7 insurance CRMs · prices checked October 3, 2026
CRM for insurance agents: 7 CRMs compared
A CRM for insurance agents tracks quotes, renewals and cross-sell opportunities across households, and keeps producers following up. Agency management systems handle policies; sales CRMs handle the pipeline. Here's what each one costs.
- Renewals and cross-sell
- Agency size limits shown
- Prices from each company's page
Sponsored
AttackDesk
Start free, pay as you go, and build the agency pipeline you need: change your app's own code with your AI tools or a developer to add policy types, renewal dates and cross-sell steps. Calls, texts and AI agents are built in, with no per-user fee.
- Free to start
- Pay as you go
- Rewrite the software
- Developer friendly
- Build what you need
Side by side
The 7 insurance CRMs
Each one in detail
Best for: Any industry that wants its own fields and workflow
- Your own app code
- Texting and calling built in
Each company gets its own app code that it can change with its own AI tools, so a brokerage can add listing fields, a law firm matter stages, a nonprofit donor history or a recruiter candidate pipelines. Texting, calling, email and AI agents are built in, pricing is per company with no per-user fee, and pay as you go has no monthly fee.
Best for: Independent and captive P&C agencies
- Up to 7 users on every plan
- Renewal automation on Growth
Essential is $149 a month, or $119.20 a month paid yearly, for up to 7 users. Growth is $199 monthly or $159.20 yearly and adds renewal automation and Google Reviews, and the top plan is $349 monthly.
Best for: Life and health agents who want low-cost lead tracking
- Agency plan $50
- Page footer dated 2019
Basic is $25 a month, Marketing or Agency Management $50, and both together $75. The page footer reads 2012 to 2019, so confirm current prices with Insureio.
Best for: Larger wealth managers, banks and insurers
- Financial goals and plans
- Max: $700/user
Financial Services Cloud Sales Core is $325 per user a month billed yearly, Advanced $500 and Max $700, which adds the Agentforce for Industries suite.
Best for: Agencies that want a management system with a rating engine
- Rating engine
- Agency management
EZLynx has no pricing page; it offers special pricing through a lead form.
Best for: Independent P&C agencies
- All core features in one subscription
- No pricing page
HawkSoft says all core features come in one base subscription but publishes no price.
Best for: Larger agencies and brokerages
- Agency management system
- No pricing page
Applied Epic has no published pricing; its product page offers demos only.
Checklist
What an insurance agency CRM should handle
- Quote pipeline: every quote tracked from first call to bound policy.
- Renewals: upcoming renewals flagged early, with automated outreach.
- Households and cross-sell: home, auto and life policies grouped so gaps stand out.
- Producer tracking: who's quoting, closing and following up.
- Agency system link: policies from your management system feeding the CRM.
Common questions
What is the best CRM for insurance agents?
AgencyZoom is built for P&C agencies at $149 a month, or $119.20 paid yearly, for up to 7 users. Insureio starts at $25 a month for life and health agents. Larger agencies look at Salesforce Financial Services Cloud from $325 per user a month.
What's the difference between an agency management system and a CRM?
An agency management system like Applied Epic, HawkSoft or EZLynx manages policies, accounting and carrier downloads. A sales CRM like AgencyZoom manages the pipeline, follow-up and renewals.
Do insurance CRMs publish prices?
Some do. AgencyZoom, Insureio and Salesforce publish prices; EZLynx, HawkSoft and Applied Epic don't.