Best CRM For Insurance Agents Apps

Copper CRM

CRM for Google Workspace

Free

Copper is a CRM designed for G Suite users to streamline sales processes with visual pipelines accessible on iPhone. Seamlessly integrating with G Suite apps, it automates tasks, boosts productivity, and offers a 14-day free trial. Try it now to enhance your sales efficiency!

Agencyzoom

Automate your insurance agency

Free

This mobile application allows insurance agency owners to manage their business remotely, providing tools to track leads, sales, and tasks, as well as review customer information. With this app, users can stay on top of their agency's operations from anywhere, receiving real-time notifications and updates to ensure seamless management.

Agent CRM

by Alex Branning

Free

This all-in-one solution combines CRM, email marketing, text message marketing, and more, integrating with numerous platforms to streamline lead connections and automate tasks. It offers a range of features, including unlimited contacts, emails, and text messages, for one low price, allowing you to manage your business efficiently and effectively.

OnePageCRM - Simple CRM System

CRM for those who take action

Free

This CRM application helps consulting and professional services businesses nurture relationships with clients, prospects, and partners by organizing client information, setting reminders, and streamlining communication. It enables users to manage sales pipelines, collaborate with teams, and integrate with other business apps to grow sales proactively.

Close CRM

The CRM built for growth

Free

This application is a CRM designed for sales teams, offering fast onboarding, free migrations, and strong support. Its mobile app allows users to communicate easily with prospects, keep leads warm, and access AI-powered call summaries on-the-go.

Quotes for Sales Professionals

by Mutual of Omaha Insurance Company

Free

This application allows insurance agents to obtain quotes for insurance products, providing a quick and efficient way to generate quotes for their clients. Get a quote today and take the first step in securing insurance coverage.

Unanet CRM

Go Beyond a CRM

Free

This app is a comprehensive growth platform designed for market leaders in the AEC industry, streamlining pre-sales processes and team collaboration. With Unanet CRM for Mobile, users can manage contacts, track milestones, link insights, and access critical data on-the-go. For busy professionals looking to boost productivity and efficiency, Unanet CRM for Mobile is the go-to solution.

Veeva CRM

Leader in Life Sciences CRM

Free

This intelligent engagement solution helps life sciences professionals interact with healthcare professionals and organizations, offering tailored experiences for various roles. It provides a range of features, accessible via mobile or office-based platforms, to support sales and medical organizations in their daily work.

Resco Mobile CRM

by Resco s.r.o.

Free

This mobile application allows users to access their CRM data on-the-go, boosting productivity for sales representatives, field technicians, and managers. It offers offline and online capabilities, interactive maps, multimedia support, and various features to help users manage their data, track activities, and stay connected with clients.

Vault CRM

Leader in Life Sciences CRM

Free

This intelligent engagement solution helps life sciences professionals interact with healthcare professionals and organizations, offering tailored experiences for various roles. It enables users to access features based on their role, with authorization required from their organization to get started.

Pipeline - A Simple CRM

The CRM people actually use

Free

This sales-focused CRM application helps teams manage their sales pipeline efficiently, providing real-time data and insights to close more deals with less effort. With its mobile app, users can access and update their sales activities on-the-go, utilizing features such as sales pipeline management, task management, and geolocation features to enhance mobility and collaboration.

IRIS CRM

Merchant Services CRM

Free

This application helps streamline merchant services businesses with a powerful CRM, enabling users to efficiently manage contacts, make automated calls, and track sales performance on-the-go. By utilizing this tool, businesses can increase productivity, monitor their portfolio, and ultimately achieve a lean and successful operation.

Think Agent

Virtual office for Sales Agent

Free

This virtual office platform helps Medicare Sales Agents manage their sales and marketing activities with a range of tools, including activity calendars, lead management, and resource centers. By providing a one-stop-shop solution, it aims to supplement sales efforts and streamline agent workflows, backed by a dedicated support team.

Orion180

Insurance at Your Fingertips.

Free

This mobile application allows policyholders to easily manage their insurance policies, access coverage details, submit claims, and make payments in one place. It also enables agents to quote, bind, and manage policies on the go, providing a user-friendly and efficient way to handle insurance needs.

ONE Suite CRM

ONESuite by Realty ONE Group

Free

Stay organized and productive on-the-go with this CRM app, accessing your contact database and property details in real-time, complete with push notifications. Easily capture leads with a mobile Open House Registration Form, all from your phone.

Hey DAN (formerly Dial-A-Note)

Most Accurate Voice to CRM App

Free

This innovative voice-to-CRM solution allows users to dictate updates directly into the app, saving time on administrative tasks and increasing productivity. By leveraging the latest technology and human expertise, it accurately analyzes and enters information into CRM fields, freeing up to 5+ hours/week for salespeople to focus on high-priority tasks.

CRM IQ

Agent Tool

Free

This mobile app is an extension of a customer relationship management tool, designed for agents to stay organized and connected on-the-go. It allows agents to receive reminders, review appointments, and communicate with guests and leads directly from their phone.