You’re a successful insurance agent, and you have a system in place to keep track of your clients that works for you (regardless of whether you’ve updated it in years… or decades). So why not stick with what you’re used to? Because life might be simpler.

It’s time to consider a Customer Relationship Management (CRM) system if you continue to use papers or Excel spreadsheets to manage your customers. A CRM is a type of software that may help you handle clients, quotations, regulations, and other information.

The finest CRM solutions for insurance agents also include tools that assist you develop your business, such as email automation.

Today, there are several CRM systems that are software as a service (SaaS) solutions. SaaS products make it simple to join up and begin adding clients, and they’re generally paid for on a monthly basis.

Read on to learn about the finest CRM software for insurance agents, as well as how to choose the most appropriate one for your needs.

Why Insurance Agents Need CRM Software

Insurance agents have a lot on their plates every day. If you don’t optimize your procedures and manage your time well, your workload might become too big for you.

In the worst-case scenario, you might forget some critical duties, putting your clients at risk. In the ideal case, you’ll just get anxious… which isn’t exactly a lot of fun.

Insurance CRM software helps agents and insurance brokers to operate more efficiently by assisting them in handling leads, policyholders, and activities.

Your CRM will assist you in improving your task management, follow-up emails, and marketing efforts by providing features like as call recording and contact lists.

CRM Features for the Insurance Industry

Salespeople were the first clients for CRM software. While insurance agents are responsible for selling items, their role is quite different.

The ideal CRM software for insurance brokers should address their unique business challenges.

When seeking for a customer management solution, look for one that includes the following features:

 

• • Track sales (process automation and automated workflows)

• • Sales process automation/automated workflows

• • Claims management

• • Policy information management

• • Email marketing templates and automation

• • Insurance applications and quote management

Specific industry-specific CRM functions, such as the ones listed below, will have a significant impact on your productivity.

Top CRM Software Platforms for Insurance Agents

When it comes to choosing a CRM for your insurance firm, there are a few various alternatives. AgencyBloc and Radiusbob are examples of insurance agency management software companies that also provide CRM solutions (among other things).

Alternatively, consider specialized insurance management tools in sales CRM software (such as Zoho or Freshworks).

Here are eight of the most popular CRM software for insurance agents to help them simplify their sales operations and provide the greatest possible customer experience.

1. Radiusbob

Lead management and CRM software for insurance agents are available through Radiusbob. The name “bob” in the company’s title is derived from the term “book of business.”

Radiusbob is one of the most popular insurance software solutions since it’s designed specifically for the insurance sector. Agents and large businesses use it to simplify interactions with insureds. It’s a highly configurable CRM that includes the option of phone services for call centers.

Key Radiusbob features:

 

• • Contact management

• • Quote engines

• • Automatic lead distribution

• • Autoresponders and email marketing

• • Screenshare, phone calls, and text messaging

Best insurance CRM for: Agents looking for  an end-to-end solution that will automate and manage the sales process from start to finish.

2. AgencyBloc

AgencyBloc is an insurance agency CRM software that optimizes workflows and provides client self-service features. AgencyBloc has a long list of features for policy management, lead tracking, and email marketing.

AgencyBloc is one of the best CRMs for insurance agents as it offers an array of features that automate and improve efficiency in all aspects of customer management.

Key AgencyBloc features:

 

• • Policy management

• • Lead tracking and contact management

• • Client self-service portal

• • Commission tracking and accounting

• • Analystics dashboard 

Best insurance CRM for: Health and life insurance agents that are focusing on lead conversion and retention as it offers a wide variety of features to automate and improve efficiency.

3. Zoho CRM 

Zoho CRM software may be used in a variety of sectors, such as insurance. It is used by agents to keep touch with insureds, generate prospects, and automate processes to increase productivity.

With Zoho CRM, you may contact customers through a variety of channels, including email, phone, live chat, and social media.

Key Zoho CRM features:

 

• • User-friendly interface

• • Mobile app

• • AI-based insurance sales assistant

• • Contact and lead management 

• • Omnichannel communication (email, live chat, call, social media, webinar, etc.)

Best insurance CRM for: Omnichannel communication

4. Applied Epic (formerly SEMCAT)

Applied Epic is an insurance CRM software for independent agencies. It offers tools for quoting, policy management, new business processing, and client self-service.

Applied Epic is one of the best CRMs for insurance agents as it is designed to meet the needs of independent agents.

Key Applied Epic features:

 

• • P&C benefits management

• • IVANS Exchange single sign-on

• • Sales automation

• • Commissions calculator and accounting

• • Omnichannel customer service

Best insurance CRM for: Individual agents  and small agencies that need an all-in-one solution for quoting, policy management, and new business processing.

5. Freshworks

The software is designed for insurance agents and offers a solution that is tailored to them. The goal of the program is for agents to increase their productivity and focus their practice on the relationship aspect. Freshworks aids agents in automating and streamlining procedures such as paperwork and meeting scheduling so that they can focus on more important interactions with their insureds.

In addition, Freshworks offers a “Free Forever” plan with no limit to the number of users you may add.

Key Freshworks CRM features:

 

• • Lead scoring and visual sales pipeline

• • Sales campaigns

• • Automatic sales reports

• • Real-time chat integration

• • Event tracking

• • Customer support portal

Best insurance CRM for: Insurance brokers in need of a free CRM software with no limit to the number of users.

6. VanillaSoft

Sales engagement software from VanillaSoft is designed for inside sales reps. Pre-recorded voice messages, dynamic call scriptwriting, and automatic interaction monitoring are among the features available. Insurance solutions provided by the firm are effective for both new and seasoned agents.

Key VanillaSoft features:

 

• • Contact management

• • Automated emails

• • Lead prioritization

• • Custom reporting dashboard

• • Automated voicemails

Best insurance CRM for: Sales teams that require assistance with lead management and conversion.

7. Insureio 

Insureio’s technology combines sales and marketing automation to help insurance agents manage leads and expand their book of business.

Insureio, for example, allows agencies to obtain quotations from over 40 of the top carriers for life, disability, and annuities.

Key Insureio features:

 

• • Contact management

• • Lead generation

• • Email marketing and personalization

• • Underwriting tools

• • Quote generator

• • Electronic application and e-policy delivery

Best insurance CRM for: Life insurance agents that need assistance with lead generation and conversion.

8. Insly

Insly is a simple insurance software developed by a team that has years of experience in the insurance and IT industries. Within minutes, agents and brokers may join Insly’s cloud-based CRM, which includes an instant broker portal, to create an account and begin adding customers.

Key Insly features:

 

• • Insurance policy management 

• • Contact and lead management

• • Billing and commission management

• • Document storage

• • Quotes and estimates

• • Claims tracking

Best insurance CRM for: Customers who want a simple user interface or a cloud-based CRM.

Choose the Right Software for You

Choosing the correct CRM system is complicated, since it depends on a variety of criteria, including your company’s size and the products you offer.

Agencies can benefit from the CRM provided by their agency management system. Individual agents, insurance brokers, and small enterprises may find that a customized insurance-specific CRM software is the most cost-effective solution.

Regardless of the method you choose, it’s critical to conduct research and discover the solutions that best support your company’s development.