Choosing the right insurance CRM software can transform how agents and brokers manage leads, clients, and policies. In this 2024 guide, we review the top CRM platforms for insurance agencies, comparing features, pricing, AI tools, and ideal use cases, whether you're a solo agent or a growing brokerage.

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1. Zoho

Zoho CRM for Insurance offers a comprehensive view of 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.

2. Avant2

Avant2 is a CRM platform designed for Spanish-speaking insurance 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.

3. Foliume

Foliume is an AI-powered assistant built for insurance brokers and agencies that want to increase revenue per client and streamline manual tasks. Instead of replacing your CRM, it integrates with your current tools to automate workflows, prioritize leads, and give your team real-time insights, so they know what to do, when to do it, and for which client.

4. Forcemanager

Forcemanager is a CRM 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.

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.

6. Salesforce

Salesforce offers Customer360, a CRM built for the insurance industry. 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.

Conclusion

Choosing the right insurance CRM comes down to your agency’s specific needs, whether it's automation, sales efficiency, or better client 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.

Still choosing the right CRM for your insurance business?

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It includes key features, pricing, use cases, and our expert recommendations, so you can confidently pick the best CRM for your agency or brokerage.