# The Top 3 Insurance CRM Software Check out this list of the top Insurance CRM Software products based on user satisfaction. A product's satisfaction score is calculated by a[proprietary algorithm](https://sell.g2.com/g2-scoring-methodologies)that factors in real-user satisfaction ratings from review data. Software buyers can compare products according to their satisfaction scores to streamline the buying process and quickly identify the best products based on the experiences of their peers. [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Compare+the+best+business+software+and+services+based+on+user+ratings+and+social+data.+Reviews+for+CRM%2C+ERP%2C+CAD%2C+PDM%2C+HR%2C+and+Marketing+software.&title=Highest+Rated+Insurance+CRM+Software+in+2026+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fcategories%2Finsurance-crm%3Ftab%3Dhighest_rated) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Highest+Rated+Insurance+CRM+Software+in+2026+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fcategories%2Finsurance-crm%3Ftab%3Dhighest_rated&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fcategories%2Finsurance-crm%3Ftab%3Dhighest_rated) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Highest+Rated+Insurance+CRM+Software+in+2026+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fcategories%2Finsurance-crm%3Ftab%3Dhighest_rated%0aCompare+the+best+business+software+and+services+based+on+user+ratings+and+social+data.+Reviews+for+CRM%2C+ERP%2C+CAD%2C+PDM%2C+HR%2C+and+Marketing+software.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Highest+Rated+Insurance+CRM+Software+in+2026+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fcategories%2Finsurance-crm%3Ftab%3Dhighest_rated%0aCompare+the+best+business+software+and+services+based+on+user+ratings+and+social+data.+Reviews+for+CRM%2C+ERP%2C+CAD%2C+PDM%2C+HR%2C+and+Marketing+software.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") Filters The next elements are filters and will change the displayed results once they are selected. All SegmentsSmall Business (50 or fewer emp.)All RegionsNorth America The Top 3 Insurance CRM Software [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Compare+the+best+business+software+and+services+based+on+user+ratings+and+social+data.+Reviews+for+CRM%2C+ERP%2C+CAD%2C+PDM%2C+HR%2C+and+Marketing+software.&title=Highest+Rated+Insurance+CRM+Software+in+2026+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fcategories%2Finsurance-crm%3Ftab%3Dhighest_rated) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Highest+Rated+Insurance+CRM+Software+in+2026+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fcategories%2Finsurance-crm%3Ftab%3Dhighest_rated&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fcategories%2Finsurance-crm%3Ftab%3Dhighest_rated) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Highest+Rated+Insurance+CRM+Software+in+2026+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fcategories%2Finsurance-crm%3Ftab%3Dhighest_rated%0aCompare+the+best+business+software+and+services+based+on+user+ratings+and+social+data.+Reviews+for+CRM%2C+ERP%2C+CAD%2C+PDM%2C+HR%2C+and+Marketing+software.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Highest+Rated+Insurance+CRM+Software+in+2026+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fcategories%2Finsurance-crm%3Ftab%3Dhighest_rated%0aCompare+the+best+business+software+and+services+based+on+user+ratings+and+social+data.+Reviews+for+CRM%2C+ERP%2C+CAD%2C+PDM%2C+HR%2C+and+Marketing+software.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") All SegmentsSmall Business (50 or fewer emp.)All RegionsNorth America [Collapse AllExpand All](#) G2 Satisfaction Score Information Compare [Expand/Collapse AgencyZoom](#) #1 [![AgencyZoom](https://images.g2crowd.com/uploads/product/hd_favicon/bbb16da3ceba36f13a603bce0de7796b/vertafore-agencyzoom.svg)](/products/vertafore-agencyzoom/reviews) [AgencyZoom](/products/vertafore-agencyzoom/reviews "AgencyZoom") 82 [Expand/Collapse AgencyZoom](#) Overall Satisfaction Score 82 Top Industries of Reviewers: Insurance 97% Financial Services 2% Accounting 1% Commercial Real Estate 1% Ratings from Reviews (out of 10): Ease of Use Average: 9.1 9.1 Meets Requirements Average: 9.2 9.0 Ease of Doing Business With Average: 9.3 9.1 Ease of Setup Average: 8.9 8.7 Quality of Support Average: 8.9 9.2 Ease of Admin Average: 9.0 8.6 [Expand/Collapse HubSpot Sales Hub](#) #2 [![HubSpot Sales Hub](https://images.g2crowd.com/uploads/product/hd_favicon/4197737e447f044e17be1a5ebb4ba193/hubspot-sales-hub.svg)](/products/hubspot-sales-hub/reviews) [HubSpot Sales Hub](/products/hubspot-sales-hub/reviews "HubSpot Sales Hub") 42 [Expand/Collapse HubSpot Sales Hub](#) Overall Satisfaction Score 42 Top Industries of Reviewers: Computer Software 42% Information Technology and Services 28% Marketing and Advertising 20% Financial Services 10% Ratings from Reviews (out of 10): Ease of Use Average: 9.1 9.1 Meets Requirements Average: 9.2 9.3 Ease of Doing Business With Average: 9.3 9.1 Ease of Setup Average: 8.9 9.0 Quality of Support Average: 8.9 8.9 Ease of Admin Average: 9.0 9.5 [Expand/Collapse Zoho CRM](#) #3 [![Zoho CRM](https://images.g2crowd.com/uploads/product/hd_favicon/27ab543b51f7ec2623c5b2613dcf73e2/zoho-crm.svg)](/products/zoho-crm/reviews) [Zoho CRM](/products/zoho-crm/reviews "Zoho CRM") 24 [Expand/Collapse Zoho CRM](#) Overall Satisfaction Score 24 Top Industries of Reviewers: Computer Software 35% Information Technology and Services 25% Consumer Services 20% Marketing and Advertising 20% Ratings from Reviews (out of 10): Ease of Use Average: 9.1 9.1 Meets Requirements Average: 9.2 9.1 Ease of Doing Business With Average: 9.3 9.6 Ease of Setup Average: 8.9 9.1 Quality of Support Average: 8.9 8.8 Ease of Admin Average: 9.0 9.0