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  • Apophia

The Best CRM For Insurance Companies

Updated: Apr 1, 2022

Finding the right CRM software for your insurance business is an engine for the growth of your business.

An insurance company's sales, marketing and customer service departments need CRM tools more to help them nurture leads and prospects, turn them into paying customers, and monitor the relevant sales and marketing activities.

Choosing the right CRM software for your insurance business can help you boost your business to big enterprise status.

These are the best CRM tools for insurance companies.

1. Zoho CRM

Zoho CRM helps insurance companies to generate revenue so fast through consistent engagements with customers and conversion of leads/ prospects into clients. Zoho CRM puts all your information in one central position: sales, marketing, and customer service activities, which becomes easy to monitor.

Zoho provides the best clientele services and updates its customers; its services are user-friendly, and they always struggle to keep a tight relationship between themselves and their customers. Thus, anyone would consider it to be the best CRM to lean on.

Zoho CRM has several benefits, and that’s why so many small and medium companies using Zoho CRM have been successful. The benefits include; boosting sales, allowing business owners to make informed decisions based on the right data, security of the customer data, promoting team productivity, customer satisfaction, and accessing mobile devices.

Zoho CRM features;

  • Sales automation

  • Process management

  • Analytics

  • Sales enablement

  • Team collaboration

  • Mobile

  • Security

  • Performance management

  • Developer platform

  • Predictive sales

  • Marketing automation and many more.

Zoho CRM is good for all kinds of businesses ranging from small to large businesses; it offers a free version for the first 15 days and has payable packages as well that is; the standard package goes for $12 a month, professional goes for $20 a month, enterprise goes for $35 while the ultimate edition goes for $45. All those packages charge each user per month but are billed annually.

2. Teleduce

Teleduce is an integrated sales and marketing platform commonly used in insurance industries to generate leads, convert them into paying customers and retain the previous potential customers, enabling your business to sell faster.

Teleduce is used by real estate companies, education institutions, health care industries, information and technology industries, manufacturing companies and service providers. To suit all industries, Teleduce has several features to support the services they provide for example;

There is a free version for trial, but prices start from $20 per user per month.

3. Freshsales

Freshsales is a product of the Freshworks software suite, and its best meant for small, medium and large business companies.

Freshsales has inbuilt tools you need to manage your business and track client engagements, and keep interactions like mobile and email capabilities, dashboards, customizable visual reports, visual deal pipelines, intelligent workflow automation, artificial intelligence-based on lead scoring.

Freshsales personalizes and customizes interactions with clients, and this aids the business to get more clients in return gained from leads and conversions. In addition, Freshsales gathers data in a single depository to improve performance and the sales process by following up on conversations, demographic information attachments, tasks and appointments.

Freshsales cares for insurance businesses of all sizes, whether startups, small, medium or large businesses; however, even other sectors are catered for like; finance and accounting companies, telecom companies, retail companies, consumer electronics, professional service providers, real estate, education, health care, e-commerce and technology.


  • Monitoring client behaviors

  • Supervising set sales goals

  • Inbuilt telephone features

  • There are tools for importing email conversation

Price rates stand at; growth is $15 per user per month, pro goes for $39 for each user per month, while enterprise goes for $69 for each user per month. Still, there is also a free forever version for the trial though it has limited features, and if you want more features, you might have to subscribe for paid monthly packages.

4. Insureio

Insureio is a cloud-based CRM software focused on serving financial technology companies and insurance businesses while allowing advisors, and agents firms to boost their business, grow client services and retain more.

Insureio is a CRM for insurance sales and marketing agents. To put in place the best CRM for insurance companies. Insureio helps identify and meet client needs and consumer-driven marketplace based on purpose and why they are doing what they are doing, the value for what they are selling and the scalability of growing your business at an impressive rate. Here are some of the services that Insureio offers; consultancy, training, overview, support and onboarding.


  • Reporting

  • Sales tools

  • Case management

  • Marketing

  • Communications

  • Client management

  • Lead management and application fulfillment

Prices; there is a free trial that lasts for 30 days, the basic plan goes for $25 per month, marketing goes for $50 per month, agency management goes for $50 per month and marketing and agency management goes for $75 per month and coming soon is the team view which is charged $5 per user per month.

5. Salesforce sales cloud

Salesforce sales cloud is a popular CRM solution for insurance companies. It offers a full package of sales, marketing and customer service, and these are some of the critical things treasured and most needed by insurance companies.

Salesforce prioritizes business of all forms and sizes with editions for small and medium businesses and offers products such as a robust set of CRM tools and resources.

Salesforce aids to make follow-ups and monitoring customer service, commerce, service, IT, sales and marketing activities in a company and keep teams intact while collaborating.

Salesforce engages clients, offers good customer service, and also allows mobile work. Salesforce has built its client relationship based on trust, innovation, and equality. Salesforce offers its services to a range of industries, for example, manufacturing, engineering, health care, education, and construction.

The features of salesforce include;

  • Reports and dashboards

  • Pipeline and forecast management

  • Mobile features

  • Process automation

  • Opportunity management

  • Account and contact management

  • Lead management

Focusing on prices; salesforce has a free trial version, but there are chargeable packages as well; a small business CRM of 10 users is charged $25 for each one of the users per month, a complete CRM of any size of the team goes for $75 each month for each user, customizable sales CRM is for $150 each user per month. The last one is Unlimited CRM power and support parcel is for $300 per user per month.

6. Mailchimp

An all-in-one marketing and commerce software that helps insurance companies to build their presence and sell online so long a business finds the right channels to build emails, postcards, landing pages and social ads.

Mailchimp helps businesses gather all their data in one place to achieve their goals faster; this is because the software has all the best marketing tools to help you grow your sales and find customers.

Mailchimp helps you get the right customers, craft the right content for your business, take insights to help you make informed decisions, and automate your marketing processes. In addition, Mailchimp supports growing businesses, launches their brands, markets smartly to win big deals that will grow your business.

Mailchimp has products categorized differently, i.e., websites, online stores, domains, and appointment scheduling. These fall under getting your business online while marketing your business has postcards, social media, digital cards, emails, and landing pages.

Mailchimp features;
  • RSS-to-email

  • Mobile signup forms

  • Email client testing

  • Email designer

  • Mailchimp editor

  • Reports

  • Social sharing and custom forms. Important to note is that these are not the only features of mail chimp it has a lot more.

Pricing plans

  • There is a free trial

  • The grow plan goes for $10 per month

  • The pro plan goes for $199 per month

MonkeyPesa CRM is in the bracket of an all-in-one business automation tool. From lead management to email capabilities, mobile optimization, and client management. MonkeyPesa CRM is perfect for insurance companies.

With the devotion to help Small and Medium Enterprises (SMEs), MonkeyPesa is a user-friendly tool. The pricing, features, analytics, easy-to-interpret dashboard make it ideal for you.

MonkeyPesa’s primary features are:

With the advancement of technology, making a sale is supposed to be easy. Marketers find themselves scheduling calls on one platform. Then, they go forth to respond to social media requests and queries on various sites. To add insult to injury, you will have to exit all these to use another tool to align your calendar with your activities. This is where MonkeyPesa becomes the CRM solution for Africa.

Owing to that hustle, MonkeyPesa has developed a tool that centralizes all these aspects into one tool to accomplish all these tasks.

It is a catch for small and medium enterprises, from social networking tools, project management to CRM, document management, calendars, team management, email marketing, phone management, flawless lead management and customer support tickets. You get it all.

MonkeyPesa CRM tool is an interactive platform.

Accessible Communication is a giant step into maintaining good relationships with clients. Strong relationships generate more sales and support, improve client satisfaction, and can even reduce business expenses.

Nurturing leads in the sales funnel

A closed buyer is just as vital as a new lead. MonkeyPesa CRM allows you to create leads based on a prospect’s information, schedule calls for them at any point in time, take notes based on our interactions, and easily save and organize that data for future use. In a nutshell, you are moving a sales lead, or prospect from one stage of your sales funnel to the next.

The MonkeyPesa CRM allows you to add contacts manually or via a file upload.

Activity logs to correspond with your leads or prospects are aligned into a calendar to help you keep an organized and easy-to-follow process. This calendar can be synced with your Google, Microsoft and Apple accounts.

Because the goal is to have streamlined communication in the sales process, you do not have to open another platform to make calls with your clients and prospects. The dashboard enables calls. In addition, all these interactions are captured in case you need to make clarifications and references.

To create a new video meeting, log into your dashboard, and tap on the caller icon. A link will be generated, and you can share this link or meeting code with anyone you want to join the meeting.

For webinars, your clients and attendees will be required to provide details before the link is sent to them. These details will be captured as contacts in your CRM.

Social Media is a gold mine.

Social Media is a very relevant tool of sales and marketing today. Every passing day, there is a new social media channel your clients and prospects sign up for. MonkeyPesa provides a centralized location for all your social media interactions — tweets, posts, reels, videos, comments, replies, Direct Messages.

  • Automation — Preview your scheduled posts, drag and drop to reschedule, and manage your content from one interface.

  • Trends — Be able to monitor trends and conversations your clientele is most interested in.

  • Analytics — Numbers in business are essential. Analytics helps you understand the performance of different posts and what made them stand out. This data can be used to make informed decisions in the future.

Added merits:

  • Convert social media updates into tickets and respond to messages as quickly as possible.

  • Generate leads from social media and identify which social channels bring in maximum revenue.

  • Populate your CRM contacts with social data. This will guide the sales teams in closing.

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