# Best Insurance CRM Software for Small Business *By [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan)* Products classified in the overall Insurance CRM category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Insurance CRM to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Insurance CRM category. In addition to qualifying for inclusion in the Insurance CRM Software category, to qualify for inclusion in the Small Business Insurance CRM Software category, a product must have at least 10 reviews left by a reviewer from a small business. ## G2 Grid® for Insurance CRM Software ![G2 Grid® for Insurance CRM Software plotting products by satisfaction and market presence](https://www.g2.com/categories/insurance-crm/grids.png?focus%5B%5D=44183&focus%5B%5D=6227&focus%5B%5D=576) Highlighted products: AgencyZoom, HubSpot Sales Hub, and Zoho CRM. Underlying data: [Grid® JSON](https://www.g2.com/categories/insurance-crm/grids.json?focus%5B%5D=vertafore-agencyzoom&focus%5B%5D=hubspot-sales-hub&focus%5B%5D=zoho-crm&segment=small-business) ## How Many Insurance CRM Software Products Does G2 Track? **Total Products under this Category:** 16 ### Category Stats (Jul 2026) - **Average Rating**: 4.54/5 (↑0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Salesmate (+0.15%) - Among all products in this category, Salesmate recorded the largest rating increase compared to last month *Last updated: July 16, 2026* ## How Does G2 Rank Insurance CRM Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 17,600+ Authentic Reviews - 16+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. --- **Sponsored** ### SFTP To Go SFTP To Go is a cloud-native Managed File Transfer (MFT) solution engineered to eliminate the operational headaches of traditional file servers. Built on a highly available AWS infrastructure, it replaces manual scripting and fragile legacy setups with an automated, secure data network that handles unlimited concurrent connections. Security operations and IT teams use SFTP To Go to centralize their file flows, giving them absolute visibility over data exchange while freeing up engineering hours normally wasted on infrastructure maintenance. The architecture is built from the ground up for strict data governance, offering instant alignment with rigorous compliance frameworks like SOC 2, GDPR, HIPAA, GLBA, DORA, and FERPA. Security is enforced at every layer with AES-256 encryption, immutable audit trails, SAML-SSO, and granular, directory-level access controls. To satisfy complex data sovereignty mandates, organizations can utilize standard secure cloud storage or connect their own infrastructure via a Bring-Your-Own-Bucket (BYOB) model, ensuring complete control over regional data residency. By natively supporting SFTP, FTPS, HTTPS, and Amazon S3 protocols, this solution seamlessly connects legacy partner workflows with modern cloud applications. Developers can automate mission-critical data pipelines using real-time webhooks, event-driven triggers, and flexible APIs, while non-technical users get a clean, custom-branded web portal to share files securely. Backed by enterprise-grade SLAs and instant expert support, SFTP To Go helps businesses protect sensitive data, minimize IT overhead, and secure their file transfers at scale. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1012502&secure%5Bchosen_at%5D=2026-07-17T02%3A48%3A30Z&secure%5Bdisplayable_resource_id%5D=1535&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=116040&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=116040&secure%5Bresource_id%5D=1012502&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Finsurance-crm%2Fsmall-business&secure%5Btoken%5D=16e6480c3f7e8138f344f9d62cc185fa37f265255eedf383ea27b5d87b4403fa&secure%5Burl%5D=https%3A%2F%2Fsftptogo.com%2F&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Insurance CRM Software Products in 2026? ### 1. [AgencyZoom](https://www.g2.com/products/vertafore-agencyzoom/reviews) AgencyZoom helps turn more opportunities into revenue and become a more scalable business. Purpose-built for P&C insurance agencies, AgencyZoom is a sales automation solution that connects sales, service, and marketing in one platform. It gives agency owners and leaders clear visibility into performance, streamlines day-to-day operations, and ensures every lead, task, and client interaction is managed with consistency. Drive more predictable revenue growth: AgencyZoom brings structure to the sales process, so opportunities are consistently captured, tracked, and worked. Agencies using AgencyZoom have reported an average of 4.5% increase in sales. Key capabilities: - Lead automation with customizable pipelines and workflows - Video marketing and quoting to engage prospects Strengthen retention and client relationships: With automated touchpoints, and a complete view of client activity, teams can stay ahead of things from onboarding to renewal. This helps improve responsiveness, increase engagement, and protect long-term revenue. Key capabilities: - Service Center to track and manage service-related activities - Google Reviews integration to strengthen reputation Improve efficiency across your agency: AgencyZoom reduces manual work and fragmented processes by automating lead management, task assignments, and communication. Agencies save an average of 30 hours per month, allowing teams to focus more on being trusted advisors to clients. Key capabilities: - Automated task assignments and reminders - Centralized workflows across sales and service Gain clear visibility into performance: Real-time reporting provides a clear view of pipeline health, team activity, and overall performance. Agency leaders can identify trends, spot gaps early, and make informed decisions to keep the business on track. Key capabilities: - Dashboards for performance tracking and monitoring - Seamless integrations with agency management systems and tools Built specifically for insurance agencies: AgencyZoom is designed for how insurance agencies operate, with pre-built sales and service pipelines and flexible automation that can be customized in just a few clicks. Integrate it into your existing tech stack without adding complexity. **Average Rating:** 4.6/5.0 **Total Reviews:** 221 **Who Is the Company Behind AgencyZoom?** - **Seller:** [Vertafore](https://www.g2.com/sellers/vertafore) - **Company Website:** https://www.vertafore.com - **Year Founded:** 1969 - **HQ Location:** Denver, CO - **LinkedIn® Page:** https://www.linkedin.com/company/7892/ (3,039 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Agency Owner, Insurance Agent - **Top Industries:** Insurance - **Company Size:** 96% Small-Business, 3% Mid-Market #### What Are AgencyZoom's Pros and Cons? **Pros:** - Workflow Efficiency (6 reviews) - Integrations (5 reviews) - Customer Support (4 reviews) - Customization (3 reviews) - Ease of Use (3 reviews) **Cons:** - Learning Curve (3 reviews) - Email Integration (1 reviews) - Excessive Clicking (1 reviews) - Inefficient Search Functionality (1 reviews) - Pricing Issues (1 reviews) ### What Do G2 Reviewers Say About AgencyZoom? *AI-generated summary from verified user reviews* **Pros:** - Users value the **workflow efficiency** of AgencyZoom, enabling better management of leads and service requests. - Users love the **seamless integrations** of AgencyZoom, enhancing efficiency with texting, emailing, and other platforms. - Users commend the **responsive customer support** of AgencyZoom, enabling smooth access and effective communication with the team. - Users appreciate the **easy customization** features of AgencyZoom, allowing them to tailor solutions for their unique needs. - Users find AgencyZoom to be incredibly **easy to use** , facilitating training and routine implementation effortlessly. **Cons:** - Users find the **learning curve challenging** , often needing additional training and support to navigate the system effectively. - Users find it challenging to **delete emails in bulk** and manage auto campaigns for clients with invalid email addresses. - Users find the **excessive clicking** required to manage prewritten emails tedious and time-consuming within AgencyZoom. - Users experience **inefficient search functionality** that hampers finding clients, though it may be an isolated issue. - Users are concerned about the **increasing pricing** of AgencyZoom, which affects overall satisfaction with the product. #### What Are Recent G2 Reviews of AgencyZoom? **"[AgencyZoom Makes Outreach and Follow-Ups Effortless](https://www.g2.com/survey_responses/agencyzoom-review-12830771)"** **Rating:** 5.0/5.0 stars *— J W.* [Read full review](https://www.g2.com/survey_responses/agencyzoom-review-12830771) --- **"[AgencyZoom Transformed Agent Performance Tracking and Productivity](https://www.g2.com/survey_responses/agencyzoom-review-12628024)"** **Rating:** 5.0/5.0 stars *— Linda B.* [Read full review](https://www.g2.com/survey_responses/agencyzoom-review-12628024) --- #### What Are G2 Users Discussing About AgencyZoom? - [What is AgencyZoom used for?](https://www.g2.com/discussions/what-is-agencyzoom-used-for) - 1 comment ### 2. [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) Sales Hub combines sales engagement tools, AI-powered productivity features, and workflow automation into a unified platform designed to help growing teams close deals faster. Core Value Proposition: Sales Hub addresses common sales challenges: inefficient manual processes that slow deal velocity, fragmented customer information creating incomplete context, and complex software requiring extensive training and ongoing administration. Built on the HubSpot Smart CRM, Sales Hub connects customer data and sales tools in a single unified system. Key Capabilities Sales Engagement Tools: Sales Hub provides email tracking, meeting scheduling, document sharing, and communication templates that streamline prospect interactions and eliminate administrative friction in the sales process. AI-Powered Productivity: The platform includes AI features that automate repetitive tasks, suggest next actions based on deal context, and surface relevant customer insights, helping representatives focus on selling rather than administrative work. Unified Customer View: Because all customer data, communication history, and deal information exists within the Smart CRM, sales representatives see complete context without toggling between systems. This includes visibility into marketing interactions, service tickets, and prior sales conversations. Workflow Automation: Sales Hub automates routine sales processes, ensuring consistent execution without manual coordination. Sales Hub vs. Alternatives: Unlike legacy CRM systems functioning primarily as databases requiring extensive customization, Sales Hub includes engagement tools, automation, and AI capabilities as native features rather than add-ons requiring integration. This eliminates the complexity of purchasing separate tools for email tracking, meeting scheduling, document management, and sales analytics. Sales Hub's intuitive interface reduces training time for new team members compared to traditional sales platforms requiring extensive technical knowledge. Teams benefit from fast onboarding, seamless alignment through shared data visibility, and flexible scaling. Who Should Use Sales Hub Sales Hub serves growing sales teams needing to increase productivity without adding headcount, sales representatives requiring complete customer context during buyer conversations, and sales leaders seeking pipeline visibility through unified reporting. The platform scales from small sales teams to enterprise organizations. Outcome Sales Hub helps teams sell smarter, not harder, enabling reps to get richer context and better insights at every step of the buyer journey. **Average Rating:** 4.4/5.0 **Total Reviews:** 13,265 **Who Is the Company Behind HubSpot Sales Hub?** - **Seller:** [HubSpot](https://www.g2.com/sellers/hubspot) - **Company Website:** https://hubspot.com - **Year Founded:** 2006 - **HQ Location:** Cambridge, Massachusetts, United States - **Twitter:** @HubSpot (784,270 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/68529/ (12,158 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Account Executive, Sales Development Representative - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 60% Small-Business, 35% Mid-Market #### What Are HubSpot Sales Hub's Pros and Cons? **Pros:** - Ease of Use (1216 reviews) - Features (702 reviews) - Helpful (672 reviews) - Lead Management (571 reviews) - Intuitive (538 reviews) **Cons:** - Missing Features (435 reviews) - Limited Features (409 reviews) - Learning Curve (384 reviews) - Expensive (318 reviews) - Limited Customization (288 reviews) ### What Do G2 Reviewers Say About HubSpot Sales Hub? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **intuitive ease of use** of HubSpot Sales Hub, making organization and tracking seamless and efficient. - Users appreciate the **customizability and ease of use** in HubSpot Sales Hub, enhancing their sales processes effectively. - Users appreciate the **comprehensive visibility** in HubSpot Sales Hub, enhancing their sales management and reporting capabilities. - Users appreciate the **integrated lead management** capabilities of HubSpot Sales Hub, significantly enhancing organization and efficiency. - Users appreciate the **intuitive interface** of HubSpot Sales Hub, making navigation and task management effortless. **Cons:** - Users find the **missing features** in HubSpot Sales Hub limit its effectiveness for specific sales processes. - Users feel the **limited features** of HubSpot Sales Hub hinder its full potential and functionality. - Users face a **large learning curve** , particularly with confusing distinctions between contacts and leads without extensive training. - Users express frustration with HubSpot Sales Hub being **expensive** , especially with rising costs and limited capabilities. - Users find **limited customization** in HubSpot Sales Hub frustrating, struggling with rigid features and tedious workarounds. #### What Are Recent G2 Reviews of HubSpot Sales Hub? **"[A CRM That Helps Me Focus on My Clients](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13051897)"** **Rating:** 4.0/5.0 stars *— AMBER N.* [Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13051897) --- **"[Solid CRM for managing the entire sales process](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13087547)"** **Rating:** 4.0/5.0 stars *— Pallavi Y.* [Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13087547) --- #### What Are G2 Users Discussing About HubSpot Sales Hub? - [How has HubSpot Sales Hub impacted the sales pipeline management in small to mid-sized businesses?](https://www.g2.com/discussions/how-has-hubspot-sales-hub-impacted-the-sales-pipeline-management-in-small-to-mid-sized-businesses) - 4 comments - [What is HubSpot Sales Hub used for?](https://www.g2.com/discussions/what-is-hubspot-sales-hub-used-for) - 5 comments - [What is HubSpot good for?](https://www.g2.com/discussions/what-is-hubspot-good-for) - 2 comments - [How do I use HubSpot for sales?](https://www.g2.com/discussions/how-do-i-use-hubspot-for-sales) - 3 comments - [What can you do with free HubSpot?](https://www.g2.com/discussions/what-can-you-do-with-free-hubspot) - 2 comments ### 3. [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system. **Average Rating:** 4.1/5.0 **Total Reviews:** 2,834 **Who Is the Company Behind Zoho CRM?** - **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704) - **Year Founded:** 1996 - **HQ Location:** Austin, TX - **Twitter:** @Zoho (137,880 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/38373/ (30,766 employees on LinkedIn®) - **Phone:** +1 (888) 900-9646 **Who Uses This Product?** - **Who Uses This:** Owner, CEO - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 62% Small-Business, 33% Mid-Market #### What Are Zoho CRM's Pros and Cons? **Pros:** - Ease of Use (261 reviews) - Features (169 reviews) - Integrations (137 reviews) - Easy Integrations (113 reviews) - Lead Management (113 reviews) **Cons:** - Learning Curve (112 reviews) - Integration Issues (71 reviews) - Limited Features (71 reviews) - Complexity (68 reviews) - Poor Customer Support (64 reviews) ### What Do G2 Reviewers Say About Zoho CRM? *AI-generated summary from verified user reviews* **Pros:** - Users love the **intuitive interface** of Zoho CRM, making navigation and workflow management incredibly effortless. - Users appreciate the **powerful AI features** of Zoho CRM, enhancing sales, marketing, and customer support seamlessly. - Users value the **convenient integration** with Zoho tools, enhancing alignment between Marketing and Sales processes. - Users love the **easy integrations** with Zoho CRM, enhancing workflow efficiency and making data management seamless. - Users value the **seamless lead management** capabilities of Zoho CRM, enhancing workflows and integration with various applications. **Cons:** - Users find the **learning curve challenging** , with initial confusion over advanced features complicating the onboarding experience. - Users struggle with **integration issues** in Zoho CRM, finding it difficult to connect with other systems seamlessly. - Users find the **limited features** of Zoho CRM restrict their functionality and integration with other applications. - Users find Zoho CRM's **complexity** overwhelming, especially for first-time users trying to navigate its features. - Users experience **poor customer support** with Zoho CRM, leading to frustration during integration and troubleshooting challenges. #### What Are Recent G2 Reviews of Zoho CRM? **"[Zoho CRM: Powerful, Easy-to-Use Platform with Great Automation and Integrations](https://www.g2.com/survey_responses/zoho-crm-review-13076752)"** **Rating:** 4.5/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/zoho-crm-review-13076752) --- **"[A Cost-Effective, Turnkey CRM Solution](https://www.g2.com/survey_responses/zoho-crm-review-13048297)"** **Rating:** 5.0/5.0 stars *— Rohit B.* [Read full review](https://www.g2.com/survey_responses/zoho-crm-review-13048297) --- #### What Are G2 Users Discussing About Zoho CRM? - [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/zoho-crm-what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platf) - 3 comments, 1 upvote - [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platforms) - 3 comments - [What is Zoho CRM used for?](https://www.g2.com/discussions/zoho-crm-what-is-zoho-crm-used-for) - 2 comments, 2 upvotes - [Is Zoho CRM really free?](https://www.g2.com/discussions/is-zoho-crm-really-free) - 4 comments, 5 upvotes - [What are the features of CRM software?](https://www.g2.com/discussions/zoho-crm-what-are-the-features-of-crm-software) - 2 comments, 1 upvote ## What Is Insurance CRM Software? [Insurance Software](https://www.g2.com/categories/insurance) ## What Software Categories Are Similar to Insurance CRM Software? - [CRM Software](https://www.g2.com/categories/crm)