# Best Insurance CRM Software ## How Many Insurance CRM Software Products Does G2 Track? **Total Products under this Category:** 16 ### Category Stats (Aug 2026) - **Average Rating:** 4.55/5 (↑0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** telecrm (+2.47%) - Among all products in this category, telecrm recorded the largest rating increase compared to last month _Last updated: August 06, 2026_ ## How Does G2 Rank Insurance CRM Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 17,600+ Authentic Reviews - 16+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for Insurance CRM Software ![G2 Grid® for Insurance CRM Software plotting products by satisfaction and market presence](https://www.g2.com/categories/insurance-crm/grids.png?focus%5B%5D=44183&focus%5B%5D=6227&focus%5B%5D=576) Highlighted products: AgencyZoom, HubSpot Sales Hub, and Zoho CRM. Underlying data: [Grid® JSON](https://www.g2.com/categories/insurance-crm/grids.json?focus%5B%5D=vertafore-agencyzoom&focus%5B%5D=hubspot-sales-hub&focus%5B%5D=zoho-crm) **Sponsored** ### Capsule CRM Capsule CRM is a growth-oriented customer relationship management (CRM) tool that empowers salespeople, marketers, and business owners to win more business, retain more clients, and deliver exceptional work. With a focus on simplicity and efficiency, our 10,000+ global customers are attracted by our excellent value and incredible support. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1012502&secure%5Bchosen_at%5D=2026-08-07T10%3A15%3A57Z&secure%5Bdisplayable_resource_id%5D=179&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=neighbor_category&secure%5Bplacement_resource_ids%5D%5B%5D=179&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1585&secure%5Bresource_id%5D=1012502&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Finsurance-crm%3Fopen_modal_url%3D%252Fproducts%252Fagent-crm%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Finsurance-crm%2526source%253Dcategory&secure%5Btoken%5D=c9a7d6a747fd2e436a9b266407e88051abce2c5a84f4337640d1c9bf57003bcd&secure%5Burl%5D=https%3A%2F%2Fcapsulecrm.com%2Fcampaign%2Fyour-crm-alternative%2F%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_campaign%3Dalternatives&secure%5Burl_type%5D=custom_url) ### [AgencyZoom](https://www.g2.com/products/vertafore-agencyzoom/reviews) AgencyZoom helps turn more opportunities into revenue and become a more scalable business. Purpose-built for P&C insurance agencies, AgencyZoom is a sales automation solution that connects sales, service, and marketing in one platform. It gives agency owners and leaders clear visibility into performance, streamlines day-to-day operations, and ensures every lead, task, and client interaction is managed with consistency. Drive more predictable revenue growth: AgencyZoom brings structure to the sales process, so opportunities are consistently captured, tracked, and worked. Agencies using AgencyZoom have reported an average of 4.5% increase in sales. Key capabilities: - Lead automation with customizable pipelines and workflows - Video marketing and quoting to engage prospects Strengthen retention and client relationships: With automated touchpoints, and a complete view of client activity, teams can stay ahead of things from onboarding to renewal. This helps improve responsiveness, increase engagement, and protect long-term revenue. Key capabilities: - Service Center to track and manage service-related activities - Google Reviews integration to strengthen reputation Improve efficiency across your agency: AgencyZoom reduces manual work and fragmented processes by automating lead management, task assignments, and communication. Agencies save an average of 30 hours per month, allowing teams to focus more on being trusted advisors to clients. Key capabilities: - Automated task assignments and reminders - Centralized workflows across sales and service Gain clear visibility into performance: Real-time reporting provides a clear view of pipeline health, team activity, and overall performance. Agency leaders can identify trends, spot gaps early, and make informed decisions to keep the business on track. Key capabilities: - Dashboards for performance tracking and monitoring - Seamless integrations with agency management systems and tools Built specifically for insurance agencies: AgencyZoom is designed for how insurance agencies operate, with pre-built sales and service pipelines and flexible automation that can be customized in just a few clicks. Integrate it into your existing tech stack without adding complexity. **Average Rating:** 4.6/5.0 **Total Reviews:** 221 #### Who Is the Company Behind AgencyZoom? - **Seller:** [Vertafore](https://www.g2.com/sellers/vertafore) - **Company Website:** www.vertafore.com - **Year Founded:** 1969 - **HQ Location:** Denver, CO - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=60d3a8fd80656518e345a470771e8fc6dd378de73fe517c3a2f13290816bf3c6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F7892%2F&secure%5Burl_type%5D=linkedin_company_website) 3,046 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Agency Owner, Insurance Agent - **Top Industries:** Insurance - **Company Size:** 95% Small, 3% Medium #### What Do G2 Reviewers Say About AgencyZoom? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **workflow efficiency** of AgencyZoom, benefiting from seamless automation and integration with AMS360. - Users value the **seamless integrations** with various platforms, enhancing communication and workflow efficiency. - Users value the **responsive customer support** from AgencyZoom, making assistance easily accessible for various inquiries. - Users value the **customization options** in AgencyZoom, allowing tailored management for clients and efficient workflow. - Users find AgencyZoom extremely **easy to use and navigate** , enhancing efficiency and enabling quick training for others. ##### Cons - Users find the **learning curve challenging** , often requiring additional training and support for effective system use. - Users find it challenging to **delete emails in bulk** and manage auto campaigns for clients with invalid email addresses. - Users find the **excessive clicking** for managing prewritten texts and emails time-consuming and frustrating in AgencyZoom. - Users experience **inefficient search functionality** , making it challenging to locate clients quickly and effectively. - Users express concerns over the **increasing pricing** of AgencyZoom, which affects overall satisfaction and budget considerations. #### What Are Recent G2 Reviews of AgencyZoom? **["AgencyZoom Transformed Agent Performance Tracking and Productivity"](https://www.g2.com/survey_responses/agencyzoom-review-12628024)** **Rating:** 5.0/5.0 stars _— Linda B._ [Read full review](https://www.g2.com/survey_responses/agencyzoom-review-12628024) **["AgencyZoom Makes Outreach and Follow-Ups Effortless"](https://www.g2.com/survey_responses/agencyzoom-review-12830771)** **Rating:** 5.0/5.0 stars _— J W._ [Read full review](https://www.g2.com/survey_responses/agencyzoom-review-12830771) #### What Are G2 Users Discussing About AgencyZoom? - [What is AgencyZoom used for?](https://www.g2.com/discussions/what-is-agencyzoom-used-for) - 1 comment ### [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) Sales Hub combines sales engagement tools, AI-powered productivity features, and workflow automation into a unified platform designed to help growing teams close deals faster. Core Value Proposition: Sales Hub addresses common sales challenges: inefficient manual processes that slow deal velocity, fragmented customer information creating incomplete context, and complex software requiring extensive training and ongoing administration. Built on the HubSpot Smart CRM, Sales Hub connects customer data and sales tools in a single unified system. Key Capabilities Sales Engagement Tools: Sales Hub provides email tracking, meeting scheduling, document sharing, and communication templates that streamline prospect interactions and eliminate administrative friction in the sales process. AI-Powered Productivity: The platform includes AI features that automate repetitive tasks, suggest next actions based on deal context, and surface relevant customer insights, helping representatives focus on selling rather than administrative work. Unified Customer View: Because all customer data, communication history, and deal information exists within the Smart CRM, sales representatives see complete context without toggling between systems. This includes visibility into marketing interactions, service tickets, and prior sales conversations. Workflow Automation: Sales Hub automates routine sales processes, ensuring consistent execution without manual coordination. Sales Hub vs. Alternatives: Unlike legacy CRM systems functioning primarily as databases requiring extensive customization, Sales Hub includes engagement tools, automation, and AI capabilities as native features rather than add-ons requiring integration. This eliminates the complexity of purchasing separate tools for email tracking, meeting scheduling, document management, and sales analytics. Sales Hub's intuitive interface reduces training time for new team members compared to traditional sales platforms requiring extensive technical knowledge. Teams benefit from fast onboarding, seamless alignment through shared data visibility, and flexible scaling. Who Should Use Sales Hub Sales Hub serves growing sales teams needing to increase productivity without adding headcount, sales representatives requiring complete customer context during buyer conversations, and sales leaders seeking pipeline visibility through unified reporting. The platform scales from small sales teams to enterprise organizations. Outcome Sales Hub helps teams sell smarter, not harder, enabling reps to get richer context and better insights at every step of the buyer journey. **Average Rating:** 4.4/5.0 **Total Reviews:** 13,295 #### Who Is the Company Behind HubSpot Sales Hub? - **Seller:** [HubSpot](https://www.g2.com/sellers/hubspot) - **Company Website:** hubspot.com - **Year Founded:** 2006 - **HQ Location:** Cambridge, Massachusetts, United States - **Twitter:** @HubSpot 784,270 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e7728cdccf3cd40d382e6159b493e5f6534eb2bfad47dc424c39639ed9e0ebf3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F68529%2F&secure%5Burl_type%5D=linkedin_company_website) 12,158 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Account Executive, Sales Development Representative - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 60% Small, 35% Medium #### What Do G2 Reviewers Say About HubSpot Sales Hub? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **intuitive interface** of HubSpot Sales Hub, simplifying their workflow with effective tools and integrations. - Users appreciate the **customizability and user-friendly interface** of HubSpot Sales Hub, enhancing their sales processes significantly. - Users appreciate the **comprehensive visibility** of HubSpot Sales Hub, significantly enhancing their sales management and decision-making. - Users value the **centralized lead management** features of HubSpot Sales Hub, enhancing organization and efficiency in sales processes. - Users value the **intuitive interface** of HubSpot Sales Hub, allowing teams to easily navigate and enhance productivity. ##### Cons - Users find the **missing features** of HubSpot Sales Hub, like limited functionality and tagging issues, frustrating. - Users find the **limited features** of HubSpot Sales Hub restrict their experience, especially regarding the dashboard and mobile app. - Users face a **large learning curve** with HubSpot Sales Hub, finding integrations complicated and training necessary for clarity. - Users find the **cost increasingly burdensome** amidst ongoing technical issues and frustrating platform limitations. - Users find HubSpot Sales Hub has **limited customization** , causing frustration with bulk actions and workflow flexibility. #### What Are Recent G2 Reviews of HubSpot Sales Hub? **["HubSpot Sales Hub: Intuitive CRM That Streamlines Selling for Growing Teams"](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13193567)** **Rating:** 5.0/5.0 stars _— Prateek M._ [Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13193567) **["User-Friendly, Highly Customizable, and Complete—Covers Everything I Need"](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13170027)** **Rating:** 5.0/5.0 stars _— Genesis A._ [Read full review](https://www.g2.com/survey_responses/hubspot-sales-hub-review-13170027) #### What Are G2 Users Discussing About HubSpot Sales Hub? - [How has HubSpot Sales Hub impacted the sales pipeline management in small to mid-sized businesses?](https://www.g2.com/discussions/how-has-hubspot-sales-hub-impacted-the-sales-pipeline-management-in-small-to-mid-sized-businesses) - 4 comments - [What is HubSpot Sales Hub used for?](https://www.g2.com/discussions/what-is-hubspot-sales-hub-used-for) - 5 comments - [What is HubSpot good for?](https://www.g2.com/discussions/what-is-hubspot-good-for) - 2 comments - [How do I use HubSpot for sales?](https://www.g2.com/discussions/how-do-i-use-hubspot-for-sales) - 3 comments - [What can you do with free HubSpot?](https://www.g2.com/discussions/what-can-you-do-with-free-hubspot) - 2 comments ### [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system. **Average Rating:** 4.1/5.0 **Total Reviews:** 2,839 #### Who Is the Company Behind Zoho CRM? - **Seller:** [Zoho](https://www.g2.com/sellers/zoho-b00ca9d5-bca8-41b5-a8ad-275480841704) - **Year Founded:** 1996 - **HQ Location:** Austin, TX - **Twitter:** @Zoho 137,880 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9c8e45ddb296c32c6c5597ef9ba945c94562c57624f7bd1dcf1a9e9931f71578&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F38373%2F&secure%5Burl_type%5D=linkedin_company_website) 30,766 employees on LinkedIn® - **Phone:** +1 (888) 900-9646 #### Who Uses This Product? - **Who Uses This:** Owner, CEO - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 62% Small, 33% Medium #### What Do G2 Reviewers Say About Zoho CRM? _AI-generated summary from verified user reviews_ ##### Pros - Users love the **ease of use** of Zoho CRM, making navigation and implementation smooth and intuitive. - Users appreciate the **robust features** and **top-notch support** of Zoho CRM, enhancing their customer management experience. - Users value the **seamless integrations** of Zoho CRM, enhancing their workflow and connecting various business tools effortlessly. - Users value the **efficient lead management** of Zoho CRM, enhancing workflows and integrating seamlessly with multiple applications. - Users love the **ease of integration** with Zoho CRM, creating a seamless workflow with other business tools. ##### Cons - Users find the **learning curve challenging** , especially with advanced features that require time to master. - Users struggle with the **limited features** of Zoho CRM, especially regarding integration and automation with other systems. - Users face significant **integration issues** with Zoho CRM, causing delays and complications in achieving desired functionality. - Users find Zoho CRM's **complexity** challenging, especially for first-time users unfamiliar with CRM systems. - Users often face **poor customer support** , finding it difficult to receive proper assistance for their queries. #### What Are Recent G2 Reviews of Zoho CRM? **["A Cost-Effective, Turnkey CRM Solution"](https://www.g2.com/survey_responses/zoho-crm-review-13048297)** **Rating:** 5.0/5.0 stars _— Rohit B._ [Read full review](https://www.g2.com/survey_responses/zoho-crm-review-13048297) **["Zoho CRM Centralizes Data, Automates Workflows, and Delivers Powerful Insights"](https://www.g2.com/survey_responses/zoho-crm-review-13163763)** **Rating:** 4.5/5.0 stars _— Muhammed A._ [Read full review](https://www.g2.com/survey_responses/zoho-crm-review-13163763) #### What Are G2 Users Discussing About Zoho CRM? - [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/zoho-crm-what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platf) - 3 comments, 1 upvote - [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platforms) - 3 comments - [What is Zoho CRM used for?](https://www.g2.com/discussions/zoho-crm-what-is-zoho-crm-used-for) - 2 comments, 2 upvotes - [Is Zoho CRM really free?](https://www.g2.com/discussions/is-zoho-crm-really-free) - 4 comments, 5 upvotes - [What are the features of CRM software?](https://www.g2.com/discussions/zoho-crm-what-are-the-features-of-crm-software) - 2 comments, 1 upvote ### [Salesmate](https://www.g2.com/products/salesmate/reviews) Salesmate is an AI-powered Customer Relationship Management (CRM) platform built for mid-market and enterprise teams that need a connected system to run revenue operations at scale. It centralizes customer data, deal pipelines, tasks, and conversations so sales, marketing, support, and revenue operations stay aligned on every account. By bringing execution and visibility into one place, Salesmate reduces operational friction and helps teams move faster from first touch to renewal. Salesmate is designed for organizations scaling across teams, regions, and customer segments - and looking for a CRM that supports structured processes without slowing people down. The platform supports key revenue workflows such as capturing and qualifying leads, managing complex sales cycles, coordinating cross-team handoffs, and tracking performance through reporting and forecasting. Automation through no-code workflows and sequences reduces repetitive work, standardizes best practices, and ensures timely follow-ups without adding unnecessary complexity. A core strength of Salesmate is communication visibility and execution discipline. With seamless email synchronization and tracking, teams can monitor engagement and keep every interaction tied to the right contact, company, and deal. Built-in meeting scheduling improves speed-to-lead and responsiveness, while dashboards and reports give leaders the clarity they need to forecast accurately, identify bottlenecks, and optimize conversion across the funnel. Skara extends Salesmate with CRM-native AI agents that don’t just answer questions - they take action across the customer lifecycle. Skara can engage prospects and customers through real-time conversations, qualify and route inbound leads, book meetings using calendar availability and time-zone logic, and automatically create or update CRM records to keep pipelines clean. Beyond pre-sales, Skara can handle repetitive support requests using knowledge bases, deflect tickets, capture structured data through conversational forms, trigger workflows, assign owners, and escalate complex cases with full context and summaries. For eCommerce and digital-first businesses, Skara also enables conversational commerce use cases such as guided product discovery, answering product and availability questions, handling order status and returns, and capturing high-intent signals that flow directly into the CRM. Together, Salesmate and Skara help mid-market and enterprise organizations operate with greater speed and precision - delivering more qualified conversations, cleaner data, stronger handoffs between teams, and a customer experience that feels responsive and personalized at every stage. **Average Rating:** 4.7/5.0 **Total Reviews:** 114 #### Who Is the Company Behind Salesmate? - **Seller:** [Salesmate](https://www.g2.com/sellers/salesmate) - **Company Website:** www.salesmate.io - **Year Founded:** 2016 - **HQ Location:** Charlotte, NC - **Twitter:** @SalesmateIO 2,114 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=290cb4c166201cbf87ee7970d9e1472402088a8357006eb81beffe9beb6f06b6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsalesmate%2Fabout&secure%5Burl_type%5D=linkedin_company_website) 28 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Owner - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 73% Small, 14% Medium #### What Do G2 Reviewers Say About Salesmate? _AI-generated summary from verified user reviews_ ##### Pros - Users love the **ease of use** of Salesmate, finding it intuitive and convenient for managing their sales functions. - Users commend Salesmate's **excellent customer support** , appreciating quick responses and a clean interface for enhanced experience. - Users love the **super clean interface** and **amazing customer care** that enhance their Salesmate experience. - Users appreciate the **amazing support** from Salesmate, which greatly enhances their user experience and confidence. - Users appreciate the **efficient automation features** of Salesmate, significantly saving time and enhancing productivity during the sales process. ##### Cons - Users encounter **integration issues** with Salesmate, affecting workflow automation and third-party compatibility experiences. - Users find the **limited features** of Salesmate challenging, particularly regarding advanced configurations and third-party integrations. - Users find **missing features** in Salesmate, particularly in customer support, email management, and mobile functionality. - Users face a **learning curve** for advanced configurations, requiring significant involvement from technical support initially. - Users find Salesmate to be **not intuitive** , requiring technical help for advanced configurations and setup adjustments. #### What Are Recent G2 Reviews of Salesmate? **["Dream Team"](https://www.g2.com/survey_responses/salesmate-review-12820899)** **Rating:** 5.0/5.0 stars [Read full review](https://www.g2.com/survey_responses/salesmate-review-12820899) **["The first CRM that actually keeps up with my deal flow"](https://www.g2.com/survey_responses/salesmate-review-12970513)** **Rating:** 5.0/5.0 stars _— Verified User in Real Estate_ [Read full review](https://www.g2.com/survey_responses/salesmate-review-12970513) #### What Are G2 Users Discussing About Salesmate? - [Is HubSpot free?](https://www.g2.com/discussions/is-hubspot-free) - [Who owns Salesmate?](https://www.g2.com/discussions/who-owns-salesmate) - 1 comment - [Is Salesmate good?](https://www.g2.com/discussions/is-salesmate-good) - 1 comment - [How does Salesmate work?](https://www.g2.com/discussions/how-does-salesmate-work) ### [Vtiger All-In-One CRM](https://www.g2.com/products/vtiger-all-in-one-crm/reviews) Vtiger’s mission is to build software that gives customer-facing teams at small- and medium-sized businesses the ability to create fruitful and enduring relationships with customers. Vtiger CRM provides you a 360-degree view of all your customer information in one place and helps you optimize your sales, support, and marketing touch-points with real-time actions and conversational Insights. Vtiger CRM helps teams create delightful experiences across the entire customer lifecycle - AI-powered CRM and robust automation tools help sales teams to focus on the right deals and deliver growth. With Vtiger, get a unified CRM to break silos and get marketing, sales, and support on the same page with a single source of truth. Deliver exceptional customer experience and support by engaging with your customers across multiple channels. Manage your work on the go with our mobile applications for both Android and iOS. **Average Rating:** 4.3/5.0 **Total Reviews:** 389 #### Who Is the Company Behind Vtiger All-In-One CRM? - **Seller:** [Vtiger](https://www.g2.com/sellers/vtiger) - **Year Founded:** 2004 - **HQ Location:** Cupertino, California - **Twitter:** @vtigercrm 2,678 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4add42c905d5c680bf30dcd326fe05bdee0159fdac877f842e73a865e1e945d8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1270573%2F&secure%5Burl_type%5D=linkedin_company_website) 246 employees on LinkedIn® - **Phone:** 1-877-784-9277 #### Who Uses This Product? - **Who Uses This:** CEO, Managing Director - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 68% Small, 30% Medium #### What Do G2 Reviewers Say About Vtiger All-In-One CRM? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **affordability** of Vtiger All-In-One CRM, making it accessible for small organizations. - Users find the **call management feature** in Vtiger CRM helpful for tracking customer interactions effectively. - Users value the **customizability** of Vtiger All-In-One CRM, enabling tailored solutions for unique business needs. - Users value the **customization options** in Vtiger All-In-One CRM for tracking specific customer needs effectively. - Users love the **ease of use** of Vtiger All-In-One CRM, requiring no complex training for effective application. ##### Cons - Users note a **lack of essential features** in Vtiger All-In-One CRM compared to other CRM systems like SAP. - Users report **persistent bugs** and poor customer support, leading to frustrating experiences and unresolved migration issues. - Users report significant **CRM issues** with Vtiger, citing poor customer service and migration errors leading to frustration. - Users find Vtiger's interface **not intuitive** , complicating setup and hindering effective use of the system. - Users report that Vtiger can be **not user-friendly** , citing difficulties with setup and poor customer service throughout the process. #### What Are Recent G2 Reviews of Vtiger All-In-One CRM? **["All-in-One Vtiger Platform That Boosts Productivity and Team Coordination"](https://www.g2.com/survey_responses/vtiger-all-in-one-crm-review-12792429)** **Rating:** 4.0/5.0 stars _— Verified User in Oil & Energy_ [Read full review](https://www.g2.com/survey_responses/vtiger-all-in-one-crm-review-12792429) **["Easy to use"](https://www.g2.com/survey_responses/vtiger-all-in-one-crm-review-6885870)** **Rating:** 5.0/5.0 stars _— Mbuso H._ [Read full review](https://www.g2.com/survey_responses/vtiger-all-in-one-crm-review-6885870) #### What Are G2 Users Discussing About Vtiger All-In-One CRM? - [What is Vtiger All-In-One CRM used for?](https://www.g2.com/discussions/what-is-vtiger-all-in-one-crm-used-for) - [What is CRM in management?](https://www.g2.com/discussions/vtiger-all-in-one-crm-what-is-crm-in-management) - [Is vtiger free?](https://www.g2.com/discussions/is-vtiger-free) - [How do CRM systems work?](https://www.g2.com/discussions/how-do-crm-systems-work) - [What is the use of vtiger CRM?](https://www.g2.com/discussions/vtiger-all-in-one-crm-what-is-the-use-of-vtiger-crm) ### [unLocked CRM](https://www.g2.com/products/unlocked-crm/reviews) unLocked CRM is a customer relationship management platform built exclusively for insurance distribution. It provides agents, agencies, and field marketing organizations (FMOs) with integrated multi-carrier quoting, automated commission tracking, and AI-driven workflow tools within a single workspace. The platform supports professionals selling life insurance, health insurance, Medicare, annuities, final expense, and ACA Marketplace products. Rather than adapting a general-purpose CRM for insurance, unLocked was designed around the specific operational requirements of insurance sales and servicing from inception. Core capabilities include: Multi-Line Quoting Engine. A natural-language interface that generates competitive quotes across 1,228 carriers spanning eight product lines: life, annuity, Medicare Advantage, Medicare Supplement, ACA, hospital indemnity, dental/vision/hearing, and final expense. Agents can input client details via text, voice, uploaded PDFs, or photos of existing policies to receive side-by-side carrier comparisons in under two minutes. Automated Commission Management (Commission+). Ingests commission statements from 332 carrier feeds, reconciles expected versus received payments, flags missing commissions, and calculates payroll across multi-level agency hierarchies with split and override tracking. Nine Purpose-Built AI Tools. Includes autonomous outbound calling with objection handling (Agent AI), a 24/7 inbound AI receptionist (Arwyn), underwriting pre-qualification, policy replacement risk analysis, lead scoring, recruiting automation, and natural-language CRM commands that execute multi-step tasks from a single prompt. Insurance-Native Operations. Pre-configured pipelines, 463 ready-to-deploy templates, license and appointment management, e-applications with built-in e-signature, and TCPA-compliant SMS and email marketing with AI send-time optimization. Voice OS. A hands-free assistant that enables agents to generate quotes, manage contacts, and execute CRM tasks through spoken commands while in the field or on calls. The platform is designed for independent agents, captive agents, agency principals, and FMOs managing distributed teams. It addresses fragmentation across carrier portals, manual commission reconciliation, and the operational overhead of managing multiple disconnected software tools. Available in English and Spanish. **Average Rating:** 5.0/5.0 **Total Reviews:** 3 #### Who Is the Company Behind unLocked CRM? - **Seller:** [unLocked CRM](https://www.g2.com/sellers/unlocked-crm) - **Year Founded:** 2025 - **HQ Location:** Fort Wayne, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0025b1f26616727b9a47cd9aa1aa783df66de764bd44e5e9c78d9da592b28c1d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Funlocked-crm%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 67% Small, 33% Medium #### What Are Recent G2 Reviews of unLocked CRM? **["unLocked is a "Savage" of a platform"](https://www.g2.com/survey_responses/unlocked-crm-review-12639756)** **Rating:** 5.0/5.0 stars _— Eric S._ [Read full review](https://www.g2.com/survey_responses/unlocked-crm-review-12639756) **["From Setup to Quoting Business in Minutes"](https://www.g2.com/survey_responses/unlocked-crm-review-12505242)** **Rating:** 5.0/5.0 stars _— Verified User in Financial Services_ [Read full review](https://www.g2.com/survey_responses/unlocked-crm-review-12505242) ### [InsuredMine](https://www.g2.com/products/insuredmine/reviews) InsuredMine is a digital platform of integrated Technologies enabling Independent Agents & Carriers to offer Omni-channel experience to their clients. This helps them grow their business by converting more leads, engagement with more contacts, and retaining clients longer. The platform’s features include: CRM for Insurance Agents, Task Manager, Goal Management, Dashboard – Charts, widgets & KPI, Marketing Automation, Sales & Service Pipeline, Opportunities Management, Chat via App & Text, Google Reviews, Insurance Wallet Mobile App . **Average Rating:** 4.7/5.0 **Total Reviews:** 16 #### Who Is the Company Behind InsuredMine? - **Seller:** [InsuredMine](https://www.g2.com/sellers/insuredmine) - **Year Founded:** 2018 - **HQ Location:** Plano, US - **Twitter:** @InsuredMine 983 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c6a77553c621ed425d86af557263b805b94038d6105a5b30445ad4bceb351292&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F16192926%2F&secure%5Burl_type%5D=linkedin_company_website) 94 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Insurance - **Company Size:** 100% Small #### What Are Recent G2 Reviews of InsuredMine? **["InsuredMine has put me back on the rails !!"](https://www.g2.com/survey_responses/insuredmine-review-4639297)** **Rating:** 5.0/5.0 stars _— Rajesh V._ [Read full review](https://www.g2.com/survey_responses/insuredmine-review-4639297) **["Insuredmine is a must have tool for your agency!"](https://www.g2.com/survey_responses/insuredmine-review-7055913)** **Rating:** 5.0/5.0 stars _— Jacqueline A._ [Read full review](https://www.g2.com/survey_responses/insuredmine-review-7055913) #### What Are G2 Users Discussing About InsuredMine? - [What is InsuredMine used for?](https://www.g2.com/discussions/what-is-insuredmine-used-for) ### [telecrm](https://www.g2.com/products/telecrm/reviews) telecrm is an Indian CRM tool designed to streamline sales, support, and marketing use cases for MSMEs and enterprises that rely on telecalling and WhatsApp for communication. It offers comprehensive lead management functionalities, performance reports, custom integrations, WhatsApp API, an automation suite, and AI integration for call tracking, all with an easy-to-use interface provided at an affordable price. **Average Rating:** 4.6/5.0 **Total Reviews:** 9 #### Who Is the Company Behind telecrm? - **Seller:** [Flamon Cloudtech Pvt Ltd](https://www.g2.com/sellers/flamon-cloudtech-pvt-ltd) - **HQ Location:** Gurugram, IN - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ba18d5d7004a0e77412e38d46aff500c12e27f092c269f09aa7168ec7dd5e547&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftelecrm&secure%5Burl_type%5D=linkedin_company_website) 64 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 91% Small, 9% Medium #### What Do G2 Reviewers Say About telecrm? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **user-friendly interface** of TeleCRM, which simplifies lead management and workflow design. - Users appreciate the **ease of use** of TeleCRM, benefiting from a user-friendly interface and quick setup. - Users appreciate the **intuitive interface** of TeleCRM, making it easy to adapt and manage workflows effectively. - Users praise the **user-friendly interface** of TeleCRM, allowing quick adaptation and efficient use of its features. - Users love the **call recording feature** in TeleCRM, enhancing their communication efficiency and effectiveness. ##### Cons - Users find the **delays in integration** frustrating, indicating a need for improved support and responsiveness. - Users find the **bulk email functionality lacking** in TeleCRM compared to other platforms like WhatsApp. - Users find the **lack of detailed bulk email options** in TeleCRM limiting compared to other platforms. - Users find the **integration issues** frustrating, coupled with lackluster support affecting overall satisfaction with telecrm. - Users find the **missing advanced features** in TeleCRM, particularly AI-powered insights, limiting compared to other solutions. #### What Are Recent G2 Reviews of telecrm? **["Streamlined lead management and WhatsApp messaging in 1 place"](https://www.g2.com/survey_responses/telecrm-review-13109639)** **Rating:** 5.0/5.0 stars _— Yulija K._ [Read full review](https://www.g2.com/survey_responses/telecrm-review-13109639) **["A lead management boon for SMB sales teams"](https://www.g2.com/survey_responses/telecrm-review-13121831)** **Rating:** 5.0/5.0 stars _— Kamal V._ [Read full review](https://www.g2.com/survey_responses/telecrm-review-13121831) ### [A complete Insurance CRM with AI receptionists](https://www.g2.com/products/a-complete-insurance-crm-with-ai-receptionists/reviews) Insurance CRM with built in AI receptionist, phone system, sms automation, email marketing, and more. #### Who Is the Company Behind A complete Insurance CRM with AI receptionists? - **Seller:** [ChronosCodex](https://www.g2.com/sellers/chronoscodex) - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=acccc1dabf081614450b93b431817ff38da869c5a31693a304b79bc4270c7ad9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F136056125&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [Agent CRM](https://www.g2.com/products/agent-crm/reviews) 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. #### Who Is the Company Behind Agent CRM? - **Seller:** [Agent CRM](https://www.g2.com/sellers/agent-crm) - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=84071a1a013fc809e4115ba50662cf897b9e5bd8c967767a9d6debd3ad8b4ff0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fagent-crm%2F&secure%5Burl_type%5D=linkedin_company_website) 12 employees on LinkedIn® ### [Better.agency](https://www.g2.com/products/better-agency/reviews) 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. #### Who Is the Company Behind Better.agency? - **Seller:** [Better Agency](https://www.g2.com/sellers/better-agency) - **HQ Location:** N/A - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® ### [InsuraCRM](https://www.g2.com/products/insuracrm/reviews) InsuraCRM is a customer relationship management software developed by Damco. It empowers insurance agencies, brokers, agents, and carriers with automation technologies and enables them to enhance customer relationships. The comprehensive insurance CRM software helps in improving sales, automating processes, and making strategic decisions to drive growth. It brings together contact management, customer servicing, underwriting, analytics, and more under a single roof. #### Who Is the Company Behind InsuraCRM? - **Seller:** [Damco Solutions](https://www.g2.com/sellers/damco-solutions) - **Year Founded:** 1996 - **HQ Location:** Plainsboro, New Jersey - **Twitter:** @damcosol 2,474 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=74f6a0255759f042b4cb8732dd43e421509ae507a68dd8aa5626ffc3e8c44ec2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdamco-solutions%2F&secure%5Burl_type%5D=linkedin_company_website) 1,198 employees on LinkedIn® ### [insureio](https://www.g2.com/products/insureio/reviews) Insureio is a comprehensive customer relationship management (CRM) platform tailored specifically for insurance professionals. It streamlines the sales process by integrating lead management, marketing automation, and policy tracking into a single, user-friendly interface. Designed to enhance productivity and client engagement, Insureio empowers agents to manage their business more effectively. Key Features and Functionality: - Lead Management: Efficiently capture, organize, and track leads to ensure no opportunity is missed. - Marketing Automation: Deploy targeted email campaigns and follow-ups to nurture client relationships and drive conversions. - Policy Tracking: Monitor policy statuses, renewals, and client interactions to maintain up-to-date records. - Customizable Workflows: Adapt workflows to fit specific business processes, enhancing operational efficiency. - Reporting and Analytics: Gain insights into sales performance and client behavior through detailed reports and analytics. Primary Value and Solutions Provided: Insureio addresses the common challenges faced by insurance agents, such as disorganized client information, inconsistent follow-ups, and time-consuming administrative tasks. By consolidating essential functions into one platform, it reduces manual work, minimizes errors, and allows agents to focus on building client relationships and growing their business. The automation of marketing and follow-up processes ensures timely communication, leading to higher client satisfaction and retention rates. #### Who Is the Company Behind insureio? - **Seller:** [insureio](https://www.g2.com/sellers/insureio) - **Year Founded:** 2014 - **HQ Location:** Roseville, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=52bcf0b71c7a194d143c3ce09e1e38163516f4640aadbdacedb49107b9e11422&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finsureio%2F&secure%5Burl_type%5D=linkedin_company_website) 3 employees on LinkedIn® ### [Keap](https://www.g2.com/products/thryv-keap/reviews) Keap is a small business CRM and automation platform designed to grow your profitable business. With Keap, you'll easily capture, organize, track, and nurture all of your leads to increase sales and revenue. The Keap CRM has everything you need to automate your business: lead capture and management, sales automation, marketing automation, email automation and text marketing. **Average Rating:** 3.8/5.0 **Total Reviews:** 29 #### Who Is the Company Behind Keap? - **Seller:** [Thryv](https://www.g2.com/sellers/thryv) - **Year Founded:** 2012 - **HQ Location:** Dallas, TX - **Twitter:** @thryv 8,415 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=27887848e034bb1ec04ffc19993643ac5aba8ec3f47189ab13b2d95d7f950b19&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fthryvinc&secure%5Burl_type%5D=linkedin_company_website) 5,883 employees on LinkedIn® - **Ownership:** NASDAQ: THRY #### Who Uses This Product? - **Top Industries:** Marketing and Advertising - **Company Size:** 73% Small, 23% Medium #### What Do G2 Reviewers Say About Keap? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of automation** in Keap, enabling effective task management and seamless campaign execution. - Users love Keap's **advanced automation features** , enabling efficient management of marketing campaigns and client communication. - Users value the **ease of use** of Keap, praising its intuitive design and seamless setup for managing tasks. - Users appreciate the **automation efficiency** of Keap, simplifying tasks like reminders and client management seamlessly. - Users value the **automation capabilities** of Keap, appreciating its efficiency in managing marketing tasks seamlessly. ##### Cons - Users find Keap's **complexity** challenging, particularly for those with fewer contacts or new to the platform. - Users find Keap to be **quite expensive** compared to competitors, which has led some to seek alternatives. - Users find **lack of flexibility** in Keap, requiring significant effort and resources for effective customization. - Users find the **learning curve steep** with Keap, requiring significant effort to fully utilize its capabilities. - Users find **limitations in flexibility** for invoicing, making it less suitable for small companies or entrepreneurs. #### What Are Recent G2 Reviews of Keap? **["Powerful Automation with Ease, but Pricey"](https://www.g2.com/survey_responses/keap-review-12720086)** **Rating:** 4.5/5.0 stars _— karan k._ [Read full review](https://www.g2.com/survey_responses/keap-review-12720086) **["Seamless Business Automation and CRM Efficiency"](https://www.g2.com/survey_responses/keap-review-12701290)** **Rating:** 4.5/5.0 stars _— SHEMEKA J._ [Read full review](https://www.g2.com/survey_responses/keap-review-12701290) #### What Are G2 Users Discussing About Keap? - [What is KEAP?](https://www.g2.com/discussions/what-is-keap) ### [Onyx CRM](https://www.g2.com/products/onyx-onyx-crm/reviews) 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. #### Who Is the Company Behind Onyx CRM? - **Seller:** [Onyx](https://www.g2.com/sellers/onyx-e39427d4-2ea0-4abc-ac57-eb076f11d14e) - **Year Founded:** 2023 - **HQ Location:** Melbourne, AU - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c7ae01302bf5597af23fa9ec759deaa8c59132b4c58004fe68da10fa1ca48909&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fonyx-crm&secure%5Burl_type%5D=linkedin_company_website) 4 employees on LinkedIn® - ‹ Prev‹ Prev - 1 - [2](/categories/insurance-crm?open_modal_url=%2Fproducts%2Fagent-crm%2Fwishlists%3Fhost_path%3D%252Fcategories%252Finsurance-crm%26source%3Dcategory&order=g2_score&page=2#product-list) - [Next ›Next ›](/categories/insurance-crm?open_modal_url=%2Fproducts%2Fagent-crm%2Fwishlists%3Fhost_path%3D%252Fcategories%252Finsurance-crm%26source%3Dcategory&order=g2_score&page=2#product-list) Spotlight Categories [Inbound Call Tracking Software](https://www.g2.com/categories/inbound-call-tracking) [E-commerce Fraud Protection Software](https://www.g2.com/categories/e-commerce-fraud-protection) [Video Conferencing Software](https://www.g2.com/categories/video-conferencing) [Remote Monitoring & Management (RMM) Software](https://www.g2.com/categories/remote-monitoring-management-rmm) [Network Monitoring Software](https://www.g2.com/categories/network-monitoring) Similar Categories - [Health Insurance Software](/categories/health-insurance-software) - [Insurance Agency Management Systems](/categories/insurance-agency-management-systems) - [Insurance Analytics](/categories/insurance-analytics) - [Insurance Billing](/categories/insurance-billing) - [Insurance Claims Management](/categories/insurance-claims-management) - [Insurance Compliance](/categories/insurance-compliance) - [Insurance Policy Administration Systems](/categories/insurance-policy-administration-systems) - [Insurance Suites](/categories/insurance-suites) - [Life & Health Insurance Agency Management](/categories/life-health-insurance-agency-management) - [Life Insurance Policy Administration Systems](/categories/life-insurance-policy-administration-systems) - [Other Insurance](/categories/other-insurance) - [Property & Casualty Insurance Agency Management](/categories/property-casualty-insurance-agency-management) - [Property & Casualty Policy Administration Systems](/categories/property-casualty-policy-administration-systems) - [Underwriting & Rating](/categories/underwriting-rating) [Browse Insurance CRM Themes](/categories/insurance-crm/themes) ![Neya Kumaresan](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Neya Kumaresan") NK Researched and written by [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan) Updated December 14, 2025 Insurance customer relationship management (CRM) software helps insurance agencies manage relationships with clients and prospects throughout the consumer lifecycle. It centralizes customer data, tracks leads and sales pipelines, tracks sales performance, and streamlines communication between agents and clients. Insurance CRM tools are designed to improve client engagement, retention, and sales efficiency by automating follow-ups, renewals, and cross-selling opportunities. They often integrate with agency management systems and compliance management tools. Unlike [insurance agency management systems](https://www.g2.com/categories/insurance-agency-management-systems?source=search), which focus on back-office operations such as policy management, accounting, and commission processing, insurance CRM software emphasizes front-office functions like managing leads, nurturing relationships, and driving new business growth. To qualify for inclusion in the Insurance CRM category, a product must: - Manage the agency’s customer and prospect information - Track leads and sales pipelines - Track sales and performance metrics - Facilitate communication between agents and clients through email, calls, messages, and more - Automate marketing and retention campaigns, follow-ups, renewals, and cross-selling opportunities - Offer reporting and analytics to evaluate sales performance and client engagement - Include an insurance-centric data model with policies, quotes, carriers, and insured records, core policy attributes, and household or business relationship management - Offer workflows and automation tailored to insurance, such as policy effective dates and renewal timelines Show More