Businesses exist to serve people commonly referred to as customers or clients. Besides managing processes and products, business owners must manage their relationships with their customers using the best available tools. In this article, we’ll explore the best insurance CRMs you should know for this year on digital marketing strategy.
Insurance companies aren’t excluded from this reality as there’s an increasing need for them to maintain and manage strategic relationships with their customers, both physically and digitally. As a result, companies must be on the lookout for the most effective CRM strategies that’ll make the process of customer management seamless and more productive than it was in the year 2021.
What’s CRM In Insurance?
Customer relationship management (CRM) in insurance is a system for managing an insurance company’s or agency’s interactions with current and future policyholders. It entails acquiring, retaining, and partnering with selective insurance consumers, with the goal of creating superior value for both clients and the company.
CRM often involves using technology to organize, automate, and synchronize claims, premiums, marketing, customer service, and technical support to give insurers the ability to measure customer value and improve customers’ service perception. In addition, It’s a continuously updated process that’s critical to the power of insurance companies to serve their customers effectively. Finally, attract new ones, and remain successful.
Best Insurance CRMs For Digital Marketing
As insurance companies look forward to 2026, the following are the best customer relationship management (CRM) formats to deploy growth, reach more target audiences, and maximize claims and premiums:
1. Better Agency CRM: Best Insurance CRMs
Better Agency CRM is one of the best CRMs in the insurance industry. It offers impressive automation features and built-in automation campaigns for faster claims and policies. In addition, If any agency wishes to spend more time on operations and less time on tools, this CRM is the perfect option.
For starting agencies, the price is USD$299 per month, and it includes unlimited contacts, one up to three agency users, support, and integration. For USD$399 per month. So, any agency can get additional features, from increased agency users, to campaigns and automation. The powerhouse campaign is pegged at USD$549, and it comes with even more improved features.
Other features include:
- Firstly, Easy sale automation
- Secondly, Real-time collaboration
- Prebuilt marketing campaigns
- Improved onboarding process
- Finally, Improved customer support
2. Zoho CRM: Digital Marketing Insurance CRMs
Zoho CRM is considered the industry standard for converting leads and driving sales. Boasting thousands of businesses in several countries, the software can drive short-term and long-term value for insurance agencies. It’s one of the most scalable tools, and, therefore, one of the best CRM platforms for insurance companies in 2026.
The standard pricing for Zoho CRM is USD$12 per month, billed annually. This covers multiple emails and pipelines, custom dashboards, workflows, and scoring rules. The professional pricing includes more advanced benefits and is pegged at USD$20 per month. Enterprise and ultimate pricing methods are USD$35 and USd$45 per month.
Zoho CRM is exceptional for driving sales. However, unlike Better Agency CRM, Zoho CRM is not concentrated on insurance agencies only. Some of its features include:
- Firstly, Sales automation
- Secondly, Sales management features
- Improved customization
- Real-time review and approval
- Finally, Analytics for sales performance
3. HubSpot CRM: Best Insurance CRMs
HubSpot CRM has carved a name for itself in flexibility, accessibility, and availability. Regardless of the number of your team, the tool provides insurance agencies with unlimited users, data, and millions of contacts. It has free features agents can test before getting the premium version.
HubSpot CRM begins at USD$45 per month and up to USD$540 per year for basic features. Professional insurance agents pay USD$800 per month and USD$9,600 per year for more adept features. An enterprising agency gains access to premium benefits by paying USD$3,200 per month, about USD$38,400 per year.
HubSpot CRM was created as an ecosystem that unites tools, people, and businesses. While it’s general software, insurance agencies can enjoy the following features:
- Real-time communication
- Lead generation and management
- Workflow automation
- Easy drag-and-drop editor
- Analytics for performance
4. Salesforce
Salesforce lets you learn the ins and outs of CRM in simple ways. Through its customization features and hands-on projects, insurance agencies can build stronger relationships with policyholders. It boasts thousands of personalized apps, training, and business resources that agents can leverage to sell more policies and achieve more profits.
Salesforce’s basic plan is USD$25 per month, and it offers basic CEM systems for insurance agents. The service cloud pricing also starts from USD$25 per month. Its marketing cloud is pegged at USD$400 per month, while prices for the commerce cloud are available on request. The highest price is Salesforce Pardot, which costs USD$1,250 per month.
The benefits of using Salesforce for driving policy sales are immense. These rewards can be leveraged through the following features:
- Improved customer support
- Real-time collaboration
- Enhanced data analytics
- Unlimited learning resources
- Sales automation
The quick comparison
Use this table as your ten-minute filter. Pricing varies by plan and contract; treat the ranges as directional only.
| Platform | Best for | Standout strengths | Ecosystem fit | Ballpark pricing | Consider if you need |
|---|---|---|---|---|---|
| Salesforce Financial Services Cloud for Insurance | Brokerages and carriers that want end to end data model and serious automation | Insurance specific data model for policies and carriers, AI assistants for producers, deep workflow and reporting | Works with the wider Salesforce stack for marketing, service, data and analytics | Enterprise tier pricing, request quote | Complex multi line operations, heavy integration, global scale Salesforce+2Salesforce+2MarketWatch |
| AgencyZoom by Vertafore | Growth focused personal and commercial lines agencies that want a fast sales machine | Lead routing, renewal and cross sell automation, producer scorecards, insurance native integrations | Part of Vertafore, connects to common raters and insurtech tools | Published tiers with per location or per agency pricing | A purpose built agency sales suite without a heavy lift VertaforeAgencyZoom+1G2 |
| Applied Epic with Marketing Automation | Agencies that want an all in one AMS with embedded marketing | Single system for P and C and benefits, browser based, marketing automation inside Epic | Deep integrations across Applied Systems plus third party tools | Enterprise pricing via reseller or vendor | A unified system that blends servicing and marketing at scale Applied Systems+1Software Advice |
| HubSpot CRM for Insurance | Digital first teams that want fast time to value and strong inbound marketing | Unified email, ads, chat, meetings, quotes, reports, easy automation, large app marketplace | Plays well with comparative raters and e-signature through the marketplace | Free starter, then tiered seats, add hubs as you grow |
Best Insurance CRMs: Conclusion
The integration of the CRMs will help insurance companies achieve a heightened level of customer relationship effectiveness as they go into the new year. According to Gartner’s study, customer relationship management value will continue to grow, even up until 2026. This shows that customer information should be seen as a precious business asset. But, beyond that, insurance companies must make the best use of the data they collect about their customers to build better and profitable relationships.
