Best CRM For Independent Insurance Agents

You’re a successful insurance agent, and you have a system to keep track of your insureds that works for you (even if you haven’t updated that system in years… or decades). So why not stick with what you’re used to? Because life could be a whole lot easier.

If you’re still using documents or Excel spreadsheets to manage your clients, it might be time to think about a Customer Relationship Management system, also known as a CRM. CRM is essentially software that can help you manage your clients, quotes, policies, and other data.

The best CRM solutions for insurance agents also offer tools that help you grow your business, like automating marketing and follow-up emails.

Many CRM systems available today are software as a service (SaaS) solutions. SaaS products make it easy to sign up and begin adding clients, and they’re often billed on a subscription basis.

Keep reading to discover the best CRM software for insurance agents and how to pick the right one for you.

Best CRM For Independent Insurance Agents


radius logo

Radiusbob provides insurance agents with lead management and CRM software. The word “bob” in its name stands for “book of business,” which is a fun tidbit. Because it was created expressly for the insurance sector, Radiusbob is one of the most commonly used insurance software systems. It helps agents and huge organizations communicate with their insureds more efficiently. It’s an insurance broker management system with a lot of customization options, including the ability to buy phone services for contact centers.

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What we like

It has a lot of interesting insurance agent CRM features, such as marketing automation through automated workflows and email marketing;
It will help you automate your sales with functions like lead distribution rules and quote engines; It will help you automate your marketing through automated workflows and email marketing.
You will find high-quality and lucrative leads in a short period of time using this software.

Mobile app
Flexible pricing
Customer service is only available during business hours.

Pricing starts at $34/month. RadiusBob offers a 14-day free trial.

  • AgencyBloc
    agencybloc-original-1AgencyBloc was created with the needs of life and health insurance agencies in mind. It’s the most popular insurance agency CRM software. AgencyBloc is jam-packed with insurance-specific functionality, such as a commissions calculator.


What we like

Specifically created for health and life insurance companies.
Using a simple CRM/agency management system, you can organize, automate, and develop your business.
To automate your internal and external interactions, use email marketing skills. Processing commissions saves you time and money.

Customer support limited to business hours

Pricing starts at $65/month. AgencyBloc offers a free trial.

  • Zoho CRM

zoho-crm_logo-300×77-1The Zoho CRM software may be customized for use in a variety of sectors, including insurance. Agents use it to keep in touch with their insureds, create leads, and automate operations to save time. You can engage with policyholders through a variety of channels, including email, phone, live chat, and social media, with Zoho CRM.


What we like

Task and project management in insurance firms might be more agile.
A powerful CRM solution that includes full sales process management tools.
To convert fresh leads into clients, AI makes predictions and makes suggestions.
AUM solutions for the insurance business to handle ‘assets under management
Google G Suite tools are integrated.

The basic CRM system lacks the insurance agency’s more complex features.

Zoho CRM costs $12, $20, $35, and $45 per month per user, paid annually. A free version and a free trial are also available.

  • Freshworks
    freshworks-light-bg-1-1024×279-1-1Freshworks CRM has a system designed specifically for insurance agents. The program is designed to assist agents to increase efficiency and developing a relationship-based business. Freshworks allows agents more time to engage in meaningful connections with their insureds by helping them automate and streamline processes like paperwork and meeting schedule. Freshworks also has a “Free Forever” plan that allows you to add as many users as you like.


What we like

Your CRM initiatives, as well as the entire CRM process, will be eased in a variety of ways with this program.
It has a proactive artificial intelligence assistant.
This platform has excellent workflow automation features.
There are a number of built-in communication options.

You won’t be able to access reports if you’re on the Free plan.
The lack of lead creation tools is definitely a drawback.
Some consumers claim that deciding which plan would be the best fit for them was difficult.

Offers “Free Forever” plan. Premium plans start at $29/user/month when billed annually.

  • Insureio
    завантаження (5)Insurance agents can use Insureio software to handle leads and expand their book of business by utilizing sales and marketing automation. Insureio, for example, allows agencies to compare quotations from over 40 leading carriers for life, disability, and annuities.


What we like

For this marketing and sales CRM, insurance expertise is required.
For the customer journey, there is a lot of automation.
Features for completing insurance applications
Real-time reporting and deep analytics

You’ll need the premium versions to run an insurance agency

Insureio’s price begins at $25 per month, with plans going up to $75. Insureio offers a 30-day free trial.

  • Salesforce
    Salesforce_com_logo_svg-768×538-2Another popular CRM that would be ideal for an insurance agency or a single insurance agent is Salesforce. This platform has a lot of valuable capabilities, but some of them can be a little tough to use, especially if you’ve never used software like this before.


What we like

Salesforce’s larger financial services package includes this feature.
Policyholders can use self-service tools.
Assists with customer-agent interactions.
You receive the Salesforce marketing and sales toolkit.

It’s expensive

Salesforce Financial Services Cloud costs $150, $300, or $450 per user per month paid annually.

  • HubSpot CRM

HubSpot is a market leader known for its extensive CRM software and marketing suite, which includes powerful features such as online chatbots, email marketing, campaign tracking, and lead capture forms on the website. Although some of their premium levels have high prices, you can start using their CRM for free, with an unlimited number of users.


What we like

Unlimited users are included in the free plan.
Templates and email tracking
An interface that is intuitive and simple to utilize

Plans for larger groups that are reasonably priced
Reporting options are limited.
On the free plan, there is limited support.

Free: For unlimited users (limitation on features)
HubSpot for Startups: Ranges from $40 to $89 per month
HubSpot Marketing: Ranges from $45 to $320 per month
HubSpot Sales: Ranges from $45 to $1,200 per month
It was the list of best CRMs for insurance agents. The ideal CRM system depends on a number of factors, including the size of your company and the products you sell. Agencies can use their agency management system’s CRM to their advantage. Individual agents, brokers, and small firms may find that CRM software tailored to the insurance industry provides the best value. In any case, it’s critical to conduct research and identify the technologies that will best support your company’s growth.

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