Best CRM for Insurance Brokers
Overview of top CRM options for insurance brokers, based on Forbes Advisor and PC Magazine rankings. It highlights HubSpot, Salesforce, Pipedrive, Monday.com, and HoneyBook as high-scoring choices (9.7+/10) with pricing and use-case notes to help brokers select a solution that fits their client-management and workflow needs.
Ideal Customer Profile
Insurance brokers and agencies seeking to improve client management, lead tracking, and sales automation.
Common Pain Points
- •Finding the right CRM for insurance-focused workflows
- •Managing contacts, interactions, and pipelines
- •Integrations with existing systems
- •Budget and feature overkill concerns
Top CRM Picks
5 expert-vetted recommendations
Ranked recommendations based on feature depth, pricing transparency, and adoption within the industry.
Perfect For
Growing companies seeking an accessible, scalable CRM.
⚡ Key Features
- Contact management
- Tracking customer interactions
- Lead and pipeline management
Pros
- ✓Free entry-level plan
- ✓Good for growing companies
"Forbes Advisor rated HubSpot highly (9.7+/10); PC Magazine noted HubSpot as easiest to use."
Perfect For
Organizations needing deep integrations and automated workflows.
⚡ Key Features
- Easy integration with existing systems
- Automated workflows
Pros
- ✓Excellent integration capabilities
- ✓Powerful automation
"Forbes Advisor highlighted Salesforce among top CRM options; PC Magazine listed Salesforce as best overall."
Perfect For
Deal-oriented sales teams.
⚡ Key Features
- Pipeline management
Pros
- ✓Strong pipeline management
- ✓Clear deal flow
"PC Magazine named Pipedrive best for deal-oriented sales teams; Forbes noted high marks."
Perfect For
Teams needing plan-based collaboration with CRM.
⚡ Key Features
- Seamless integration
Pros
- ✓Excellent integration options
- ✓User-friendly interface
"Forbes Advisor placed Monday.com among top-ranked CRMs; PC Magazine included it in the list."
Perfect For
Small businesses needing invoicing and contract features.
⚡ Key Features
- Contracts
- Invoices
- Payment tools
Pros
- ✓Contract and invoicing features built-in
- ✓Payment tooling
"Forbes Advisor highlighted HoneyBook among top-rated CRMs; listed alongside others with high scores."
Buying Guide
Step-by-step guide to finding your perfect CRM
Strategic considerations to shortlist the right CRM platform for your workflow, tech stack, and growth roadmap.
- 1
Determine essential features and use cases for insurance brokers.
- 2
Consider integrations with existing systems.
- 3
Assess budget and learning curve; avoid paying for unused features.
- 4
Check user reviews and real-world experiences.
Continue Your CRM Research
Continue exploring to make the best CRM decision