Agent CRM
★ FeaturedCRM & AGENCY MANAGEMENT
CRM built specifically for insurance agents.
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Overview
Agent CRM is an all-in-one sales and marketing CRM built specifically for insurance agents. It bundles pipeline management, automated follow-up, email and SMS, funnels, and calendars so agents can capture and nurture leads without stitching together separate tools.
Key features
- Insurance-focused CRM
- Automated follow-up
- Texting and email
- Done-for-you campaigns
Agent CRM pricing
// Pricing is set by Agent CRM and can change. We track entry pricing; verify the latest on their site.
Pros & cons
＋ PROS
- Built specifically for insurance agents
- Automation, funnels, and CRM in one
- Email and SMS follow-up included
- Replaces several separate subscriptions
－ CONS
- Feature-dense onboarding
- More than a brand-new solo agent may need
- Some templates need customizing
Agent CRM alternatives
Other crm & agency management tools for insurance worth comparing:
Agent CRM head-to-head
Frequently asked
How much does Agent CRM cost?
From ~$97/mo.
What is Agent CRM best for?
Agent CRM is a crm & agency management tool for insurance professionals. CRM built specifically for insurance agents.
What are the best Agent CRM alternatives?
Popular crm & agency management alternatives to Agent CRM include GoHighLevel, Zoho CRM, HubSpot. Compare them in our Insurance index.
Is Agent CRM free?
No. Agent CRM has no free plan; paid access starts at $97 per month. From ~$97/mo.
Is Agent CRM worth it?
Agent CRM's main strengths are built specifically for insurance agents and automation, funnels, and crm in one and email and sms follow-up included and replaces several separate subscriptions. The trade-offs to weigh are feature-dense onboarding and more than a brand-new solo agent may need and some templates need customizing. For most insurance professionals it is worth trying if those strengths match your priorities.