Experts Tell us the Best CRM Software For Life Insurance Agents

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2 years ago

This article showcases our top picks for the Best CRM Software For Life Insurance Agents. 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 Muhammad Mateen Khan from PureVPN is the best CRM software for insurance agents who work in the field of life insurance. The system was created specifically for this industry. It’s fast, convenient, and easy to use.

Radius Bob CRM

This product was recommended by Jake Irving from Willamette Life Insurance

It is my understanding that software was developed specifically for insurance agents. I chose it because it integrates with other software that we use. It gathers leads directly from my website (via a quote machine) and integrates them flawlessly into the platform. Radius Bob also has a VOIP option, which I use as my telephone service to call leads. Email and text marketing campaigns are also included and are easy to set up. The customer service is also great with quick response times for any and all questions.

AgencyBloc Software

This product was recommended by Jatin Kumar from SoftwareAdvice

Key features

– Tracks policies, manages agents and their commissions, reporting tools, document management, policy management and carrier tracking, 360-degree view of each account from contacts to policies, ongoing interactions and much more.


a) What can i say. I love using agency bloc to keep my clients organized. It makes my job so much easier and i couldn’t imagine living without it.

b) This has made our tracking of clients and customer service so much better. And it is easy to train my staff and agents to use as well no matter their level of knowledge with previous CRMs.

Zendesk Sell Software

This product was recommended by Jatin Kumar from SoftwareAdvice

Key features

– Capture, organize and properly track leads, robust sales reporting feature, establish and monitor quotas and goals, integrate with MailChimp and much more.


a) We love the app and the ease of use. It has been great for tracking sales and tasks associated with closing deals. It’s also been great for ensuring collaboration and keeping everyone in the loop.

b) Our team really liked this tool over salesforce. There are a ton of really great options and features, along with a pretty easy to use UI.

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