What Is The Best CRM For Your Insurance Agency?

From one IA to another, we’ve compared the best CRMs for your insurance agency based on your agency’s size, needs, and budget. From email marketing and lead management to project management to claims filing.

If you’re anything like I was when I was an independent insurance agent, you’ve got a million things on your plate. From quoting, calling, following up, and staying compliant to somehow trying to keep your client communication smooth and personal.

You know your agency needs a reliable insurance CRM to handle lead generation, client onboarding, and ongoing contact management. But which CRM is actually right for you?

This article breaks down the best CRM for insurance agents by the kind of agency you run, how much you’re looking to spend, and what features will save you the most time so you can find the right insurance crm for your agency.

Need help customizing your CRM to maximize your marketing efforts? At Go Stack Media, we specialize in helping insurance agencies set up, integrate, and optimize the right CRM and client management processes. Let’s build something powerful together.

1. Salesforce

Salesforce is a beast, and for larger insurance agencies with complex business operations, it’s a powerful crm tool and a smart choice. When I worked for a regional property insurance carrier, we used Salesforce for our agency management system and we had, at the time, close to 1000 independent insurance agencies to manage.

With its ai powered suggestions, lead scoring, and powerful client data segmentation tools, you can truly personalize every touchpoint and deliver exceptional service. Salesforce will sync with your outlook calendar which makes scheduling appointments super easy. One less step goes a long way.

Best For: Large or fast-scaling insurance agencies.

• Integrates with WordPress? Yes (via plugin or API)
• Email marketing? Yes
• Basic plan price: Starts at $25/month per user (essentials plan)
• Seats: Scalable

Pros:

• Enterprise-level crm software
• AI tools and predictive analytics
• Deep integration capabilities

Cons:

• Overkill for small agencies
• Setup and onboarding can be time-consuming.

2. AgencyZoom

AgencyZoom is built specifically for insurance agents. It helps manage client communication, track your sales process, and automate routine tasks so you can close more deals. It’s a popular insurance tool for agency owners who want an intuitive, ai powered dashboard that actually understands the flow of a modern insurance business.

Best For: Independent insurance agents focused on automation and lead conversion.

• Integrates with WordPress? Yes
• Email marketing? Yes
• Basic plan price: Starts around $150/month
• Seats: Each plan includes 7 users but you can add more

Pros:

• Tailored for insurance agencies
• Powerful workflow management and lead tracking
• Built-in sales pipeline tools and client onboarding workflows

Cons:

• Limited customization outside the insurance vertical
• No free plan

3. Agency Revolution

Agency Revolution excels in client management and customer relationship management through automated messaging and educational campaigns. It has an intuitive interface for managing client email broadcasts and especially blog generation.

It’s ideal for maintaining repeat business and customer retention.

Best For: Agencies focused on client communication and retention.

• Integrates with WordPress? Yes
• Email marketing? Yes
• Basic plan price: Starts around $250/month
• Seats: Varies by plan

Pros:

• Built for the insurance industry
• Automates follow-ups and newsletters
• Helps strengthen client relationships and improve client satisfaction

Cons:

• Less robust for sales pipeline tracking
• Pricing not transparent
• Content library is not SEO optimized

Side note: We’ve helped agencies integrate their marketing strategy with Agency Revolution’s software and it was a breeze. Their customer service was also very responsive. There are some SEO limitations but they make it easy for agencies to upload their own content.

4. Applied Epic

Applied Epic is less a CRM and more a complete management software solution for insurance agencies. It handles quoting functionality (meaning it will integrate with SilverPlume’s quoting software) policy management, billing, renewals, and client interactions. Best for agencies that need one system to run their entire business.

Best For: Large, multi-producer agencies needing end-to-end operations management. When I was an IA, the agency I worked for used Epic. Agents don’t like it which means agency owners will need to manage their team to input initial information properly. Because when the policy downloads from the carrier, it may not attach to the client’s account and then it will need to be “reconciled”. Huge P-I-A.

• Integrates with WordPress? Limited
• Email marketing? Yes (with Applied Marketing Automation add-on)
• Basic plan price: Initial setup $5,000-$10,000. Then $49/seat
• Seats: Scalable

Pros:

• Deeply integrated with insurance workflows
• Strong client data and policy management tools
• Compliant with industry regulations

Cons:

• Not beginner-friendly
• Requires full buy-in across your team

5. EZLynx

EZLynx is a staple in the insurance industry, especially for agents who want a built-in rater and insurance CRM software in one place. Ideal for managing client onboarding and client information all under one roof.

Best For: Small to midsize independent agencies that want a CRM plus rater.

• Integrates with WordPress? Yes, technically
• Email marketing? Yes
• Basic plan price: based on a tiered system, between $200 and $500+ per employee
• Seats: Based on subscription tier

Pros:

• Combines rater and CRM
• Designed specifically for insurance agents
• Includes client tracking, quoting, and email marketing

Cons:

• Interface can feel dated
• Requires add-ons for full functionality
• Not great at managing digital marketing strategy

6. Better Agency

Better Agency, now Glove Box, positions itself as a “done-for-you” CRM with built-in email sequences, client tracking, and lead management tools that help you scale. It works well for P&C agents, health insurance agents, or life producers who need more than just contact management.

Best For: Agencies wanting all-in-one crm software plus marketing automation.

• Integrates with WordPress? Yes
• Email marketing? Yes
• Basic plan price: Starts at $299/month for up to 5 users
• Seats: Up to 5 in base plan

Pros:

• Designed by former agents
• Strong client management and automate tasks features
• Built-in marketing strategies and follow-up campaigns

Cons:

• Not ideal for very small shops
• Higher upfront cost

7. HubSpot CRM

If you’re comfortable with tech and want an all-around CRM that plays well with third-party tools, HubSpot delivers. It has client management, project tracking, and email marketing tools built in. But you may need to do a little extra work to tailor it to insurance industry compliance needs.

Best For: Tech-savvy agencies needing deep integrations and advanced features.

• Integrates with WordPress? Yes
• Email marketing? Yes
• Basic plan price: $800/month plus $3000 setup
• Seats: 3

Pros:

• Free to start
• Extremely customizable
• Excellent for client communication and marketing efforts

Cons:

• General-purpose, not insurance-specific
• Can get expensive at scale

8. Zoho CRM

Zoho is part of a larger management software ecosystem that can handle client projects, sales pipeline, and contact management. With solid crm systems and affordable tiers, it’s one of the best client management software options if you’re willing to invest some setup time.

Best For: Budget-conscious agencies who need customization.

• Integrates with WordPress? Yes
• Email marketing? Yes
• Basic plan price: Starts at $14/month per user
• Seats: Pay per user

Pros:

• Very affordable
• Highly customizable
• Good for small agencies and start-ups

Cons:

• Requires more setup
• Learning curve

9. Pipedrive

Pipedrive helps you keep your client interactions and deals organized without the bloat. If you’re managing a book solo or with a lean team, this is a cost-effective way to stay on top of your client information and close more deals.

Best For: Small to midsize agencies that need simplicity.

• Integrates with WordPress? Yes
• Email marketing? Via integrations
• Basic plan price: Starts at $14.90/month per user
• Seats: Pay per user

Pros:

• Easy to use
• Strong lead management and sales pipeline tools
• Great mobile app

Cons:

• Not insurance-specific
• Some automation features require upgrades

Tips For Shopping For Insurance CRMs

Customer behavior isn’t always linear. So you need to find the right insurance crm that fits your agency’s needs. When you’re comparing options for the best CRM for your insurance agency, it helps to think beyond just pricing and features. A great insurance CRM should make your life easier, not more complicated.

Here are a few smart tips to guide your decision:

• Focus on client information: Your CRM should allow you to easily collect, manage, and access client data across your entire business. Look for CRMs that let you tag and segment customers based on policy type, renewal dates, or touchpoints. This allows for personalized service and targeted outreach.
• Use email marketing to strengthen customer relationships: Many of the best CRM tools offer built-in or integrated email marketing. That means you can automate follow-ups, send birthday messages, or re-engage potential clients who didn’t convert the first time. It’s a proven way to nurture leads and close more deals. Honestly, Agency Revolution crushes this.
• Segment and personalize communication: A CRM should help you deliver the right message to the right person at the right time. Whether it’s a homeowner up for renewal or a business owner needing a new quote, segmentation tools let you stay on the same page with every customer.
• Look for seamless integration: Choose a CRM that plays well with your existing tools like quoting software, marketing platforms, or even your WordPress site. Seamless integration saves time and helps you avoid repetitive tasks.
• Prioritize usability: A user friendly interface and logical layout can make or break your CRM experience. If it’s clunky or requires tons of training (Epic), it might slow your team down instead of helping them focus on revenue generating activities.
• Support compliance with industry regulations: Insurance agents must meet strict industry regulations, especially when it comes to storing and managing client information. Your CRM should help you stay compliant, not create risk.
• Automate routine tasks and reduce data entry: Look for features that cut down on manual data entry, so your producers and CSRs can focus on closing deals and helping the business grow. Salesforce’s integration capabilities are great.

When all these elements come together, you get numerous benefits of true customer relationship management: smoother workflows, more trust, better retention, and ultimately, more growth. But for all this you will pay more.

Which CRM is Right for You?

There is no one-size-fits-all insurance CRM software. The right choice depends on the size of your team, your workflow, and your budget. Whether you’re just starting out or scaling your insurance agency, the goal is simple: stronger client relationships, streamlined client management, and less time on manual data entry.

Looking for help with both CRM and digital marketing integration? Go Stack Media has worked with insurance agents just like you. We can help you implement best practices for your agency’s sales flow so you can focus on growth.

FAQ: Choosing the Best CRM for Insurance Agents