Best Insurance CRM Software in 2026
Updated
In short: Bitrix24 CRM is ranked #1 of 27 as of 7 October 2026, ahead of Zoho CRM and Freshsales. The best-ranked option with a free plan is Zoho CRM. The lowest first paid tier on this page is NextAgency at $5.90/mo.
Insurance CRM software can support agency sales work and the ongoing management of policyholder relationships. Compare sales pipelines and renewal tracking with agent management and email automation to see how the features align with your team's processes. Policyholder portals and mobile apps offer additional points to weigh for customer and staff access. Check free-plan availability and paid-from pricing alongside those capabilities. Zoho CRM, Freshsales, and Caspian are among the options represented, along with AgencyZoom and NextAgency. Use the listed criteria to think through how your team organizes prospects, handles renewals, and supports agents.
27 insurance CRM software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
Insurance CRM Software, ranked on how quickly a newcomer can get going. 15 of the 25 on this page can be tried for free.
- 1 Bitrix24 CRMPaid from $49/mo
- Free to practise on: yes
- Free trial: yes
- Well documented: yes
- Runs where you work: yes
- 2 Zoho CRMPaid from $14/mo
- Free to practise on: yes
- Free trial: yes
- Well documented: yes
- Runs where you work: yes
- 3 FreshsalesPaid from $9/mo
- Free to practise on: yes
- Free trial: yes
- Well documented: yes
- Runs where you work: yes
- 4 CaspianPaid from $49/mo
- Free to practise on: yes
- Free trial: yes
- Well documented: yes
- Runs where you work: not on record
- 5 Creatio CRM
- Free to practise on: not on record
- Free trial: yes
- Well documented: yes
- Runs where you work: yes
- 6 AgencyZoomPaid from $99/mo
- Free to practise on: not on record
- Free trial: yes
- Well documented: yes
- Runs where you work: yes
- 7 InsuredMine
- Free to practise on: not on record
- Free trial: yes
- Well documented: yes
- Runs where you work: yes
- 8 NextAgencyPaid from $5.90/mo
- Free to practise on: not on record
- Free trial: yes
- Well documented: yes
- Runs where you work: yes
- 9 NutshellPaid from $13/mo
- Free to practise on: not on record
- Free trial: yes
- Well documented: yes
- Runs where you work: yes
- 10 Odoo CRMFree plan
- Free to practise on: yes
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 11 Pipedrive
- Free to practise on: not on record
- Free trial: yes
- Well documented: yes
- Runs where you work: yes
- 12 Salesforce Financial Services CloudPaid from $325/mo
- Free to practise on: not on record
- Free trial: yes
- Well documented: yes
- Runs where you work: yes
- 13 Act!Paid from $30/mo
- Free to practise on: not on record
- Free trial: yes
- Well documented: yes
- Runs where you work: yes
- 14 InsureioPaid from $25/mo
- Free to practise on: not on record
- Free trial: yes
- Well documented: yes
- Runs where you work: not on record
- 15 LeadSquared
- Free to practise on: not on record
- Free trial: yes
- Well documented: yes
- Runs where you work: not on record
- 16 AgencyBloc AMS+
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 17 Fat AgentPaid from $50/mo
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 18 PolicyTek
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 19 Vaatun Vantage
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 20 Applied Epic for Salesforce
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 21 SugarCRM
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 22 NexLife CRMPaid from $300/mo
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 23 Oracle Fusion Cloud Marketing
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
- 24 GloveBoxCRM
- Free to practise on: not on record
- Free trial: not on record
- Well documented: not on record
- Runs where you work: yes
- 25 Onyx CRMPaid from $99/mo
- Free to practise on: not on record
- Free trial: not on record
- Well documented: yes
- Runs where you work: not on record
Compare all 25 in a table
| # | Platform | Score | Free plan | From | Free plan | Paid from | Sales pipelines | Renewal tracking |
|---|---|---|---|---|---|---|---|---|
| 1 | Bitrix24 CRM | 7.9 | Free plan | $49/mo | Yes | — | Yes | — |
| 2 | Zoho CRM | 7.9 | Free plan | $14/mo | Yes | 14 /user/mo | — | — |
| 3 | Freshsales | 7.8 | Free plan | $9/mo | Yes | 9 /user/mo | — | — |
| 4 | Caspian | 7.4 | Free plan | $49/mo | No | 49 /user/mo | Yes | Yes |
| 5 | Creatio CRM | 6.8 | No | — | No | — | — | — |
| 6 | AgencyZoom | 6.7 | No | $99/mo | No | — | Yes | Yes |
| 7 | InsuredMine | 6.6 | No | — | No | — | — | — |
| 8 | NextAgency | 6.6 | No | $5.90/mo | No | 85 /user/mo | Yes | Yes |
| 9 | Nutshell | 6.6 | No | $13/mo | No | 13 /user/mo | — | — |
| 10 | Odoo CRM | 6.6 | Free plan | Free | Yes | — | Yes | — |
| 11 | Pipedrive | 6.6 | No | — | No | — | — | — |
| 12 | Salesforce Financial Services Cloud | 6.6 | No | $325/mo | No | 325 /user/mo | — | — |
| 13 | Act! | 6.5 | No | $30/mo | No | 30 /user/mo | — | — |
| 14 | Insureio | 6.5 | No | $25/mo | No | — | Yes | — |
| 15 | LeadSquared | 6.3 | No | — | No | — | — | — |
| 16 | AgencyBloc AMS+ | 6.2 | No | — | — | — | — | — |
| 17 | Fat Agent | 6.1 | No | $50/mo | No | — | Yes | Yes |
| 18 | PolicyTek | 6.1 | No | — | — | — | Yes | Yes |
| 19 | Vaatun Vantage | 6.1 | No | — | — | — | Yes | Yes |
| 20 | Applied Epic for Salesforce | 6.0 | No | — | — | — | Yes | Yes |
| 21 | SugarCRM | 5.9 | No | — | No | — | — | — |
| 22 | NexLife CRM | 5.8 | No | $300/mo | No | — | Yes | — |
| 23 | Oracle Fusion Cloud Marketing | 5.8 | No | — | — | — | — | — |
| 24 | GloveBoxCRM | 5.6 | No | — | No | — | Yes | Yes |
| 25 | Onyx CRM | 5.6 | No | $99/mo | No | — | Yes | Yes |
Is your platform on this list?
Numbered spots on this list can be sponsored, and a sponsored row is labelled as paid.
Questions about this list
Which insurance CRM software is ranked first on The Geeks Club?
Bitrix24 CRM is ranked #1 of 27 with a score of 7.9. Zoho CRM is second and Freshsales 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, NextAgency has the lowest first paid tier we found: $5.90/mo.
How is this list ranked?
Ranked on how quickly a newcomer can get going: documentation depth, a free tier or trial, and the platforms it runs on.