Best Insurance CRM Software in 2026
Updated
In short: PolicyTek is ranked #1 of 28 as of 1 October 2026, ahead of Fat Agent and Vaatun Vantage. The best-ranked option with a free plan is Caspian. The lowest first paid tier on this page is Freshsales at $0.75/mo.
Insurance CRM tools bring sales activity and policyholder relationships into view alongside the work of managing agents. Compare sales pipelines and renewal tracking with agent management and email automation to see which listed capabilities fit your processes. Mobile apps and a policyholder portal add other points to weigh, while free-plan availability and paid-from pricing offer cost context. PolicyTek and Fat Agent lead the ranked entries, followed by Vaatun Vantage and Caspian; Zoho CRM is also among the first options. Consider how your team follows prospects, renewals, and ongoing relationships, then use the listed criteria to assess the available tradeoffs.
28 insurance crm software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
| # | Platform | Score | Why | From | Free plan | Paid from | Sales pipelines | |
|---|---|---|---|---|---|---|---|---|
| 1 | PolicyTek | 8.2 | RecognisedAPIDocumented | — | — | — | Yes | View |
| 2 | Fat Agent | 8.0 | RecognisedAPIDocumented | $50/mo | No | — | Yes | View |
| 3 |  Vaatun Vantage | 8.0 | RecognisedAPIDocumented | — | — | — | Yes | View |
| 4 |  Caspian | 8.0 | RecognisedAPIDocumented | $49/mo | No | 49 /user/mo | Yes | View |
| 5 | Zoho CRM | 7.9 | RecognisedAPIDocumented | $14/mo | Yes | 14 /user/mo | — | View |
| 6 | Freshsales | 7.8 | RecognisedAPIDocumented | $0.75/mo | Yes | 9 /user/mo | — | View |
| 7 |  Salesforce Financial Services Cloud | 7.3 | RecognisedAPIDocumented | $325/mo | No | 325 /user/mo | — | View |
| 8 | AgencyZoom | 6.7 | RecognisedAPIDocumented | $99/mo | No | — | Yes | View |
| 9 |  Odoo CRM | 6.6 | RecognisedAPIDocumented | Free | — | — | — | View |
| 10 | NextAgency | 6.5 | RecognisedAPIDocumented | $5.90/mo | No | 85 /user/mo | Yes | View |
| 11 | InsuredMine | 6.2 | RecognisedAPIDocumented | — | No | — | — | View |
| 12 |  Applied Epic for Salesforce | 6.2 | RecognisedAPIDocumented | — | — | — | Yes | View |
| 13 | AgencyBloc AMS+ | 6.2 | RecognisedAPIDocumented | — | — | — | — | View |
| 14 | HubSpot CRM | 6.2 | RecognisedAPIDocumented | $15/mo | — | — | — | View |
| 15 |  Insureio | 5.8 | RecognisedAPIDocumented | $25/mo | No | — | Yes | View |
| 16 | NexLife CRM | 5.8 | RecognisedAPIDocumented | — | No | — | Yes | View |
| 17 |  Microsoft Dynamics 365 Sales | 5.8 | RecognisedAPIDocumented | $65/mo | — | — | — | View |
| 18 |  Onyx CRM | 5.7 | RecognisedAPIDocumented | — | No | — | Yes | View |
| 19 |  LeadSquared | 5.6 | RecognisedAPIDocumented | — | — | — | — | View |
| 20 | Bitrix24 CRM | 5.6 | RecognisedAPIDocumented | $69/mo | Yes | — | Yes | View |
| 21 | Creatio CRM | 5.4 | RecognisedAPIDocumented | — | No | — | — | View |
| 22 | Pipedrive | 5.3 | RecognisedAPIDocumented | — | No | — | — | View |
| 23 | Nutshell | 5.2 | RecognisedAPIDocumented | $13/mo | No | 13 /user/mo | — | View |
| 24 | SugarCRM | 5.2 | RecognisedAPIDocumented | — | No | — | — | View |
| 25 | Act! | 5.1 | RecognisedAPIDocumented | $30/mo | No | 30 /user/mo | — | View |
Is your platform on this list?
Numbered spots on this list can be sponsored. They are labelled, and the editorial order and scores never change for payment.
Questions about this list
Which insurance crm software is ranked first on Inferse?
PolicyTek is ranked #1 of 28 with a score of 8.2. Fat Agent is second and Vaatun Vantage third.
How many of these have a free plan?
6 of the 25 on this page publish a free plan on their own pricing pages.
Which is the cheapest paid option?
On this page, Freshsales has the lowest first paid tier we found: $0.75/mo.
How is this list ranked?
Ranked on what each maker publishes, open and connectable first: a public API, open-source code, the depth of its documentation and a free tier to try it on. Model lists are sorted by the figure in their title, exactly as each provider publishes it. Paid placements never change a rank.