Best Sales Lead Tracking Software for Insurance Companies

Why would someone in the Insurance Industry need a CRM? Increasingly, CRM customer relationship management software solutions are being developed for specific vertical industries, and the Insurance Industry is no exception. An Aberdeen Group survey concluded that only 43.4 percent of insurance agency respondents indicated that they use any CRM tools for insurance sales tracking. Aberdeen surmised that there is substantial room for CRM vendors to expand into this vertical market. But this also indicates that there is opportunity for the insurance companies themselves to take competitive advantage, as many of their opposition have not yet deployed and benefited from insurance agency sales tracking software.

Less Annoying CRM


Less Annoying CRM is the easiest CRM for insurance agents. Your clients trust you to pick the right policy for them. From prospects to happy clients, Less Annoying helps you track all the right interactions to make sure you do. This is the easiest system to track policy applications, store group plan information, and stay on top of renewal dates so that you can focus on nurturing the relationships that your agency is built upon. Based on conversations with hundreds of insurance agencies, Less Annoying have set up fields they think you want, but you can always add more. Just $15 per user per month.

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Maximizer CRM


Maximizer CRM allows you to deliver personalization across every interaction and maximize your margins. Get the tools to execute high-impact campaigns, boost client acquisition, track contacts, policy renewals, account info and more. This CRM can be tailored for insurance agencies that helps your brokers stay compliant, and work to their best capacity. You can also empower agents with fast access to client history, preferences, key relationships, profitability and support records all in one place. Run your day from anywhere with Maximizer’s mobile-friendly calendar.

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An insurance CRM system is simply a CRM software solution designed with insurance professionals and agencies in mind. They help agencies manage their books of business. The key to managing so many clients is to use a good insurance CRM solution. It’ll help you store pertinent data about each client and automate plenty of manual tasks. An insurance agency management system often serves a CRM role in the insurance industry. AMS solutions tend to have some CRM features alongside other industry-specific tools and widgets, like insurance-based reports.

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Cloudia Assistant

Cloudia Assistant is an advanced client relationship management (CRM) tool, designed and created by an insurance company to help insurance agents boost their productivity.  It has a robust set of features at an affordable price and is easy to use. Their system of billing also makes it easy to get started and pick and choose the features you want. Cloudia’s mission is to help companies save money, get improved capabilities and be easy to use so they can enhance their ROI. Pricing is available on request. A free trial is also available…

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Aspire - Impowersoft

Aspire is a CRM insurance software developed by Impowersoft, helping take business to the next level by managing the overall business process cycle and increasing its potential. Aspire covers all the areas of the typical insurance agency business process. Some of the benefits of Aspire are their internet presence making it accessible from anywhere around the world allowing a user 24/7, 365 days a year access. Aspire is packaged to be one of the most cutting-edge and simple solutions for insurance agencies of all sizes, starting from a one-man show to an insurance firm with hundreds of employees. Pricing starts at $129 per month per user.

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TLD - Total Lead Domination

TLDCRM is a cloud based CRM and VoIP platform that can be used from anywhere in the world. TLDCRM, an Esotech property, has been up and operational since 2013, and originally serviced only the health insurance industry. Over the years they have expanded into life, dental and other ancillary insurance products, working with hundreds of call centers to bring ease of use and the tools required to run a call center through experience. Their detailed no-nonsense approach to data and hands on approach with agents, managers and administrators alike have given them an edge. TLDCRM aren’t just involved in the insurance industry. They have the experience to come up with solutions for anything regarding the web and automating your business. For a detailed breakdown of the pricing please consult the website.

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AgencyBloc is a web-based agency management system that provides the tools to organize a health or life insurance agency. AgencyBloc was created to fill a gap between web-based customer relationship management (CRM) offerings and expensive client-based agency management systems. Many agencies attempt to use generic web-based CRM systems such as, only to realize that it does not fit the model of health insurance and can be  difficult and expensive to customize. Few “out of the box” solutions contain a comprehensive and flexible commission system, with the ability to pay sub-agencies if the need arises.

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AgentCubed is fully customizable to fit your business needs by maximizing ROI on every lead through real-time lead distribution, automated workflows, detailed business intelligence and reporting, eliminating the need for multiple screens and, utilizes features so that the user has everything needed to convert a lead into a customer. AgentCubed has strategically partnered with industry-leading companies to offer a seamless single solution that spans the entire lead-to-customer life-cycle. This software solution covers all aspects of medical insurance. Pricing on application.

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Founded in 2012 AgentRun, an agency management solution for small to medium sized businesses, was built to provide agents with improved experience, functionality and convenience.  AgentRun will allow an agent to manage clients, clients’ policies, leads, contacts, generate required forms, and mobile apps (iPhone / iPad initially) that provide constant access to agents’ stored information. Their  platform was designed from day one to help  run an agency and deliver real results.  AgentRun’s innovative cloud platform allows agents to stay organized by managing their clients, leads, policies and documents all in one place. Pricing starts at $9 per month for the AgentRun Beginner and $29.99 per month for the AgentRun Unlimited.  A 7 day free trial is available.

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A leading international supplier of On-Demand software and E-commerce services to the insurance industry, Ebix, Inc., (NASDAQ: EBIX) provides end to end solutions ranging from infrastructure exchanges, carrier systems, agency systems and BPO services to custom software development for all entities involved in the insurance industry. Ebix’s goal is to be the leading backend powerhouse of insurance transactions in the world. The Company’s technology vision is to focus on convergence of all insurance channels, processes and entities in a manner such that data can seamlessly flow once a data entry has been made.

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InsurPro - Starter CRM

StarterCRM is designed for the small business owner and startup entrepreneur who wants simplicity, performance, and an intuitive interface for one low monthly cost! InsurPro, by StarterCRM, is a scalable solution that you won’t outgrow. As you increase the number of products you carry, simply add new product information with just a few clicks.

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LeadOrganizer is an Online or Web based Customer Relation Management (CRM) solution for the Insurance industry. Its customized solution blends contact management, document management, time management and communication tools. It is a focused and a customized solution, which works by blending contact management, document management, time management, agency work-flow automation and communication tools for life insurance distributors and producers. SFA – LeadOrganizer™ supports lead management, communication tools, scheduling, performance tracking and marketing tools. LeadOrganizer’s SFA functions are integrated with an enhanced instant term life quoting tool, paramed order and auto fill applications.

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TechCanary is a technology company that provides software solutions specifically to insurance agencies and agents. In 2012 a strategic partnership was formed with and TechCanary to build a combined solution of an Agency Management System (AMS). The combined solution is TechCanary’s Core product Canary AMS. TechCanary is  customizable offering  simple drag and drop customization. Customize Layouts, Fields, Dashboards, and Reports to meet an agency’s needs.

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VAM dB’s CRM solution has  the tools an insurance agent needs. CRM, note tracking, calendar and follow ups, policy tracking and commissions, document storage and more. The sending of e-mails can be automated  throughout the sale process and beyond to keeping in better touch with leads and clients. All leads and clients will be  in one place. Documents and policies can be scanned and uploaded as well. The full version of VAM dB is customizable to meet the unique needs of an agency or office, whether it is adding a couple of fields or something much bigger.

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