Best CRM Software for Insurance Industry – Our Top Picks

Aleksandra Rajczyk

Customer Relationship Management (CRM) software has been growing in popularity over the past years. Turns out that CRM for insurance agents can greatly improve customer satisfaction levels in the insurance industry. What are the benefits of CRM in insurance? Which CRM insurance system is the best? Here’s an invitation to analyze the topic. 

Every insurance agent knows the importance of proper data management and good organization. Insurance isn’t an easy product to sell: it requires a certain level of sophistication and creating a genuine bond with the customer – after all, it’s their life and health on the line. 

That is why insurance companies and agents should take a closer look at the CRM systems. A well-designed CRM software can make any business prosper. It has even more benefits in the insurance industry which is a tough market. But let’s not get ahead of ourselves and start from the basics. 

What is Insurance CRM?

According to Salesforce, CRM is a technology for managing all your company’s relationships and interactions with customers and potential customers. It’s usually a tool or a set of tools that helps specialists from a variety of industries to build and maintain their relationships with individuals and companies. This could mean computer software, a mobile application, or a complex internal ecosystem that involves every branch of the organization. CRM software can be tailored to what the company needs in order to nurture the relationship with the clients. Its main purpose is to help sales associates maintain their connection to the existing clients and win new ones. 

From that definition alone it’s easy to notice why CRM for the insurance business is a digital product worthy of development. A tool like CRM can help agents manage their contacts and schedule meetings. Every feature that creates a more personalized, customer-oriented service is valuable in life insurance CRM. 

What are the key features of insurance CRM software?

CRM software for insurance, just like CRMs for other business fields, are created to address the specific needs of the industry. Insurance brokers are the best source of information on what would make their work easier and more effective. 

Features of CRM software for the insurance industry that are the most sought after:

  • integration with contacts stored in mobile devices (e.g. phone numbers in a smartphone)
  • video call management and conferencing
  • simple database organization
  • lead management tools
  • mass mailing options and email tracking
  • commission fee calculator
  • social media integration
  • templates
  • sales reports tools
  • questionnaires for clients
  • lead management tools
  • automated reporting
  • questionnaires for clients

As you can see, CRM software for insurance aims to automate some of the most mundane aspects of working sales. Routine is beneficial but when it becomes stale is can have an influence on how the sales associate performs their work. Once the tedious tasks are taken care of by CRM software, agents can focus more on the human factor of their work. When the burden is lifted, creativity and innovation can take their place. When an insurance agent is able to pay their full attention to the client, they can win their trust in no time.

What are the top 5 CRM systems?

The best CRM system is the one that provides solutions for your company’s issues – that should go without saying. The list below is there to simply help you recognize what to look for when shopping around for an insurance CRM system… or when thinking of developing one specifically for your company. You can treat them as benchmarks for your idea. 


Probably the most popular CRM system out there. Pipedrive helps sales associates manage the sales funnel. It allows to track meetings with the clients and leaves space for personal insights. Thanks to a variety of integration tools, working with Pipeline is easy no matter what device you use. It supports reporting and lead generation. 

Currently, Pipeline offers 4 subscription plans ranging from $15 to $1,177. They offer a two-week-long free trial. 


Zoho is a full-featured CRM. The most important features of Zogo include third-party integrations, contact management, and creating documentation archives. What makes Zoho stand out is its option to create custom forms. It also tracks social media engagement and allows full control over documentation. 

Zoho offers a free plan with basic features. If you want to enjoy it to the fullest, you can choose from offers starting at $18 a month up to $45 a month, billed monthly.

The first CRM on the list made for the insurance industry. focuses on life insurance sales. It allows agents to easily navigate contact and policy information without carrying tons of paperwork. The paper consumption is further reduced thanks to the integration of e-signature. offers four paid plans ranging from $25 up to $75 per user, per month. 


HubSpot CRM converts website traffic into application forms and requests for quotes. It’s a simple tool that helps insurance companies manage their pipeline more effectively. HubSpot is the best choice for insurance firms that rely heavily on their website traffic. Some of the options included are live chat and solutions for scheduling and managing contacts.

The best part? HubSpot CRM is free! However, they do offer paid solutions for marketing and sales.


CRM software for the insurance industry brings one great benefit to every insurance company: it gives the sales agents freedom to focus on the most important aspect of their work, which is building a relationship with the client. Automation tools included in CRMs reduce the cognitive load and minimize the possibility of burnout caused by excessive paperwork. In a sense, CRM software works as a secretary or as a personal assistant. Ideally, one CRM system would provide all the necessary tools for effective work in the insurance industry. So far we haven’t seen such a tool on the market but that’s probably a matter of time. With the customer-centric winning, in the long run, it’s necessary to help insurance agents to shift their focus from documentation to the person in front of them.

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