10 Best Insurance CRM Software 2024: Review, Comparison, and Pricing

The use of customer relationship management (CRM) software by insurance agents is essential since it streamlines everything from lead generation and workflow automation to activity monitoring, analytics, and reporting.

Insurance companies can help overcome inefficiency, boost productivity, and improve ROI through workflow automation. The management team may also analyze tactics and make data-driven decisions based on what works and what doesn’t by analyzing important CRM KPIs and identifying crucial insights.

The very best CRM software for insurance is one that can assist you in automating worker procedures and removing manual repetitious daily activities, regardless of how big or how small your insurance business is.

In this article, we’re going to review our top 10 for you, looking at key factors such as features, pricing, and much more.

The Best Insurance CRM Software Options for 2024

If you’re in a hurry to know our favorite, below is a quick glance at our top 10 list, with Salesforce coming out on top. We love this feature-packed CRM provider with its excellent third-party integrations and affordable pricing. Our top 10 list is as follows.

1. Salesforce – The Best Overall Insurance CRM Software With Ultra-premium Features and a Host of Third-party Integrations
2. Pipedrive – An Excellent CRM Provider With Plenty of Insurance Focused Features Like Smart Docs and E-signature
3. Zoho CRM – The Best Budget-friendly CRM Provider With a Ton of Customization
4. Monday Sales – A Reliable CRM Provider Thats Excellent at Nurturing Leads
5. HubSpot – A Popular CRM With A Market-leading Free Forever Plan
6. Freshsales – Useful CRM for Commerical Insurance Thanks to Features Like a Built-in Phone System
7. Zendesk – Strong Choice for Small or Medium Sized Businesses As It’s Very Easy-to-use
8. Maximizer CRM – One of the Best For Marketing and Sales Teams
9. Less Annoying CRM – A Simple-to-use CRM That’s Great for First-Time CRM Users
10. Act! –  A Decent CRM With Strong Customer Support Options

Reviews of the Best Insurance CRM Software for 2024

Now it’s time for us to take a deeper look into the best insurance CRM software, exploring each provider’s key features, pricing, and much more.

1. Salesforce – The Best Overall Insurance CRM Software With Ultra-premium Features and a Host of Third-party Integrations

Salesforce CRM is a market leader for insurance providers that you can use for a wide range of requirements, like sales automation across a wide range of industries. It functions best for sales teams and big or expanding insurance businesses that need a highly customizable solution without compromising on quality, which is why it consistently places high on our lists of the best CRM software.

Salesforce can offer an all-inclusive management solution for insurance agencies through third-party and native connections. Teams can transform their sales system into a business management platform that manages claims, policy acquisition, and carrier premium quotes with the help of more than 140 insurance-related software alternatives.

It works well for established firms looking to optimize or enhance their sales processes, integrate many platforms into one CRM, or both. A large sales staff will particularly benefit from Salesforce’s many amazing capabilities, such as the numerous opportunities for customization and integration.

Salesforce offers a wide range of services, including simple lead management, customizable workflows, and personalized sales pipelines. It’s not the easiest CRM to use, but it might be the most intuitive, and with time and practice, it can become a vital tool for many businesses.

One of Salesforce’s great advantages is its flexibility to customize almost every aspect of your sales process. Many CRMs are difficult to use since they can’t be completely tailored to your pipeline.

Leads can be distributed automatically as they come in with Salesforce, but it also offers a wide range of other automation options. A lot relies on how you can use the program to accomplish your goals because the processes are flexible. For both of these features, Salesforce offers a developer sandbox so that your tech team may continue with ongoing development.

The vast array of third-party integration options makes it an excellent alternative for individuals who need to put together various solutions. With more than 3,000 integrations available today, Salesforce enables you to uncover substitute platforms that can enhance your company’s operations.

2. Pipedrive – An Excellent CRM Provider With Plenty of Insurance Focused Features Like Smart Docs and E-signature

A well-known CRM called Pipedrive was developed by and for sales teams, and as its name suggests, it primarily focuses on sales pipelines. Despite the lack of a free plan, Pipedrive is a wonderful choice for small businesses because it is affordable and easy to use.

You can process incoming leads quickly with Pipedrive because of its straightforward style and optional form-filling. The platform can be completely customized to meet the unique workflows used by your team, and anyone interested in trying it out can do so with a 14-day, credit card-free trial.

By keeping track of important contacts and comments as a sales lead moves through the sales process, the CRM aids sales teams in tracking leads efficiently and increasing revenues. However, cheaper plans have a lot of limitations, so if you’re willing to pay for a high-tier plan, you’ll get the most for your money.

One of the key advantages is the customized chatbot that companies can place on their website to gather new leads that are quickly integrated into the sales funnel. This introduces a critical technique that firms may use to acquire warm and hot leads that don’t fall through the cracks while people surf the internet.

Pipedrive’s features are consistent with its focus on being a sales-focused CRM. All the way through the sales pipeline, from the initial conversation to the final transaction and beyond, contacts can be generated and tracked. Automation enables each step of the process to be tailored to the needs of certain teams while removing much of the tiresome busy work that would otherwise consume people’s time.

Pipedrive comes with a completely functional CRM out of the box, but you can expand its functionality by adding third-party apps, including some tailored for insurance or Real Estate Agents. Your CRM may be integrated with more than 400 third-party applications, including Leadfeeder, Zoom, Calendly, and Zapier.

3. Zoho CRM – The Best Budget-friendly CRM Provider With a Ton of Customization

The excellent CRM software Zoho CRM expands with your business when you need it most and is best suited for smaller insurance companies. Or, if you’re a startup seeking a straightforward, cost-free method of keeping contacts and monitoring leads, then you can benefit from the company’s free CRM package too.

For those looking for cost-effective options with free and scalable plans, Zoho CRM is a great choice. The key benefit of this solution is its ability to be customized, which enables agencies to change data fields, sales pipelines, layouts, and even entire modules to manage insurance activities.

Using case and account management tools, you can keep an eye on leads and deals as well as customer support activities after binding a policy.

This excellent insurance CRM includes features that make automating marketing tasks and keeping track of clients and contacts simple. Furthermore, Zoho CRM provides seamless integrations with other Zoho tools and any other third-party programs you might be using, like as MailChimp, Google Analytics, and QuickBooks.

Lead scoring guarantees sure contacts are routed to the relevant teams, reducing time and effort. Each of your leads is given a tag that informs you whether a contact has been established, whether more action is necessary, or whether the lead has been lost.

With the free plan, you may develop the most fundamental leads, accounts, and deal management. You can also create and store documents, set up task reminders, and connect via feeds. Unfortunately, there are no social tabs for Facebook or Twitter, and your website cannot accept calendar reservations for your CRM.

4. Monday Sales – A Reliable CRM Provider Thats Excellent at Nurturing Leads

Monday is among the most adaptable insurance CRM platforms, as the team and sales managers can customize Monday to their own needs, thanks to its extensive customizability possibilities.

For companies with specific sales processes and close-knit departmental interactions, Monday is a great option because it provides fully customized dashboards, templates, workflows, forms, quotes, and widgets, in addition to personalized labels and items.

Along with offering essential capabilities like sales pipeline and contact management, workflow automation, and email synchronization, Monday enables sales teams and managers the opportunity to customize almost every part of the CRM. In addition to connecting to a number of connectors and the native API, this enables users to ensure that the CRM satisfies the unique requirements of their business.

Monday gives sales managers the ability to create custom workflows using equations that may be adjusted to reduce administrative labor, promote teamwork, and facilitate customer communication, in contrast to certain CRMs that have a predefined list of automation.

One of the pillars of a successful CRM is making sure the program is easy to use, regardless of the user’s technical prowess or past CRM expertise. Beginning on Monday, this is done in spades as customer information is organized into folders that can represent different departments or phases of the sales process.

There is also a respectable free forever plan that you can use to create rudimentary boards, but it is primarily intended for tiny enterprises or for a maximum of one or two users. Three boards, a Kanban view, an activity record for up to a week, and a few other fundamental functions are available.

5. HubSpot – A Popular CRM With A Market-leading Free Forever Plan

HubSpot CRM is a CRM platform that provides business owners with a centralized, user-friendly interface to manage clients, comprehend their behavior, and boost retention rates. It offers solutions for managing leads, emails, social media, and pipelines. It works well for companies searching for a feature-rich CRM solution that is free or reasonably priced.

HubSpot is unique in its ability to manage content and market. When an agency has to mass-deploy campaigns to bigger audiences and its book of business consists mostly of personal lines of coverage, this is a top choice.

Because of the platform’s lightweight yet highly functional free-forever plan, HubSpot is a great choice for businesses searching for reliable, easy-to-use CRM software.

This free bundle provides a helpful platform for handling and keeping new leads using a variety of complimentary CRM, marketing, sales, and customer support solutions from HubSpot. These consist of dashboard reporting, deal tracking, and pipeline management and may be accessed through a simple and user-friendly interface.

As the free forever plan has so many bundled-in features, it’s a great all-around CRM solution for startups and small businesses, as you don’t have to pay a penny to benefit from the service.

With the use of HubSpot CRM’s connectivity features with numerous third-party programs, you may synchronize the platform with all of your client data. These include keeping track of insight trends, managing social media initiatives and accounts, and increasing general productivity. It interacts with a number of apps for project management, e-commerce, analytics, lead creation, and sales.

6. Freshsales – Useful CRM for Commerical Insurance Thanks to Features Like a Built-in Phone System

Freshsales is a cloud-based CRM platform and also one of the top insurance CRMs out there. It offers both affordable premium options and a highly functional forever-free plan.

Freshsales distinguishes itself from its competitors with capabilities for AI-powered contact and deals scoring, customization, and built-in phone functionality.

Freshsales might have been higher on this list if it has built-in policy procurement, binding, and management tools. Because of its strong deal management tools, which include performance indications, deal insights on closing probabilities, and suggested next-best activities, it’s a perfect product for administering the business insurance sales process.

Full teams can be assigned by agencies to deals to facilitate collaboration; this is good for sales possibilities with potentially high premium amounts.

Freshsales is an easy-to-use CRM tool that is reasonably priced for small businesses that must make wise financial choices. The free plan is an excellent place to start, and as your business grows, you can upgrade to one of the paid plans for more features.

Freshsales’ key distinction is that it is an all-in-one CRM platform with chat, an integrated phone, and chat and marketing features. With its robust free plan, you can add as many users and support personnel as you wish. It works best for incredibly successful and growing sales teams.

7. Zendesk – Strong Choice for Small or Medium Sized Businesses As It’s Very Easy-to-use

Zendesk is a reliable CRM that combines financial data services with powerful CRM capabilities. Your prospects and customers will always be reachable thanks to omnichannel communication solutions that link to social media and your call center.

Zendesk provides features that are perfect for insurance companies in addition to being applicable to any form of business. These consist of call script recommendations, sales goal tracking and KPIs, and fully automated sales tools used throughout the sales pipeline to help agents keep track of their leads.

Hundreds of third-party software programs and apps are also integrated with Zendesk, so no matter how complicated your tech stack is, connecting your data to your CRM is simple.

With its wealth of features and productivity capabilities, Zendesk may help your company outperform revenue projections. You may sync your current email, create customized email sequences, develop targeted prospect lists, and use the task player to keep track of a particular job, lead contract, or sale.

Zendesk gives you a complete customer perspective from a single centralized platform for a better customer experience, and you’ll have full pipeline visibility with precise forecasting, pipeline analysis, and advanced analytics. Activity reporting, performance metrics, and personalized dashboards are further capabilities.

8. Maximizer CRM – One of the Best For Marketing and Sales Teams

Maximizer CRM is a solid insurance CRM that incorporates both leading and lagging indications, enabling you to get a head start on the competition and more accurately predict and shape future sales performance.

You have superior insight into sales rep activities, making it easier to keep track of and analyze important data while also being able to monitor and manage your sales reps in real time.

Maximizer CRM offers capabilities for corporate productivity as well as sales management, marketing automation, customer service and support, and integration with Microsoft Office programs like Outlook, Word, Excel, and SharePoint.

The marketing automation component of the product includes email marketing campaigns, integrated campaign planning, and marketing analytics. Users can search and filter customer data using list management tools based on pre-set criteria, targeted leads, and customers.

You can use the powerful analytics features of Maximizer to discover more about the performance of your business. These technologies enable you to monitor and assess activity in real time, enabling you to quickly decide how to proceed and adjust your plans as necessary.

A wide range of productivity tools is also included with Maximizer, making it simple to track important sales, locate pertinent information quickly, and send automated emails.

9. Less Annoying CRM – A Simple-to-use CRM That’s Great for First-Time CRM Users

Less Annoying CRM has a particular focus on small to midsize businesses or even startups. It is specifically designed to meet the requirements of smaller businesses and is one of the most cost-effective options out there. It boasts a clean yet straightforward user interface, a sizable feature set, and excellent platform compatibility.

Although it lacks some sophisticated capabilities and a dedicated mobile app, this platform has one of the most user-friendly interfaces you can find in CRM.

Regarding the software itself, it provides a straightforward dashboard with contacts, a calendar, tasks, and pipelines all in one location. Fields and pipelines can be tailored however you like. Additionally, you can link the necessities with Less Annoying CRM, like Mailchimp, Google Contacts, Outlook, and Google Calendars. There are only a small number of third-party apps that you can connect to.

Less Annoying CRM will also give you thorough lead reports, ensuring that you always have a current list of all the lists in your pipeline. The list may then be quickly sorted by lead priority and status, and you can look through any notes you made during a particular lead’s most recent chat.

It is incredibly straightforward and simple to use, but it also allows you to optimize your workflow by adding custom fields to your contacts and pipelines. This way, you can quickly save, track, and organize all the data you need to keep your company operating smoothly.

10. Act! – A Decent CRM With Strong Customer Support Options

Act! Premium is a robust insurance CRM and Marketing Automation tool in one platform, ideal for small and midsize businesses wishing to market more effectively, sell more products, and gain loyal customers.

The Act! software has grown into a cloud app with a browser-based front end, but its user interface is still very archaic. If you’re willing to put up with its high UI learning curve, Act!’s integrated email marketing tools can be just what your small to mid-size business needs to reach out to clients.

Although its 30 prebuilt report templates aren’t as visually appealing as some of its rivals, you can change them. You may run a report with a single click by going to the Reports page. You can also store your favorite reports on the screen’s top. The drawback is that you can’t create a brand-new report without contacting Act!’s customer care staff.

You can access email marketing technology that is completely integrated into the Act! UI through the Marketing Automation tab. With email templates, autoresponders, bulk monthly mailing schedules, and a visual workflow designer to automate each step, it enables you to set up digital marketing campaigns.

Another important aspect is customer management capabilities. Businesses are provided with all the tools necessary by ACT! to properly manage their client connections.

This contains a relationship history that enables businesses to tailor interactions with each individual customer and a strong search that makes it easy to find the customer’s information quickly. The software offers centralized client data, where all data is arranged in a single location. You can even work while on the go, thanks to offline and mobile access for iOS and Android.

Comparison of the Best Insurance CRM Software for 2024

To help you take a closer look at all of the important features, we’ve compiled all the key data into a simple-to-view table.

What is Insurance CRM Software?

Insurance companies can manage sales leads, manage underwriting tasks, and buy and administer insurance policies all in one system with reliable CRM software. The best CRM for insurance agents will include reasonably priced solutions for managing deals, helping insured clients, and establishing a brand through marketing initiatives.

The entire insurance workflow is automated and made simple by an insurance CRM program. Insurance agents are able to use their time more productively because it removes data entry and the requirement to transport physical case folders.

Insurance CRMs also assist insurance agencies in organizing their leads and claims, automating duties and assigning them to the appropriate individuals, and managing various policies in a single system.

How Does Insurance CRM Software Work?

CRM software’s ability to centralize all client interactions can have a substantial impact on workflow organization. It makes it unnecessary to use multiple platforms to track phone calls, emails, and other client-agent communications.

Insurance agents may avoid any gaps in the sales process by staying organized and on top of every area with the aid of this client management tool.

It should completely capture all inquiries, given the variety of sources that leads are coming from, including social media, website queries, phone calls, and referrals. CRMs assist you in organizing your strategy to contact these prospects by consolidating all of your communication channels onto a single dashboard.

You should be able to rank each lead according to importance with the help of CRM software. For instance, you can rank leads according to their financial status, their source, or any other predetermined criteria that will provide the most benefit.

If you want to increase sales, knowing where to focus your efforts first is essential, and good CRM software can assist you in this.

Why is CRM Software Important for Agents and Brokers?

An excellent CRM system can have many benefits for insurance agents and brokers, including time-saving and streamlining work processes. Below is a list of key factors as to why it is so beneficial.

Productivity and Efficiency

The best CRMs prioritize fostering client relationships while increasing your business’s productivity and efficiency through automation and targeted data.

CRM software can assist you in lead creation by enabling you to create precise criteria for classifying potential leads and creating focused marketing campaigns for each category. Additionally, your team will receive a thorough analysis of the leads with the highest conversion rates.

Additionally, you can plan email marketing campaigns and send them via the CRM, freeing up your team to concentrate on other tasks that will aid in turning prospective leads into sales.

Data Centralization

With the use of CRM software, you can consolidate all client data into a single system that any team member can access at any time. That includes fundamental information like client names and contact details.

Offering policyholders great customer service, it can also capture prior customer contacts with agents and sales teams.

Improved Security

Data security precautions are included in modern insurance CRM solutions. In order to access or modify client data, insurance agents must also adhere to a number of security protocols.

A good insurance CRM program virtually eliminates the possibility of unauthorized access or data modification.

Build Relationships

A CRM system keeps up-to-date client lists with comprehensive personal data, demographic tracking, records of previous transactions with clients, and other crucial information.

As a result, you’ll always have access to the client information you need to guarantee client pleasure and foster positive client relationships. In order to avoid making customers wait a long time to receive assistance when they call your business, CRM software can also automate some customer care jobs.

Increased Sales

CRM tools streamline the sales process by automating time-consuming chores and analyzing sales, which helps insurance businesses increase their sales and revenue.

Agents can use this information to spot important market trends and forecast upcoming sales. As a result, companies can review such reports and modify their procedures to ensure that their objectives are met.

Factors to Consider When Choosing Insurance CRM Software for Your Business

To ensure you pick the best insurance CRM software for your business needs, there are some important features and functionalities you should look for, like ease of use or integrations. To give you an idea, we’ve compiled a list of what to look out for.

• User-friendly: Just like your email app, your CRM system should be easy to use. Additionally, it should be easier to conduct routine tasks like updating contact information or keeping track of sales.
• Lead Management: Using a lead management feature, you may track your leads’ progress through the sales cycle and identify them. Through the lead management process, you can rate your prospects and, if necessary, pass them along to another member of your team in order to turn some leads into clients.
• Analytics: Understanding customer data is made possible by consumer analytics. Such information is essential because it can guide your decisions about the types of products and services, marketing initiatives, and all-around interactions you provide to your customers.
• App Integration: By integrating your CRM software with other applications you already use, you could be able to save a boatload of time and money. Finding one that is easy to use and compatible with the applications you use is the trick. The majority of CRM programs provide interfaces for external software.

Conclusion | What’s the Best Insurance CRM Software in 2024?

We looked at a ton of different key factors when evaluating the top insurance CRM software, including the likes of functionality, customer support, usability, user experiences, and third-party integrations.

Overall, we believe that Salesforce is the best insurance CRM software right now, as it has a feature-rich plan that allows for multiple third-party integrations with other insurance apps such as Veruna and Velocity and has a ton of premium features like Account and Case Management and Detailed Reports.

It’s also a great option should your business need to scale, as it offers a variety of plans that grow alongside your business.

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