Best Insurance CRM Software - Page 5

Less Annoying CRM

A CRM without all the nonsense. Less Annoying CRM is for you if you’ve ever wished you could attach a to-do list to a contact, keep all your notes and emails for a client in one place, or just get a simple nudge so a follow-up never slips through the cracks again We built Less Annoying CRM in 2009 for the thousands of independent consultants, agents, and small business owners who are hitting the limits of their spreadsheets, but nowhere near needing the complexity of big CRMs. We're the middle ground between the spreadsheet you're manually updating, and all those complicated, expensive, overwhelming CRMs on top 10 lists. We're built to be more than a spreadsheet, less than a CRM. You get a simple contact list, a calendar that syncs with Google and Outlook, built-in HIPAA-compliance, and an easy-to-read report of your leads and tasks. All your team members can collaborate without the chaos of a shared spreadsheet, and you'll get a daily email agenda of everything on your plate. What you *won’t* get are confusing features you’ll never use, a consultant to set it all up, or a surprise bill because you needed an extra feature. We believe in one simple price ($15/month/user), no long-term contracts, and free phone and email support from real, happy humans. See why we are ranked G2's #1 easiest-to-use CRM. Start your no-hassle, 30-day free trial today -- no credit card needed.

Average Rating: 4.9/5.0

Total Reviews: 662

Live 360

Live 360 is an AI-powered CRM platform designed specifically for insurance agents and independent agencies to streamline ACA health insurance quotation and enrollment. The platform automates quote generation using real-time data, enabling agents to provide instant plan comparisons and personalized recommendations to consumers. Live 360 includes built-in electronic signature capabilities, multi-channel campaign management (email, WhatsApp), and comprehensive client relationship management in a unified dashboard. The platform manages the complete customer journey—from lead capture and quote generation to enrollment and compliance tracking. Key features include real-time analytics, consumer consent workflows, campaign automation, and compliance-ready operations. Live 360 is designed to help insurance agencies scale their ACA business while maintaining professional service delivery and transparent customer relationships.

LiveHelpNow

LiveHelpNow is an AI-powered customer engagement platform that helps businesses manage conversations across live chat, SMS, and messaging channels from a single interface. It combines real-time chat, automation, and intelligent routing to improve response times and streamline support operations. Teams can use AI assistants, canned responses, and customizable workflows to handle high volumes of inquiries efficiently while maintaining a personalized experience. Proactive chat tools help capture and convert website visitors, while reporting and analytics provide insight into performance and customer behavior. LiveHelpNow integrates with existing systems to keep data connected and is designed to scale with growing teams looking to enhance both customer support and sales engagement.

Average Rating: 4.3/5.0

Total Reviews: 155

LyfAgentOS

LyfAgentOS is a CRM built specifically for licensed life insurance agents. It replaces the separate tools most agents stitch together: a dialer, a skip-trace subscription, a generic CRM, and spreadsheets for tracking carrier appointments. Agents can manage leads, call and text clients, run skip-trace lookups, and schedule appointments with Google Calendar sync, all from one dashboard built around how insurance sales actually works. Plans start at $97/month with a 7-day free trial.

MedicarePRO CRM

MiO

NextAgency

NextAgency is the insurance agency management system and CRM its customers would design. As a result, NextAgency ranks as the Best Life & Health Insurance Agency Management Software on the G2 Grid — and is the only platform in the Leaders quadrant of the G2 Grid® for Life & Health Insurance Agency Management. NextAgency is an agency management system built specifically for agencies selling benefits, senior, and life policies. It brings together CRM, marketing, business analytics, compliance tools, and optional commission tracking in a single platform. NextAgency is designed for the way life and health agencies work, not the way generic software assumes they do. Yet it is easy to customize for the way each specific agency works. Agencies use NextAgency to manage the full scope of their day-to-day work: - CRM and policy management: track prospects and clients, manage policies, and build sales pipelines customized for benefits, Medicare, and life insurance - Marketing and communication: send email campaigns and newsletters, launch drip marketing campaigns, sync with Gmail, Outlook and other email clients, and automate renewal reminders and follow-up tasks - Business analytics: over two dozen built-in reports covering book of business, policy renewals, agent activity, and commission reconciliation; understand pipelines through the pipeline view; and use the dashboard to quickly check the current status of key business items like open tasks, case status, and more - Compliance and document management: generate, collect, and store e-signatures on commission disclosure forms, ACA consent forms, and Medicare-required documentation - Commission tracking: import carrier statements, manage sub-agent splits, and generate producer commission reports through the optional NextCommission add-on The platform serves agencies from mom-and-pop shops to regional leaders and is in use across 37 states. NextAgency was launched in 2018 by a team of long-time industry leaders, including two past presidents of NABIP (formerly NAHU). NextAgency is privately owned, independently operated, and answers to its customers. NextAgency respects its customers. That is why it publishes its pricing on its website, provides a 30-day free trial, and offers a month-to-month subscription with no long-term contract required. The company enters into a mutual NDA with each customer. The NDA makes explicit that its customers own their clients’ data and that NextAgency will not market to agencies' prospects and clients. NextAgency’s effort to design the agency management and CRM platform its customers would build themselves is reflected in its reviews on rating sites. For instance, on G2, NextAgency earns 4.8 out of 5 overall, with customer support rated 9.9 out of 10 — the highest in the life and health insurance agency management category. Across G2 and Capterra, NextAgency’s ratio of positive to negative reviews is 6.2 to 1, a ratio greater than those of its peers. The platform integrates with Employee Navigator, BerniePortal, Ease, Intulse, Zapier, GReminder, and others. An interactive comparison tool at www.NextAgency.com allows agencies to evaluate features and pricing alongside leading competitors based on the factors users deem important.

Average Rating: 4.8/5.0

Total Reviews: 39

NIU AGENT

NIU AGENT is a CRM platform tailored for insurance advisors and promotional teams, combining AI-powered consultation tools with automated client management. AI advisory sessions offer personalized financial diagnoses, helping clients understand coverage needs and encouraging referrals. Spiid lead generation tools capture prospects via WhatsApp, LinkedIn, Instagram, and TikTok without programming expertise. The platform features customizable landing pages, automated scheduling, and client portals for policyholders to access coverage details. CRM tools include automated reminders, pre-formatted messages, payment tracking, and policy renewal management, notifying advisors when action is needed. It maintains complete client histories and sends automatic birthday reminders. NIU AGENT offers monthly AI tokens, cloud storage, KPI tracking, and scalable subscription options for individuals and teams, with training resources for larger deployments.

OneLink

OneLink puts the most important tools right at your fingertips. We've added hundreds of new features to boost productivity, support the latest changes in compliance, and make everyday tasks easier. Starting from the beginning of the customer life cycle, OneLink makes it easy to organize leads, assign call campaigns, and maximize contact with potential clients.

Average Rating: 3.5/5.0

Total Reviews: 1

OnePageCRM

Built for small businesses and solo founders, OnePageCRM is a super simple, clean, and easy-to-use CRM system with stress-free onboarding and affordable pricing. With fast setup and a lightweight interface, it has zero bloat and offers only the features you actually need. OnePageCRM is trusted by thousands of users in over 80 countries.

Average Rating: 4.7/5.0

Total Reviews: 272

Onsite CRM

Onsite CRM was founded with unique insight in cutting edge technology and marketing to fill the void in today’s lead management systems. There are many CRM options on the market, however the engineers of Onsite CRM have decades of experience in multiple facets of end to end business solutions. That experience coupled with an exceptional design team allows us to to provide the perfect solution for your business.

Average Rating: 4.0/5.0

Total Reviews: 2

Onyx CRM

Onyx is an AI-powered CRM built specifically for life insurance agents and agencies in the United States. The platform combines lead management, automated follow-up, appointment booking, and AI-driven sales tools into a single system designed to help agents convert more leads and grow their book of business. Onyx uses AI across the entire sales lifecycle. Intelligent SMS appointment setting engages leads in natural, two-way conversations across seven insurance verticals - mortgage protection, final expense, IUL, annuity, life insurance, ACA/health, and Medicare. An AI lead resurrection bot re-engages cold or aged leads automatically, while AI call grading provides agents with real-time transcription and performance scoring on every dial. Voice AI capabilities handle inbound and outbound calls, qualifying prospects and booking appointments without agent involvement. The platform is built for agents at every stage - from solo producers managing their own pipeline to large agencies and enterprises onboarding hundreds of subaccounts. With three plan tiers (Core, Prime, and Elite), Onyx scales from essential CRM functionality to full AI and Voice AI automation.

Onyx Platform

Onyx brings the technology underneath your insurance agency or upline into one connected platform: CRM, dialer and telephony, lead management, compliance, QA, and reporting. Leads route to the right licensed agent using your rules. Customer profiles, policy data, scripts, recordings, dispositions, and follow-ups stay connected, while live dashboards show performance by agent, source, campaign, state, and more. Built-in call recording, DNC processes, QA scorecards, and audit-ready records strengthen your compliance foundation. Onyx also connects with quoting, enrollment, communication, and lead partners. A dedicated launch team supports data import, number porting, routing setup, configuration, and training. Built by insurance operators and technologists, Onyx gives your team technology they can count on, helps you make decisions from cleaner data, and supports a stronger, more valuable business.

Peaccce

ProducerMAX