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Insurance CRM Software

Insurance CRM software helps agencies generate leads, manage marketing campaigns, and optimize client communication, streamlining overall insurance sales processes. This type of software commonly provides tools to manage prospects, contacts, sales activities, estimates, and more.

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Get access to a variety of workflows - insurance policy management, claim lifecycle operating, commission management and much more. Learn more about Creatio CRM
With AI-powered Creatio CRM for insurance, you can automate and streamline a broad variety of workflows - insurance policy management, claims lifecycle management, compliance management and much more. Track and capture your leads from different sources into a unified database, ensure automated data verification, and design your own unique lead management process for the best conversion rates. Have a 360-degree view of your customers, their current insurance plans, and get AI-powered predictions for potential next best offers and plan upgrades, etc. Learn more about Creatio CRM

Features

  • Lead Management Software
  • Sales Pipeline Management
  • For Insurance Industry
  • Quotes/Estimates
Pipedrive’s insurance CRM platform is agent's best friend in providing next-level customer experience and creating digitized workflows. Learn more about Pipedrive
Pipedrive is a CRM that keeps insurance agents on top of their work - it helps you renew contracts on time, efficiently assign cases and claims, streamlines your sales processes, and empowers data-backed decisions. 100,000+ paying customers spanning 179 countries are drawn in by our CRM's simple yet powerful design that prioritizes usability above all else. When using Pipedrive, nothing falls through the cracks, allowing your team to spend less time filing and more time selling. Learn more about Pipedrive

Features

  • Lead Management Software
  • Sales Pipeline Management
  • For Insurance Industry
  • Quotes/Estimates
Sales Execution Platform built to help you sell faster. Prioritize leads & tasks, recommend actions, and help your team execute them. Learn more about LeadSquared
LeadSquared’s Insurance CRM empowers your team to manage leads, automate application processing and sell more policies. One Platform to Manage all your Insurance Products, Partners, Processes & Teams. LeadSquared helps you capture insurance enquiry from all channels, paperless verification process, boost field force productivity, automate communication for offers, policy renewals and real time tracking of your sales operations on a single dashboard. Learn more about LeadSquared

Features

  • Lead Management Software
  • Sales Pipeline Management
  • For Insurance Industry
  • Quotes/Estimates
Bring together CRM apps for sales, service, marketing, commerce, AI, and more in one integrated solution.
Build a customer 360 with a CRM that is deeply integrated across sales, service, marketing, commerce, and more with trusted AI, data, analytics, and collaboration in one integrated solution. Discover how Einstein 1 helps you become an AI Enterprise by growing relationships, productivity, and your bottom line – all at the same time. Learn more about Salesforce Sales Cloud

Features

  • Lead Management Software
  • Sales Pipeline Management
  • For Insurance Industry
  • Quotes/Estimates
Mailchimp is the #1 email marketing and automations brand that recommends ways to get more opens, clicks, and sales.
Mailchimp is the #1 Email Marketing and Automations brand for growing businesses. We empower businesses around the world to launch, build, and grow their businesses with world-class marketing technology, award-winning customer support, inspiring content & our data-driven recommendations Over 12 Million businesses including TEDTalks, Shutterstock, Boston Market, Nikon India trust Mailchimp to turn their emails into revenue, grow their audience, & create effective multichannel marketing campaigns Learn more about Mailchimp

Features

  • Lead Management Software
  • Sales Pipeline Management
  • For Insurance Industry
  • Quotes/Estimates
Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution.
Zoho CRM empowers organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system! Learn more about Zoho CRM

Features

  • Lead Management Software
  • Sales Pipeline Management
  • For Insurance Industry
  • Quotes/Estimates
Integrated business management solution that automates financial, customer relationship and supply chain processes.
Microsoft Dynamics is a line of integrated, adaptable business management solutions that enable your people to make important business decisions with greater confidence. Microsoft Dynamics works like and with familiar Microsoft software-easing adoption and reducing the risks inherent with implementing a new solution. These solutions automate and streamline financial, customer relationship, and supply chain processes in a way that can help you drive business success. Learn more about Dynamics 365

Features

  • Lead Management Software
  • Sales Pipeline Management
  • For Insurance Industry
  • Quotes/Estimates
HubSpot CRM has everything you need to organize, track, and build better relationships with leads and customers.
Whether you've got a small team of five or a sophisticated sales force of 500, HubSpot offers pricing and packaging options that grow with you. HubSpot customer relationship management (CRM) software is built for companies that want to spend less time logging data. It keeps all your contacts in one centralized, customizable database. And you can see everything about a lead in one place -- no more digging through inboxes to find information. Start using the free HubSpot CRM today. Learn more about HubSpot CRM

Features

  • Lead Management Software
  • Sales Pipeline Management
  • For Insurance Industry
  • Quotes/Estimates
Zendesk provides the complete customer service solution that’s easy to use and scales with your business.
Zendesk Suite is the customer service solution that is easy to use and scales with your business. On average, companies using Zendesk increase customer satisfaction by 25% and agent productivity by 30% - at any scale. Your customer interactions live in a single interface with features like web widgets, pre-defined ticket responses, and more. Get set up and run quickly. Zendesk Suite includes Ticketing System, Help Center, Community Forum, Messaging, Talk, Explore, and Sunshine Conversations. Learn more about Zendesk Suite

Features

  • Lead Management Software
  • Sales Pipeline Management
  • For Insurance Industry
  • Quotes/Estimates
Put customer service at the heart of your company. Make customers happier, agents more empowered, and your business healthier.
Zoho Desk is Zoho's flagship web-based customer service software that helps companies deliver lasting customer experiences. It aims to make customers happier, agents empowered, and businesses healthier. With Zoho Desk, you can deliver seamless omnichannel support, improve agent productivity at scale, customize your help desk, leverage powerful AI capabilities, automate mundane tasks, get live performance insights, and deeply integrate with apps you use daily - all without spending a fortune. Learn more about Zoho Desk

Features

  • Lead Management Software
  • Sales Pipeline Management
  • For Insurance Industry
  • Quotes/Estimates
NetSuite, the world’s #1 cloud ERP, gives you the visibility and control you need to make smart decisions and grow with confidence.
NetSuite is an all-in-one cloud business management solution that helps more than 37,000 organizations operate more effectively by automating core processes and providing real-time visibility into operational and financial performance. With a single, integrated suite of applications for managing accounting, order processing, inventory management, production, and supply chain and warehouse operations, NetSuite gives companies clear visibility of their information and control of their business. Learn more about NetSuite

Features

  • Lead Management Software
  • Sales Pipeline Management
  • For Insurance Industry
  • Quotes/Estimates
The smarter way for small businesses to do great work Keap organizes your client information & daily work in one place, freeing you up
Grow your business with the all-in-one CRM, sales & marketing software for serious business owners. Our platform organizes your customer information and daily work in one place, freeing you up from repetitive tasks so you have more time to focus on growing your business. Learn more about Keap

Features

  • Lead Management Software
  • Sales Pipeline Management
  • For Insurance Industry
  • Quotes/Estimates
High-end solution designed for sales, collaboration, communication, social networking, and workflow management.
Bitrix24 is an online workspace for small, medium, and large businesses. It features 35+ cross-integrated tools, including CRM, tasks, Kanban board, Gantt chart, messenger, video calls, file storage, workflow automation, and more! Switching to Bitrix24 eliminates the need to be subscribed to a bunch of different SaaS solutions. You get all you need in a single package — all at a flat rate. With over 12 million users, Bitrix24 is one of the most popular business software solutions in the world. Learn more about Bitrix24

Features

  • Lead Management Software
  • Sales Pipeline Management
  • For Insurance Industry
  • Quotes/Estimates
An open-source suite of integrated apps to manage CRM, PoS, Website, eCommerce, Sales, Accounting, Warehouse, HR, Marketing, and more.
Odoo is a fully integrated, customizable, open-source software packed with expertly designed, user-friendly business applications. Odoo's intuitive database is able to meet a majority of business needs, such as CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of any company, regardless of size (or budget). Learn more about Odoo

Features

  • Lead Management Software
  • Sales Pipeline Management
  • For Insurance Industry
  • Quotes/Estimates
Act! Premium empowers you to market better, sell more, and create customers for life.
Act! Premium, a powerful CRM and Marketing Automation tool in one platform, is perfect for small and midsize businesses looking to market better, sell more, and create customers for life. With unparalleled flexibility and freedom of choice, Act! Premium accommodates the unique ways you do business, whether it’s on-premises (Act! Premium Desktop), in the cloud (Act! Premium Cloud), or, you can leverage a hybrid deployment for maximum flexibility! Learn more about Act!

Features

  • Lead Management Software
  • Sales Pipeline Management
  • For Insurance Industry
  • Quotes/Estimates
Save time and reduce costs with innovations that reimagine your customer relationships.
Built on the world’s #1 CRM platform, Communications Cloud enables B2C, B2B, and wholesale communications service providers (CSPs) to move to a catalog-driven digital BSS. With purpose-built industry functionality and all the capabilities of Sales Cloud and Service Cloud, service providers of all sizes can quickly adapt to changing customer expectations, drive faster time to value, and unify every part of the organisation — from marketing to retail channels to customer care and operations. Learn more about Salesforce Service Cloud

Features

  • Lead Management Software
  • Sales Pipeline Management
  • For Insurance Industry
  • Quotes/Estimates
EngageBay is a simple, affordable all-in-one marketing, sales and service CRM software to acquire, engage, nurture, close leads.
EngageBay is a simple, affordable, all-in-one marketing, sales and service CRM software built for small businesses and startups to acquire, engage, nurture web visitors and convert them to happy customers. Acquire leads through lead generation forms and popups, engage web visitors through beautiful landing pages, nurture them through engaging emails, and automate your marketing funnel through marketing automation - all from one easy to use platform. Learn more about EngageBay CRM

Features

  • Lead Management Software
  • Sales Pipeline Management
  • For Insurance Industry
  • Quotes/Estimates
A powerful online CRM system to manage sales & marketing activities for your business. Integrated, highly configurable, easy to use.
Apptivo's online CRM system is a powerful tool to manage your sales, marketing, and much more. CRM sits at the core of Apptivo's integrated suite of business apps, providing a complete suite to tools to gain a 360 view of your customer. Our CRM includes lead management, an opportunity pipeline with intuitive dashboards, and flexible workflow tools including marketing automation. Everything is completely accessible from your Android or iOS device and integrated with Office365 & G Suite. Learn more about Apptivo

Features

  • Lead Management Software
  • Sales Pipeline Management
  • For Insurance Industry
  • Quotes/Estimates
Insightly is the modern, affordable CRM that teams love.
Insightly is the modern, affordable CRM that teams love. It’s easy to use, simple to customize, and scales with companies as they grow, solving common pain points that legacy CRMs can't. Powerful in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly is trusted by more than a million users worldwide. Learn more about Insightly

Features

  • Lead Management Software
  • Sales Pipeline Management
  • For Insurance Industry
  • Quotes/Estimates
Freshsales is packed with features and a highly intuitive UI so that you don't have to juggle multiple tools to run your business.
Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to— attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities. Learn more about Freshsales

Features

  • Lead Management Software
  • Sales Pipeline Management
  • For Insurance Industry
  • Quotes/Estimates
The #1 easiest-to-use CRM for small businesses — expert support, fair pricing, and all the features you need in one place.
Ranked as the #1 easiest-to-use CRM for small businesses for four consecutive years, Less Annoying CRM has unmatched simplicity and service. Our seasoned CRM Coaches, with an average tenure over five years, provide expert, human support — no chatbots, ever. We offer a simple pricing model at $15 per user per month for everything you need. No “gotchas” and no need to haggle with a sales rep. Built exclusively for small business needs, our CRM simplifies your daily operations without unnecessary complexity. Start your free 30-day trial today — no credit card needed — and join thousands of small businesses thriving with a genuinely less annoying CRM. Learn more about Less Annoying CRM

Features

  • Lead Management Software
  • Sales Pipeline Management
  • For Insurance Industry
  • Quotes/Estimates
Run your insurance business right from Microsoft Outlook. Synchronize your contacts, organize emails, plan meetings, and much more.
If you use Outlook and looking for CRM, you have to try eWay-CRM. eWay-CRM is the best CRM for insurance brokers that sits right inside your Outlook. It helps manage Clients, Policies, Renewals, and Claims. The Outlook integration allows eWay-CRM to automatically save emails, integrate with your calendar, and synchronize your contacts. You will also love our "convert-to" feature. Just right-click on an email and convert it to a claim, or a client. It's so cool. Learn more about eWay-CRM

Features

  • Lead Management Software
  • Sales Pipeline Management
  • For Insurance Industry
  • Quotes/Estimates
Thryv is an all-in-one small business management software that helps you stay organised and get more out of your business.
Thryv is an all-in-one small business management software that helps you streamline your business so you can get back to the things you love. Small business owners communicate better, solve more business challenges and get more organised with Thryv. Learn more about Thryv

Features

  • Lead Management Software
  • Sales Pipeline Management
  • For Insurance Industry
  • Quotes/Estimates
Easy-to-use CRM with optional marketing tool that helps you work smarter by managing and tracking your leads, customers and engagement.
Spotler CRM helps you work smarter by managing and tracking your sales leads and customers, letting you get on with growing your business. Designed for growing teams B2B, our CRM is super-easy to set up and simple to use - with exceptional customer service. There’s a customizable Sales CRM, plus options for Marketing and Service tools and external app integrations - everything is in one place, enabling great team collaboration and customer relationships that drive sales growth. Learn more about Spotler CRM

Features

  • Lead Management Software
  • Sales Pipeline Management
  • For Insurance Industry
  • Quotes/Estimates
Cloud-based lead management tool built for salespeople to stay on top of their sales pipeline and increase conversions.
Hassle-free lead management software (SaaS) built for salespeople. noCRM boosts productivity by allowing sales reps to focus on closing more deals, without the need for constant data input. Create leads in seconds (from email, mobile, business card, websites, spreadsheet), log the next action they need to perform, and manage their sales cycle from end to end. Reps can monitor the health of their pipeline with our visual sales pipeline and synchronize reminders with their calendars. Learn more about noCRM.io

Features

  • Lead Management Software
  • Sales Pipeline Management
  • For Insurance Industry
  • Quotes/Estimates