Choosing the right insurance CRM can transform how agents and brokers manage clients, leads, and policies. In this guide, we compare the top 6 CRM software platforms for the insurance industry in 2024, based on features, pricing, AI capabilities, and ideal use cases — whether you're an independent agent or a growing insurance agency.

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1. Zoho

Zoho offers a comprehensive view of all your team’s interactions with clients and prospects. Its omnichannel communication tools let you connect via email, phone, chat, and social media, all from one interface.

It’s user-friendly, customizable, and includes an AI-powered sales assistant, third-party integrations, and a mobile app for agents on the go.

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2. Avant2

Avant2 is tailored for Spanish-speaking brokers and provides end-to-end portfolio and policy management. It tracks each customer’s journey, supports personalized sales actions, and includes sales dashboards to identify upselling and cross-selling opportunities.

It also streamlines the quote comparison process for insurance products.

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3. Foliume

Foliume is an AI assistant designed for insurance brokers and agencies that want to eliminate manual work and unlock growth opportunities. It connects to your existing CRM to automate tasks.

It integrates seamlessly with the tools you already use, helping you get more value from your current system without needing to replace it

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4. Forcemanager

Forcemanager is built for small and mid-sized insurance agencies with dedicated sales teams. It provides visibility into every sales opportunity and helps teams track progress against both individual and team targets.

Features include an AI assistant, custom sales pipelines, mobile-first access, and analytics dashboards.

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5. ODOO

ODOO offers a modular CRM system that helps track leads, close deals, and forecast revenue. It’s open source, highly customizable, and integrates seamlessly with other business functions — such as operations, marketing, and accounting — within the Odoo ecosystem.

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6. Salesforce

Salesforce is a global leader in CRM and offers an industry-specific solution for insurance: Customer360 for Insurance. It supports every stage of the client journey, from lead generation to long-term retention.

With powerful automation, segmentation, and integration features, Salesforce is ideal for enterprise insurers needing deep customization.

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Conclusion

There’s no one-size-fits-all solution when it comes to choosing a CRM for insurance. Your decision will depend on your goals — whether you want to automate communication, improve sales processes, or boost retention.

At Foliume, we help agencies increase revenue per client using AI-driven insights. Our assistant integrates with any CRM and tells your sales team what to do, when to do it, and for which client — maximizing every opportunity.

👉 Contact us and see how we can help grow your insurance business.