Choosing the right CRM can fundamentally change how insurance agents and brokers manage clients, renewals, sales workflows, and day-to-day operations. The best insurance CRM software brings everything together, communication, automation, policy data, sales activity, analytics, and AI so your team can work smarter, respond faster, and increase revenue without adding more admin work.

In this 2026 updated guide, we review the top CRM platforms used by insurance agencies around the world, comparing features, pricing, ideal use cases, and how each tool supports modern, AI-driven operations.

If you want a full comparison, you can also download our updated CRM guide for brokers and agencies.

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1. Zoho

Zoho CRM remains one of the most flexible options for insurance teams. It gives agents a 360º view of client interactions and supports communication across email, phone, chat, and social channels from a single dashboard.

It includes an AI sales assistant, customizable workflows, integrations with hundreds of apps and a strong mobile experience

Best for: agencies needing an all-purpose, affordable CRM with broad functionality.

2. Avant2

Avant2 is widely used in Spain and Latin America and is built specifically for insurance brokers. It offers complete portfolio and policy management, customer journey tracking, and tools for personalized sales actions.

It also stands out for its quote comparison, which help brokers offer faster and more competitive proposals.

Best for: brokers in Spanish-speaking markets who need quote comparison and end-to-end portfolio management.

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3. Foliume

Foliume is an AI-powered assistant built for insurance brokers and agencies that want to increase revenue per client and eliminate manual work. Instead of replacing your CRM, it integrates with your current systems 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.

It also includes Wilbert, the first WhatsApp-based assistant for insurance brokers and agents, capable of quoting, renewing, finding policies, sending documents, and identifying cross-selling opportunities, all directly from the chat.

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4. Forcemanager

Forcemanager, now integrated under the Sage Sales Management brand, is a sales-focused CRM designed for small and mid-sized insurance agencies with dedicated commercial teams.

It offers mobile-first access, customizable pipelines, an AI assistant, activity-based performance tracking and analytics dashboards. The platform is built to help teams stay organized, track daily sales activity, and convert more opportunities.

Best for: agencies that prioritize mobility, sales tracking, and team performance visibility.

5. ODOO

ODOO  provides a modular, open-source CRM that can adapt to almost any insurance workflow. Agents can track leads, manage opportunities, schedule activities, and forecast revenue, all within a system that easily connects to other business applications like accounting, operations, and marketing.

Its flexibility makes it a strong option for agencies wanting full control over their tech stack.

Best for: agencies that need a customizable CRM connected to broader business operations.

6. Salesforce

Salesforce offers a highly configurable CRM suite with insurance-specific capabilities through Customer360. It supports the full lifecycle, from lead generation to policy servicing and long-term retention, using advanced automation, segmentation, analytics, and deep integrations.

Its scalability makes Salesforce suitable for larger agencies or insurers with complex processes and multiple product lines.

Best for: enterprise-level agencies and insurers needing robust automation and customization.

Conclusion

The best insurance CRM depends on your goals:
more automation, better sales performance, stronger client retention, or a more connected operation.

If you want to bring real AI into your workflow without replacing your CRM, Foliume helps brokers automate tasks, prioritize clients, and generate more revenue per policy using WhatsApp and intelligent insights.

👉 Book a call and see how Foliume can fit into your agency’s workflow.

Want a deeper comparison?

Download our 2026 CRM Comparison Guide, updated with pricing, pros and cons, ideal use cases, and expert recommendations for growing agencies.