Amidst the ferociously competitive market in the insurance sector, you need a way to stay on top of your game. When you’re on the path of growth, you need to capture and nurture every prospect.
And the key to accomplishing that is effective communication, which you can achieve only when you have access to the best CRM for insurance agents which can simplify the way of managing your work process.
Insurance agents and brokers deal with multiple tasks and clients every day. From calling prospects to closing deals and scheduling appointments, they’ve got a lot on the platter.
Therefore, without a streamlined process of managing tasks, an agent might miss out on essential tasks. To prevent such errors, you need insurance CRM software that is intuitive and adds value to your company.
First, let’s look at what insurance CRM is and the challenges insurance agents face to understand CRM’s needs in business.
What is insurance CRM?
Insurance CRM is an essential tool that helps you build lasting relationships and increase customer retention. It automates all those menial tasks for you like lead capturing, workflow management, activity tracking, you name it, and it’ll take care of it.
Insurance CRM software is designed specifically for companies and insurance agents. It facilitates them in working effectively to convert more prospects into customers. In these times, an automated data process is pivotal to meeting a multitude of requests and inquiries. So, this is where you need a CRM to stand out from the masses.
Challenges an insurance agent faces regularly
As we mentioned earlier, it’s a competitive market, and insurance agents tackle a myriad of issues when they’re working with clients.
On a daily basis, an insurance agent faces high competition, fragmented data issues, inefficient workflows, extremely tough lead generation, and many more problems.
So, here we have shed light on all the challenges that agents and brokers from the insurance sector face.
1. There’s close competition
Has it ever happened that you got an inquiry from a client just a day back, and they’ve already moved on to the competitor?
Well, for you, it must be just a day, but this generation Z is quicker than you think; a slight delay in revert and consider them gone!
The insurance sector especially faces cut-throat competition when it comes to gaining more clients. And it’s not the fault of an insurance agent as well; they’re already going the extra mile when it comes to completing tasks.
This is where automation comes in; let the software handle manual tasks so the insurance agent can go ahead and work to his full potential.
2. Your sales process is fragmented
Yes, spreadsheets and excels are good sources of storing data. However, you must’ve experienced fragmented data and information, which affected the client relationships as well.
When you’ve got a lot of information on your plate and don’t have a streamlined way of processing it, errors are bound to happen. While this manual practice is followed by many, it does more harm than good in the long run business.
Must read: AI for sales: Accelerating your sales process in 2025!
3. Inefficient workflow is hampering the revenue
The major drawback of every insurance agency is inefficiency in the workflow. Manual handling of sequential tasks can take up too much of your time, resulting in low productivity and scattered workflow.
From processing policies, renewals, and taking follow-ups, all while keeping the communication with clients intact, the workflow becomes relatively inefficient and leads to a decline in revenue.
One can’t expect repeat business when the workflow itself isn’t up to the mark. Companies need to level up and combat these challenges; as such, decreased productivity will lead them nowhere.
Manual follow-ups stop from this moment!
Introducing your next insurance CRM.
4. Lead generation is getting difficult
A client is always inclined towards a company that provides a solution to all their problems. When a customer has to navigate through various stages, their interest in purchasing your policies might ebb.
These days, people prefer to opt for products that call for less hassle and derive more value. So, to generate leads and eventually convert them into customers, you need a quick implementation strategy.
5. You’re not able to retain your customers
From the challenges mentioned above, it’s apparent that there’s room for improvement in your business. Not being able to retain customers is certainly discouraging; however, everything is up to you now.
You can wade through the obstacles only when you have a supportive CRM by your side. Otherwise, this pattern will keep on hindering the overall growth of your company.
Once you’ve realized what’s holding you back, all you need to do is take a leap and achieve what seemed impossible!
Implement a smart CRM in your insurance agency and just sit back to witness how it helps you prosper!
To overcome the challenges, the majority of businesses are leaning towards automated CRM systems. Both large and small enterprises have approached the streamlined process of CRM over the conventional process of manually working on projects.
Below you will see how the trend of CRM usage in both small and large enterprises has witnessed rapid growth.
Studies have shown that companies that use CRM systems benefit significantly, boosting revenue and improving productivity. Check out how CRM software can increase ROI.
How can a CRM system help businesses to improve ROI?
If you thought a CRM just helps automate the workflow, you might want to check out the statistics. When your work process is streamlined, it will result in better productivity and, therefore, improved ROI.
As per the statistics, the right CRM can improve productivity by 55%, increase sales quota by 45%, reduce labor cost by 60%, and improve customer relationships by 58%.
These statistics are factual indicators of how a CRM system can significantly impact a business and its revenue.
So, what are you waiting for? Get a CRM that adds value to your work and lets you grow without any limit. Although, ensure you pick the CRM that fits all the needs of your team members and business.
Benefits of CRM for the insurance sector
CRM has numerous benefits for the insurance sector and can help companies in improving their business processes with automation.
You can find new leads, capture them from multiple channels and create a personalized outreach strategy to convert them into customers.
Moreover, CRM has also proven to be highly beneficial for streamlining the processes of internal workforce by automating manual day-to-day tasks.
Here are the main benefits of the insurance agency CRM software:
1. Improved data management
Insurance agents handle a lot of paperwork and information for each client, as the entire insurance process is rather extensive. Therefore, there is a possibility of a loss of data and errors when it’s been managed manually.
In this scenario, insurance agencies can adopt CRM software so all of their insurance agents can work collaboratively and improve their overall performance. You can collect all the client data within the CRM so you never have to worry about it.
2. Tracking leads
Lead management can get tricky when you have multiple leads in the pipeline. If you want to generate more sales, you need to manage your leads efficiently and stay in constant touch with them. With lead management, tracking your leads becomes easy.
So, you’d know whom you have to follow up with, which lead requires more nurturing and which lead can be closed immediately.
3. Enhanced customer relationship
An insurance CRM enables you to stay in constant touch with your past and present clients using text and email sequences. You can leverage this feature to share regular updates on any policy change, attract more prospects and upsell and cross-sell your policies.
4. Manage multiple agencies
CRM is not only for small and mid-level businesses; it also allows large-scale insurance companies to manage multiple agencies. When you have agencies in different locations, you can utilize insurance CRM to stay on track with every change and get timely updates.
5. Forecast your sales
For creating better sales and marketing strategies, you need to be aware of the current situation of your business.
With insightful sales reports and analytics, you can compare past sales figures to spot trends. Moreover, you can also forecast sales by considering the main factors affecting your sales.
Interesting read: 18 Top sales forecasting methods explained – Choose the right one!
Choose the right insurance CRM that meets all the needs
Investing in a CRM is essential for every business, but investing in a good CRM is what everyone must practice.
Take all the requirements of your team members into account and check whether the CRM you’ve got your eyes on is capable of fulfilling them or not.
For every insurance agent, organizing data and handling clients is a priority, so get an Insurance CRM that excels in these aspects.
To make your selection process simpler, we’ve come up with these points. Ensure you refer to them whenever you’re selecting a CRM for your life or health insurance agents.
1. Capture prospects seamlessly
Capture and nurture your leads even when you’re traveling; there’s no limit to prospecting with a good CRM. It helps you reach interested prospects that you can later reach out to and convert into customers.
Attract, convert, close, and delight every client that comes your way. An intuitive CRM will help you efficiently close more business.
2. Automated lead allocation
Now, you can easily allot leads to sales agents and brokers for higher productivity. CRM for insurance offers automated lead management and allocation, so you don’t miss out on any lead.
It stores all the crucial data and allows streamlined allocation so your agents and brokers can get started and reach out to potential leads. This automated practice saves you time and helps manage all the leads from just one page.
3. Affordable and scalable
A good CRM will give you space to grow without burning a hole in your pocket.
Choose a CRM for insurance agents that is affordable and scalable with your growth. Go through all the add-ons that the CRM is offering and check whether they’ll be beneficial for you or not.
4. Customizable features
Insurance companies offer different policies and insurances, so it’s imperative to check whether the CRM you’re opting for is customizable or not.
You must be able to customize the features and interface as per your company’s requirements to achieve optimal productivity.
5. Quick and effective support (Team Inbox)
Work within a collaborative space with your team members. Team inbox lets you solve customers’ queries efficiently. Provide a high-end experience to your clients by managing email conversations in a shared environment.
6. Keep track of all activities
Have you been wondering whether your team members are indeed working or just acting like it? Well, track their every activity to ensure that the work is getting done in time. Track, plan and organize your sales activities using this tracking feature.
7. Sell on the go with mobile CRM
Don’t limit your work to a cubicle; expand your horizons and work without limits with Mobile CRM. Manage and sell on the go by accessing CRM on your mobile.
Whether you’re traveling or on a field trip, never miss out on any details. Explore every opportunity and boost your sales.
8. Upsell and cross-sell opportunities
Don’t miss out on any opportunity! Upsell and cross-sell for a better experience. Keep them in the loop for all the upgrades and upsell/cross-sell opportunities that they can avail to boost their growth.
9. Manage and update policies
Insurance policies tend to change now and then; update them using CRM from anywhere and anytime! Notify your customer about the change in policies so they can work accordingly.
10. Develop client trust
The services will speak for themselves when you’re using a smart CRM. With an automated CRM, you’re not only gaining more clients, you’re also developing their trust.
According to a survey conducted by Capterra, 47% of CRM users said that using a CRM system had a positive impact on customer retention.
When a customer is happy with the services, they won’t think of switching to another insurance agency. So, always give priority to your clients.
6 Best insurance CRM software in 2025
Check out the top insurance CRM software available in the market.
1. Salesmate
Salesmate is a versatile CRM that allows you to automate your entire customer journey.
This CRM for insurance agents helps you to manage your client data, have a 360-degree view of all your deals, manage your workflows, and automate marketing, sales, and CX processes.
Salesmate is one of a kind CRM that offers various features and allows you to customize it as per your requirement, making it the most versatile software.
Key features
- Marketing automation: Effortlessly create and automate targeted marketing campaigns to engage potential clients. With Salesmate, insurance agencies can nurture leads, set up drip campaigns, and personalize outreach to drive higher conversion rates.
- Built-in calling: Simplify your communication process with Salesmate’s built-in calling feature. Make calls directly from the CRM, track call durations, record conversations, and ensure seamless follow-ups, all from a single interface.
- Text messaging: Stay connected with clients through SMS integration. Send reminders, policy updates, or promotional messages to enhance engagement and strengthen client relationships.
- Email sequences: Streamline your client communication with automated email sequences. Schedule follow-ups, send policy renewal reminders, and keep prospects informed with customized templates that save time and boost productivity.
- Call intelligence: Never miss important details from your client conversations. With Salesmate’s call intelligence, review transcriptions, analyze conversation insights, and ensure compliance to deliver personalized service and improve outcomes.
- Meeting scheduler: Simplify the process of scheduling client meetings. Salesmate’s meeting scheduler lets clients choose time slots based on your availability, making the process efficient and customer-friendly.
- Live chat: Deliver instant support with live chat. Answer queries, provide policy information, and guide prospects toward the right insurance plans, all in real time.
- Ticketing software: Streamline your client service operations with Salesmate’s integrated ticketing software. Efficiently handle inquiries, track resolution times, and provide exceptional post-sale support to build long-term client trust.
- AI employee (AI assistant/agent): Salesmate’s AI-powered assistant, Sandy AI, is here to handle routine tasks like data entry, scheduling, and predictive insights. Sandy AI enables your team to focus on building client relationships and closing insurance deals with precision.
Price – The Basic plan is $23 per user per month.
Your Insurance CRM at just $23/user/month!
A CRM that just works for your insurance business.
2. Radiusbob
Radiusbob is a platform that offers sales and marketing automation so your insurance agents can focus on important tasks. Radiusbob CRM is developed especially for insurance agencies, hence making it a simple and easy-to-access CRM.
You can manage your leads, streamline your sales and marketing process, and with integrated VoIP, make calls directly from the CRM.
Key features
- Lead management
- Built-in telephony solution
- Sales automation
- Marketing automation
- Autoresponders
Price – The plan starts at $34 per month.
3. Insureio
Insureio enables insurance agencies to grow their book of business by leveraging the power of sales and marketing automation.
Insurance agencies can quote over 40 leading carriers for term life, disability, LTC, permanent life, and annuity.
Key features
- Lead management and tracking
- Application fulfillment
- Pre-built email marketing templates
- 30+ carriers
- Quoting widgets
Price – Basic plan starts at $25 per month.
4. Insly
Insly is a cloud-based CRM, allowing insurance agents to add clients without any hassle, making it an instant broker portal.
You can easily manage all your products, clients, and other tasks with Insly. Insurance agents can add and manage insurance policies by viewing active offers, claims, installment schedules, etc.
Key features
- Client management
- Unified data management
- Tracking claims
- Insurance policy management
- Getting estimates and quotes
Price – The plan is priced at $59 per user per month.
5. Oracle
Oracle is a cloud-based software built specifically for the insurance industry.
With Oracle, you can create insurance journeys for enhanced customer experience, process billing and policies, and automate your processes. Do all this from just a single platform!
Key features
- Account and contact management
- Pipeline management CRM
- Marketing automation
- Customer support portal
- Reporting and analytics
Price – Pricing not provided.
6. AgencyBloc
AgencyBloc is an easy-to-use CRM software for insurance agencies. You can easily manage your clients and prospects from one platform.
This CRM for insurance agents helps you in creating a simplified process for your workforce by offering powerful features. It’s an industry-specific CRM that helps you have improved customer relationships and build lasting connections.
Key features
- Contact management
- Task assignment and activity tracking
- Email marketing
- Document management
- Actionable reports
Price – The plan starts at $70 per month.
How Salesmate CRM can enhance the workflow of insurance agents?
Salesmate is your one-stop solution for any CRM need. It offers feature-rich CRM software for your life and health insurance agents and brokers that is tailor-made for agencies and brokers to increase their sales and grow revenue.
With Salesmate CRM, automate all the daily tasks so you can focus on closing high-quality deals. For overall productivity and enhanced growth, CRM is a must.
The below feature list will help you determine how Salesmate can contribute to your team’s productivity. Salesmate works as an insurance CRM software and helps you grow your business.
1. Automate your sales and marketing processes
Salesmate’s automation journeys allow you to create marketing automations based on specified conditions and are triggered by your user’s actions. You can easily set up automation journeys with drag and drop.
Moreover, you can engage with your prospects at the right time by personalizing your campaigns with automation. Right from prospecting to eventually closing the deal, you can automate every aspect of your customer’s journey.
2. Collect visitor information
With Salesmate’s web forms, you can collect the information of your website visitors without any hassle. Whether it’s taking a survey or asking for contact details, you can utilize web forms to gather information and use it for prospecting.
You can customize the web form according to your brand requirement and share it on various channels. You can also embed the code on your website page.
3. Schedule meetings with ease
Working in the insurance sector can be quite hectic, with so many tasks and meetings, you need to keep your calendar updated and clear. This helps you avoid overlapping meetings.
With Salesmate’s meeting scheduler, you can manage all your meetings and tasks right form the CRM. You can also share the link with your prospects and clients so they can book the available slot.
4. Provides a 360-degree view of clients
A versatile CRM provides insight into every aspect of your client information. You can capture leads, track their conversations and activities, store crucial data, and enrich them using a contact management feature.
A reliable data repository lets you import data from anywhere so you can utilize the same for converting more prospects into customers.
Keep in touch with all your clients in real-time to leave them delighted. Prioritize and nurture relations for better sales and overall growth.
5. Easy onboarding
Put your clients at ease by offering a seamless, onboarding experience. Engage them with personalized texts and emails, timely reminders, and track their activities.
Tailormade notifications and messages are sure to impress your client and build lasting, strong relations. Moreover, you can also generate follow-up sequences until your interested prospect turns into a client.
6. Documents processing
The vital aspect of every insurance agency is managing and processing the documents. An insurance agent receives various documents from different clients and needs to process them at the end of the day.
CRM for insurance can meticulously process all the documents and update them accordingly.
7. Acquire more leads
When you’re already on top of your game with the help of CRM, you’ll automatically attract and nurture leads.
Quick communication, timely follow-ups, and a helpful demeanor can go a long way in building lasting relationships with clients.
8. Powerful integrations
You don’t have to switch back and forth between multiple apps anymore. CRM software allows you to integrate with numerous platforms such as Google Apps, Quickbooks, Zapier, RingCentral, and much more.
Integrate these apps into your CRM system, and you’ve got everything in just one place.
9. Easily accessible dashboard
Insurance CRM is here to make your work life easier, not the other way around. Therefore, an easy-to-access dashboard won’t leave you confused. Navigate through your CRM system without any hassle and boost your productivity!
Conclusion
Every insurance agent needs a CRM that is intuitive and flexible. Salesmate CRM for insurance is something that every agency needs to stay on top of their game. Whether it’s automating workflows or managing clients, it takes care of every single thing.
Having unified solutions for all your problems can prove highly beneficial. Having one CRM system that executes and performs all tasks is a boon for every insurance agent.
Salesmate CRM is the next-gen automated platform that is feature-rich and centered around building valuable customer relationships. Try Salesmate CRM once, and you won’t have to look anywhere else!
Frequently asked questions
1. What is a CRM for insurance agents?
A CRM for insurance agents is a customer relationship management tool designed to help agents manage client interactions, track policies, automate workflows, and improve customer service to grow their business.
2. Which CRM features are essential for insurance agencies?
Essential CRM features include lead management, policy tracking, marketing automation, email and SMS communication, built-in calling, reporting and analytics, and task automation to ensure seamless client management.
3. How does a CRM benefit insurance agents?
A CRM benefits insurance agents by streamlining their processes and enhancing productivity through key features:
- Centralized client information: Keep all client data in one place for easy access and management.
- Automated reminders: Ensure timely policy renewals and follow-ups without manual effort.
- Personalized communication: Use email, SMS, and calls to tailor interactions for each client.
- Actionable insights: Leverage analytics to make informed, data-driven decisions.
- Efficient task management: Organize leads, track progress, and stay on top of priorities.
4. Can a CRM integrate with existing insurance software and tools?
Yes, most CRMs, including Salesmate, offer integration capabilities with popular insurance tools, ensuring smooth data flow and operational efficiency.
5. What is the best CRM for insurance agents?
The best CRM for insurance agents depends on specific needs, but Salesmate stands out with its robust features like marketing automation, call management, AI-powered assistance (Sandy AI), and customizable workflows tailored for the insurance industry.
6. How does Salesmate’s AI assistant help insurance agents manage their clients?
Salesmate’s AI assistant, Sandy AI, helps agents automate routine tasks, generate client insights, predict customer behavior, and manage schedules, allowing them to focus on building stronger client relationships.
![Best CRM for insurance agents: A complete guide [6 CRMs inside]](/mm-images/top-crms-for-insurance-business-every-agent-should-consider-rpf17909.webp?width=730 "Best CRM for insurance agents: A complete guide [6 CRMs inside]")
Key takeaways
Amidst the ferociously competitive market in the insurance sector, you need a way to stay on top of your game. When you’re on the path of growth, you need to capture and nurture every prospect.
And the key to accomplishing that is effective communication, which you can achieve only when you have access to the best CRM for insurance agents which can simplify the way of managing your work process.
Insurance agents and brokers deal with multiple tasks and clients every day. From calling prospects to closing deals and scheduling appointments, they’ve got a lot on the platter.
Therefore, without a streamlined process of managing tasks, an agent might miss out on essential tasks. To prevent such errors, you need insurance CRM software that is intuitive and adds value to your company.
First, let’s look at what insurance CRM is and the challenges insurance agents face to understand CRM’s needs in business.
What is insurance CRM?
Insurance CRM is an essential tool that helps you build lasting relationships and increase customer retention. It automates all those menial tasks for you like lead capturing, workflow management, activity tracking, you name it, and it’ll take care of it.
Insurance CRM software is designed specifically for companies and insurance agents. It facilitates them in working effectively to convert more prospects into customers. In these times, an automated data process is pivotal to meeting a multitude of requests and inquiries. So, this is where you need a CRM to stand out from the masses.
Challenges an insurance agent faces regularly
As we mentioned earlier, it’s a competitive market, and insurance agents tackle a myriad of issues when they’re working with clients.
On a daily basis, an insurance agent faces high competition, fragmented data issues, inefficient workflows, extremely tough lead generation, and many more problems.
So, here we have shed light on all the challenges that agents and brokers from the insurance sector face.
1. There’s close competition
Has it ever happened that you got an inquiry from a client just a day back, and they’ve already moved on to the competitor?
Well, for you, it must be just a day, but this generation Z is quicker than you think; a slight delay in revert and consider them gone!
The insurance sector especially faces cut-throat competition when it comes to gaining more clients. And it’s not the fault of an insurance agent as well; they’re already going the extra mile when it comes to completing tasks.
This is where automation comes in; let the software handle manual tasks so the insurance agent can go ahead and work to his full potential.
2. Your sales process is fragmented
Yes, spreadsheets and excels are good sources of storing data. However, you must’ve experienced fragmented data and information, which affected the client relationships as well.
When you’ve got a lot of information on your plate and don’t have a streamlined way of processing it, errors are bound to happen. While this manual practice is followed by many, it does more harm than good in the long run business.
3. Inefficient workflow is hampering the revenue
The major drawback of every insurance agency is inefficiency in the workflow. Manual handling of sequential tasks can take up too much of your time, resulting in low productivity and scattered workflow.
From processing policies, renewals, and taking follow-ups, all while keeping the communication with clients intact, the workflow becomes relatively inefficient and leads to a decline in revenue.
One can’t expect repeat business when the workflow itself isn’t up to the mark. Companies need to level up and combat these challenges; as such, decreased productivity will lead them nowhere.
Manual follow-ups stop from this moment!
Introducing your next insurance CRM.
4. Lead generation is getting difficult
A client is always inclined towards a company that provides a solution to all their problems. When a customer has to navigate through various stages, their interest in purchasing your policies might ebb.
These days, people prefer to opt for products that call for less hassle and derive more value. So, to generate leads and eventually convert them into customers, you need a quick implementation strategy.
5. You’re not able to retain your customers
From the challenges mentioned above, it’s apparent that there’s room for improvement in your business. Not being able to retain customers is certainly discouraging; however, everything is up to you now.
You can wade through the obstacles only when you have a supportive CRM by your side. Otherwise, this pattern will keep on hindering the overall growth of your company.
Once you’ve realized what’s holding you back, all you need to do is take a leap and achieve what seemed impossible!
Implement a smart CRM in your insurance agency and just sit back to witness how it helps you prosper!
To overcome the challenges, the majority of businesses are leaning towards automated CRM systems. Both large and small enterprises have approached the streamlined process of CRM over the conventional process of manually working on projects.
Below you will see how the trend of CRM usage in both small and large enterprises has witnessed rapid growth.
Studies have shown that companies that use CRM systems benefit significantly, boosting revenue and improving productivity. Check out how CRM software can increase ROI.
How can a CRM system help businesses to improve ROI?
If you thought a CRM just helps automate the workflow, you might want to check out the statistics. When your work process is streamlined, it will result in better productivity and, therefore, improved ROI.
As per the statistics, the right CRM can improve productivity by 55%, increase sales quota by 45%, reduce labor cost by 60%, and improve customer relationships by 58%.
These statistics are factual indicators of how a CRM system can significantly impact a business and its revenue.
So, what are you waiting for? Get a CRM that adds value to your work and lets you grow without any limit. Although, ensure you pick the CRM that fits all the needs of your team members and business.
Benefits of CRM for the insurance sector
CRM has numerous benefits for the insurance sector and can help companies in improving their business processes with automation.
You can find new leads, capture them from multiple channels and create a personalized outreach strategy to convert them into customers.
Moreover, CRM has also proven to be highly beneficial for streamlining the processes of internal workforce by automating manual day-to-day tasks.
Here are the main benefits of the insurance agency CRM software:
1. Improved data management
Insurance agents handle a lot of paperwork and information for each client, as the entire insurance process is rather extensive. Therefore, there is a possibility of a loss of data and errors when it’s been managed manually.
In this scenario, insurance agencies can adopt CRM software so all of their insurance agents can work collaboratively and improve their overall performance. You can collect all the client data within the CRM so you never have to worry about it.
2. Tracking leads
Lead management can get tricky when you have multiple leads in the pipeline. If you want to generate more sales, you need to manage your leads efficiently and stay in constant touch with them. With lead management, tracking your leads becomes easy.
So, you’d know whom you have to follow up with, which lead requires more nurturing and which lead can be closed immediately.
3. Enhanced customer relationship
An insurance CRM enables you to stay in constant touch with your past and present clients using text and email sequences. You can leverage this feature to share regular updates on any policy change, attract more prospects and upsell and cross-sell your policies.
4. Manage multiple agencies
CRM is not only for small and mid-level businesses; it also allows large-scale insurance companies to manage multiple agencies. When you have agencies in different locations, you can utilize insurance CRM to stay on track with every change and get timely updates.
5. Forecast your sales
For creating better sales and marketing strategies, you need to be aware of the current situation of your business.
With insightful sales reports and analytics, you can compare past sales figures to spot trends. Moreover, you can also forecast sales by considering the main factors affecting your sales.
Choose the right insurance CRM that meets all the needs
Investing in a CRM is essential for every business, but investing in a good CRM is what everyone must practice.
Take all the requirements of your team members into account and check whether the CRM you’ve got your eyes on is capable of fulfilling them or not.
For every insurance agent, organizing data and handling clients is a priority, so get an Insurance CRM that excels in these aspects.
To make your selection process simpler, we’ve come up with these points. Ensure you refer to them whenever you’re selecting a CRM for your life or health insurance agents.
1. Capture prospects seamlessly
Capture and nurture your leads even when you’re traveling; there’s no limit to prospecting with a good CRM. It helps you reach interested prospects that you can later reach out to and convert into customers.
Attract, convert, close, and delight every client that comes your way. An intuitive CRM will help you efficiently close more business.
2. Automated lead allocation
Now, you can easily allot leads to sales agents and brokers for higher productivity. CRM for insurance offers automated lead management and allocation, so you don’t miss out on any lead.
It stores all the crucial data and allows streamlined allocation so your agents and brokers can get started and reach out to potential leads. This automated practice saves you time and helps manage all the leads from just one page.
3. Affordable and scalable
A good CRM will give you space to grow without burning a hole in your pocket.
Choose a CRM for insurance agents that is affordable and scalable with your growth. Go through all the add-ons that the CRM is offering and check whether they’ll be beneficial for you or not.
4. Customizable features
Insurance companies offer different policies and insurances, so it’s imperative to check whether the CRM you’re opting for is customizable or not.
You must be able to customize the features and interface as per your company’s requirements to achieve optimal productivity.
5. Quick and effective support (Team Inbox)
Work within a collaborative space with your team members. Team inbox lets you solve customers’ queries efficiently. Provide a high-end experience to your clients by managing email conversations in a shared environment.
6. Keep track of all activities
Have you been wondering whether your team members are indeed working or just acting like it? Well, track their every activity to ensure that the work is getting done in time. Track, plan and organize your sales activities using this tracking feature.
7. Sell on the go with mobile CRM
Don’t limit your work to a cubicle; expand your horizons and work without limits with Mobile CRM. Manage and sell on the go by accessing CRM on your mobile.
Whether you’re traveling or on a field trip, never miss out on any details. Explore every opportunity and boost your sales.
8. Upsell and cross-sell opportunities
Don’t miss out on any opportunity! Upsell and cross-sell for a better experience. Keep them in the loop for all the upgrades and upsell/cross-sell opportunities that they can avail to boost their growth.
9. Manage and update policies
Insurance policies tend to change now and then; update them using CRM from anywhere and anytime! Notify your customer about the change in policies so they can work accordingly.
10. Develop client trust
The services will speak for themselves when you’re using a smart CRM. With an automated CRM, you’re not only gaining more clients, you’re also developing their trust.
According to a survey conducted by Capterra, 47% of CRM users said that using a CRM system had a positive impact on customer retention.
When a customer is happy with the services, they won’t think of switching to another insurance agency. So, always give priority to your clients.
6 Best insurance CRM software in 2025
Check out the top insurance CRM software available in the market.
1. Salesmate
Salesmate is a versatile CRM that allows you to automate your entire customer journey.
This CRM for insurance agents helps you to manage your client data, have a 360-degree view of all your deals, manage your workflows, and automate marketing, sales, and CX processes.
Salesmate is one of a kind CRM that offers various features and allows you to customize it as per your requirement, making it the most versatile software.
Key features
Price – The Basic plan is $23 per user per month.
Your Insurance CRM at just $23/user/month!
A CRM that just works for your insurance business.
2. Radiusbob
Radiusbob is a platform that offers sales and marketing automation so your insurance agents can focus on important tasks. Radiusbob CRM is developed especially for insurance agencies, hence making it a simple and easy-to-access CRM.
You can manage your leads, streamline your sales and marketing process, and with integrated VoIP, make calls directly from the CRM.
Key features
Price – The plan starts at $34 per month.
3. Insureio
Insureio enables insurance agencies to grow their book of business by leveraging the power of sales and marketing automation.
Insurance agencies can quote over 40 leading carriers for term life, disability, LTC, permanent life, and annuity.
Key features
Price – Basic plan starts at $25 per month.
4. Insly
Insly is a cloud-based CRM, allowing insurance agents to add clients without any hassle, making it an instant broker portal.
You can easily manage all your products, clients, and other tasks with Insly. Insurance agents can add and manage insurance policies by viewing active offers, claims, installment schedules, etc.
Key features
Price – The plan is priced at $59 per user per month.
5. Oracle
Oracle is a cloud-based software built specifically for the insurance industry.
With Oracle, you can create insurance journeys for enhanced customer experience, process billing and policies, and automate your processes. Do all this from just a single platform!
Key features
Price – Pricing not provided.
6. AgencyBloc
AgencyBloc is an easy-to-use CRM software for insurance agencies. You can easily manage your clients and prospects from one platform.
This CRM for insurance agents helps you in creating a simplified process for your workforce by offering powerful features. It’s an industry-specific CRM that helps you have improved customer relationships and build lasting connections.
Key features
Price – The plan starts at $70 per month.
How Salesmate CRM can enhance the workflow of insurance agents?
Salesmate is your one-stop solution for any CRM need. It offers feature-rich CRM software for your life and health insurance agents and brokers that is tailor-made for agencies and brokers to increase their sales and grow revenue.
With Salesmate CRM, automate all the daily tasks so you can focus on closing high-quality deals. For overall productivity and enhanced growth, CRM is a must.
The below feature list will help you determine how Salesmate can contribute to your team’s productivity. Salesmate works as an insurance CRM software and helps you grow your business.
1. Automate your sales and marketing processes
Salesmate’s automation journeys allow you to create marketing automations based on specified conditions and are triggered by your user’s actions. You can easily set up automation journeys with drag and drop.
Moreover, you can engage with your prospects at the right time by personalizing your campaigns with automation. Right from prospecting to eventually closing the deal, you can automate every aspect of your customer’s journey.
2. Collect visitor information
With Salesmate’s web forms, you can collect the information of your website visitors without any hassle. Whether it’s taking a survey or asking for contact details, you can utilize web forms to gather information and use it for prospecting.
You can customize the web form according to your brand requirement and share it on various channels. You can also embed the code on your website page.
3. Schedule meetings with ease
Working in the insurance sector can be quite hectic, with so many tasks and meetings, you need to keep your calendar updated and clear. This helps you avoid overlapping meetings.
With Salesmate’s meeting scheduler, you can manage all your meetings and tasks right form the CRM. You can also share the link with your prospects and clients so they can book the available slot.
4. Provides a 360-degree view of clients
A versatile CRM provides insight into every aspect of your client information. You can capture leads, track their conversations and activities, store crucial data, and enrich them using a contact management feature.
A reliable data repository lets you import data from anywhere so you can utilize the same for converting more prospects into customers.
Keep in touch with all your clients in real-time to leave them delighted. Prioritize and nurture relations for better sales and overall growth.
5. Easy onboarding
Put your clients at ease by offering a seamless, onboarding experience. Engage them with personalized texts and emails, timely reminders, and track their activities.
Tailormade notifications and messages are sure to impress your client and build lasting, strong relations. Moreover, you can also generate follow-up sequences until your interested prospect turns into a client.
6. Documents processing
The vital aspect of every insurance agency is managing and processing the documents. An insurance agent receives various documents from different clients and needs to process them at the end of the day.
CRM for insurance can meticulously process all the documents and update them accordingly.
7. Acquire more leads
When you’re already on top of your game with the help of CRM, you’ll automatically attract and nurture leads.
Quick communication, timely follow-ups, and a helpful demeanor can go a long way in building lasting relationships with clients.
8. Powerful integrations
You don’t have to switch back and forth between multiple apps anymore. CRM software allows you to integrate with numerous platforms such as Google Apps, Quickbooks, Zapier, RingCentral, and much more.
Integrate these apps into your CRM system, and you’ve got everything in just one place.
9. Easily accessible dashboard
Insurance CRM is here to make your work life easier, not the other way around. Therefore, an easy-to-access dashboard won’t leave you confused. Navigate through your CRM system without any hassle and boost your productivity!
Conclusion
Every insurance agent needs a CRM that is intuitive and flexible. Salesmate CRM for insurance is something that every agency needs to stay on top of their game. Whether it’s automating workflows or managing clients, it takes care of every single thing.
Having unified solutions for all your problems can prove highly beneficial. Having one CRM system that executes and performs all tasks is a boon for every insurance agent.
Salesmate CRM is the next-gen automated platform that is feature-rich and centered around building valuable customer relationships. Try Salesmate CRM once, and you won’t have to look anywhere else!
Frequently asked questions
1. What is a CRM for insurance agents?
A CRM for insurance agents is a customer relationship management tool designed to help agents manage client interactions, track policies, automate workflows, and improve customer service to grow their business.
2. Which CRM features are essential for insurance agencies?
Essential CRM features include lead management, policy tracking, marketing automation, email and SMS communication, built-in calling, reporting and analytics, and task automation to ensure seamless client management.
3. How does a CRM benefit insurance agents?
A CRM benefits insurance agents by streamlining their processes and enhancing productivity through key features:
4. Can a CRM integrate with existing insurance software and tools?
Yes, most CRMs, including Salesmate, offer integration capabilities with popular insurance tools, ensuring smooth data flow and operational efficiency.
5. What is the best CRM for insurance agents?
The best CRM for insurance agents depends on specific needs, but Salesmate stands out with its robust features like marketing automation, call management, AI-powered assistance (Sandy AI), and customizable workflows tailored for the insurance industry.
6. How does Salesmate’s AI assistant help insurance agents manage their clients?
Salesmate’s AI assistant, Sandy AI, helps agents automate routine tasks, generate client insights, predict customer behavior, and manage schedules, allowing them to focus on building stronger client relationships.
Dhara Thakkar
Dhara ThakkarDhara Thakkar is a seasoned marketer at Salesmate. She thrives on trying new organic strategies to improve traffic & conversions, and has in-depth knowledge on how search works. When she's not working, you will find her travelling or binge watching F.R.I.E.N.D.S