January 25

CRM for Insurance Agents: Top 8 platforms to utilize in 2024

CRM stands for "Customer relationship management". A CRM is beneficial for you because it can simplify and automate their entire insurance workflow. Basically, the CRM takes away the day-to-day task of manually entering data. The CRM will take care of that job for you and it will manage your leads, contacts, and analytics. 

We have compiled a list of great CRMs for insurance agents that can get the job done right and can fit your financial:

MedicareCENTER is a simplified CRM that is available to you at no cost as a TMG partner. Here are some positive takeaways from using MedicareCENTER as your CRM:

  • Simply manage clients electronically, on any device!
  • Track clients regardless of enrollment or quoting system
  • Create a new client with just email or phone number 
  • Plan communications and next steps


Per month with a 14 day free trial

Monday sales CRM is a fully customizable, dedicated sales platform. It allows you to easily centralize and track communication with your customers. This CRM is great when it comes to tracking stats because you can monitor your pipelines, targets, and team performance.

  • Create new contacts from a form
  • Analyze mass email performance
  • HTML email editor on emails and activities
  • Instantly understand last lead activity
  • Activity Management - Log any lead or contact-related activity

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

HubSpot has a great reputation and is a CRM that provides a great oversight of your sales, contacts, and analytics which is displayed in one visual dashboard.

When using a CRM like HubSpot, you get access to unlimited users, data, and up to 1,000,000 contacts.  With HubSpot, there is no time limit or expiration date.

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


Per month with a 14 day free trial

Pipedrive is a great CRM because it is an all-in-one sales platform for growing revenue. With Pipedrive, instead of worrying about the endgame – the sale – you can make sure your actions are focused on getting to the end. Pipedrive allows you schedule plenty of activities through the platform. 

As you do activities and make deals, Pipedrive monitors your performance. Pipedrive’s analytics system helps you get your sales process running smoothly. Automations do admin tasks for you, while integrations with your favorite tools save you time.

  • 24/7 Lead generation chatbot available
  • 350+ integrations including Zoom, Slack, Facebook, Google & WhatsApp
  • Automate your entire sales process 
  • Customer support response in 60 seconds or less


Per month with a 30 day free trial

Mailchimp is a great CMS tool because you can bring in new customers with a email marketing and automations brand that recommends ways that can bring in more opens, clicks, and sales.

*Note: A limited free version is available

Here are a few things you can do with Mailchimp:

  • Utilize content creation tools to drive engagement, build trust, and earn loyalty
  • Mailchimp’s audience segmentation tools turn data into insights, so you can reach the right customers at the right moment—with the right messaging
  • Optimize your marketing strategy with analytics and reporting tools


Per month with a 14 day free trial

ActiveCamaign is another CRM that you can check out.  When you automate contact management, score leads, monitor deals & pipeline, and track tasks, the possibilities for success is endless. A sales automation CRM keeps you on a steady path from start to finish. 

  • Lead Scoring
  • Sales Reporting
  • Marketing automation
  • Win probability


Per month with a 30 day free trial

Moosend is a great asset to add to your marketing tool box and it is a  modern solution to deliver email marketing and automation experiences that drive real revenue growth. A great feature about Moosend is that you can segment your email lists for maximum returns. 

  • Supercharged, Simple Imports
  • Know your audience with the help of data
  • Get the most of your subscribers with flexible management
  • Win probability


Per month with a 14 day free trial

Capsule comes with access to a Sales Pipeline dashboard. With this, you get a summary of sales opportunities which does include potential values, where they are in the sales process, and what actions need to be taken.  Here are some of the major highlights of the Capsule CRM. 

  • Sales Pipeline Dashboard
  • Calendar & Task Management Tools
  • Outlook & Gmail Integrations 


Per month with a 14 day free trial

The HighLevel Platform allows you to manage leads,  websites, funnels, calendars along with many other services that are needed to maintain your book of business. You also have the ability to create a white label platform that your customers would have access to. 

  • White Label platform
  • Unlimited contacts and users that you can add    
  •  Access to marketing tools all in one platform

Picking the right CRM 

Picking the right CRM can be the difference maker when it comes to how successful you are. It is essential to keeping a steady workflow, and it helps maintain upbeat communication with clients. There are plenty of choices that come at a fixed low cost. 

Contact us at 888-622-9122 if you need anything! We are one phone call away!

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