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InsuranceTechGuide

Insurance CRM

Pipeline, lead, and client-communication tools built specifically for insurance sales and service workflows.

How This Category Works

An insurance CRM manages the sales and service side of the agency: lead pipelines, producer accountability, renewal reminders, and client communication. It usually sits next to an agency management system, not instead of one. That’s why how well a given CRM integrates with popular AMS platforms is often the deciding factor for agencies choosing between options.

insurance crm

AgencyZoom

An insurance sales and service CRM, acquired by Vertafore in 2021, built around pipelines, automation, and AMS sync.

Vertafore (AgencyZoom)

insurance crm

Better Agency

An insurance CRM built around 100+ pre-built automation campaigns, acquired by GloveBox in December 2024.

GloveBox (Better Agency)

insurance crm

InsuredMine

An all-in-one CRM for independent insurance agencies, built around sales pipelines, client engagement, and two-way AMS sync.

InsuredMine

All Products

Salesforce (Financial Services Cloud)

Salesforce's general-purpose CRM, configured for insurance brokerages through its Financial Services Cloud insurance-brokerage edition.

Best for: Larger brokerages that already use (or want) Salesforce's broader platform and need insurance-brokerage-specific workflows on top of it.

insurance crm

per seat

What to Look For

  • Whether it's built for insurance pipelines or a generic CRM with insurance fields bolted on
  • Two-way texting and email, and which plan tier actually includes it
  • Depth of the AMS integration: one-way sync versus true bi-directional updates
  • Renewal and cross-sell automation, not just new-business lead tracking