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 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.