By CommenceCRM

What Are the Best CRM Software for Insurance Agents and Realtors?

CRM software is a great way to manage information and optimize workflow for insurance agents and real estate brokers since it uses relevant data to enhance customer relationships. Compared to traditional tools, a CRM tool is easier to use and offers key features that are specific to a certain industry. 


So what are some of the best CRM software for insurance agents and realtors? For insurance agents, they can use Salesforce, AgencyBloc, Microsoft Dynamics 365, and Insureio. On the other hand, realtors can use Velocify, Contractually, and Pipedrive. Commence CRM allows both insurance agents and realtors to have an agency management system that can manage important information and customer relationships. 

Advantages of Using CRM as an Agent

As an agent, your main job is to generate sales. This includes talking with several referrals so that they eventually become your client. Though this may seem like an easy task, having to remember so much information at once can be tough. But with CRM platforms, you can now reach more clients efficiently. Here are some advantages of using CRM as an agent: 

Manages Important Information

As an agent who deals with multiple clients at once, it’s important that you manage information that’s beneficial for you and the client. CRM software stores and manages important information that agents can use to their advantage to offer the best customer service. It helps segment their audience and learn about specific interests a customer has.


With this information, agents are able to understand their customers better. Personalized marketing campaigns can be created to cater to specific audiences. Cloud CRM also allows agents to access data from anywhere using any device. This reduces the amount of stress on the agent’s part since they can easily look up information. 

Cultivates Customer Relationships

Cultivating customer relationships is perhaps the main goal of CRM software. The acronym CRM stands for “customer relationship management,” so its focus is on a customer’s wants and needs. It uses data about a customer to create strategies that spark their interests.


When a broker cultivates customer relationships, they’re able to enhance the customer experience. This can help build customer loyalty in the long run in which agents are able to create more sales. Additionally, a good customer experience can be beneficial since it can generate more referrals. For agents, receiving referrals is highly important because most of them have commission-based salaries. With more referrals, agents can market and upsell more policies so that they have more income. 

Optimizes Workflow

A great benefit of CRM software is that it helps optimize an agent’s workflow. For agents who are part of bigger companies, the platform offers them a way to communicate with other employees. They can easily use the platform to collaborate and create more ideas that can help the business grow. 


CRM platforms can also take care of small and simple tasks such as answering frequently asked questions. This offers agents more time to work on more important tasks that need their time and attention. And since CRM platforms provide you with a full scope of your target market, they can also generate analytics that are helpful for decision-making. 

Improves Lead Management

Almost all businesses thrive on their customers, and another advantage of using CRM software as an agent is that it generates leads and improves lead management. This is essential in the insurance and real estate industry because they need to have as many referrals as they can to keep the company going. 


With CRM, you let potential buyers know more about the business and different kinds of products. This is a crucial process in gaining new clients because this is where you can explain the different benefits of a product. CRM software helps agents track the behavior of their clients across different channels to improve their sales. 

Organizes Your Sales Pipeline

After generating leads, you need to nurture them until they convert to sales. For agents whose sales pipeline is full of leads, it’s important that these leads are nurtured and managed properly. Organizing your sales pipeline can provide a scope of your leads and where they are in the sales process. 


Though this is probably easier to manage for agents who only have a few clients, those who handle multiple clients at a time might find this difficult. With a proper tool to help insurance agents and realtors do this, they can align their marketing strategies and sales tactics for more success. 

Automates Marketing Campaigns

An important factor to remember when it comes to rolling out marketing campaigns is that it has to be relevant to the audience. Creating marketing campaigns that don’t spark a customer’s interest is a waste of effort. Additionally, marketing campaigns have to be consistent across various social media platforms to guarantee that the audience receives the same message. This means that marketing campaigns also have to be adjusted depending on the platform you use. 


With CRM software, agents can easily automate marketing campaigns so that they can reach a wider audience. Rese marketing campaigns are also more targeted, therefore they’re more effective and guarantee an ROI. A good CRM software also helps agents manage these marketing campaigns on different social networks so that they can smoothly roll out their campaigns and communicate their message. 

Helps Save Money

Lastly, CRM software can help insurance agents and realtors save money in the long run. The efficiency of using CRM software to handle all your data and understand customers can eventually convert into sales. What’s good about CRM software is that it can help guarantee that small decisions are already effective since it puts a customer’s interest as a priority. 


From little things such as time saved when looking for important information when needed to big things like marketing campaigns, CRM software can assure agents that what they’re doing is based on data. Even though some agents may be hesitant in integrating CRM software because of its costs, this long-term benefit can prove that the platform is worth it. Along with generating sales and income, saving money is also needed if a company is seeking to scale in the future. 

Factors to Consider When Choosing a CRM Software

Although CRM software can help agents learn more about their customers and generate more sales, knowing what to look for in a CRM software guarantees that the platform they use is catered to their needs. Here are some factors to consider when choosing CRM software: 


Having a CRM platform that’s accessible through any device can lessen any problems if ever a broker runs into technical difficulties. For example, if they’re meeting with a client and their laptop suddenly bogs down or runs out of battery, the CRM platform can still be accessed from their mobile phone. A CRM platform that’s stored in the cloud also guarantees users that they don’t lose their data due to broken hard drives. 


Accessibility can also provide benefits when agents need to communicate with each other. It can also help them exchange ideas and easily contact each other whenever needed. This comes in handy when agents need to collaborate on a big project that involves the entire business. 


When you choose a CRM software to help with managing data and customer information, the cost should also be considered. While there are free CRM available for an agent to use, these options have limited features. Remember that even though you’re paying for the CRM platform, you can guarantee an ROI because of all the features it offers. 


Comparing the cost of a certain CRM platform to others can also be helpful for an agent if they plan to fully integrate the platform with their work. Doing this beforehand lets an agent know if the platform offers features that aren’t present in another, and whether it’s worth it paying for these features. 


A good CRM platform also has to be user-friendly. When a platform is difficult to use, it can take significant time before an agent fully learns how to use it. This can cause more time and complications in the future because they’re still trying to learn how to operate the software. The time an agent spent navigating annoying CRM can be used to accomplish other tasks that can benefit a company. 

Key Features

Insurance agents and realtors have specific needs when it comes to their industry. A good example of an industry-specific need for both industries is commissions tracking. Since most agents are on commission-based salaries, a good CRM platform can guarantee that they receive the proper amount of salary at the right time. 


Tracking commissions might be easy for small-scale or independent agents, but as they start to scale, they need a more trusted system to handle their finances. If a CRM platform doesn’t have these industry-specific features, agents need to find other tools to do these tasks for them. This causes more money and might even cause delays in closing deals.


Since CRM platforms need to have key features that can help agents in their industry, the tool also needs to be simple enough. A CRM software that’s catered to either the insurance or real estate industry shouldn’t have any unnecessary features that agents don’t need. 


Some agents may be unknowingly paying for these extra features that they don’t use, causing them to spend more money. CRM platforms that are straightforward can be more helpful compared to those that have complex systems that aren’t beneficial.

CRM Software Recommended for Insurance Agents

Insurance agents and insurance brokers deal with closing insurance policies with clients. Some features an insurance agency needs to look for when looking for trustworthy CRM software are policy management, claims tracking, insurance leads tracking, and more. The following insurance CRM software are highly recommended for insurance agents:


Salesforce offers insurance CRM for agents who are looking to boost policy sales. The platform focuses on making the customer the focus of every insurance experience. They aim to connect the front, middle, and back offices so that they can still stay up to date with compliance regulations. 


Some features of Salesforce’s insurance CRM include dashboard and reports, customer and household data management, and lightning dialer. With different features that cater to different kinds of policies, insurance agents can rely on Salesforce for efficient workflow automation. 


AgencyBloc provides an industry-specific CRM tool for insurance agents. They allow agents to access the platform from anywhere, making it easy to manage and track important information on the go. 


With AgencyBlock, agents can also enhance customer relationships through features like workflow automation and email marketing. The platform also enables agents to track leads from the first contact with clients until they close policies so that they have a better view of their sales pipeline. 

Microsoft Dynamics 365 

Microsoft Dynamics 365 offers a unified workplace for insurance companies. Features such as policy management, softphone dialer, meeting scheduler, and more can help insurance agents work more efficiently. This CRM solution is also highly customizable, and Microsoft is open to making the platform convenient for your business. 


Insureio uses the power of automation to streamline insurance marketing and lead management. They offer a CRM platform that’s for insurance agents, built by insurance agents. Since potential buyers have changed the way they buy insurance policies, agents should also work smarter and change the way they sell. 


With Insureio, an agent can focus on the sale and their growth in the insurance industry. The CRM platform has features such as lead generation and nurturing, marketing automation, pre-built marketing templates, integrated dialers, and reporting & insights. 


Insurance agents can greatly benefit from Commence CRM for insurance. Unlike general CRM solutions that need to be tailored to fit the industry’s needs, Commence CRM offers insurance CRM that’s not over-bloated and is easy to use. The platform offers the perfect balance between being feature-rich and simple. 


Agents who use Commence CRM for insurance can guarantee an easier and more organized workflow since it allows them to access customer data anytime, anywhere. It can also be integrated with Microsoft Outlook, Office, and Gmail. Key features of Commence CRM for insurance include document management, reminders and alerts, custom reporting, marketing campaign management, and more. 

CRM Platforms Recommended for Realtors

Since realtors are often on the road showing clients properties, they need a CRM platform that’s available on different devices. Aside from this feature, realtors also require real estate CRM software that has features like contact management, homes or property tracking, information databases, and more. Here are some recommended CRM platforms for the real estate business: 


Velocify is one of the most popular CRM software platforms a real estate agent can use. The platform incorporates features such as online marketing, sales, and customer care to help agents in the real estate industry. It’s a simple software that allows a real estate company to control all operations on a single platform for a more efficient workflow. Velocify guarantees that agents can close more loans through a faster process.


Contractually offers CRM solutions to help real estate agents extract the most value from your customer relationships. Through increased efficiency and fewer missed opportunities, the CRM platform boosts agent production. Contractually has various features that can help a real estate agency bucket contacts, schedule emails, optimize workflow, and more so that they can close more deals.


One of Contractually’s main goals is to simplify the communication process within a real estate professional’s entire network. The real estate CRM solution helps segment this network for a more efficient sales process. Features like automated personal messages and custom templates ensure agents that they’re able to add value to every interaction. 


For real estate brokers who want a system that’s integrated with all popular mortgage origination systems and customer application portals, they can choose Pipedrive’s mortgage CRM system. Their platform integrates the entire salestrack to surpass competitors. Some of the features of Pipedrive’s CRM include automated custom reports, dashboards, and analytics. 


Commence CRM offers CRM solutions that are the perfect fit for a real estate agent who wants an all-in-one real estate software that offers them everything they need. The platform helps real estate firms grow their business and generate customer loyalty. With features that go beyond traditional CRM software, Commence CRM guarantees real-time data that can be used to create important decisions. 


Some of Commence CRM’s features are custom dashboards, email integration, analytics, marketing campaigns, lead scoring, and more. All of these features are essential when it comes to a realtor’s success in the industry. Commence CRM also offers a free trial for those who want to try out their innovative product before purchasing it. 

Commence CRM’s Tools for Insurance Agents and Realtors

Insurance agents and realtors have a lot on their plate from managing referrals, nurturing leads, and closing policies, so they really need the best CRM for insurance and realtors. To help agents with these tasks, Commence CRM provides CRM solutions that can benefit both insurance agents and realtors. Our team has been offering CRM solutions that are perfect for small and mid-sized businesses.


We promise that our CRM solutions can help drive and expand your business. Our experienced support staff is more than happy to answer any questions you have about our products. Learn more about Commence CRM’s tools for insurance agents and realtors on our website.