best CRM software & systems for insurance agents

Best CRM Software & Systems for Insurance Agents and Brokers

Did you know that insurance agencies who use a CRM see a 43% increase in sold policies? When it comes to finding the best CRM software & systems for insurance agents and brokers, you’ll need to carefully consider your options as not all programs are created equally.

Maybe you’re looking to upgrade your current software, or maybe you’re just getting started in the CRM world. Either way, we’ve collected the most desirable options for the best CRM software & systems for insurance agents and brokers for you to choose from.

The software & systems we’ve laid out below were selected based on high ratings from real users, the inclusion of insurance-specific features, and their relative user-friendliness when compared to similar programs.

1. TechCanary

This app turns SalesForce into a CRM powerhouse. It gives you a bird’s eye view of your client and commission data across all business and distribution channels. You can even offer clients self-service options with TechCanary’s robust Customer Portal feature.

2. Surefyre

We’ve added this solution to our picks for best CRM software & systems for insurance agents and brokers based on its unique history. Surefyre was founded by an actual insurance broker so they know exactly what you’re looking for in a CRM.

Their tools allow you to create and customize workflows, directly call or email from within the program, or even run reports for up-to-the-minute insights into your business. They even let you customize the program to fit your niche.

3. Velocify

Velocify is one of the best options for insurance CRM software & systems for two reasons.

First, it offers advanced prospecting tools so you’ll always have new leads right at your fingertips. Second, direct user feedback proves their software has the ability to double customer conversion rates within the first year.

4. AgencyBloc

This one is specifically for life and health insurance agencies. To help them earn the title of best CRM software & systems for the insurance agents and brokers, they’ve crafted a solution that pays attention to the details. From lead form builders to a saved searches archive, AgencyBloc helps keep agents thoroughly organized.

5. AgentCubed

For a comprehensive business management software, look no further than AgentCubed. It offers one of the best CRM software & systems for insurance agents and brokers in addition to its other products. Their business suite includes lead management & distribution as well as agent & policy management.

AgentCubed even helps you increase compliance adherence by automatically documenting and storing relevant data.

6. Vertafore

Insurers credit Vertafore with providing an irreplaceable system for maximizing workflows and automating tasks. The folks at Vertafore have dedicated themselves to relieving independent market squeeze, reducing operational inefficiencies, and driving long-term success. Soothing these three key pain areas is what makes it one of the best CRM software & systems for insurance agents and brokers on the market today.

Increase Your Marketing Efficiency

No matter which of these best CRM software & systems for insurance agents and brokers options you choose, what’s important is that you continue to improve your online presence.

All of your clients and prospects use the internet. Their search for the right insurance agent or broker may (or may not) find you hidden under a mountain of competition. It’s important to actively build and grow your online presence beyond the basics.

You might not want to prioritize searching for a CRM right now and that’s a-okay. If you need help streamlining your workflow in the meantime, OutboundEngine is happy to lend a hand. Check out all the ways in which we help insurance agents and brokers digitally build relationships with clients.

Maria Waida
Maria Waida
hello@saasycopywriting.com

Maria is a freelance writer specializing in marketing and B2B SaaS. She's also a California beach enthusiast and DnD nerd.