10 Best Insurance CRM Software For Insurance Companies

For insurance companies, having the right customer relationship management (CRM) software is vital for increased efficiency and growth. A great CRM can help you organize your client information and communicate with them more effectively and efficiently. 

But with so many different CRM options available, it can be overwhelming to try and decide which one is best suited to your needs. That’s why Revenue Dealer has compiled our list of the best insurance CRM software to help you streamline your processes while creating relationships with customers that will last a lifetime. Read on to learn about all the features these highly recommended CRMs have to offer!

What Is CRM In Insurance Industry?

Customer Relationship Management (CRM) is used in the insurance industry to provide superior quality service to customers. It is a set of software tools and strategies that enable companies to manage relationships with their policyholders and prospects more efficiently. 

With CRM, insurers can automate mundane tasks, process transactions faster, and better analyze customer data. This ultimately provides a better user experience, enabling insurers to quickly identify and serve customer needs. 

On top of this, CRM systems allow for easy storage, organization, searchability, and retrieval of policyholder records, helping insurers streamline their operations and make better-informed policy decisions down the road. 

As insurance companies continue exploring innovative ways to remain connected with customers, utilizing CRM technology will likely remain an integral part of their success.

Key Features Of CRM For Your Insurance Business

With the rise of digital transformation, more and more insurance businesses are turning to Customer Relationship Management (CRM) software to help them better manage their relationships with their customers. But what features should your CRM have to be effective for your business? Let’s look at some key features you should look for when evaluating CRMs for your insurance business. 

Integration with Other Platforms 

Your CRM should integrate with other platforms you use, such as email providers, marketing automation tools, payment processing systems, and customer service solutions. This will allow you to easily access all of the data stored in these different platforms in one place. Additionally, it will enable you to leverage other platforms’ features within your CRM system. 

Customization Options   

No two insurance businesses are exactly alike; they all have unique processes and needs. When selecting a CRM for your insurance business, make sure it has customization options tailored to meet your business’s specific needs. This could include customizing the user interface or adding fields or data points necessary for tracking customer information. 

Customizable Reporting Options    

A good CRM should also provide customizable reporting options so that you can quickly generate reports about key performance metrics and trends in customer activity over time. This will allow you to quickly identify areas where improvements need to be made and opportunities for increased sales. Additionally, customizable reporting makes it easier to track ROI from campaigns or activities conducted by your team members. 

Data Collection and Analysis 

A good CRM will allow you to collect and store vital information about your customers, such as their contact information, policy details, and payment history. This data can be used for marketing purposes, such as targeting specific customers for promotions or sending reminders about upcoming renewals or payments.

It can also be used for analysis so that you have a better understanding of your business performance and customer behavior. This data-driven approach helps you make smarter decisions when running your insurance business. 

Customer Segmentation 

CRM systems allow you to segment customers into categories based on various criteria such as age, gender, location, etc., making it easier to target different segments with tailored offers or services that are most relevant to them. This allows you to provide more personalized customer experiences, which leads to increased customer loyalty and growth in revenue for your business.  

Automated Processes 

CRM systems often come with automated processes which help streamline operations and reduce manual work. For example, automated emails can be sent out regularly reminding customers about their policies or unpaid premiums without requiring manual intervention from staff members. Automated processes also enable faster response times, improving customer satisfaction while freeing up staff time to focus on other essential tasks.

Also Read: Top 10 Email-Marketing Tips For Insurance Agent

Best Insurance CRM Software For Insurance Companies | Top 10 Picks

Zoho CRM

Zoho CRM is the ideal Insurance CRM Software for insurance companies striving to build productive customer relationships. It provides several features, such as tracking customer interactions, suggesting targeted marketing campaigns, creating automated workflows, and monitoring performance against goals to ensure companies take advantage of every opportunity for growth. 

Zoho CRM also helps eliminate manual processes with its seamless integration capabilities, effectively streamlining operations and giving companies insight into the entire sales cycle from lead generation through policy activation. 

Plus, its user-friendly interface makes it easy for employees to adapt quickly and start making the most of all its powerful features. For insurance businesses looking for an efficient and effective way to manage client relationships and grow their business, Zoho CRM is a perfect choice.


Insurance companies always look for efficient ways to manage leads and customer data. Salesmate is the perfect solution for that! It offers tracking performance metrics, lead management, marketing automation, and customer follow-up. In addition, its user-friendly interface makes it easy to use and navigate. 

Companies can contact numerous leads with just a few clicks while still being able to customize their CRM strategies. Salesmate is excellent for any size business—from massive corporations to small independent insurance brokers—and provides scalable solutions so you won’t outgrow your system as your business expands. 

With its powerful array of features, Salesmate makes it easier than ever for insurance companies to maximize their potential and maintain an advantage in the marketplace.

HubSpot CRM

Insurance companies rely on keeping track of customer and client data. To do this, the best CRM software for insurance firms is HubSpot CRM. Its ability to provide unparalleled insight into customer databases ensures quick, positive action no matter how complex a situation may seem. 

Thanks to its intuitive user interface, agents can quickly manage contacts, accounts, and leads and easily access specific views to serve their customers better. 

As if that wasn’t enough, all data is automatically backed up and stored online – so there’s no need to worry about lost information. With Hubspot CRM, insurance companies can save time and money while providing the best possible service to clients.

Also Read: 10 Successful Traits Of Life Insurance Agent

NetHunt CRM

NetHunt CRM has everything needed to help companies build relationships with their clients and improve customer service. With its intuitive interface and wide array of features, NetHunt CRM helps manage contacts, tasks, workflows, and much more. 

The platform also offers scalability, which allows companies to scale their business as it grows. In addition, the software allows agents to streamline processes and simplify complex workflow tasks with automated actions. 

Finally, its integration capabilities make it easy for insurance companies to connect with other applications and take advantage of external data sources. With so many great benefits, NetHunt CRM is undoubtedly one of the best insurance software available today.

Zendesk Sell

Zendesk Sell is one of insurance companies’ most powerful and robust CRM software. It simplifies workflows while ensuring data accuracy with an intuitive user interface that requires no training to use and integrations with both external and internal tools. 

Additionally, Zendesk Sell allows insurance companies to automate sales processes and streamline client communication, providing them with an easy way to manage their entire customer base in one central place. 

Furthermore, its built-in reporting capabilities help evaluate team performance over time, so strategies can be continuously improved to maximize customer loyalty and lifetime value. In conclusion, there is no doubt that Zendesk Sell is one of the best Insurance CRM software options on the market today.


VanillaSoft helps insurance companies stay competitive. As one of the best insurance CRM software, it brings effective management in generating more leads and managing customers. Its complete suite of integrated tools helps users capture, prioritize and convert leads into sales opportunities quickly and easily. 

It enables sales agents to track customer history, uncover key decision-makers within organizations, follow up with prospects to close deals faster and generate reports to measure success. 

VanillaSoft’s advanced analytics also allows for a better understanding of potential markets by clearly highlighting areas that require improvement or further exploration. For insurance companies looking for an innovative way to stay ahead of the competition, VanillaSoft is undoubtedly their top choice.

NetSuite CRM

As an insurance company looking for the best customer relationship management software, NetSuite CRM is an excellent choice. It provides a comprehensive and automated solution to the needs of insurance companies while simplifying the process of acquisition, retention, cross-selling, and upselling customers. 

Its intuitive dashboards provide deep insights into client activity, enabling users to make timely decisions to maximize their ROI. It also has powerful workflow automation capabilities, so processes such as issuing quotes or policy renewals occur quickly and accurately. 

Its scalability and customization capabilities can be easily tailored to meet any company’s specific needs without sacrificing quality. As such, NetSuite CRM is one of the finest options for managing customer relationships within the insurance industry.

Applied Epic

Applied Epic is quickly becoming the leading Customer Relationship Management (CRM) software for insurance companies. This powerful and comprehensive platform allows a single user to have complete visibility of all the policies within their business, including policy obligations, renewals, and cancellations. 

Additionally, Applied Epic provides modular support for a wide range of critical areas, from customer service to claim settlement. For example, insurers can easily create detailed customer profiles with real-time data tracking, allowing them to access vital information at just the click of a button. 

This automated process can minimize administrative costs while increasing efficiency and productivity throughout any insurance organization. Furthermore, Applied Epic’s intuitive interface requires minimal training time and allows users to quickly and easily navigate the software’s features. 

With all these exceptional benefits, it isn’t surprising that Applied Epic is establishing itself as an indispensable tool in the insurance industry.


InfoFlo is the best-in-class insurance CRM software for businesses of all sizes. With its comprehensive feature set, advanced workflow automation, and cloud capabilities, InfoFlo streamlines critical customer interactions and improves customer service experiences. 

Additionally, its customizable dashboard gives insurers an effortless understanding of how clients interact with their products and services. InfoFlo allows companies to monitor customer data, send automatic notifications of policy updates or changes, provide sales performance insights and generate meaningful reports that effectively evaluate customer integrity and financial health. 

With its flexible integration environment, this tool is quickly becoming the go-to solution for firms of all sizes looking to automate processes while achieving higher efficiency rates in the long run.


ClickUp is an incredible insurance CRM software that provides insurance companies with the tools they need to keep their operations running efficiently. Not only does it automate repetitive tasks such as data entry and customer service, but it also keeps all organizational information organized and accessible. 

This means that sales reps can access essential customer records quickly, making sure everything is noticed. In addition, ClickUp also provides powerful analytics capabilities which allow companies to make data-driven decisions about their marketing strategies and policies. 

With this level of insight into the workings of their business, insurance companies can be sure that they are equipped to handle any situation confidently.

Also Read: How Do Insurance Agencies Make Money | The Ultimate Guide

Choose Revenue Dealer To Boost Your Insurance Sales

If you’re looking for an efficient way to boost your insurance sales, choosing a reputable Revenue Dealer must benefit you and your insurance company. Not only can we provide you with highly qualified leads, but our experts can guide you on utilizing CRM software best to maximize your return. 

Revenue dealers offer proven strategies and insights that will help streamline and optimize your sales process, giving you the knowledge and resources necessary to make successful sales. In addition, our reliable lead generation services, exceptional customer support, and thorough guidance on making the most of CRM software can be your key to unlocking increased sales in the insurance market.

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