Best Insurance CRM Software - Page 3

Commence CRM

Commence CRM provides growing businesses with a comprehensive suite of applications for account and contact management, activity management, lead management, sales opportunity management, marketing, customer support with ticketing, a web based customer portal, project management and multi-level reporting with analytics. The product is ideal for businesses that require more functionality and customizability than is offered by the myriad of low cost one size fits all CRM solutions, but without the cost and complexity of enterprise level products.

Average Rating: 4.1/5.0

Total Reviews: 15

CoverAgent

CoverAgent is an AI-powered platform designed exclusively for insurance agents, integrating CRM, compliance management, coaching, and growth automation into a single, governed system. It addresses common challenges faced by agents, such as managing multiple disconnected tools, ensuring compliance, and reducing administrative tasks, thereby enabling agents to focus more on client relationships and sales. Key Features and Functionality: - AI-Powered CRM: Manages leads, automates reminders, and tracks deals with insurance-specific pipeline stages, ensuring no opportunity is missed. - Compliance Engine: Enforces 22 compliance modules covering TCPA, GLBA, HIPAA, and AG 49-A regulations, with automatic disclaimer injection and a full audit trail for every AI output and client interaction. - AI Copilot: Provides on-demand insurance expertise, trained on over 3,000 insurance product knowledge records, delivering compliance-checked answers with source citations. - AI Coaching: Offers 24/7 coaching modules, including roleplay and objection handling, leading to a reported 30% increase in close rates. - Automated Campaigns: Generates and delivers AI-written, compliance-reviewed marketing campaigns, ensuring timely and effective client engagement. Primary Value and Solutions: CoverAgent streamlines the insurance sales process by consolidating essential tools into one platform, reducing the need for multiple disconnected systems. Its robust compliance framework mitigates the risk of regulatory violations, providing peace of mind to agents. The AI-driven features enhance productivity by automating routine tasks, allowing agents to dedicate more time to building client relationships and closing deals. Overall, CoverAgent empowers insurance professionals to sell more policies, stay compliant, and grow their agencies efficiently.

Creatio AI CRM

Creatio is an AI CRM and workflow platform where people and AI agents work together -with no limits on users, agents, or scale. Creatio helps midsize and large organizations run customer workflows in the AI era. This innovative platform enables organizations to create and manage workflows effortlessly, allowing users to focus on their core business activities while automating routine tasks. With millions of workflows operating daily, Creatio supports a diverse clientele across 100 countries, emphasizing a commitment to genuine care for its clients and partners. The platform is particularly beneficial for businesses seeking to enhance their operational efficiency without requiring extensive technical expertise. Its target audience includes small to large enterprises across various industries, particularly those looking to leverage technology to improve customer engagement and internal processes. Creatio's offerings cater to a wide range of use cases, from marketing automation and sales management to customer service optimization, making it a versatile solution for businesses aiming to adapt to the evolving market landscape. Key features of Creatio include the Creatio Studio, a no-code platform that allows users to build custom applications and AI agents using intuitive visual designers and natural language processing. This empowers users to create tailored solutions that meet their specific business needs without relying on traditional coding methods. Additionally, the CRM suite integrates embedded AI agents across Creatio Marketing, Sales, and Service, enhancing user experience and providing actionable insights to drive decision-making. Creatio also offers a specialized Financial Services CRM platform and industry-specific workflows across 19 verticals, ensuring that businesses can find solutions that resonate with their unique operational requirements. The availability of a marketplace with various add-ons further extends the platform's capabilities, allowing organizations to customize their experience and enhance functionality as needed. Recognized as a Leader and Strong Performer in prestigious Gartner and Forrester reports, Creatio stands out in its category by combining user-friendly design with powerful automation and AI-driven insights, making it an attractive option for businesses aiming to elevate their customer relationship management efforts. With its headquarters in Boston, MA, and a global presence of 1000 employees across ten offices in 25 countries, $300M revenue. Creatio has established long-lasting relationships with thousands of customers and over 500 partners worldwide. This extensive network underscores the platform's reliability and commitment to delivering value to its users, positioning Creatio as a trusted partner in the realm of AI agents, CRM, and workflow automation.

Average Rating: 4.6/5.0

Total Reviews: 338

CRMDAY One

CRMDAY One is an AI-powered CRM and omnichannel platform for insurance agents and agencies in the United States, especially teams serving ACA, health and life insurance clients. The cloud-based workspace connects contact and policy management, client and household records, sales pipelines, tasks, conversations, campaigns and reporting. Teams can import HealthSherpa exports, preview changes and review conflicts while keeping clients, policies and households connected. Built-in ACA quoting uses Healthcare.gov data to compare plans and save comparisons to client records. CRMDAY One also provides workflow automation, Aria AI, a unified omnichannel inbox, social media management, Open Enrollment tracking, and agency network and commission management. Communication channels and available capabilities depend on configuration; messaging and voice services are contracted separately. Pricing is $69 per user per month. A free trial is available without a credit card.

cVortex

cVortex is a Brazilian omnichannel customer service platform that brings WhatsApp, Instagram, Facebook Messenger, Telegram, webchat, email, SMS and voice into a single workspace, with AI built in. Founded in 2019 and headquartered in Uberlândia, Brazil, cVortex helps mid-sized and large companies serve customers faster, at lower cost and with full traceability. Key capabilities: • Omnichannel inbox with case/ticket management, SLA controls and intelligent work distribution • AI chatbots (OpenAI) and the cVortex Copilot assistant for agents • No-code/low-code service and automation flows • Voice: IVR, outbound dialing and call recording • Bulk messaging via WhatsApp, email and SMS • NPS and CSAT surveys, dashboards and reports • Open API and integrations • Official Meta Business Partner Customer results include a 94% reduction in average waiting time and 1.3 million automated confirmations per month for a healthcare network. Recognition: Smart Customer Award 2026 (Gold in Customer Experience Management, Gold in AI for CX, Silver in CX Automation) and TOP 3 at The Customer Summit 2026. — A cVortex é uma plataforma brasileira de atendimento omnichannel que reúne WhatsApp, Instagram, Messenger, Telegram, webchat, e-mail, SMS e voz em um só lugar, com IA nativa. Fundada em 2019, com sede em Uberlândia (MG), ajuda médias e grandes empresas a atender mais rápido, com menos custo e rastreabilidade total. Premiada no Smart Customer 2026 (2 ouros e 1 prata) e TOP 3 no The Customer Summit 2026. Site: https://cvortex.com

DailyTrackly

DailyTrackly is the sales desk for insurance agencies: a CRM, Power Dial, a phone system, two-way texting, email, E-sign, and an AI agent in one login, from $19 per agent a month. • Power Dial: one click works a whole list. Hang up and the next lead opens. • Phone system: your agency number with a call queue, ring groups, extensions, live transfer, voicemail drop, call recording, and fax, plus a connection check that tests each agent's mic, internet, and firewall. • Texting: two-way texts on every lead, and follow-up workflows by stage that stop when the lead replies, with consent, quiet hours, and STOP handled. • Email: agents send from their own Gmail or Outlook, from a customer's record or in a workflow, with ready-made emails like ID cards that attach each vehicle's card. • Tracy, the AI agent: she calls and answers your leads, asks the first questions, books appointments, and hands each lead to a licensed agent. At a booked appointment time she calls the customer and connects the agent. 30 minutes a month on every plan. • AI call coaching: every recorded call gets a score, one thing to fix next time, and a follow-up text drafted from the call. • Ask DailyTrackly and Daily Pulse: the Dashboard names the one lead worth each agent's next minute, and an assistant answers questions like "What should I work on?" from your own leads, calls, and policies. Paste in a carrier's cancellation list and it's matched to your customers by policy number. • Your book: lead vendors post straight into your pipeline, with current premiums on every lead, policies and carrier downloads, renewals, cancellations, and cross-sell. • Claims: report a claim on the customer's policy and track it to closed, with status kept current from your carrier downloads. • Commissions: carrier statements match line by line to each policy and the agent who wrote it, with estimated and final pay by agent. • Your team: stats with close rate and speed to lead, goals, leaderboards, sales tracking, and last week's numbers by email every Monday. • Works with ChatGPT and Claude: ask either one about your leads and calls. Every plan is the whole platform, with your first local number included. Pro is $19 per agent a month, Pro Plus $29 with E-sign included, and Pro Max $50 with your agency website included. Month to month, with a 7-day free trial.

Dax

Decerto Agent Portal

Efficy CRM

At last, a CRM solution that truly adapts to your needs. Efficy is a major player in the European CRM market. With our personalised range of solutions, we're already trusted by over 13.500 clients and 330.000 users across 60 countries. We want to help our clients succeed by providing the tools they need to make their employees’ work easier, and their customers happier. Our CRM solutions are the most flexible on the market. We enhance the productivity of your marketing, sales and customer service teams by providing a range of CRM tools. Our expert teams are always at your service - we can adapt your CRM solution to your organisation, processes, teams, projects, sales structure, customer support and help desk system. Don’t waste time on administrative tasks - empower your employees and grow your business with Efficy CRM. Boost your commercial efforts with our AI-based contact enrichment tool. By analyzing emails, it automatically fills in missing information about your prospects and clients, such as their job title, company, or contact details. Thanks to this analysis, our solution can naturally trigger workflows to automate tasks, alert certain users via notifications, and much more. Discover our artificial intelligence solution that analyzes the emotions expressed by your customers in the emails they send you or the support tickets created on your client portal. By quickly interpreting whether a sentiment is positive, negative, or neutral, you can proactively respond to the needs and concerns of your clientele.

Average Rating: 4.5/5.0

Total Reviews: 86

EngageBay

EngageBay is an all-in-one customer engagement platform designed for small and mid-sized businesses that want to manage marketing, sales, and support from a unified system. Positioned as a cost-conscious alternative to platforms like HubSpot and ActiveCampaign, it focuses on delivering essential CRM and automation capabilities without the overhead typically associated with enterprise software. The platform combines contact and deal management, marketing automation, email marketing, landing pages, forms, live chat, and help desk functionality within a single interface. By consolidating these functions, EngageBay provides teams with a centralized view of customer interactions across the lifecycle and reduces the need for multiple disconnected tools. EngageBay also incorporates AI-assisted features to streamline common tasks and improve productivity. These capabilities include AI-powered email and content generation, subject line suggestions, and workflow assistance that help teams create campaigns and communications more efficiently. The AI tools are designed to support everyday execution rather than replace core strategy, making them accessible to smaller teams that may not have dedicated automation specialists. On the marketing side, users can build email campaigns, design automation workflows, capture leads through forms and landing pages, and run A/B tests. The CRM module supports pipeline tracking, contact management, task automation, and appointment scheduling to help sales teams manage opportunities in a structured way. For post-purchase engagement, the service suite includes ticketing, knowledge base tools, and live chat to manage customer support conversations from one place. A key design principle of EngageBay is accessibility for growing businesses. The platform offers a free tier with core functionality and scales through bundled paid plans rather than numerous add-ons, helping teams adopt automation without significant upfront investment. EngageBay integrates with a range of third-party tools and provides reporting dashboards to monitor campaign performance, deal progress, and support activity. While it is not positioned as a deep enterprise platform, it is built to meet the day-to-day operational needs of SMB revenue teams looking for an integrated, AI-assisted, and budget-aware solution. The platform is built with a focus on simplicity and performance, integrating advanced marketing automation, sales CRM, and customer support software into one cohesive system. EngageBay leverages cutting-edge AI intelligence to enhance productivity and decision-making across various teams. This integration allows businesses to streamline their operations and improve customer interactions, making it an ideal choice for organizations that require a robust yet user-friendly solution. EngageBay's AI capabilities are particularly noteworthy, providing users with tools that help create content quickly, predict outcomes intelligently, and deliver personalized experiences at scale. The AI Email & Content Generator allows users to craft engaging emails and campaigns in seconds, while the AI Lead & Deal Scoring feature helps identify and prioritize leads most likely to convert. Additionally, AI Insights & Recommendations offer actionable suggestions to enhance engagement and productivity, making it easier for businesses to navigate their customer journeys effectively. The platform also boasts a suite of key features that add significant value to its users. EngageBay's marketing automation capabilities include email marketing workflows, landing page and form builders, and social media integration, which collectively enhance outreach efforts. The sales CRM component provides tools for contact and deal management, visual sales pipelines, and team collaboration, ensuring that sales processes are efficient and transparent. Furthermore, the customer support features, such as a helpdesk and ticketing system, live chat, and a unified customer view, facilitate seamless communication and service delivery. EngageBay is particularly well-suited for small to mid-sized businesses, startups, and growing teams that seek an affordable yet powerful alternative to fragmented tools. It is designed for organizations aiming to automate customer interactions, align marketing and sales efforts, and improve support efficiency through the use of AI. This comprehensive approach not only enhances operational efficiency but also positions businesses to compete effectively in their respective markets. What is this product? EngageBay is an all-in-one CRM software platform built for small and mid-sized businesses to manage marketing automation, sales pipelines, and customer support in a single system. It combines email marketing, marketing automation, landing pages, contact management, deal tracking, helpdesk, and live chat—eliminating the need for multiple disconnected tools. Designed as an affordable alternative to HubSpot and ActiveCampaign, EngageBay helps growing businesses attract leads, convert deals, and support customers without enterprise-level costs or complexity. It centralizes customer data, automates workflows, and improves visibility across the entire customer lifecycle.

Average Rating: 4.6/5.0

Total Reviews: 791

eWay-CRM

If you use Outlook and need a CRM, you have to try eWay-CRM. It’s the best CRM that lives right inside Microsoft Outlook and Teams. Manage Customers, Sales, Projects, and Email Campaigns — without ever leaving your inbox. Thanks to deep Outlook integration, eWay-CRM automatically tracks emails, syncs with your calendar, and keeps your contacts organized. You’ll love the “Convert to” feature: just right-click any email and turn it into a deal, task, or contact. It’s fast, simple, and powerful. And with Microsoft Teams integration, collaborating with your team becomes seamless. Work smarter, stay organized, and keep everything in one place — right where you already work.

Average Rating: 4.1/5.0

Total Reviews: 16

EwhizSales

CRM Software Provider - Whiz Sales Whiz Sales supports lots of features for CRM software. It is very effective to use for all type of business industries. All its features are updated time to time. Whiz Sales is new-age CRM Software with lots of advance features, that helps you to transform the way you do business! It is a cloud-based CRM application. WHIZ SALES IS MOBILE Whiz Sales is built on the power of SAAS on Cloud . You can run your business on any digital device. It is India's most proven and beloved customer relationship management solution. With its Pay as You Go model, the price of success is dramatically lowered. WHIZ SALES IS SCALABLE To grow revenue, you need Customer Relationship Management (CRM) application that can scale with your business needs. Start small and scale and expand as you grow big. Add features as and when you need. With Whiz Sales, Managing contacts and sales opportunities is just the beginning. PUSH NOT PULL APPROACH With Whiz Sales, rather than you trying to gather and get information, Information flows to you. Everything comes to you leads and opportunity management, funnel management, analytics reporting, contact management, sales target management, expenses management etc. SMART PHONE COMPATIBLE Works on any smart phone. Its advanced communication features keep managers connected with team as well as prospects/clients. This is a definite advantage over competitors as it enables teams to keep in touch with customers more closely. SAFE & SELF-DRIVEN All data fed by team members is encrypted and cloud based, hence it's safe, current, and accurate at all times. It is accessible from anywhere (post authorization) without internet connection. DEVELOPED BY EXPERTS Whiz Sales has been put together by intuitive & experienced techies based on inputs from professional sales people. Hence the product you get is functional, secure, practical, and with no frills. Whiz Sales Technology Partner in Your Success!

Average Rating: 4.5/5.0

Total Reviews: 1

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Flexie

Flexie CRM software solutions and automation tools for businesses of any size. If offers Workflow Automation tools, enterprise class support and custom tool.

Average Rating: 5.0/5.0

Total Reviews: 1