By CommenceCRM

What Is the Best CRM for Insurance Agents?

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Insurance agents have to deal with a lot of work on their plate considering that they attend to several clients at once. A great way to manage your workflow as an insurance agent is using an insurance CRM solution since it allows you to improve ROI, make your workflow more efficient, and retain more customers. 

So what are some of the best CRM for insurance agents? Some of the CRM software in the insurance industry are the following: Microsoft Dynamic 365, Insureio, Salesforce, AgencyBloc, RaduisBob, and Commence. These insurance agency software provides best features for those who work in an insurance business.

Best CRM for Insurance Agents

There are hundreds of CRM software on the market, and all of them have different features that people who work in the insurance sector can use to their advantage. Here are some of the best CRM for insurance agents and their features: 

 1. Microsoft Dynamic 365

Microsoft Dynamic 365 is an insurance CRM that guarantees agents that they’ll be able to grow their revenue and improve customer satisfaction. It has a unified interface that combines all significant data into one platform. 

According to Microsoft, the platform combines the best insurance agency practices with the latest technology. Additionally, Microsoft Dynamic 365 provides data-driven customer insights so that agents can have highly personalized interactions with their clients. It has the following features that help agents convert leads to clients:

  • Campaign management
  • Event management
  • Full omni-channel
  • Lead management and distribution
  • Sales pipeline management
  • Customer onboarding
  • Policy management
  • Single view of customer and broker
  • Customer insights

2. Insureio

Insureio is a platform that focuses on the needs of insurance agents and agencies. The platform promises to grow your business by getting new leads, nurturing those leads, and turning them into policyholders. The software allows you to stay in touch with clients through updates regarding reviews, up-sells, and cross-sells. 

Through Insureio, agents can personalize their relationships with their customers with its pre-built marketing campaigns and templates. It also leverages cloud-based computing which helps manage clients and prospects. Some features of Insureio include the following:

  • Lead capture widgets
  • Email blasts
  • Email templating
  • Pre-built campaigns
  • Automated campaign follow-ups
  • Custom landing
  • Sales and productivity forecasting
  • Insights through reporting and dashboards

3. Salesforce

Salesforce is a CRM solution that provides CRM platforms for different industries, including insurance companies. One of the main goals of Salesforce is to make customer satisfaction the focus of every interaction. It allows agents to work smarter since it helps prioritize inquiries based on urgency.

Salesforce also makes it a point to create more meaningful interactions with customers and empower policyholders. Their software is accessible across any device and helps agents deliver outstanding service when customers need it the most. It includes the following features: 

  • Contact management
  • Opportunity management
  • Lead management
  • Reports and dashboards
  • Email integration
  • Sales forecasting
  • Files sync and share
  • Salesforce engage
  • Partner management

4. AgencyBloc

AgencyBloc is an insurance agency management system that helps life and health insurance agencies secure and grow their business with an industry-specific CRM. The software provides powerful tools to maintain a more organized and efficient agency. 

This easy-to-use CRM is available 24/7 and is built with insurance agencies in mind, so agents can immediately import important data and start managing their clients right away. Some features AgencyBloc include the following:

  • Industry-specific CRM
  • Process commissions
  • Business automation
  • Marketing automation
  • Saved searches
  • Prospecting and lead tracking

5. RadiusBob

RadiusBob is a CRM solution that helps agents and agencies manage their clients through software that offers great sales and marketing automation. Insurance agencies of all sizes, types, and geographies can all use RadiusBob since it can be customized according to the agent’s specific needs. 

RadiusBob also allows agents to integrate CRM with different applications such as Google, Microsoft Office, Agent Methods, and Compulife. This makes it easy for them to track every lead and client’s history so that there’s a more efficient workflow. It has the following features integrated into the software:

  • Integrated VoIP
  • Unlimited leads and clients
  • Email marketing
  • Unlimited file storage
  • Screen sharing
  • E&O and license tracking
  • Agent recruitment
  • Lead distribution


Commence is one of the most trusted names in CRM since we’ve been providing clients with excellent software for around two decades. Both small and big insurance agencies can greatly benefit from Commence since it offers more functionality and flexibility compared to other insurance agency software.

As a company committed to helping different businesses and agencies generate sales, Commence offers Commence CRM for insurance agencies. It’s a web-based CRM so agents can have access to vital customer information anytime, anywhere from any device. Key features of Commence CRM include:

  • Manage deal flow and pipeline
  • Task and calendar notification
  • Auto lead qualification
  • Reminders and alerts
  • Document management
  • Lead and opportunity management
  • Marketing campaign management
  • Custom reporting
  • Sync with MS Outlook and Gmail

How Does Insurance CRM Work?

The acronym CRM stands for “customer relationship management” which means it’s a tool or software used to improve a company’s relationship and interactions with both potential and existing customers. It’s a great way to streamline your workflow by looking at how customers view the company. CRM looks into a customer’s behavior, to create marketing collaterals that are best fit for their needs and lifestyle. 

Thanks to technology, there are now different kinds of CRM software available on the market, with insurance CRM being one among many. Insurance CRM allows insurance agents and agencies to have a tool that is custom to their industry and line of work. This means that insurance agents are able to close more deals since they have access to their client’s data that they can use to their benefit. 

Importance of CRM for Insurance Agents

Smiling handsome ethnicity businessman working in call center.

Though there are different tools insurance agents can utilize to keep track of their workflow, CRM provides an easy way for them to understand their customers’ heavy tracking. Compared to other tools such as Excel spreadsheets, insurance CRM is already customized to the industry-specific needs of an insurance agent. Here are some of the advantages of using insurance CRM: 

1. Efficient Workflow

Using an insurance CRM reduces the time and effort an insurance agent spends in going through a lot of paperwork since it helps them keep all their data in one place. When you manually handle all the steps in the process, there is a risk of human error which can lead to inaccuracies in data. 

Insurance CRM also helps insurance agents keep up with clients who need to pay or renew their policies. Instead of going through several documents to perform a single task, this software stores all the important information so that you can look them up when needed. For instance, if a Medicare increase is implemented, insurance CRM helps agents quickly identify which of their clients are affected by the increase.  

2. Customer Retention

Customer retention is one of the main reasons why many businesses use insurance software. Since CRM allows a smoother process in receiving insurance, more customers are likely to enjoy the service and stay. Even before a sale is closed, CRM can already determine a client’s preferences and behavior. The software also goes beyond this since it analyzes their behavior and applies these analyses to future situations. 

3. Lead Generation

An important factor that determines an insurance company’s growth is the number of referral clients they reach. Almost all insurance agents need more clients so they can receive their commission, so they must generate leads and attract more potential customers. Insurance CRM helps generate leads since it helps the company and agents put out more relevant content that their customers find interesting. However, keep in mind that your clients won’t just provide their information so you might have to offer something in return and consistently experiment with these lead generation funnels. 

4. Improves ROI

When customer retention and lead generation are both happening, there will eventually be a boost in ROI. This is a great benefit of CRM software since it guarantees two things: insurance agents continue to have clients and insurance agencies continue to grow. It’s also no doubt that insurance agencies shell out a certain amount of money to produce marketing collaterals and also purchase CRM software. With the help of CRM, they’re able to earn back the money they’ve spent and ensure that no loss is incurred. 

5. Improve Client Relationships

Since CRM is mainly used to handle customer relationships, it definitely helps with improving the relationship between agent and policyholder. For example, some agents may want to create more personalized messages for their clients. With CRM, it simply stores relevant information about clients such as birthdays so that insurance agents can send them birthday greetings through their emails. 

Factors to Consider When Choosing Insurance CRM

Since there are several CRM software available on the market, learning about what makes the product unique can help you choose the best insurance CRM and receive the best value for your money. Here are some factors you may want to consider when choosing an insurance CRM:

1. Affordability

While an insurance CRM is one of the best ways to boost ROI and help save money, choosing an affordable CRM platform ensures that you are able to break even more quickly. This is especially fitting for insurance agents who still don’t have the budget for more expensive CRM. 

Though free CRM is available on the market, most of the free CRM that are available have limited features, and some agents may need access to more features to significantly help the insurance process. Affordability can also ensure that insurance agents can have access to the CRM software even though they are low on sales. 

2. Ease of Use

Though almost all CRM software takes time to learn, choosing an easy-to-use CRM saves insurance agents time and effort spent on learning how to operate and use the software. One of the main goals of CRM is to help an agent be more productive at work, so it’s best to choose one that helps you do so. 

For example, a great way to determine a CRM’s ease of use is to look at whether the software is cloud-based. Cloud-based CRM is easier to access than others because of the way the data is stored. Big insurance companies can greatly benefit from this since they tend to have several agents logging in from different locations. 

3. Features

What makes CRM great is that it’s customizable according to your line of work. Insurance CRM solutions are created so that insurance agents and companies have features that are specific to what they do. When selecting a CRM, always remember to carefully examine its features so you know what to expect during its use. Additionally, if you’re paying more for features that aren’t helpful, then that specific CRM may not be the best fit. 

4. Meets Your Needs

One factor is the most important of them all: CRM software must meet your needs as an insurance agent. With all the insurance software out there, it’s a bit difficult to narrow down your options. To help with this, always remember the main goals and reasons for needing CRM software in the first place. If a certain CRM doesn’t meet your needs as an insurance agent, then it’s better to choose something else. 

Here are some of the questions to ask to help determine if a CRM meets your basic needs as an insurance agent:

  • Does the software help organize my workflow?
  • Is there a promise that the CRM will help boost my ROI?
  • Can this CRM foster great customer relationships?
  • Is the CRM specific to an insurance agent’s needs?
  • How feasible is it to use this CRM long-term?
  • Will this help me create customer loyalty?

Insurance CRM at Commence

Choosing an insurance CRM system that best fits an insurance agency and insurance agent’s needs guarantees a great return on investment. Here at Commence, we offer insurance CRM software to help agents have a more efficient workflow while fostering great customer relationships. 

Whether you’re a sales agent or financial advisor, Commence guarantees that our software is easy to use and has a feature-rich solution to help manage and track significant customer information. Our CRM is also web based, so you can have access to customer data from anywhere. We’ve been offering clients CRM solutions for two decades, so you can trust us to provide the best products on the market.