The 5 Best CRM Systems for Insurance Agents

Zoho is a user-friendly, cloud-based, customizable system. Zoho gives you the ability to seamlessly integrate with third-party apps such as Gmail, Zoom, and Slack. However, on Zoho’s free plan, you’ll be limited to Gmail, Google Calendar, and Google Tasks. 

Zoho’s mobile app is super handy for when you’re on the go, because you can keep the system updated and refer to it as needed. You can automate mundane tasks to free up your own time, and set up automations to help your customers renew their plans on time, too. 

You can manage multiple policies on one screen with Zoho, making it well suited for life insurance agents. When a claim is raised, you can set up assignment rules so that it’s sent to the right person quickly, ensuring it gets dealt with efficiently. You can set SLAs and checklists, setting a standard for your customers and ensuring processes are followed correctly. 

Zoho is free for up to three users, so it’s a great choice for startups or small businesses. It also provides a flexible, monthly subscription, but it’s cheaper when you pay annually. 

Freshsales is freshtastic at tracking customer engagements. It only takes minutes to set up, and then you can automate time-consuming tasks, set and monitor goals, and streamline sales processes. 

Freshsales provides you with tons of opportunities to have more meaningful conversations with your customers. Whether through customizable web forms or AI-powered chatbots, you can be sure that your customers feel engaged with your agency. 

You can automate tasks, freeing up your agents to focus on sales, and set up custom rules so leads are automatically assigned based on factors such as language, expertise or region. You can also integrate Freshsales with third-party apps, but it has less integrations than competitors like Salesforce. 

Hubspot has an intuitive, easy-to-use, customizable interface. There’s no steep learning curve, so it’s a great option for those who aren’t tech-savvy. This software also provides email tracking so your agents can make the right action at the right time. You can even automate sales processes, personalize emails and set up follow-up tasks to ensure you stay on top of things. 

You can automate admin tasks and update your Hubspot mobile app in real-time, even if you’re out on the road. Hubspot is scalable, so it grows as your business grows. Plus, it has recently expanded into Ontario, where it’s looking to establish itself amongst the fast-expanding Canadian tech industry. 

Hubspot offers a free plan for up to five users, which includes sales, marketing, and operations tools. There’s limited support on the free plan but if you’re used to CRM systems then this might not be an issue. 

Built for small businesses, Less Annoying CRM is simple and provides the most essential features. You can set up customized alerts for certain actions, such as policy renewals or birthdays. The system is easy to set up, and you have access to free customer support. 

The 30-day free trial means you can test out if this system is right for your business. You don’t need to provide any credit card details, so there’s no risk of accidentally getting sucked into a contract. It’s easy to customize the system, and you can contact the provider for assistance if you’re stuck. 

You can integrate Less Annoying CRM with Gmail and Google Calendar, organizing everything into one place. Its simple search feature means you can access any piece of information quickly, and from one straightforward screen you can see everything related to a customer or contact. 

Less Annoying CRM is affordable and provides the necessities for an efficient insurance agency CRM system. 

Sugar Sell is cloud-based, customizable, and flexible. You can automate processes to shorten sales cycles, track performance, and simplify reporting. AI technology means you can make more accurate predictions about your customers and use this information to provide a better experience for them. 

Integration with existing apps means you can work from one consolidated platform, while omnichannel communications give you the ability to provide seamless customer service. But there’s a steep learning curve, so for those who want a simple system or are not tech-savvy, there may be some teething issues.

Sugar Sell offers built-in support for renewals, so you can stay ahead of the game with renewable pipeline status and individual renewal opportunities. You can also work from anywhere, and across multiple devices, with SugarCRM Mobile.