Best Insurance CRM Software - Page 2

Agenex - Insurance Agent App

Agenex is an AI-powered insurance CRM built in India, for Indian insurance agents, LIC agents, POSP advisors and motor insurance agents. It works on both web and mobile, so you can run your entire insurance business from your office desktop or your phone. Add any policy in about 2 seconds with the AI policy scanner — just upload a PDF or photo and Agenex auto-fills the client name, policy number, insurer, premium and expiry date. No manual typing, no errors. KEY FEATURES: • AI Policy Scanner — auto-fill policy data from a PDF or photo in ~2 seconds • WhatsApp Renewal Reminders — automatic alerts 30/15/7/1 days before expiry, in 12 Indian languages • Commission Tracking — per-policy and per-insurer commission, auto sub-agent split, one-click payout reports • Multi-Insurer Support — LIC, HDFC Life, Star Health, Bajaj Allianz, ICICI Prudential and all major insurers • All Insurance Types — motor, health, life and general insurance in one app • Vahan RC & E-Challan Check — vehicle owner, insurance status and pending challans in seconds • Lead Management — capture, classify and convert leads from a free agent mini-website and QR code • Quotation Generation — create branded, multi-insurer quotations under your own name • Client Login — clients can view their policies and download documents themselves • Sub-Agent & Staff Management — role-based access, branch-wise data, commission ledgers • Driving Licence, PUC, Fitness & Permit renewal tracking • Secure cloud storage — data encrypted in transit WHO IT'S FOR: Individual insurance agents, LIC agents and development officers, motor/vehicle insurance agents, health and life insurance advisors, POSP advisors and sub-brokers across India — especially Tier-2 and Tier-3 cities. PRICING: Starts at just ₹999/year — the most affordable insurance CRM in India. Free trial available: 10 policies and 5 RC checks, no credit card required. Built by Apna Infotech ( Bikaner, Rajasthan), serving Indian agents since 2015.

Agent CRM

Agent CRM is an AI-powered, all-in-one sales and marketing platform specifically designed for insurance agents and their teams. It streamlines client management, automates communication, and enhances lead conversion, enabling agents to focus on growing their business efficiently. Key Features and Functionality: - AgentAI: An AI-powered assistant that automates lead follow-up and customer communication, ensuring timely and personalized interactions. - Pre-Built Automations: Ready-to-use automation sequences tailored for various insurance products, including email and SMS campaigns, appointment reminders, and renewal workflows. - Unbeaten Speed-to-Lead: Instant notifications and automated responses to new leads via calls, texts, emails, and direct messages, facilitating immediate engagement. - Complete Phone System: Integrated power dialer for efficient outbound calling, along with A2P verification support for seamless communication. - Funnel Library and Builder: Access to a vast library of customizable funnels, with no limits on the number of funnels that can be built, aiding in lead capture and conversion. - Email Marketing Tools: Comprehensive email campaign management with tracking and analytics, complemented by templates designed to enhance open rates. - Integration Capabilities: Seamless integration with other CRMs, lead vendors, marketing platforms, and social media sites, including a Zapier app for expanded functionality. - Data Organization Tools: Customizable smart lists for efficient contact management, allowing precise segmentation and filtering based on specific criteria. Primary Value and Solutions Provided: Agent CRM addresses the unique challenges faced by insurance agents by offering a centralized platform that automates and simplifies various aspects of client management and marketing. By integrating AI-driven tools and pre-built automations, it reduces manual tasks, enhances client engagement, and improves lead conversion rates. The platform's comprehensive features ensure that agents can manage their entire sales and marketing processes efficiently, leading to increased productivity and business growth.

AllClients

AllClients is a simple CRM for very small businesses: contact management, lead capture, email marketing and automated follow-up in one system, with AI in every plan. It's built for non-technical owners in real estate, mortgage, insurance, financial services, salons and home services. Keep every client's notes, history, appointments and to-dos in one place. Capture leads from landing pages and web forms. Send newsletters and drip campaigns from a drag-and-drop email designer. Build workflows that send emails, assign tasks and move contacts along on their own. The AI Workflow Builder, AI Writer and AI Landing Page Builder turn a plain-English description into a finished piece. AI Connections: connect Claude or ChatGPT to your AllClients account and ask in plain English to look up contacts, add notes and set to-dos. You choose what it's allowed to do. Plans start at $24 a month, with no setup fees, free data migration and US-based support. Founder-led since 2004. White label: AllClients was the first CRM to offer white label, in 2009. Coaches, consultants and software companies can offer the same CRM under their own brand, on their own domain. Learn more at WhiteLabelCRM.com.

Average Rating: 4.5/5.0

Total Reviews: 42

AllProWebTools

How would it feel to have an all-in-one solution that gave you access to your entire business with one login? A tool that combines all inventory, customers, leads, emails, tasks and orders between your online shopping cart, in store POS, and mobile devices. One login and one solution to manage content, lead generation and tracking to shipping to order tracking to customer re-engagement and re-marketing. As the first solution to combine an email marketing platform with an ecommerce engine and CRM system, AllProWebTools can provide you with comprehensive reporting that follows your leads and clients from introduction to sale and beyond. By integrating with DropBox, Google Drive and Google Calendar, all of your client related files can be shared and appointment reminders can be sent directly to your smartphone. The sales pipeline will help you track your sales teams efforts and quantify how many leads are being processed. Your sales manager will have better visibility to verify that leads are being followed up with and can coach the sales team to improve.

Average Rating: 4.8/5.0

Total Reviews: 67

ALO Gestor HuB

ApplyOn Rater

ARLO CRM

ARLO CRM is insurance agency management software for independent agents handling commercial and personal lines. Using optical character recognition, it extracts coverage details, limits, deductibles, and premiums from policy documents like declaration pages. Agents can upload policies, and the system auto-fills quote fields with extracted data. An AI assistant creates ACORD forms, including 125, 126, 130, and 137, for carrier submissions. The platform supports general liability, property, auto, workers' compensation, homeowners, umbrella, and flood insurance. A client portal offers policyholders access to policy details, document downloads, ID cards, and tools to request changes or file claims. The certificate generator produces ACORD 25, 27, and 28 forms by extracting data from declaration pages. Dashboards track agency performance, lead pipelines, and renewals. Multi-carrier quoting enables rate comparisons, while market access helps new agents quote carriers without appointments.

Aron Insurtech Platform

Assurevo

Assurevo est une solution SaaS conçue spécifiquement pour les courtiers en assurance. Hébergée en Europe et conçue dans le respect du RGPD, elle réunit au sein d’une plateforme unique un CRM métier, des outils d’automatisation, des fonctionnalités de conformité, des services patrimoniaux et des capacités d’intelligence artificielle. La plateforme centralise la gestion quotidienne de l’activité. Chaque client dispose d’une fiche patrimoniale complète regroupant ses informations, son patrimoine, ses contrats, son suivi de conformité DDA et l’historique de ses échanges. Le pipeline commercial et les tableaux de bord en temps réel offrent une vision claire de la production, des encours et des commissions, afin de piloter efficacement l’activité. Assurevo intègre également son module dédié au patrimoine et à la réalisation de bilans patrimoniaux. Il permet de structurer, analyser et synthétiser la situation patrimoniale des clients afin d’aider les utilisateurs à formuler des recommandations pertinentes et personnalisées. La plateforme automatise les processus opérationnels, notamment grâce à l’import intelligent des bordereaux. L’intelligence artificielle identifie et rattache automatiquement chaque ligne au bon client ou contrat, puis calcule les commissions à plusieurs niveaux pour les mandataires, les managers et le cabinet. Les formulaires intégrés, les parcours automatisés et les séquences de relance facilitent la collecte et la maturation des leads, tout en réduisant les tâches manuelles. La conformité est intégrée au cœur d’Assurevo. La solution accompagne les cabinets dans le respect de leurs obligations réglementaires, notamment celles liées à la DDA et au RGPD. Elle prend également en charge la signature électronique conforme au cadre eIDAS ainsi que l’archivage sécurisé des documents dans un coffre-fort documentaire. Les documents sont horodatés et les accès tracés afin de garantir sécurité, transparence et traçabilité. L’intelligence artificielle constitue un autre pilier d’Assurevo avec Elias IA, un assistant spécialisé en assurance disponible 24 h/24 et 7 j/7 dans le CRM. Elias répond aux questions métier, analyse les appels après interaction et génère des résumés ainsi que des indicateurs utiles. La compatibilité MCP/IA permet également de connecter des outils d’intelligence artificielle externes aux données du cabinet, dans un environnement contrôlé et personnalisable. Assurevo propose enfin une expérience en marque blanche. Les cabinets peuvent personnaliser l’interface avec leur logo, leurs couleurs et leur propre domaine. Un espace client sécurisé permet aux assurés d’accéder à leurs contrats, documents et signatures, renforçant ainsi la qualité de la relation avec leur courtier.

AuroCRM

AuroCRM is a leading CRM software that helps businesses in many ways. It's help business to make business decisions easily with features like 360-degree view customer insight, helps integrating sales, marketing, and social channels, realtime reporting, and many more features. Our custom CRM Software is designed to meet business requirements and helps businesses to manage and analyze customer data easily. Visit our website to get a free AuroCRM trial!

Average Rating: 3.8/5.0

Total Reviews: 5

Better.agency

Better Agency is an all-in-one platform designed specifically for insurance agents, offering a comprehensive solution for marketing, prospecting, sales, and client retention. By integrating a sales-driven Agency Management System and Customer Relationship Management , it streamlines agency operations, enabling agents to manage the entire customer lifecycle efficiently. With over 100 pre-built automation campaigns, Better Agency empowers agencies to enhance productivity and focus on growth without the complexity of multiple systems. Key Features and Functionality: - Automated Campaigns: Access to more than 100 pre-built SMS, email, and task automation campaigns tailored for sales, service, claims, and renewals, facilitating consistent and effective client engagement. - Agency Video Proposals: Create personalized, branded video proposals to build trust and improve conversion rates with prospects. - Two-Way Email Sync: Seamless integration with email platforms ensures all communications are automatically attached to the relevant contact records, enhancing tracking and collaboration. - Customizable Pipelines: Tailor sales pipelines to match specific agency workflows, improving lead tracking and sales performance. - Document Storage: Securely store and manage client documents within the platform, ensuring easy access and data ownership. - Zapier Integration: Connect with thousands of third-party applications via Zapier, expanding workflow possibilities and automating tasks beyond the core platform. Primary Value and Solutions Provided: Better Agency addresses the common challenge of independent insurance agencies relying on disparate tools not designed for their specific needs. By offering a unified system that combines AMS and CRM functionalities with robust automation, it eliminates the need for "duct-taping" multiple tools together. This integration leads to increased efficiency, allowing agents to focus on selling more policies and retaining customers. The platform's user-friendly design and comprehensive support ensure quick onboarding, enabling agencies to see a positive return on investment promptly.

Bitrix24

Bitrix24 is an all-in-one business workspace that combines vibe coding platform, CRM, collaboration, and management tools in a single, easy-to-use platform – free for unlimited users. Whether you're a small team or a growing business, Bitrix24 helps you to: — Build working apps, internal tools, and web pages from plain-language prompts — Track leads and manage customer relationships with a built-in CRM — Stay on top of projects and tasks with Kanban boards, timelines, and time tracking — Communicate easily via team messenger, video calls, and shared calendars — Create and edit documents, manage files, and collect e-signatures — Run marketing campaigns and manage customer interactions through email, calls, and WhatsApp Bitrix24’s AI-powered assistant helps automate routine tasks, write emails, analyze data, and suggest next steps, saving time and boosting productivity. What makes Bitrix24 a great solution for businesses: — Free forever for unlimited users, with access to core features and 5 GB storage — No per-user fees – upgrade only when you need more storage or advanced tools — Accessible anywhere via web, desktop, and mobile apps — Scalable – grow your business without switching platforms or juggling tools Over 15 million companies trust Bitrix24 to simplify operations, cut costs, and get more done – all in one place.

Average Rating: 4.1/5.0

Total Reviews: 582

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CallProof

CallProof is a powerful tool specifically designed to help outside sales reps maximize the efficiency of their day-to-day operations. It provides an easy-to-use interface for route planning, allowing users to map out optimized routes for all of their appointments in order to save time and fuel costs. With its territory management feature, CallProof also enables sales reps to keep track of their leads, customers and opportunities in their given area. Ultimately, CallProof is designed to help sales reps become more productive by streamlining their workflow and increasing the efficiency of their operations. With our app, teams can experience improved visibility into the performance of each rep and be confident that they are using valuable time in the field wisely. Enjoy the convenience of a fully optimized and personalized sales experience, thanks to CallProof. With its comprehensive suite of features such as Asynchronous Communication, Automated Report Generation, Business Card Scanning, CallProof Voice, Instant Sales Meetings, Streaks, and Sales Goals. CallProof is an invaluable tool for any outside sales team looking to increase their productivity and efficiency. Try it today to maximize your success on the road!

Close

Close is the AI CRM built for businesses that grow through conversations. It brings powerful sales dialing, email, SMS, pipeline management, automation, and AI agents together in one platform. Connect with more prospects, win more deals, and scale without the complexity of traditional CRMs. Reach more prospects. Have more conversations. A powerful sales dialer is built right into your CRM. Power and Predictive Dialers help reps make more calls in less time, while Local Presence and Branded Calling help improve connection rates. With email, SMS, and outreach sequences in the same platform, your team can engage leads, follow up consistently, and manage opportunities without juggling tools. Make every conversation count. Call recording, transcription, AI Notetaker, and automatic summaries capture important details so reps can focus on selling. AI-assisted email drafting, SMS follow-ups, and automatic CRM updates help turn conversations into action. Sales Playbooks, workflow automation, lead routing, Smart Views, and reporting help teams standardize what works, automate follow-through, and manage more opportunities as they grow. Chloe helps you. AI agents work for you. Chloe is your built-in AI assistant. Ask her about a lead, your pipeline, or a recent conversation. She can find answers, update records, build reports, and help you create AI agents. Give those agents a job on your sales team. They can call and qualify prospects, book meetings, follow up with leads, coach reps, and prepare daily briefings. Because they work inside Close, they can use your customer history, conversations, and workflows to take action. Built to grow with your business. From founder-led startups to established sales organizations, Close supports businesses where conversations drive revenue. That includes software, financial and professional services, insurance, home services, coaching, education, and more. Get started quickly, then scale with sophisticated dialing, automation, AI agents, reporting, and customizable workflows. An open API, MCP, and integrations let you connect existing tools, build custom sales processes, and work with AI platforms like ChatGPT and Claude. For 13 years, we've focused on helping businesses turn more conversations into customers. Today, more than 11,500 businesses use Close to sell and grow. Close. Built for selling. Made for scaling.

Average Rating: 4.7/5.0

Total Reviews: 2,140