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Experts Tell us the Best CRM Software For Insurance

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This article showcases our top picks for the Best CRM Software For Insurance. We reached out to industry leaders and experts who have contributed the suggestions within this article (they have been credited for their contributions below).

We are keen to hear your feedback on all of our content and our comment section is a moderated space to express your thoughts and feelings related (or not) to this article This list is in no particular order.


This product was recommended by Ray McKenzie from StartingPoint

StartingPoint is a customer operations and experience platform allowing insurance service companies and firms to manage customers on-boarding, service and support, and team management in one eliminating the need for multiple disconnected systems.

Hawksoft CRM

This product was recommended by Melanie Musson from AutoInsuranceEZ

Hawksoft can help insurance agencies run more smoothly in nearly every aspect of the business. Their CRM service is simple to use and won’t take weeks of training to become comfortable with. It’s intuitive and streamlines customer relationships so that customers are satisfied and agencies can work more efficiently. The program is built to meet the needs of insurance agents and they’re committed to designing software to fit agents’ work style instead of making agents change their routine to fit the software.

Surefyre CRM

This product was recommended by Bradley Stevens from LLC Formations

There are different reasons why I would recommend Surefyre to insurance agents. The most significant one is that this cloud-based software was developed by an actual insurance agent. These agents and professionals know their requirements from CRM software, so the developer surely had everything in mind while designing and developing the software. The software can generate documents automatically and send email and message notifications to your clients. The users are also allowed to call or email directly from within the software.Another important reason to use this software is that the customer support team is very professional and available all the time to help you. I have had issues resolved within hours from very responsive customer support.

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