit your agency.
- Best for
- Independent P&C agencies that already use, or plan to use, the EZLynx rater and management system
- Agency types
- independent
- Contract
- At least 12 months
Check first: no published prices.
Read the EZLynx reviewPick this if your producers work from phones, since there is a mobile app.
- 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)
- Agency types
- independent
- Contract
- Monthly or yearly
Check first: round robin or hand assignment only, with no rules by state or line.
Read the InsuredMine reviewAlso built for independent agencies, which puts it on this list of lead management tools. 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
- independent
Check first: Outlook sync costs extra.
Read the AgentCubed reviewPick this if you want to buy month to month.
- 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)
- Agency types
- independent
- Contract
- Month to month, or 12 months paid yearly
Check first: no free trial.
Read the GloveBox CRM reviewAlso built for independent agencies, which puts it on this list of lead management tools. Pick this if you want to try it free for 30 days before you pay.
- 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)
- Agency types
- independent
- Free trial
- 30 days
- Contract
- Term set in your order form, renewing yearly
Check first: state, line and license routing must be built by your team.
Read the Salesforce Financial Services Cloud reviewAlso built for independent agencies, which puts it on this list of lead management tools. Pick this if your producers work from phones, since there is a mobile app.
- Best for
- Health, Medicare and benefits agencies that want leads, clients, policies and compliance forms in one system
- Agency types
- independent
- Free trial
- Yes, on request
- Contract
- Term set in your order form, renewing for 12 months
Check first: automatic routing needs Accelerate or higher.
Read the AgencyBloc AMS+ 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
- Agency types
- independent
Check first: no open API, and no direct lead vendor connections.
Read the JenesisLink reviewAlso built for independent agencies, which puts it on this list of lead management tools. Pick this if you want to try it free for 30 days before you pay.
- 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)
- Agency types
- independent agents
- Free trial
- 30 days
- Contract
- Month to month, cancel at least three days before the next billing date
Check first: automations are a paid add-on, quoted by MedicarePRO.
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 built for independent agencies. That gave us 10 vendors, with prices dated October 2026.
Beyond the price, seven track commissions, nine describe migration help and four offer a free trial. 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 independent agencies?
We looked for a product built for independent agencies. All 10 vendors listed have one.
What should I compare after making a shortlist?
Start with how long the contract runs and how you get your data out. Then check how many users the entry plan covers, and how a new lead reaches the right agent. On this page, one lists carrier downloads.
Where can I compare prices?
Use the software cost page to compare dated prices. Starting prices per account per month run from $41.65 at GloveBox CRM to $119.20 at AgencyZoom. Starting prices per user per month run from $20 at Ricochet360 to $325 at Salesforce Financial Services Cloud.
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.