CRMs for Insurance Agencies
CRMs for insurance agents and agencies — policy renewal pipelines, AMS integration paths, and compliance-aware data handling for P&C, life, and health insurance teams.
Insurance CRMs need three things general CRMs handle poorly: policy and renewal tracking (a deal that never closes — it just renews on a schedule), AMS integration (Applied, Vertafore, HawkSoft, EZLynx — the CRM has to play nicely with the AMS-of-record, not replace it), and compliance-aware data handling (HIPAA for health, GLBA for life, retention rules for P&C). The vendors below either ship insurance overlays or integrate cleanly alongside an existing AMS without data conflicts. For a ranked shortlist, see Best CRM for Insurance Agents.
Act!
CRMContact manager and CRM for small businesses, with email marketing, quotes and scheduling built in. Sold as Act! Advantage in the cloud or Act! Premium Desktop on-premises.
Capacity
Help DeskAI support automation platform for mid-market and enterprise contact centers. Virtual agents handle voice, chat, SMS and email, with 270+ integrations to systems of record.
Coevera
CRMB2B sales CRM with Kanban, list, chart, bubble and map pipeline views and the Voyager AI assistant. Built for sales teams of 15 to 2,500 sellers with defined processes and complex deals.
CommBox
Customer MessagingCustomer service platform for large enterprises. AI agents and a shared agent workspace handle voice, chat, email, WhatsApp, SMS and social, priced per conversation instead of per seat.
Commence CRM
CRMCloud CRM for small and mid-size businesses, sold in three editions from contact management to workflow automation. Marketing, project management and customer service modules cost extra.
CompanyHub CRM
CRMSales CRM for small teams with customizable fields and tables, 2-way email sync, a drag-and-drop automation builder and quote documents. Three paid plans from $15 per user a month.
Creatio
CRMNo-code CRM and workflow platform with sales, marketing and service modules and AI agents. Sold to enterprises, with a partner marketplace for extensions.
Glassix
Customer MessagingContact center platform where AI agents resolve customer conversations across messaging, WhatsApp and voice. Built for small and mid-sized service teams.
Kapture CX
Help DeskKapture CX is an AI customer experience platform for enterprises, built around AI agents on voice, chat, email and social channels. Pricing is quote-based.
Maximizer
CRMMaximizer is a CRM for contact management, tasks and pipelines, with Core, Financial Services and Financial Services+ editions for wealth, insurance and financial teams. Works inside Outlook and on mobile.
Salesmate
CRMCRM with pipeline management, marketing automation, ticketing and AI agents in one platform. Serves 8,500+ businesses and lists 700+ integrations.