How Much Does Insurance Lead Management Software Cost?

Each row takes the lowest published price a vendor has in that unit. Add-ons, setup fees, usage rates and prices for one narrow group of buyers are not counted, and a price per person is never mixed in with a flat plan.

Of the 11 that price in dollars, four charge only for each person who uses it (TLDCRM, Ricochet360, LeadSquared and Salesforce Financial Services Cloud), so the bill grows as you add people. Five charge only a flat price for the whole account (AgencyZoom, boberdoo, ActiveProspect, HighLevel and MedicarePRO CRM). Two sell both kinds of plan (InsuredMine and GloveBox CRM).

Usage. TLDCRM and HighLevel publish per-minute and per-text rates on top of the plan price, and ActiveProspect charges for each lead it checks or stores. Convoso adds phone carrier usage to its quote.

Many of these vendors list several prices because the price changes with the plan you pick. For some it also depends on whether you pay monthly or yearly and whether the price is per person or per account. TLDCRM, ActiveProspect and HighLevel also charge for usage on top of the plan.

10 of the 18 list a setup, onboarding or other one-time fee, and four of those give a price. GloveBox CRM says there is no setup fee. Count any one-time fee in your first-year budget.

• TLDCRM. Setup and onboarding: $1,000 one time for account creation and configuration.
• Ricochet360. Caller ID verification (STIR/SHAKEN) setup: $150 one time. Emergency calling setup: $500 one time plus $2 per number per month. Setup and paid support: Set in your service order.
• LeadSquared. Setup and implementation: Set in your order form.
• InsuredMine. Setup and implementation: Quote only, partly by user count.
• boberdoo. Setup fee: $250 one time.
• EZLynx. Setup and data conversion: Quote only.
• Salesforce Financial Services Cloud. Implementation: Quoted by Salesforce or a partner.
• HighLevel. Setup service: $1,000 one time, optional.
• JenesisLink. Setup: Quote only.
• MedicarePRO CRM. Setup: Quoted by MedicarePRO if your setup needs one.

Several tools here are an insurance CRM or an agency management system (AMS) with lead routing built in. If your agency already pays for one, price its lead features before adding a separate tool.

Quote only. EZLynx, AgentCubed, AgencyBloc AMS+, Convoso and JenesisLink price by quote. Ask for the full first-year cost in writing, with every fee.

Add-on prices only. Blitz Sales Software and Vanillasoft publish add-on prices but not the price of the base plan. Each profile lists them.

How much do lead management tools cost?

11 of the 18 lead management tools on this page publish prices in dollars. The most common unit is per account per month, used by seven, with starting prices from $10 to $1,075. Five price by quote only.

Which lead management tools charge per user?

TLDCRM, Ricochet360, LeadSquared, InsuredMine, GloveBox CRM and Salesforce Financial Services Cloud publish a price per user, seat or license.

Are add-ons included in these prices?

No. Every starting price, range and median here leaves add-ons out. The vendor profile lists them.

Where do these figures come from?

They come from the vendors' own pages and are as of the month shown. If a vendor did not publish something we left it out.