Best lead management software for P&C agencies
Below are the lead management tools we found for P&C insurance. They follow our default order, which is not a quality ranking.
11 vendors made the list for P&C insurance. Seven 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. Starting prices per account per month run from $41.65 at GloveBox CRM to $1,075 at boberdoo. Among the 11 vendors, five have a client portal, six have a mobile app and one lists carrier downloads.
Quick picks by need
- Lowest starting price per user per monthRicochet360From $20 per user per month
- Free trialAgencyZoom and Salesforce Financial Services CloudTry it before you pay
- Mobile appAgencyZoom, Ricochet360, LeadSquared, InsuredMine, AgentCubed and Salesforce Financial Services CloudAgents can work from a phone
- Carrier downloadsEZLynxPolicy data pulled from insurers
- Commission trackingAgencyZoom, EZLynx, InsuredMine, GloveBox CRM and Salesforce Financial Services CloudProducer pay kept in the system
11 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
- $119.20 per month, annual, paid upfront (October 2026)
- Lines
- P&C
- Free trial
- 14 days
- Contract
- Month to month, or a year paid upfront
Check first: duplicate leads are merged by hand.
Read the AgencyZoom reviewAlso covers personal lines, which puts it on this list of lead management tools. Pick this if a published start of $20 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
- $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)
- Lines
- Personal lines
- 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 reviewAlso covers P&C, 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
- 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)
- Lines
- P&C
- Contract
- Term set in your order form, renewing for at least a year
Check first: no named agency management system or rater connection.
Read the LeadSquared reviewAlso covers P&C, which puts it on this list of lead management tools. Pick this if a published start of $1,075 per month fits your budget.
- Best for
- High-volume agencies that buy leads from many vendors and route or sell them to producers
- Starting price
- $1,075 per month, billed monthly (October 2026)
- Lines
- P&C
- Contract
- Month to month
Check first: no agency management system connections.
Read the boberdoo 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
- Lines
- Personal lines and Commercial
- Contract
- At least 12 months
Check first: at least a 12-month term, and fees aren't refunded.
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)
- Lines
- Personal lines and Commercial
- Contract
- Monthly or yearly
Check first: the trial leaves out the AMS sync.
Read the InsuredMine reviewAlso covers P&C, 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
- Lines
- P&C
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)
- Lines
- P&C
- Contract
- Month to month, or 12 months paid yearly
Check first: texting needs a phone carrier registration first.
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)
- Lines
- P&C, Personal lines and Commercial
- 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 reviewAlso covers P&C, which puts it on this list of lead management tools. Pick Convoso if its published terms fit your agency.
- Best for
- Insurance call centers that dial purchased leads in volume and need strict calling compliance
- Lines
- P&C
- Contract
- Yearly in most cases, other terms through sales
Check first: not a full CRM, and no agency management system connections.
Read the Convoso reviewAlso covers P&C, which puts it on this list of lead management tools. Pick 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
- Lines
- P&C
Check first: no lead assignment or routing rules.
Read the JenesisLink review
Prices are each vendor's published starting price, dated as shown.
How we chose
We include a vendor when it has a product that lists P&C insurance among its insurance lines. That gave us 11 vendors, with prices dated October 2026.
Among the qualifying products, two offer a free trial, five track commissions and three 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 P&C insurance?
Every vendor here has a product that lists P&C insurance among its insurance lines. That is the only test, and no vendor paid to be listed.
What should I compare after making a shortlist?
Compare contract and export terms first, then how the P&C insurance workflow handles quotes and renewals. After that look at carrier downloads and commissions where you need them. On this page, eight describe migration help.
Where can I compare prices?
The software cost page lists the dated prices for the whole category. Starting prices per user per month run from $20 at Ricochet360 to $325 at Salesforce Financial Services Cloud. Starting prices per account per month run from $41.65 at GloveBox CRM to $1,075 at boberdoo.
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.