Best CRM Softwares for insurance agents
In the article we are going to look at the top CRM softwares for insurance brokers and insurance agents. A good CRM software will help you organize and manage your leads, and convert them into customers. It will also give you more insights into sales pipelines, and help you keep track of the insurance agents that are responsible for each sale, and how much they have closed per quarter.
If you look at what the sales lifecycle pipeline looks like for an insurance agent doing B2B sales - it could go from Lead qualification stages, to meet & present your services to qualified leads, to sending proposals, to negotiating contracts and the closing stages. In the below section, we are doing to look at a few of the popular softwares for insurance agents, and rate them on these features and prices.
Top Insurance agents CRM software examples:
1. Zoho
About: Zoho is a software company building a whole suite of products targeting small medium businesses and the insurance industry.
Zoho pricing, plan and feature details:
| Zoho CRM features | |
| Free plan | ✓ |
| Free trial period | 14 days. No credit card required |
| Annual discount | 45% |
| Monthly payment plans | Yes |
| Plans |
Free plan
$0/mo Users: 5
UNLIMITED
$7/mo Users: 1 $7/mo per additional user
BUSINESS
$12/mo Users: 1 $12/mo per additional user
BUSINESS PLUS
$19/mo Users: 1 $19/mo per additional user
ENTERPRISE
Custom quote Users: 1 Custom quotes per additional user |
|
Features: Excellent
OK
Missing
|
|
Lead management
Contact management
Account management
Pipeline management
Add sales team / reps
Add follow ups
Activity feed
Emails
Reports
Forcasting sales
Mobile app
Automate processes
Integration with third-party apps
Create Custom Objects
Enterprise Territory Management
|
2. Salesforce
About: Helps manage your sales, customer service, and insurance agency marketing efforts in a unified environment.
Salesforce pricing, plan and feature details:
| Salesforce CRM features | |
| Free plan | ✕ |
| Free trial period | 30 days. No credit card required |
| Annual discount | 0% |
| Monthly payment plans | Yes |
| Plans |
STARTER
$300/year Users: 1 $300/year per additional user
PROFESSIONAL
$960/year Users: 1 $960/year per additional user
ENTERPRISE
$1980/year Users: 1 $1980/year per additional user
UNLIMITED
$3960/year Users: 1 $3960/year per additional user |
|
Features: Excellent
OK
Missing
|
|
Lead management
Contact management
Account management
Pipeline management
Add sales team / reps
Add follow ups
Activity feed
Emails
Reports
Forcasting sales
Mobile app
Automate processes
Integration with third-party apps
Create Custom Objects
Enterprise Territory Management
|
3. HubSpot
About: Designed to help manage sales interactions with insurance B2B customers and potential customers.
HubSpot pricing, plan and feature details:
| HubSpot CRM features | |
| Free plan | ✓ |
| Free trial period | 14 days. No credit card required |
| Annual discount | 11% |
| Monthly payment plans | Yes |
| Plans |
Free plan
$0/mo Users: 1
STARTER
$20/mo Users: 2 $10/mo per additional user
PROFESSIONAL
$500/mo Users: 5 $100/mo per additional user
ENTERPRISE
$1200/mo Users: 10 $120/mo per additional user |
|
Features: Excellent
OK
Missing
|
|
Lead management
Contact management
Account management
Pipeline management
Add sales team / reps
Add follow ups
Activity feed
Emails
Reports
Forcasting sales
Mobile app
Automate processes
Integration with third-party apps
Create Custom Objects
Enterprise Territory Management
|
4. ClickUp
About: ClickUp is a team collaboration tool to get all your work done in one place.
ClickUp pricing, plan and feature details:
| ClickUp CRM features for insurance agents | |
| Free plan | ✓ |
| Free trial period | 14 days. No credit card required |
| Annual discount | 45% |
| Monthly payment plans | Yes |
| Plans |
Free plan
$0/mo Users: 5
UNLIMITED
$7/mo Users: 1 $7/mo per additional user
BUSINESS
$12/mo Users: 1 $12/mo per additional user
BUSINESS PLUS
$19/mo Users: 1 $19/mo per additional user
ENTERPRISE
Custom quote Users: 1 Custom quotes per additional user |
|
Features: Excellent
OK
Missing
|
|
Lead management
Contact management
Account management
Pipeline management
Add sales team / reps
Add follow ups
Activity feed
Emails
Reports
Forcasting sales
Mobile app
Automate processes
Integration with third-party apps
Create Custom Objects
Enterprise Territory Management
|
5. Monday Sales CRM
About: Monday is an all in one platform with CRM + project management tools built in and can also help manage communication with your B2B insurance agency customers.
Monday Sales CRM pricing, plan and feature details:
| Monday CRM features | |
| Free plan | ✕ |
| Free trial period | 14 days. No credit card required |
| Annual discount | 18% |
| Monthly payment plans | Yes |
| Plans |
BASIC
$37/mo Users: 3 $12/mo per additional user
STANDARD
$50/mo Users: 3 $17/mo per additional user
PRO
$90/mo Users: 3 $30/mo per additional user
ENTERPRISE
Custom quote Users: 1 Custom quotes per additional user |
|
Features: Excellent
OK
Missing
|
|
Lead management
Contact management
Account management
Pipeline management
Add sales team / reps
Add follow ups
Activity feed
Emails
Reports
Forcasting sales
Mobile app
Automate processes
Integration with third-party apps
Create Custom Objects
Enterprise Territory Management
|
6. ActiveCampaign for Sales
About: ActiveCampaign for Sales provides CRM with email marketing + automation + other tools for the insurance brokers and agents.
ActiveCampaign for Sales pricing, plan and feature details:
| ActiveCampaign for Sales features | |
| Free plan | ✕ |
| Free trial period | 14 days. No credit card required |
| Annual discount | 18% |
| Monthly payment plans | Yes |
| Plans |
PLUS
$23/mo Users: 1 $23/mo per additional user
PROFESSIONAL
$59/mo Users: 1 $59/mo per additional user
ENTERPRISE
Custom quote Users: 1 Custom quotes per additional user |
|
Features: Excellent
OK
Missing
|
|
Lead management
Contact management
Account management
Pipeline management
Add sales team / reps
Add follow ups
Activity feed
Emails
Reports
Forcasting sales
Mobile app
Automate processes
Integration with third-party apps
Create Custom Objects
Enterprise Territory Management
|
7. Close CRM
About: Close is a CRM built to keep all your insurance agency sales activity in one place.
Close CRM pricing, plan and feature details:
| Close CRM features | |
| Free plan | ✕ |
| Free trial period | 14 days. No credit card required |
| Annual discount | 7% |
| Monthly payment plans | Yes |
| Plans |
STARTUP
$59/mo Users: 1 $59/mo per additional user
PROFESSIONAL
$329/mo Users: 3 $109/mo per additional user
ENTERPRISE
$749/mo Users: 5 $149/mo per additional user |
|
Features: Excellent
OK
Missing
|
|
Lead management
Contact management
Account management
Pipeline management
Add sales team / reps
Add follow ups
Activity feed
Emails
Reports
Forcasting sales
Mobile app
Automate processes
Integration with third-party apps
Create Custom Objects
Enterprise Territory Management
|
8. Nextiva CRM
About: Nextiva helps you manage all your customer conversations from one place.
Nextiva CRM pricing, plan and feature details:
| Nextiva CRM features for insurance agents | |
| Free plan | ✕ |
| Free trial period | 7 days. No credit card required |
| Annual discount | 22% |
| Monthly payment plans | Yes |
| Plans |
ESSENTIAL
$25/mo Users: 1 $25/mo per additional user
PROFESSIONAL
$30/mo Users: 1 $30/mo per additional user
ENTERPRISE
$40/mo Users: 1 $40/mo per additional user |
|
Features: Excellent
OK
Missing
|
|
Lead management
Contact management
Account management
Pipeline management
Add sales team / reps
Add follow ups
Activity feed
Emails
Reports
Forcasting sales
Mobile app
Automate processes
Integration with third-party apps
Create Custom Objects
Enterprise Territory Management
|
9. Bigin by Zoho
About: Bigin by Zoho looks to bring together all your agencies customer interactions into one platform..
Bigin pricing, plan and feature details:
| Bigin CRM features | |
| Free plan | ✓ |
| Free trial period | 15 days. No credit card required |
| Annual discount | 35% |
| Monthly payment plans | Yes |
| Plans |
Free plan
$0/mo Users: 1
EXPRESS
$7/mo Users: 1 $7/mo per additional user
PREMIER
$12/mo Users: 1 $12/mo per additional user |
|
Features: Excellent
OK
Missing
|
|
Lead management
Contact management
Account management
Pipeline management
Add sales team / reps
Add follow ups
Activity feed
Emails
Reports
Forcasting sales
Mobile app
Automate processes
Integration with third-party apps
Create Custom Objects
Enterprise Territory Management
|
10. Zendesk Sunshine Sell CRM
About: Zendesk aims to be an all in one platform for your sales team.
Zendesk CRM pricing, plan and feature details:
| Zendesk CRM features | |
| Free plan | ✕ |
| Free trial period | 14 days. No credit card required |
| Annual discount | 25% |
| Monthly payment plans | Yes |
| Plans |
TEAM
$25/mo Users: 1 $25/mo per additional user
GROWTH
$69/mo Users: 1 $69/mo per additional user
PROFESSIONAL
$149/mo Users: 1 $149/mo per additional user
ENTERPRISE
$219/mo Users: 1 $219/mo per additional user |
|
Features: Excellent
OK
Missing
|
|
Lead management
Contact management
Account management
Pipeline management
Add sales team / reps
Add follow ups
Activity feed
Emails
Reports
Forcasting sales
Mobile app
Automate processes
Integration with third-party apps
Create Custom Objects
Enterprise Territory Management
|
11. Pipedrive CRM
About: Pipedrive is a really good CRM designed to help you close more sales, and can be used for insurance brokers and insurance agents.
Pipedrive CRM pricing, plan and feature details:
| Pipedrive CRM features | |
| Free plan | ✕ |
| Free trial period | 14 days. No credit card required |
| Annual discount | 17% |
| Monthly payment plans | Yes |
| Plans |
ESSENTIAL
$9/mo Users: 1 $9/mo per additional user
ADVANCED
$19/mo Users: 1 $19/mo per additional user
PROFESSIONAL
$39/mo Users: 1 $39/mo per additional user
POWER
$49/mo Users: 1 $49/mo per additional user
ENTERPRISE
$59/mo Users: 1 $59/mo per additional user |
|
Features: Excellent
OK
Missing
|
|
Lead management
Contact management
Account management
Pipeline management
Add sales team / reps
Add follow ups
Activity feed
Emails
Reports
Forcasting sales
Mobile app
Automate processes
Integration with third-party apps
Create Custom Objects
Enterprise Territory Management
|
12. Keap CRM
About: Keap CRM is designed to help your sales teams grow their revenue.
Keap CRM pricing, plan and feature details:
| Keap CRM features | |
| Free plan | ✕ |
| Free trial period | 14 days. No credit card required |
| Annual discount | 20% |
| Monthly payment plans | Yes |
| Plans |
PRO
$199/mo Users: 2 $29/mo per additional user
MAX
$289/mo Users: 2 $29/mo per additional user
MAX CLASSIC
Custom quote Users: 1 Custom quote per additional user |
|
Features: Excellent
OK
Missing
|
|
Lead management
Contact management
Account management
Pipeline management
Add sales team / reps
Add follow ups
Activity feed
Emails
Reports
Forcasting sales
Mobile app
Automate processes
Integration with third-party apps
Create Custom Objects
Enterprise Territory Management
|
13. Freshsales by Freshworks
About: Freshsales aims to be an all-in-one platform for your insurance agency sales, marketing and support.
Freshsales pricing, plan and feature details:
| Freshsales CRM features | |
| Free plan | ✓ |
| Free trial period | 21 days. No credit card required |
| Annual discount | 18% |
| Monthly payment plans | Yes |
| Plans |
Free plan
$0/mo Users: 3
GROWTH
$15/mo Users: 1 $15/mo per additional user
PRO
$39/mo Users: 3 $39/mo per additional user
ENTERPRISE
$69/mo Users: 1 $69/mo per additional user |
|
Features: Excellent
OK
Missing
|
|
Lead management
Contact management
Account management
Pipeline management
Add sales team / reps
Add follow ups
Activity feed
Emails
Reports
Forcasting sales
Mobile app
Automate processes
Integration with third-party apps
Create Custom Objects
Enterprise Territory Management
|
14. Less Annoying CRM
About: Easy to setup, and built for small businesses.
Less Annoying CRM pricing, plan and feature details:
| Less Annoying CRM features | |
| Free plan | ✕ |
| Free trial period | 30 days. No credit card required |
| Annual discount | 0% |
| Monthly payment plans | Yes |
| Plans |
Monthly
$15/mo Users: 1 $15/mo per additional user |
|
Features: Excellent
OK
Missing
|
|
Lead management
Contact management
Account management
Pipeline management
Add sales team / reps
Add follow ups
Activity feed
Emails
Reports
Forcasting sales
Mobile app
Automate processes
Integration with third-party apps
Create Custom Objects
Enterprise Territory Management
|
Conclusion:
There are many reliable CRM softwares for insurance agents and brokers to choose from. If you are new to CRMs and have no one to help, it would be better to try a CRM that has a free plan before you go for a paid plan. Few CRMs with a free plan are Zoho, HubSpot, ClickUp, Bigin or Freshsales. If you have access to someone who can implement a CRM for you, you can test Salesforce, Keap, Close or Pipedrive. If you are looking for a simple insurance agency CRM with clear pricing plans, you can try out Less Annoying CRM.