# Best Insurance CRM Software 2026 | Capterra

> 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/s/web-based

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# Best Insurance CRM Software

For more information consult our [Insurance CRM Buyers Guide](#buyers-guide-content)

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## Top-rated software of 2026

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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

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