# Page 3 | Best Insurance CRM Software 2026 | Capterra > Page 3 - 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: https://www.capterra.com/insurance-crm-software --- # Best Insurance CRM Software - Page 3 [## ClickDimensions](https://www.capterra.com/p/120911/ClickDimensions/) [3.6 (31)](https://www.capterra.com/p/120911/ClickDimensions/reviews/) The Only Complete Marketing Solution for Microsoft Dynamics CRM. [Learn more about ClickDimensions](https://www.capterra.com/p/120911/ClickDimensions/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## Flexie CRM](https://www.capterra.com/p/177586/Flexie-CRM/) [4.7 (30)](https://www.capterra.com/p/177586/Flexie-CRM/reviews/) CRM which helps connect the dots along the customer journey - best for ambitious small sized companies with big growth plans. [Learn more about Flexie CRM](https://www.capterra.com/p/177586/Flexie-CRM/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## Lead Capsule](https://www.capterra.com/p/227134/Lead-Capsule/) [4.6 (30)](https://www.capterra.com/p/227134/Lead-Capsule/reviews/) Software solution for lead management, lead generation, lead & call distribution, and lead commerce. [Learn more about Lead Capsule](https://www.capterra.com/p/227134/Lead-Capsule/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations 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. [## CallProof](https://www.capterra.com/p/131553/CallProof/) [4.1 (28)](https://www.capterra.com/p/131553/CallProof/reviews/) Insurance CRM for agents with mobile sales tracking—log calls/visits, manage opportunities, and stay on top of renewals and follow-ups. [Learn more about CallProof](https://www.capterra.com/p/131553/CallProof/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## RAYNET CRM](https://www.capterra.com/p/136797/RAYNET-CRM/) [4.9 (27)](https://www.capterra.com/p/136797/RAYNET-CRM/reviews/) Conquer chaos with CRM software. All contacts, deals, your calendar, and your sales pipeline analysis in one place. [Learn more about RAYNET CRM](https://www.capterra.com/p/136797/RAYNET-CRM/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## Infor CRM](https://www.capterra.com/p/148351/Infor-CRM/) [3.7 (25)](https://www.capterra.com/p/148351/Infor-CRM/reviews/) Helps companies optimize customer relationships by integrating marketing, sales, and service. [Learn more about Infor CRM](https://www.capterra.com/p/148351/Infor-CRM/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## ConvergeHub](https://www.capterra.com/p/134185/ConvergeHub/) [4.8 (24)](https://www.capterra.com/p/134185/ConvergeHub/reviews/) Built for Growth. Trusted by SMBs. ConvergeHub simplifies customer management by combining sales, marketing, support, and billing into  [Learn more about ConvergeHub](https://www.capterra.com/p/134185/ConvergeHub/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## Soffront CRM](https://www.capterra.com/p/9990/Soffront-CRM/) [4.3 (24)](https://www.capterra.com/p/9990/Soffront-CRM/reviews/) Soffront offers an award winning integrated CRM spanning marketing, sales and service. [Learn more about Soffront CRM](https://www.capterra.com/p/9990/Soffront-CRM/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## Cool Life CRM](https://www.capterra.com/p/100794/Cool-Life-CRM/) [4.4 (17)](https://www.capterra.com/p/100794/Cool-Life-CRM/reviews/) Cool Life CRM enables a 360 marketing solution coupled with a full Relationship Life Cycle process providing valuable insight. [Learn more about Cool Life CRM](https://www.capterra.com/p/100794/Cool-Life-CRM/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## SmartOffice](https://www.capterra.com/p/133901/SmartOffice/) [3.7 (17)](https://www.capterra.com/p/133901/SmartOffice/reviews/) SmartOffice is a CRM solution tailored for the Financial Services industry designed for financial advisors, RIA's, B/Ds, and Banks. [Learn more about SmartOffice](https://www.capterra.com/p/133901/SmartOffice/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## SalezShark](https://www.capterra.com/p/142760/SalezShark/) [4.7 (15)](https://www.capterra.com/p/142760/SalezShark/reviews/) New age CRM equipped with Relationship Cloud and Customer Intelligence. [Learn more about SalezShark](https://www.capterra.com/p/142760/SalezShark/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## SimpleWorks](https://www.capterra.com/p/144850/SimpleCRM/) [4.5 (15)](https://www.capterra.com/p/144850/SimpleCRM/reviews/) SimpleCRM’s Insurance CRM unifies data, automates processes, and enhances engagement and efficiency. [Learn more about SimpleWorks](https://www.capterra.com/p/144850/SimpleCRM/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## AllProWebTools](https://www.capterra.com/p/140091/AllProWebTools/) [4.6 (13)](https://www.capterra.com/p/140091/AllProWebTools/reviews/) The Complete Toolkit for Small Business. Control your business sales, productivity, marketing, CRM, website hosting, and much more. [Learn more about AllProWebTools](https://www.capterra.com/p/140091/AllProWebTools/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## LeadByte](https://www.capterra.com/p/133183/LeadByte/) [4.6 (13)](https://www.capterra.com/p/133183/LeadByte/reviews/) Lead Distribution Software For Lead Buyers & Sellers – Capture, validate, and distribute leads in real time [Learn more about LeadByte](https://www.capterra.com/p/133183/LeadByte/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## Better Agency](https://www.capterra.com/p/211611/Better-Agency/) [4.0 (13)](https://www.capterra.com/p/211611/Better-Agency/reviews/) Fully automated Insurance CRM for P/C agents. Great for both personal and commercial lines agencies. [Learn more about Better Agency](https://www.capterra.com/p/211611/Better-Agency/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## Pega CRM](https://www.capterra.com/p/157/Pega-CRM/) [3.9 (13)](https://www.capterra.com/p/157/Pega-CRM/reviews/) Pega CRM evolve to meet changing enterprise needs by driving competitive advantages through Marketing, CS, and SFA applications. [Learn more about Pega CRM](https://www.capterra.com/p/157/Pega-CRM/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## AtemisCloud](https://www.capterra.com/p/144346/Atemis-CRM/) [4.7 (11)](https://www.capterra.com/p/144346/Atemis-CRM/reviews/) An advanced Business Management SaaS with all the features you need. Used in 60 countries by 1500 companies for the last 23 years. [Learn more about AtemisCloud](https://www.capterra.com/p/144346/Atemis-CRM/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## AgentCubed](https://www.capterra.com/p/135371/AgentCubed/) [4.4 (10)](https://www.capterra.com/p/135371/AgentCubed/reviews/) AgentCubed provides the single solution for insurance agencies, combining multiple management solutions into one platform. [Learn more about AgentCubed](https://www.capterra.com/p/135371/AgentCubed/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## AllClients](https://www.capterra.com/p/125248/AllClients/) [4.7 (9)](https://www.capterra.com/p/125248/AllClients/reviews/) AllClients provides simple contact management and marketing automation in one, easy-to-use system. [Learn more about AllClients](https://www.capterra.com/p/125248/AllClients/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## Nextiva CRM](https://www.capterra.com/p/175763/Nextiva/) [3.6 (7)](https://www.capterra.com/p/175763/Nextiva/#reviews) Nextiva Service CRM is a multi-channel customer support software that allows agents to manage all customer interactions in one place. [Learn more about Nextiva CRM](https://www.capterra.com/p/175763/Nextiva/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## Target CRM](https://www.capterra.com/p/10021377/Target-CRM/) [4.8 (6)](https://www.capterra.com/p/10021377/Target-CRM/#reviews) TargetCRM is a customizable SaaS CRM that helps businesses manage sales, marketing, support and customer relationships on one platform. [Learn more about Target CRM](https://www.capterra.com/p/10021377/Target-CRM/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## ServiceTonic](https://www.capterra.com/p/112516/ServiceTonic/) [4.7 (6)](https://www.capterra.com/p/112516/ServiceTonic/#reviews) Powerful, flexible and easy-to-manage Web-based help desk, issue tracking and service management software. [Learn more about ServiceTonic](https://www.capterra.com/p/112516/ServiceTonic/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## SalesBabu CRM](https://www.capterra.com/p/129883/SalesBabu-CRM/) [3.2 (6)](https://www.capterra.com/p/129883/SalesBabu-CRM/#reviews) Filed service management solution for managing warranty, complaints, and maintenance contracts to streamline after sales processes. [Learn more about SalesBabu CRM](https://www.capterra.com/p/129883/SalesBabu-CRM/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## OneLink](https://www.capterra.com/p/126576/OneLink/) [5.0 (5)](https://www.capterra.com/p/126576/OneLink/#reviews) OneLink is the complete Health, Life & Medicare CRM, track leads, policies, teams, customer retention, conversions, and more. [Learn more about OneLink](https://www.capterra.com/p/126576/OneLink/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## Interakt](https://www.capterra.com/p/132102/Interakt/) [5.0 (5)](https://www.capterra.com/p/132102/Interakt/#reviews) Capture, Engage, Retain, and Support all your customers and visitors from one single dashboard. [Learn more about Interakt](https://www.capterra.com/p/132102/Interakt/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## TierPeak](https://www.capterra.com/p/10004490/TierPeak/) [5.0 (4)](https://www.capterra.com/p/10004490/TierPeak/#reviews) TierPeak is a cloud-based software that automates marketing, manages customer relationships, and streamlines operations for businesses. [Learn more about TierPeak](https://www.capterra.com/p/10004490/TierPeak/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## Zenith CRM](https://www.capterra.com/p/10018683/Zenith-CRM/) [5.0 (4)](https://www.capterra.com/p/10018683/Zenith-CRM/#reviews) AI CRM & & All In One Call Center Software with auto call/SMS/email, voicemail, and analytics for sales, service, marketing and backend [Learn more about Zenith CRM](https://www.capterra.com/p/10018683/Zenith-CRM/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## RedHorse CRM](https://www.capterra.com/p/162100/RedHorse-CRM/) [3.5 (4)](https://www.capterra.com/p/162100/RedHorse-CRM/#reviews) A CRM system with shared calendar, integrated email, word merging, social media integration, and reporting. [Learn more about RedHorse CRM](https://www.capterra.com/p/162100/RedHorse-CRM/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## cVortex](https://www.capterra.com/p/10005446/cVortex/) [5.0 (3)](https://www.capterra.com/p/10005446/cVortex/#reviews) cVortex is customer service software that enables omnichannel conversations between companies and customers while streamlining support [Learn more about cVortex](https://www.capterra.com/p/10005446/cVortex/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## AGENCYMATE](https://www.capterra.com/p/235966/AGENCYMATE/) [4.7 (3)](https://www.capterra.com/p/235966/AGENCYMATE/#reviews) AGENCYMATE is an all-in-one solution for insurance agency management - 7-in-1 tool. [Learn more about AGENCYMATE](https://www.capterra.com/p/235966/AGENCYMATE/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## MyBasicCRM](https://www.capterra.com/p/211535/MyBasicCRM/) [4.3 (3)](https://www.capterra.com/p/211535/MyBasicCRM/#reviews) MyBasicCRM is a customizable yet easy CRM platform that offers sectoral solutions with an all-included single plan. [Learn more about MyBasicCRM](https://www.capterra.com/p/211535/MyBasicCRM/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## Onpipeline](https://www.capterra.com/p/194459/Onpipeline/) [4.3 (3)](https://www.capterra.com/p/194459/Onpipeline/#reviews) CRM for organizing leads, managing the entire sales process, tracking activities, reporting, and producing price quotes and invoices.  [Learn more about Onpipeline](https://www.capterra.com/p/194459/Onpipeline/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## SpiceX](https://www.capterra.com/p/95190/SpiceCSM/) [4.3 (3)](https://www.capterra.com/p/95190/SpiceCSM/#reviews) SpiceCSM is a cloud based integration & automation platform making it easy to connect disparate systems, and automating manual tasks. [Learn more about SpiceX](https://www.capterra.com/p/95190/SpiceCSM/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## HelloLeads](https://www.capterra.com/p/156143/HelloLeadz/) [4.0 (3)](https://www.capterra.com/p/156143/HelloLeadz/#reviews) HelloLeads CRM offers great business benefits that helps in accelerating sales conversions for your business. [Learn more about HelloLeads](https://www.capterra.com/p/156143/HelloLeadz/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## Maple CRM](https://www.capterra.com/p/125612/Maple-CRM/) [3.3 (3)](https://www.capterra.com/p/125612/Maple-CRM/#reviews) Maple CRM is all-in-one CRM + Case Process management platform designed for immigration consultants and RCIC Consultants [Learn more about Maple CRM](https://www.capterra.com/p/125612/Maple-CRM/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## OnSite CRM](https://www.capterra.com/p/155368/OnSite-CRM/) [5.0 (2)](https://www.capterra.com/p/155368/OnSite-CRM/#reviews) Dynamic responsive CRM developed to increase sales and employee efficiency. [Learn more about OnSite CRM](https://www.capterra.com/p/155368/OnSite-CRM/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## CRMNEXT](https://www.capterra.com/p/118388/CRMnext/) [4.5 (2)](https://www.capterra.com/p/118388/CRMnext/#reviews) CRMNEXT is a global CRM solution provider, a specialist in optimizing customer relationships. [Learn more about CRMNEXT](https://www.capterra.com/p/118388/CRMnext/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## Lucep](https://www.capterra.com/p/159682/Lucep/) [4.5 (2)](https://www.capterra.com/p/159682/Lucep/#reviews) Increase sales from digital marketing and social media by connecting digital leads to sales agents on the phone - instantly. [Learn more about Lucep](https://www.capterra.com/p/159682/Lucep/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## Infer](https://www.capterra.com/p/226517/Infer/) [4.0 (2)](https://www.capterra.com/p/226517/Infer/#reviews) Infer combines advanced algorithms and hands-on tuning by our data scientists to score your leads with unprecedented accuracy. [Learn more about Infer](https://www.capterra.com/p/226517/Infer/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## WiredContact Enterprise](https://www.capterra.com/p/129607/WiredContact-Enterprise/) [5.0 (1)](https://www.capterra.com/p/129607/WiredContact-Enterprise/#reviews) WiredContact is a customizable CRM software that helps businesses increase sales, track pipelines, and manage leads. [Learn more about WiredContact Enterprise](https://www.capterra.com/p/129607/WiredContact-Enterprise/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## unLocked CRM](https://www.capterra.com/p/10038343/unLocked-CRM/) [5.0 (1)](https://www.capterra.com/p/10038343/unLocked-CRM/#reviews) unLocked CRM is a fully autonomous insurance CRM with AI quoting, commission tracking, and sales automation for 1,228+ carriers. [Learn more about unLocked CRM](https://www.capterra.com/p/10038343/unLocked-CRM/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## Gateway ERP](https://www.capterra.com/p/268252/Gateway-ERP/) [5.0 (1)](https://www.capterra.com/p/268252/Gateway-ERP/#reviews) World's First BPM enabled ERP software solution covers all your operational activities and Finance in single platform. [Learn more about Gateway ERP](https://www.capterra.com/p/268252/Gateway-ERP/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## MedicarePRO CRM](https://www.capterra.com/p/230050/MedicarePRO-CRM/) [5.0 (1)](https://www.capterra.com/p/230050/MedicarePRO-CRM/#reviews) MedicarePRO CRM is a Medicare insurance sales CRM for agents and agencies. [Learn more about MedicarePRO CRM](https://www.capterra.com/p/230050/MedicarePRO-CRM/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## cobra CRM](https://www.capterra.com/p/188635/cobra-CRM/) [5.0 (1)](https://www.capterra.com/p/188635/cobra-CRM/#reviews) CRM products from cobra for sales, marketing and service. Regardless of whether it is a start-up or a corporation. [Learn more about cobra CRM](https://www.capterra.com/p/188635/cobra-CRM/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## KIZEN](https://www.capterra.com/p/187399/Kizen/) [5.0 (1)](https://www.capterra.com/p/187399/Kizen/#reviews) Personalization software designed to align your marketing stack and create custom personalizations and increase ROI. [Learn more about KIZEN](https://www.capterra.com/p/187399/Kizen/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## Peso](https://www.capterra.com/p/10016961/Peso/) [5.0 (1)](https://www.capterra.com/p/10016961/Peso/#reviews) Accounts receivable solution that helps businesses with billing and invoicing, customer statements, collection strategies, and more. [Learn more about Peso](https://www.capterra.com/p/10016961/Peso/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## SAIBA Global](https://www.capterra.com/p/189424/SAIBA-Global/) [1.0 (1)](https://www.capterra.com/p/189424/SAIBA-Global/#reviews) SAIBA is an insurance broking software that provides CRM, policy administration, and accounting tools for global insurance brokers. [Learn more about SAIBA Global](https://www.capterra.com/p/189424/SAIBA-Global/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## Veritouch](https://www.capterra.com/p/204106/VeriTouch/) 0.0 (0) CRM solution based on Dynamics 365, designed for financial services companies like banks, insurance firms, and credit unions. [Learn more about Veritouch](https://www.capterra.com/p/204106/VeriTouch/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## Smart Agent](https://www.capterra.com/p/10039202/Smart-Agent/) 0.0 (0) Smart Agent is CRM software aiding Indian agents in managing policies, renewals, vehicle checks, commissions, and WhatsApp reminders. [Learn more about Smart Agent](https://www.capterra.com/p/10039202/Smart-Agent/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations [## InsureCRM](https://www.capterra.com/p/10006678/InsureCRM/) 0.0 (0) InsuraCRM is a comprehensive customer relationship system or CRM for insurance agencies, companies, carriers, agents, and brokers. [Learn more about InsureCRM](https://www.capterra.com/p/10006678/InsureCRM/) Insurance CRM features reviewers most value Activity Dashboard Alerts/Notifications Contact Management Lead Capture Lead Management Quotes/Estimates Reporting/Analytics Sales Pipeline Management Third-Party Integrations Page 3 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 (130) Products: Sort By: Sponsored * * * 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/)