📋 Insurance CRM

HawkSoft

Give your agency superpowers.

An agency management system for independent insurance agencies with a high customer recommendation rate.

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NextAgency

Putting the You Back Into User-Friendly.

An agency management system and CRM for agencies selling benefits, senior, and life policies.

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AgencyZoom

The simple solution to manage sales, service, and automation.

A sales-focused CRM and automation platform for insurance agencies, now part of Vertafore.

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NowCerts

Meticulously Crafted, Secure, Intelligent and Intuitive.

A cloud-based insurance agency management system (AMS) for agencies of all sizes.

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Better Agency

The Leading Biologically Designed AMS.

An agency management system with a strong focus on sales and marketing automation, now part of Zywave.

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AgencyBloc

The #1 Recommended Growth Platform for health & benefits agencies.

An agency management system (AMS) and CRM for life and health insurance agencies.

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InsuredMine

The All-in-One Insurance Platform.

An all-in-one sales, CRM, and marketing automation platform for insurance agencies.

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Jenesis Software

Insurance Agency Management Made Easy.

An easy-to-use, web-based agency management system for independent insurance agents.

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Freshworks CRM (formerly Freshsales)

Delightfully simple, seriously powerful CRM.

A unified sales and marketing CRM powered by AI for businesses of all sizes.

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Ricochet360

The All-In-One Sales & Marketing Automation Platform.

An all-in-one auto dialer, CRM, and marketing automation platform for sales teams, including insurance.

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Applied Epic

The world's most widely used insurance agency management system.

A comprehensive agency management system for mid-size and enterprise independent insurance agencies.

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EZLynx

One system to run and grow your entire agency.

An all-in-one agency management system with a leading comparative rater for independent insurance agencies.

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Xanatek

Insurance Agency Management System.

A desktop and cloud-based agency management system called Insurance Management Solutions (IMS).

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HubSpot CRM

The CRM Platform Your Whole Company Will Love.

A popular CRM platform that provides free tools for sales, marketing, service, and operations.

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Zywave

The #1 Digital Insurance Platform.

A suite of SaaS solutions for insurance brokers covering sales, marketing, and client delivery.

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Eclipse (NASA)

The Next Generation of Agency Management.

An agency management system from North American Software Associates (NASA) for P&C insurance agencies.

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Blitz

Sales Follow-Up Software.

A web-based lead management and sales automation software for various industries, including insurance.

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Zoho CRM

The #1 Trusted CRM.

A powerful, omnichannel CRM platform that helps businesses of all sizes build lasting customer relationships.

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Salesforce Financial Services Cloud

The #1 AI CRM for Financial Services.

A specialized version of Salesforce CRM tailored for the financial services industry, including insurance.

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AgentCubed

The Ultimate Solution for Insurance Agencies.

An all-in-one platform for insurance agencies, focusing on lead management, CRM, and policy management.

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QQCatalyst

The practical choice for managing your agency.

A cloud-based agency management system from Vertafore, designed for simplicity and ease of use.

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Pipedrive

The first CRM designed by salespeople, for salespeople.

A sales-focused CRM designed to help users visualize their sales pipeline and get more done.

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Vertafore AMS360

Power your agency with a best-in-class agency management system.

A comprehensive insurance agency management system for independent agencies.

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Radiusbob

The All-In-One Insurance CRM.

A CRM and agency management platform for insurance agents, focusing on automation.

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Insureio

The CRM for Life Insurance Agents.

A subscription-based CRM and marketing automation platform specifically for life insurance agents.

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