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Best CRM For Insurance Agents Apps

221+ iOS apps curated and reviewed

3.9 avg rating
20 free apps
Updated June 2026

Finding the right crm for insurance agents app can be overwhelming with so many options. We've analyzed 221+ apps to bring you the best choices for 2026, from free options to premium solutions with advanced features.

Top Picks for CRM For Insurance Agents

QuoteIQ: Contractor CRM#1

QuoteIQ: Contractor CRM by QuoteIQ LLC

Field Service CRM & Invoicing
Editor's Choice
šŸ’¼ Business
4.7šŸ˜Š(3.2K ratings)
FreeIn-App Purchases
QuoteIQ: Contractor CRM screenshot 1
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QuoteIQ: Contractor CRM screenshot 3
QuoteIQ: Contractor CRM screenshot 4
QuoteIQ: Contractor CRM screenshot 5
QuoteIQ: Contractor CRM screenshot 6

This app provides field service management tools for contractors, including CRM, invoicing, scheduling, and quoting features. It helps streamline operations, manage clients, and improve business insights for home service trades.

What We Love

  • šŸš€ User-friendly interface
  • šŸ”’ Robust customer management
  • šŸ’” Comprehensive quoting and invoicing features
  • šŸ‘ Excellent customer support

Room to Improve

  • šŸ› Occasional app freezes and crashes
  • šŸ› Inconsistent performance on tablets
  • šŸ”’ Concerns about continued billing after cancellation
Integrity for Agents#2

Integrity for Agents by Integrity Marketing Group, LLC

Strong Contender
šŸ’¼ Business
4.1(45 ratings)
Free
Integrity for Agents screenshot 1
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Integrity for Agents screenshot 6

This CRM application helps insurance agents work more efficiently by providing integrated quoting and e-application tools for various health and life carriers. It offers quick quotes, client management features, and communication tools to build stronger client relationships.

Contacts Journal CRM#3

Contacts Journal CRM by zaal LLC

Manage Customers and Clients
Worth Considering
šŸ’¼ Business
4.7šŸ˜Š(2.3K ratings)
FreeIn-App Purchases
Contacts Journal CRM screenshot 1
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Contacts Journal CRM screenshot 6

This app helps you manage customer relationships by tracking conversations, organizing contacts, and scheduling follow-ups. It allows you to store notes, files, and documents, and offers features like contact mapping and email templates to build stronger connections and never miss opportunities.

What We Love

  • šŸš€ Efficient contact management
  • šŸ‘ User-friendly interface
  • šŸ’” Customizable fields and tags
  • šŸ—“ļø Seamless calendar integration

Room to Improve

  • šŸ› Syncing issues with iCloud
  • šŸ” Limited search functionality
  • šŸ—“ļø Inflexible scheduling and repeat options

More CRM For Insurance Agents apps to explore

4
Copper CRM
Copper CRM
Copper CRM
CRM for Google Workspace
Free

This app streamlines your sales process and project management by integrating directly with Google Workspace. It automatically pulls in contact information and email conversations, allowing you to manage leads, track deals, and deliver projects visually from your mobile device.

Google Workspace Integration (Gmail, Calendar, Drive)Visual Sales PipelinesAutomated Workflows
šŸ’¼ Business
(448)
freemium
5
Agencyzoom
Agencyzoom
Agencyzoom
Automate your insurance agency
Free

Manage your insurance agency remotely. Track leads, monitor sales performance, organize daily tasks, and access customer policy information from your phone. Stay productive whether you're in transit or on vacation.

Lead managementSales trackingTask organization
šŸ’¼ Business
(38)
free
6
Agent CRM
Agent CRM
Agent CRM
by Alex Branning
Free

This all-in-one productivity tool integrates CRM, email marketing, and text message marketing. It connects with over 2,000 platforms to instantly notify you of new leads and facilitate immediate contact. The app acts as a virtual assistant, appointment scheduler, and mass communication tool.

CRM functionalityEmail marketingText message marketing
šŸ“Š Productivity
(13)
free
7
OnePageCRM - Simple CRM System
OnePageCRM - Simple CRM System
OnePageCRM - Simple CRM System
CRM for those who take action
Free

This app combines CRM functionality with productivity tools, offering follow-up reminders for every contact. It helps manage client relationships, track sales, and facilitates team collaboration. Users can store contact information, log interactions, and initiate calls directly from the app.

Contact follow-up remindersOne-click callingEmail integration
šŸ’¼ Business
(319)
free
8
Close CRM
Close CRM
Close CRM
The CRM built for growth
Free

Manage your sales pipeline and communicate with leads on the go. This app allows you to make calls, send texts, and emails directly from your device, with AI-powered call transcription and summarization. Stay organized with quick note-taking and task management.

Direct communication with leadsAI-powered call transcriptionLead and contact detail access
šŸ’¼ Business
(44)
free
9
Quotes for Sales Professionals
Quotes for Sales Professionals
Quotes for Sales Professionals
by Mutual of Omaha Insurance Company
Free

This business application assists insurance agents in generating quotes for insurance policies. It is designed exclusively for agents and producers to streamline the quoting process.

Insurance policy quotingAgent-exclusive toolStreamlined quoting process
šŸ’¼ Business
(46)
free
10
Unanet CRM
Unanet CRM
Unanet CRM
Go Beyond a CRM
Free

This app is a mobile platform designed to manage the pre-sales process for AEC industry professionals. It helps business developers and field professionals manage contacts, track relationships, and record activities directly from their smartphones, streamlining project pursuits.

Contact management on-the-goLink strategic insights to contactsAutomatic call log recording
šŸ“Š Productivity
(227)
free
11
Veeva CRM
Veeva CRM
Veeva CRM
Leader in Life Sciences CRM
Free

This application provides an intelligent engagement solution for life sciences professionals interacting with healthcare providers. It offers customized experiences for various roles within sales and medical organizations, including specialized fields like animal health and consumer health.

Intelligent engagement solutionTailored role-based experiencesSupports sales and medical organizations
šŸ„ Medical
(51)
free
12
Resco Mobile CRM
Resco Mobile CRM
Resco Mobile CRM
by Resco s.r.o.
Free

Access your CRM data from anywhere, online or offline. This app enhances productivity for sales, field service, and management by providing mobile access to critical business information. Features include data capture, route planning, and reporting.

Offline and online CRM data accessConnects to Salesforce, Oracle CX, MS Dynamics CRMPhoto, signature, barcode, and QR code capture
šŸ’¼ Business
(77)
free with in-app purchases
13
Vault CRM
Vault CRM
Vault CRM
Leader in Life Sciences CRM
Free

This app provides an intelligent engagement solution for life sciences professionals interacting with healthcare providers. It offers customized experiences for sales and medical teams across various specialties. Access requires organizational authorization.

Intelligent engagement solutionRole-based experiencesTailored for sales and medical organizations
šŸ„ Medical
(10)
free
14
Pipeline - A Simple CRM
Pipeline - A Simple CRM
Pipeline - A Simple CRM
The CRM people actually use
Free

This application helps sales teams manage their entire sales pipeline and client relationships with real-time data and powerful tools. It offers features for efficient task management, universal search, and geolocation to optimize field sales operations.

Sales pipeline managementReal-time updates and notificationsMobile access to leads and deals
šŸ’¼ Business
(61)
free with in-app purchases
15
IRIS CRM
IRIS CRM
IRIS CRM
Merchant Services CRM
Free

Streamline your merchant services business with this mobile CRM. Features include a power dialer for efficient client outreach, contact management, and tools to board accounts, calculate residuals, and monitor your portfolio.

Power dialer for efficient client callsContact database accessible anywhereUpdate client notes and deals on the go
šŸ’¼ Business
(17)
free
16
Think Agent
Think Agent
Think Agent
Virtual office for Sales Agent
Free

This platform serves as a virtual office for Medicare sales agents, streamlining sales and marketing activities. It offers tools for managing schedules, enrollments, leads, and resources, all accessible from a single virtual hub.

Activity CalendarMember EnrollmentLead Management
šŸ„ Medical
(39)
free
17
Orion180
Orion180
Orion180
Insurance at Your Fingertips.
Free

Manage your insurance policies with ease. Access coverage details, submit claims, make payments, and receive updates. Agents can quote, bind, and manage policies on the go.

Access coverage detailsDownload policy documentsSubmit claims
šŸ’¼ Business
(19)
free
18
ONE Suite CRM
ONE Suite CRM
ONE Suite CRM
ONESuite by Realty ONE Group
Free

Access your contact database and property details on the go. This app offers real-time updates and push notifications to keep you informed. It also allows for quick creation of mobile open house registration forms for lead capture.

Mobile contact database accessProperty details on-the-goReal-time updates
šŸ“Š Productivity
(7)
free
19
Hey DAN (formerly Dial-A-Note)
Hey DAN (formerly Dial-A-Note)
Hey DAN (formerly Dial-A-Note)
Most Accurate Voice to CRM App
Free

This app allows sales professionals to dictate CRM updates, meeting notes, and expenses directly into their system, saving significant administrative time. It also features business card scanning to manage contacts, enhancing productivity and mobility.

Dictate CRM updatesAnalyze meeting notesEnter expenses
šŸ“Š Productivity
(166)
free
20
CRM IQ
CRM IQ
CRM IQ
Agent Tool
Free

This mobile tool extends CRM functionality for agents on the go. It provides reminders for appointments and facilitates communication with guests and leads directly from a smartphone.

Appointment remindersGuest communicationLead management
šŸ“Š Productivity
(3)
free