Digital Marketing: 4 Best Insurance CRMs You Should Know For 2022

Businesses exist to serve people commonly referred to as customers or clients. We'll explore the best insurance CRMs you should know about

By Claudio Pires
Updated on December 20, 2023
Digital Marketing: 4 Best Insurance CRMs You Should Know For 2022

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.

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 2022, 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

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 2022. 

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 

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 2025. 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.

Claudio Pires

Claudio Pires is the co-founder of Visualmodo, a renowned company in web development and design. With over 15 years of experience, Claudio has honed his skills in content creation, web development support, and senior web designer. A trilingual expert fluent in English, Portuguese, and Spanish, he brings a global perspective to his work. Beyond his professional endeavors, Claudio is an active YouTuber, sharing his insights and expertise with a broader audience. Based in Brazil, Claudio continues to push the boundaries of web design and digital content, making him a pivotal figure in the industry.