--- title: "Best Insurance CRM Software 2026 | Capterra" description: "Find the top Insurance CRM software of 2026 on Capterra. Based on millions of verified user reviews - compare and filter for whats important to you to find the best tools for your needs." source_url: "https://www.capterra.com/insurance-crm-software/" page_type: "category" language: "en" --- # Best Insurance CRM Software [Free](https://www.capterra.com/insurance-crm-software/s/free/)[For Small Businesses](https://www.capterra.com/insurance-crm-software/s/small-businesses/) [4.9 (42)](https://www.capterra.com/p/171245/NextAgency/reviews/) NextAgency: the agency management system you'd design. Built for Life & Health agencies. Easy to customize and use. With great support. [Learn more about NextAgency](https://www.capterra.com/p/171245/NextAgency/) Insurance CRM features reviewers most value Activity Dashboard AI Copilot Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management [4.7 (129)](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/reviews/) The #1 Recommended Insurance Industry Growth Platform serving the health, benefits, and senior insurance space.  [Learn more about AgencyBloc AMS+](https://www.capterra.com/p/105829/AgencyBloc-for-Health-Life-Insurance/) Insurance CRM features reviewers most value Activity Dashboard AI Copilot Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management 91% recommend this product [## Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) [4.4 (19024)](https://www.capterra.com/p/61368/Salesforce/reviews/) Bring together CRM apps for sales, service, marketing, commerce, AI, and more in one integrated solution. [Learn more about Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Insurance CRM features reviewers most value Activity Dashboard AI Copilot Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. [## Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) [4.3 (7010)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) CRM solution that helps businesses with sales force automation, process management, journey orchestration, marketing automation & more. [Learn more about Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) Insurance CRM features reviewers most value Activity Dashboard AI Copilot Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management [## Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) [4.4 (5865)](https://www.capterra.com/p/157279/Dynamics-365/reviews/) Dynamics 365 offers integrated business management solution that automates financial, customer relationship and supply chain processes. [Learn more about Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) Insurance CRM features reviewers most value Activity Dashboard AI Copilot Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management [## Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/) [4.4 (4116)](https://www.capterra.com/p/164283/Zendesk/reviews/) Zendesk is a cloud-based platform enabling businesses to offer customer support via text, mobile, phone, email, chat, and social media. [Learn more about Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/) Insurance CRM features reviewers most value Activity Dashboard AI Copilot Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management [## Zoho Desk](https://www.capterra.com/p/169505/Zoho-Desk/) [4.5 (2216)](https://www.capterra.com/p/169505/Zoho-Desk/reviews/) Cloud-based help desk that unifies email, chat, phone, and social support into one workspace with automation and self-service tools. [Learn more about Zoho Desk](https://www.capterra.com/p/169505/Zoho-Desk/) Insurance CRM features reviewers most value Activity Dashboard AI Copilot Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management [## NetSuite](https://www.capterra.com/p/135757/NetSuite/) [4.2 (2086)](https://www.capterra.com/p/135757/NetSuite/reviews/) NetSuite is the AI-powered cloud ERP that unifies financials and operations to help businesses grow and scale.  [Learn more about NetSuite](https://www.capterra.com/p/135757/NetSuite/) Insurance CRM features reviewers most value Activity Dashboard AI Copilot Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management [## Keap](https://www.capterra.com/p/76390/Infusionsoft/) [4.1 (1299)](https://www.capterra.com/p/76390/Infusionsoft/reviews/) The smarter way for small businesses to do great work. Keap helps businesses organize client information and daily work in one place. [Learn more about Keap](https://www.capterra.com/p/76390/Infusionsoft/) Insurance CRM features reviewers most value Activity Dashboard AI Copilot Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management [## Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) [4.2 (1009)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Cloud-based or on-premises workspace with vibe coding, CRM, project management, team chat, HR tools, and a website builder. [Learn more about Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) Insurance CRM features reviewers most value Activity Dashboard AI Copilot Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management [## EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/) [4.6 (912)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster. [Learn more about EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/) Insurance CRM features reviewers most value Activity Dashboard AI Copilot Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management 84% recommend this product [## Salesforce Service Cloud](https://www.capterra.com/p/136189/Salesforce/) [4.5 (833)](https://www.capterra.com/p/136189/Salesforce/reviews/) Salesforce Service Cloud is a software that helps service teams deliver personalized support across various channels. [Learn more about Salesforce Service Cloud](https://www.capterra.com/p/136189/Salesforce/) Insurance CRM features reviewers most value Activity Dashboard AI Copilot Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management [## eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/) [4.5 (830)](https://www.capterra.com/p/152769/eWay-CRM/reviews/) Run your insurance business right from Microsoft Outlook and Teams. Synchronize contacts, organize emails, and plan meetings. [Learn more about eWay-CRM](https://www.capterra.com/p/152769/eWay-CRM/) Insurance CRM features reviewers most value Activity Dashboard AI Copilot Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management [## Less Annoying CRM](https://www.capterra.com/p/118921/Less-Annoying-CRM/) [4.8 (660)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) Less Annoying CRM helps insurance agents manage contacts, calendars, tasks, leads, collaboration, emails, agendas, and more. [Learn more about Less Annoying CRM](https://www.capterra.com/p/118921/Less-Annoying-CRM/) Insurance CRM features reviewers most value Activity Dashboard AI Copilot Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management 95% recommend this product [## Netskope One Platform](https://www.capterra.com/p/130671/Insightly/) [4.0 (656)](https://www.capterra.com/p/130671/Insightly/reviews/) Cloud-based security and networking platform offering zero trust, SASE, data protection, and AI security in a unified architecture. [Learn more about Netskope One Platform](https://www.capterra.com/p/130671/Insightly/) Insurance CRM features reviewers most value Activity Dashboard AI Copilot Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management [## Freshsales](https://www.capterra.com/p/155563/Freshsales/) [4.5 (623)](https://www.capterra.com/p/155563/Freshsales/reviews/) Cloud-based CRM that helps sales and marketing teams manage contacts, automate workflows, track pipelines, and engage customers via. [Learn more about Freshsales](https://www.capterra.com/p/155563/Freshsales/) Insurance CRM features reviewers most value Activity Dashboard AI Copilot Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management 82% recommend this product [## HubSpot Sales Hub](https://www.capterra.com/p/214215/HubSpot-SalesHub/) [4.5 (506)](https://www.capterra.com/p/214215/HubSpot-SalesHub/reviews/) More selling. Less everything else. Sales Hub turns buyer intent into qualified pipeline and keeps deals moving for you. [Learn more about HubSpot Sales Hub](https://www.capterra.com/p/214215/HubSpot-SalesHub/) Insurance CRM features reviewers most value Activity Dashboard AI Copilot Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management 82% recommend this product [## noCRM](https://www.capterra.com/p/132752/You-Don-t-Need-a-CRM/) [4.7 (498)](https://www.capterra.com/p/132752/You-Don-t-Need-a-CRM/reviews/) Turning sales actions into connections. noCRM helps salespeople focus on selling, not reporting. [Learn more about noCRM](https://www.capterra.com/p/132752/You-Don-t-Need-a-CRM/) Insurance CRM features reviewers most value Activity Dashboard AI Copilot Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management 88% recommend this product [## Spotler CRM](https://www.capterra.com/p/88929/Really-Simple-Systems-CRM/) [4.5 (453)](https://www.capterra.com/p/88929/Really-Simple-Systems-CRM/reviews/) Easy-to-use CRM with optional marketing tool that helps you work smarter by managing and tracking your leads, customers and engagement. [Learn more about Spotler CRM](https://www.capterra.com/p/88929/Really-Simple-Systems-CRM/) Insurance CRM features reviewers most value Activity Dashboard AI Copilot Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management [## Flowlu](https://www.capterra.com/p/166656/FLowlu/) [4.8 (387)](https://www.capterra.com/p/166656/FLowlu/reviews/) An all-in-one business management platform offering essential tools for managing projects, tasks, financials, team, and sales. [Learn more about Flowlu](https://www.capterra.com/p/166656/FLowlu/) Insurance CRM features reviewers most value Activity Dashboard AI Copilot Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management 91% recommend this product [## Daylite](https://www.capterra.com/p/116272/Daylite-for-Mac/) [4.6 (362)](https://www.capterra.com/p/116272/Daylite-for-Mac/reviews/) Daylite helps service-based businesses manage clients, projects, and new client opportunities in one app — driving their growth. [Learn more about Daylite](https://www.capterra.com/p/116272/Daylite-for-Mac/) Insurance CRM features reviewers most value Activity Dashboard AI Copilot Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management 83% recommend this product [## Vtiger CRM](https://www.capterra.com/p/112491/vtiger-CRM/) [4.3 (339)](https://www.capterra.com/p/112491/vtiger-CRM/reviews/) Used in agile sales teams to increase sales productivity, clear bottlenecks in processes, and ultimately hit revenue targets. [Learn more about Vtiger CRM](https://www.capterra.com/p/112491/vtiger-CRM/) Insurance CRM features reviewers most value Activity Dashboard AI Copilot Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management [## Sage Sales Management](https://www.capterra.com/p/153130/Forcemanager/) [4.6 (173)](https://www.capterra.com/p/153130/Forcemanager/reviews/) The CRM to Supercharge Sales Teams. On the road. In the office. From home. Powered by AI. [Learn more about Sage Sales Management](https://www.capterra.com/p/153130/Forcemanager/) Insurance CRM features reviewers most value Activity Dashboard AI Copilot Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management 85% recommend this product [## LeadSquared](https://www.capterra.com/p/130199/LeadSquared/) [4.3 (167)](https://www.capterra.com/p/130199/LeadSquared/reviews/) Sales Execution Platform built to help you sell faster. Prioritize leads & tasks, recommend actions, and help your team execute them.  [Learn more about LeadSquared](https://www.capterra.com/p/130199/LeadSquared/) Insurance CRM features reviewers most value Activity Dashboard AI Copilot Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management [## Close](https://www.capterra.com/p/132667/Close-io/) [4.7 (164)](https://www.capterra.com/p/132667/Close-io/reviews/) Close is the all-in-one sales engagement CRM designed to help startups and small businesses turn leads into revenue. [Learn more about Close](https://www.capterra.com/p/132667/Close-io/) Insurance CRM features reviewers most value Activity Dashboard AI Copilot Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Page 1 of 4 ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Filter (143) Products: Sort By: Featured Partners * * * Plan Type Free Trial Popular 85% of professionals opt for a 30-day trial before the software purchase Other subsciption plans: Free Version Monthly Subscription Annual Subscription One-Time License Key Features All key features Popular We have selected the most important and critical features as defined by Capterra user reviews Activity Dashboard AI Copilot Alerts/Notifications Calendar/Reminder System Contact Management For Insurance Industry Generative AI Insurance Management Lead Capture Lead Management Marketing Automation Mobile Access Quotes/Estimates Reporting/Analytics Sales Activity Management Sales Pipeline Management Third-Party Integrations Deployment Cloud, SaaS, Web-Based Desktop Mac Desktop Windows Desktop Linux On-Premise Windows On-Premise Linux Desktop Chromebook Mobile Android Mobile iPhone Mobile iPad Related Software Category: [Healthcare CRM Software](https://www.capterra.com/healthcare-crm-software/)[Social CRM Tools Software](https://www.capterra.com/social-crm-tools-software/)[Financial CRM Software](https://www.capterra.com/financial-crm-software/) I'm looking for Insurance CRM Software that is: [Free](https://www.capterra.com/insurance-crm-software/s/free/)[For Small Businesses](https://www.capterra.com/insurance-crm-software/s/small-businesses/)