Best Insurance CRM Software in 2026
Updated
In short: Freshsales is ranked #1 of 27 as of 4 October 2026, ahead of Zoho CRM and Bitrix24 CRM. The best-ranked option with a free plan is Zoho CRM. The lowest first paid tier on this page is Freshsales at $0.75/mo.
Insurance CRM software supports the work of managing agency relationships, sales activity, and policyholder follow-up. Compare sales pipelines and renewal tracking with agent management and email automation to see which capabilities align with your workflow. Policyholder portals and mobile apps offer additional points to weigh, alongside free-plan availability and paid starting prices. AgencyZoom appears first in the ranking, followed by Zoho CRM and Fat Agent; Freshsales, NextAgency, HubSpot CRM, InsuredMine, and Salesforce Financial Services Cloud are also among the opening entries. Consider how your team handles prospects, agents, and ongoing policy relationships, then compare those needs with the listed features and plan terms.
27 insurance CRM software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
Recognised 40% · Phone app 26% · Documented 20% · Free plan 14% of the score
- 1 Freshsales iPhone + Android RecognisedPhone appDocumentedFree plan 7.9$0.75/mo
- 2 Zoho CRM iPhone + Android RecognisedPhone appDocumentedFree plan 7.9$14/mo
- 3 Bitrix24 CRM iPhone + Android RecognisedPhone appDocumentedFree plan 7.6$69/mo Sales pipelines: Yes
- 4 Creatio CRM iPhone + Android RecognisedPhone appDocumentedFree plan 7.0
- 5 AgencyZoom iPhone + Android RecognisedPhone appDocumentedFree plan 6.9$99/mo Sales pipelines: YesRenewal tracking: YesAgent management: Yes
- 6 Fat Agent iPhone only RecognisedPhone appDocumentedFree plan 6.9$50/mo Sales pipelines: YesRenewal tracking: YesAgent management: Yes
- 7 Act! iPhone + Android RecognisedPhone appDocumentedFree plan 6.8$30/mo
- 8 NextAgency iPhone + Android RecognisedPhone appDocumentedFree plan 6.8$5.90/mo Sales pipelines: YesRenewal tracking: YesAgent management: Yes
- 9 Nutshell iPhone + Android RecognisedPhone appDocumentedFree plan 6.8$13/mo
- 10 Pipedrive iPhone + Android RecognisedPhone appDocumentedFree plan 6.8
- 11 Salesforce Financial Services Cloud iPhone + Android RecognisedPhone appDocumentedFree plan 6.8$325/mo
- 12 GloveBoxCRM iPhone + Android RecognisedPhone appDocumentedFree plan 6.5 Sales pipelines: YesRenewal tracking: Yes
- 13 InsuredMine iPhone + Android RecognisedPhone appDocumentedFree plan 6.3
- 14 Caspian No phone app RecognisedPhone appDocumentedFree plan 6.2$49/mo Sales pipelines: YesRenewal tracking: YesAgent management: Yes
- 15 Odoo CRM No phone app RecognisedPhone appDocumentedFree plan 6.1Free Sales pipelines: Yes
- 16 PolicyTek No phone app RecognisedPhone appDocumentedFree plan 5.6 Sales pipelines: YesRenewal tracking: YesAgent management: Yes
- 17 Vaatun Vantage No phone app RecognisedPhone appDocumentedFree plan 5.6 Sales pipelines: YesRenewal tracking: YesAgent management: Yes
- 18 Insureio No phone app RecognisedPhone appDocumentedFree plan 5.4$25/mo Sales pipelines: YesAgent management: Yes
- 19 SugarCRM No phone app RecognisedPhone appDocumentedFree plan 5.4
- 20 AgencyBloc AMS+ No phone app RecognisedPhone appDocumentedFree plan 5.3
- 21 LeadSquared No phone app RecognisedPhone appDocumentedFree plan 5.3
- 22 NexLife CRM No phone app RecognisedPhone appDocumentedFree plan 5.3$300/mo Sales pipelines: YesAgent management: Yes
- 23 Oracle Fusion Cloud Marketing No phone app RecognisedPhone appDocumentedFree plan 5.3
- 24 Applied Epic for Salesforce No phone app RecognisedPhone appDocumentedFree plan 5.2 Sales pipelines: YesRenewal tracking: YesAgent management: Yes
- 25 Oracle Fusion Cloud Sales No phone app RecognisedPhone appDocumentedFree plan 5.1
Is your app on this list?
Numbered spots on this list can be sponsored. They are labelled, and the editorial order and scores never change for payment.
Questions about this list
Which insurance CRM software is ranked first on Samsung Mobile US Press?
Freshsales is ranked #1 of 27 with a score of 7.9. Zoho CRM is second and Bitrix24 CRM third.
How many of these have a free plan?
5 of the 25 on this page publish a free plan on their own pricing pages.
Which is the cheapest paid option?
On this page, Freshsales has the lowest first paid tier we found: $0.75/mo.
How is this list ranked?
Ranked mobile-first: a phone app alongside the web or desktop product, a free tier and the depth of its documentation. Paid placements never change a rank.