December 18

Insurance Agent CRM’s on a budget

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CRM stands for "Customer relationship management". This software is perfect for insurance companies or agents who want to simplify and automate their entire insurance workflow. An Insurance Agent CRM will greatly reduce the amount of manual data entry as well as eliminate the need to carry around physical papers and case folders. Spend your time bringing in business and let your CRM manage your leads, contacts, and analytics. 

Keep all of your contacts organized with an Insurance Agent CRM system. Manage clients all in one place, store contact info, chat with clients, track analytics, send marketing emails, and overall create stronger and lasting relationships with your clients.

  • Growlytics - You can start for free from the first contact you upload to the 1,000th or you can purchase a low cost plan
  • sendinblue - unlimited contacts and send up to 300 emails/day for free.
  • HubSpot - Get access to unlimited users, data, and up to 1,000,000 contacts with no time limit or expiration date
  • Zoho  - You get 5,000 records (10 MB), 50 emails/user license, 150 emails/day (whichever is lower), 10 email templates for free

Growlytics Insurance Agent CRM

Free from the first contact you upload to the 1,000th

Growlytics Insurance Agent CRM

Growlytics is a cheap and easy alternative to other more expensive CRMs. It is a simple platform to easily send targeted emails, push notifications, and SMSs to lower churn, create stronger relationships and drive growth. Get insights to understand, engage and grow.

  • Easily send targeted emails
  • Push notifications
  • Create stronger relationships
  • Drive growth
  • Engage across multiple channels
  • Watch for trends and correlations
  • Use real-time event based analytics
  • See how your engagement strategy impacts app usage

Make personal connections with your contacts by using Growlytics personalized message feature, mobile push notifications, web push notifications, SMS messages and emails. 

Growlytics Visual Workflows

growlytics insurance agent crm workflow

Build visual workflows to stay organized. This is a semi-automated process so you can focus on other tasks while certain actions such as sending a welcome email are completed for you. This feature helps increase retention with user's behavior based real-time engagement.

Real Time Customer Data Platform

growlytics insurance agent crm platform

Manage everything about your customer in one place: what they are doing, pages they have visited, order or subscription history or anything else you want to send through Growlytic's simple API.

Data Driven Email Marketing

lytics insurance agent crm email marketing

Use data driven email marketing and increase lead conversions with visually appealing, professional emails. Don't just send out bulk emails. A CRM allows you to send more personalized emails to your clients.

Use Growlytics's email builder and transform every email to match your brand, but also to fit the persona of your customer. Use user journey and personalization to stand out of the crowd and build great brand presence.

Growlytics is with you every step of the way

Growlytics's professional services gives you the support you need for data driven growth - from the first contact you upload to the 1,000th. You can start for free or purchase a low cost plan. Click here to learn more about Growlytics. 


sendinblue Insurance Agent CRM

Unlimited contacts and send up to 300 emails/day for free

sendinblue insurance agent crm

Sendinblue's CRM is simple and effortless with no installation or special service required. Start by uploading your contact information, then start managing your customer relationships. You can use the CRM system to store contact information, notes from previous calls or meetings, relevant documents, and upload any other statements to a database or to create a contact. Your updates will be saved and applied in one place so you only have to make edits or changes once!

  • Personalized CRM
  • Email Marketing
  • SMS Marketing
  • Marketing Automation
  • Chat and inbox feature
  • Customizable Landing Pages
  • Retargeting
  • Facebook Ads
  • Sign-up forms
  • Embeddable HTML code

Personalized CRM and Marketing Automation

sendinblue insurance agent crm automation

Use different lists to organize your contacts based on similar characteristics, source of acquisition, step in the conversion funnel, or any other criteria that work for you!

Create tasks in your CRM, assign them to different members of your team, and add a deadline to stay on track. Take things even further by automating follow-up emails and contact list management using marketing automation. Marketing automation enables sending emails and SMS messages, organizing contacts into different lists, and updating information in your contact database. You can use this feature to send scheduled, yet personalized messages to your contacts including a Happy Birthday or Happy Holidays message. 

Email Builder and Automation

sendinblue email builder

With sendinblue, you can make a professional email with half the effort! They provide you with email templates and designs, or you can build one from scratch to more perfectly match your brand. Build your email with drag and drop blocks through the builder feature. Fill the email with your personalized content and sendinblue will use their A/B testing to find the best message for you. They also use machine learning powered send time optimization to determine the best time to schedule your email release.

With sendinblue, you can have unlimited contacts and send up to 300 emails per day for free.


HubSpot Insurance Agent CRM

Unlimited users, data, and up to 1,000,000 contacts with no time limit or expiration date

HubSpot Insurance Agent CRM

With HubSpot, get a full picture of your sales, contacts, and analytics with an all in one visual dashboard. Get access to reports on sales activity, productivity, and individual performance analytics. Keep track of your team and see where they are lacking in order to provide them the best possible assistance you can. With HubSpot you get access to unlimited users, data, and up to 1,000,000 contacts that have no time limit or expiration date. HubSpot is great if you have a team of 1 or a team of 1,000.

  • Email tracking & notifications
  • Prospect tracking
  • Meeting Scheduling
  • Live Chat
  • Reporting dashboard
  • Company Insights
  • Deal Tracking
  • Pipeline Management
  • Ad management
  • Forms

Built in Analytics

HubSpot analytics

Nurture your leads with bulk emails that are easy to create and automatically optimized for different devices. With this CRM, you have the ability to personalize your emails using contact data from your HubSpot CRM.

Built-in analytics make it easy to learn which emails, pages, offers, and traffic sources are driving the most conversions. Find out which emails have the best conversion rates, see how many times leads visit before they buy, see trends on how visitors navigate your site, and use those insights to drive even more conversions.

Dashboard

HubSpot Insurance Agent CRM Dashboard

Don't let anything slow you down or keep you from capitalizing on leads. For sales teams, time is money and managing individual accounts and keeping track of minor details manually causes friction. 

Sales Hub allows you to bring all your tools and data together on one platform your whole team can use and love. You can now focus on what really matters- your customers. 

Start generating and emailing new leads, and measuring your success — for free. Get access to unlimited users, data, and up to 1,000,000 contacts with no time limit or expiration date. Get started free


ZOHO CRM for Insurance Agents

5,000 records (10 MB), 50 emails/user license, 150 emails/day (whichever is lower), 10 email templates for free

ZOHO Insurance Agent CRM

Zoho is the CRM design specifically with insurance agents in mind. They know the kinds of tasks you complete on a daily basis, and worked to build the best CRM to streamline those processes. Zoho will help your insurance business organize prospects, track opportunities, and automate activities which allows you to focus more on addressing your customers' needs.


  • User-friendly Interface
  • AI-based sales assistant
  • Mobile app
  • Workflow automations
  • Create checklists and tasks
  • CRM Analytics
  • Integrate with your favorite apps
  • Predictive Sales
  • Business card scanner
  • Lead management

Never lose another business card

ZOHO's mobile app sets them apart from competitors. This let's you bring your entire book of business with you wherever you go. Their business card scanner feature allows you to scan business cards and turn them directly into contacts in your CRM. Now you will never lose another lead by misplacing or losing yet another business card. Before a lead leaves the appointment, you can send them an automated email thanking them for their time.

ZOHO mobile app

ZOHO let's you integrate your CRM with email marketing as well as increasing your ROI from these marketing campaigns. Sales and marketing efforts can be combined, allowing you to pool your resources in one place. Get access to nurtured leads that are sales-ready as well as access to sales data which will allow you to craft better targeted campaigns. 

ZOHO Insurance Agent CRM dashboard

ZOHO has dashboards for all types of data including leads, clients, deals, campaigns and more. You can view monthly reports as well as graphs that visually display your data. Measure the quality of your leads before they are pushes to sales. When your email marketing tools and CRM work together, you can ensure all your leads are nurtured through several stages in the pipeline.

You can integrate ZOHO with products that you already use on a daily basis. You don't want to have to do something more than once, so this is a great feature. Products include G Suite, Microsoft Office, Ring Central, LinkedIn, Outlook, Google Calendars, MailChimp, Facebook Ads, Slack and more. 

ZOHO Insurance Agent CRM integration

A CRM could change the way you do business. If you have any questions, feel free to give us a call at 888-622-9122. Our expert digital marketing and agent support team is always ready to help.

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