Best Insurance CRM Software in 2026

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Insurance CRM Software

PhoneBurner

Subscription Free Trial

PhoneBurner is a sales dialer software that boosts productivity with a power dialer for increased call volume and live connections, workflow automation for task efficiency, and lead management to optimize revenue. It includes advanced reporting for …

Plaid

Subscription Free

A financial data connectivity platform that links applications to users' bank accounts for authentication, real-time balance checks, identity and income verification, and asset validation.

Insurity Workers’ Comp Suite

Subscription Free Trial

Empowers insurance agencies with real-time goal tracking, task management, and performance insights. Its communication tools include scheduling, notifications, and data sharing.