Best Insurance CRM Software - Page 6

ProducerStack CRM

Producer Stack is the all-in-one CRM built only for life insurance producers. It replaces the dialer, CRM, quoting tool, commission spreadsheet, and texting app most agents pay for separately, all in one login and one bill. One seat includes a power dialer with local presence caller ID, an AI Sales Agent that screens and qualifies your list then warm-transfers live prospects to your phone, live multi-carrier rate quotes you can pull mid-call, an AI Underwriter that answers field underwriting questions before you quote the wrong product, a full lead CRM and policy tracker, carrier mail filed automatically to the right record, commission and chargeback reconciliation from uploaded statements, compliant two-way texting with consent tracking, bonus tier tracking, and agency leaderboards for team builders. Every price is published on the site. Plans start at $79.99 a month with a 7-day free trial, no setup fees, and prepaid usage billed to the penny.

QuoteBind AI

QuoteBind AI runs the busywork behind small independent insurance agencies, so the team spends its time selling instead of chasing paperwork. The moment someone asks for a quote — in the chat on the agency's page or website, or by phone — QuoteBind AI replies in seconds, asks the right follow-up questions and hands the team a complete request. It never quotes a premium: pricing and binding stay with the agency's licensed agents. On the Pro and Complete plans, the agency keeps its current phone number. Missed and after-hours calls forward to the agency's own AI line, which answers in the agency's name, recognizes existing clients, takes quote requests and messages, and emails a summary of every call. From the agency's own policy data (a weekly export from its agency management system), QuoteBind sends renewal and premium payment reminders, lets clients check their policy and request a proof-of-coverage certificate from a self-service portal, and flags churn risks and cross-sell opportunities. Month to month, no setup fee. Plans from $129 per month.

Recorder

Recorder is a modern broker management system for the next generation of insurance broker. We take the hassle out of capturing client risk information, obtaining quotes from insurers and managing policies.

RedHorse CRM

RedHorse CRM is a complete business management system for the small business. It is a system that will help you manage your business the way you have always done it. RedHorse is just powerful enough run all of your business processes, yet it speaks your language and is easy to use. So whether you refer to invoices or sales tickets, sales calls or site visits… in just a few moments, you can tell your RedHorse CRM to do the same. RedHorse gives you all the features you need every day, and none of the features you don’t! So if you want a team calendar, document management, or surveys, you can switch them on with just a few clicks. Or switch them off. All with no programming required. As a CRM, RedHorse is perceived to be interchangeable with other CRM systems and entirely dispensable. But as a Business Management System, RedHorse IS a virtually irreplaceable building block of a company’s long-term growth and success – with no competition, real or perceived, at its price point. That’s the difference.

Average Rating: 4.0/5.0

Total Reviews: 1

ReFocus AI

ReFocus is an AI-powered sales plugin for insurance professionals. Use the customer data your business already has to identify purchasing behavior and purchasing timeframe. Find the money left on the table - and help increase revenue by as much as 60%.

Ringy (formerly iSales)

The CRM built on what matters most – communication! Conversations drive sales. Ringy handles them for you. Turn calls into customers with an automated sales team in your back pocket. Ringy is a complete CRM designed to support your team, enhance performance, and bridge the gap between lead nurture and deal closure. With Ringy, growing businesses get state-of-the-art CRM features at a competitive price.

Average Rating: 4.6/5.0

Total Reviews: 54

SendJim Direct Mail & Marketing Automation

SendJim started as two window cleaners from Michigan with a dream to help small local businesses. Today SendJim has thousands of active customers and continues to develop cutting edge technology to make marketing your business easier than ever. SendJim makes direct mail smarter and easier than ever before through technology. The system allows you to hyper-target mailings through demographic and property filters without any mailing minimums. Our system can also integrate with CRMs like Jobber, Service Autopilot, ServiceMonster, and more to send drip mailings to clients or their neighbors automatically based on actions inside your CRM. Home service companies have enough to worry about. Let SendJim take care of your direct mail campaigns. Visit SendJim.com to learn how you can add handwritten cards, gifts, postcards, and more to your marketing.

Average Rating: 3.6/5.0

Total Reviews: 9

SIGA Seguros

Simahi

Insurance CRM software for Canadian agents and brokers, with client records, lead pipelines, policy tracking and configured renewal reminders.

Smart Agent CRM

Smart Agent CRM is a Salesforce-based customer relationship management software designed for health and Medicare insurance operations. It features pre-built record types for Individual, Household, Carrier, Agency, and Policy structures. Automated contact monitoring tracks client birthdays and Medicare eligibility. Einstein Activity Capture syncs email and calendar data to contact records, while Carrier Sync reconciles accounts and policies. Compliance documentation, including Scope of Appointment forms, drug lists, provider notes, and call recordings, is centralized. Commission dashboards identify missing payments by comparing expected versus actual commissions. The software supports multiple product lines like Group, Life, Property & Casualty, and Annuities. Communication tools include click-to-call, SMS automation, and branded email campaigns. Integrations with DocuSign, Calendly, Office 365, and Dropbox enhance functionality, all secured by Salesforce’s bank-grade infrastructure.

VipeCloud

You won’t win if your teams aren’t using your tools. VipeCloud’s Customer Acquisition Solution is actually used and enjoyed by teams growing their businesses. ► We auto-capture data where possible, minimize manual entry for salespeople, and are still able to provide sales management with the data they need. ► VipeCloud is intuitive to use, migration is made simple, and training / customer success is the core of our culture. ► We pulled a wide variety of capabilities together so your team only has one system to learn, and one system for data to move through the entire funnel. If your your team isn’t using what you’ve got, or you are considering marketing and sales software for the first time, VipeCloud will help you win. sales@vipecloud.com / (650) 308-8473 / or schedule a meeting at calendly.com/adamvipe/30min

Average Rating: 4.7/5.0

Total Reviews: 30

WebPrez Advisor Growth

WebPrez helps insurance agents, annuity professionals, and financial advisors simplify complex financial conversations using guided discovery, educational video tools, and automated client engagement systems.

Webtrix24 Insurance CRM

Webtrix24 CRM -All in One Insurance CRM Platform for Agents ,Brokers and Insurance agencies . Webtrix24 CRM is insurance CRM software designed to help insurance professionals manage leads ,customers, policies and renewals in one place .simplify daily operations ,track customer interactions ,automate follow ups and build stronger customer relationship with a centralized insurance management platform.

Xanatek Connect

Xanatek is insurance agency management software providing cloud-based solutions to help insurance agencies grow. The software offers an intuitive interface with features like document signing, real-time rating, and automated marketing to streamline agency operations. Unlimited training and support aim to maximize value for users.

XILO