Best Insurance Agent CRM Apps

68+ iOS apps curated and reviewed

4.6 avg rating
20 free apps
Updated July 2026

InsuranceCRM24 is the household name in insurance agent crm, but it's far from the only option. We track 68+ alternatives and competitors on iOS — many free, many higher-rated than you'd expect.

Compare top Insurance Agent CRM Apps (July 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1InsuranceCRM24InsuranceCRM24FreeNoNoMay 2026
2AgencyzoomAgencyzoomFree4.4★ (38)NoNoAug 2026
3Salesmate – Sales CRMSalesmate – Sales CRMFree4.7★ (618)NoNoAug 2026
4Integrity for AgentsIntegrity for AgentsFree4.1★ (46)NoNoAug 2026
5Swivel ConnectSwivel ConnectFree5.0★ (5)NoNoAug 2026
6DoorKnocker AgentDoorKnocker AgentFree5.0★ (4)NoYesJul 2026
7Insurance & Policy ManagementInsurance & Policy ManagementFreeNoNoAug 2026
8InsurDialInsurDialFreeNoNoJul 2026

Top Picks for Insurance Agent CRM

Agencyzoom#2

Agencyzoom by Agency Zoom, LLC

Automate your insurance agency
Strong Contender
💼 Business
4.4(38 ratings)
Free
Agencyzoom screenshot 1
Agencyzoom screenshot 2
Agencyzoom screenshot 3
Agencyzoom screenshot 4
Agencyzoom screenshot 5

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.

Salesmate – Sales CRM#3

Salesmate – Sales CRM by RapidOps Inc.

Advanced CRM for sales teams
Worth Considering
💼 Business
4.7😊(618 ratings)
Free
Salesmate – Sales CRM screenshot 1
Salesmate – Sales CRM screenshot 2
Salesmate – Sales CRM screenshot 3
Salesmate – Sales CRM screenshot 4
Salesmate – Sales CRM screenshot 5
Salesmate – Sales CRM screenshot 6

Manage your sales pipeline, connect with your team, and close deals on the go. This app offers real-time syncing, automated tasks, and detailed reporting to optimize sales processes and drive growth.

What We Love

  • 🚀 Excellent CRM solution
  • 👍 Great customer service and support
  • 💡 Highly customizable and feature-rich
  • 🚀 Efficient and easy to use

Room to Improve

  • 🐛 Glitchy mobile app with crashes and freezes
  • 🐛 Email functionality issues
  • 🐛 Navigation and UI can be confusing

More Insurance Agent CRM apps to explore

4
Integrity for Agents
Integrity for Agents
Integrity for Agents
by Integrity Marketing Group, LLC
Free

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.

Integrated Quote & eAppQuick Quote in 10 secondsSingle Sign-on
💼 Business
(46)
free
5
Swivel Connect
Swivel Connect
Swivel Connect
Companion app for Swivel CRM
Free

Access your CRM data and manage client relationships on the go. This app synchronizes in real-time with your web-based CRM, allowing you to view client information, schedule appointments, and complete tasks from your mobile device.

Real-time CRM syncClient information dashboardContact and policy management
💼 Business
(5)
free
6
DoorKnocker Agent
DoorKnocker Agent
DoorKnocker Agent
Field tool for life agents
Free

Manage leads, clients, and policies with an all-in-one field tool. Plan efficient routes on an interactive map, track activity, and organize client information. Includes voice notes, commission tracking, and an agent website builder.

Lead mapping and route planningClient and policy organizationVoice note dictation
📊 Productivity
(4)
subscription
7
Insurance & Policy Management
Insurance & Policy Management
Insurance & Policy Management
CRM, Agent App For Manage Data
Free

This app simplifies insurance and policy management for agents, brokers, and individuals. It offers features like policy tracking, renewal reminders, and client relationship management to enhance organization and efficiency.

Insurance policy trackingPolicy renewal remindersInsurance CRM
💼 Business
(0)
free
8
InsurDial
InsurDial
InsurDial
Insurance Agent CRM
Free
💼 Business
(0)
9
Broker 360
Broker 360
Broker 360
by BROKER 360 LLC
Free

This CRM app streamlines sales and team management for insurance agents. It provides a comprehensive set of tools to enhance the sales experience and improve operational efficiency.

Sales experience enhancementTeam management toolsComprehensive CRM suite
📊 Productivity
(49)
free
10
Epicare Go CRM
Epicare Go CRM
Epicare Go CRM
by Epicare Insurance Corp
Free

This mobile application is designed exclusively for insurance agents to manage their sales process on the go. It allows for efficient handling of leads, calls, appointments, and notes directly from a smartphone, boosting productivity.

Lead managementCall trackingAppointment scheduling
📊 Productivity
(1)
free
11
WAVE CRM
WAVE CRM
WAVE CRM
Powerful, Easy Management
Free
💼 Business
(0)
12
AgentCubed
AgentCubed
AgentCubed
by AgentCubed, LLC
Free

Manage sales leads efficiently with this mobile tool. It categorizes leads into new, needing updates, and workable, helping field agents track opportunities on the go. Designed to work with a CRM solution.

Add, receive, and update leadsCategorize leads: New, Needs Update, WorkableOn-the-go lead management
💼 Business
(3)
free
13
1099Suite - KPI & CRM Tracking
1099Suite - KPI & CRM Tracking
1099Suite - KPI & CRM Tracking
All-In-One For 1099 Sales Reps
Free

This app helps independent sales professionals track their performance, manage their sales pipeline, log expenses and mileage, and set goals. It aims to consolidate multiple business tools into a single platform for increased efficiency.

Customizable KPI trackingRoad-ready CRM with lead managementAutomatic GPS mileage tracking
💼 Business
(6)
free
14
Insurance CRM X
Insurance CRM X
Insurance CRM X
by Mehmet BALKAY
Free
💰 Finance
(0)
15
Senior Life Scout
Senior Life Scout
Senior Life Scout
by Senior Life Insurance Company
Free

This app automates the recruitment process for insurance agents. It handles initial contact, ongoing communication, and guides potential recruits through contracting and licensing. Streamline your hiring with automated messaging and campaign management.

Automated contact messaging (email/text)Facilitates communication with recruitsCampaign management for hiring process
📊 Productivity
(5)
free
16
Lineage CRM Mobile
Lineage CRM Mobile
Lineage CRM Mobile
by Joseph Williamson
Free
💼 Business
(0)
17
Claim Tracker CRM
Claim Tracker CRM
Claim Tracker CRM
Claims & Billing Made Simple
Free
💼 Business
(0)
18
AgencyRoot
AgencyRoot
AgencyRoot
Crop Insurance Agency
Free

Manage crop insurance prospects and customers with contact details, communication notes, and task management. Utilize mobile features like voice-to-text and biometric login for efficient on-the-go access. Assign and track reminders for your agency's tasks.

Prospect and customer contact managementIn-app communication tools (call, text, email, map)Customer communication notes
💼 Business
(12)
free
19
FreedomPath Sales & Marketing
FreedomPath Sales & Marketing
FreedomPath Sales & Marketing
by Freedom Financial Plus Inc.
Free

This app provides a comprehensive mobile marketing toolkit for brokers, offering instant access to branded materials, lead management tools, and social media integration. It also includes training resources to help users grow their business.

Instant marketing materialsLead capture and follow-upReal-time notifications
🌟 Lifestyle
(95)
free
20
LeadGPT
LeadGPT
LeadGPT
For insurance professionals.
Free

This app helps insurance professionals manage leads in real-time. It allows users to track contact history, set reminders, and find new prospects to grow their business.

Real-time lead acquisitionContact history trackingReminder setting
📊 Productivity
(5)
ad-supported

FAQ about Insurance Agent CRM

Are there free insurance agent crm apps for iPhone?
Yes — 20 of the top insurance agent crm apps we rank are free to download, including InsuranceCRM24 and Agencyzoom.
InsuranceCRM24 has no ads and has no in-app purchases, according to its App Store listing as of July 2026.
We track 68+ insurance agent crm apps on the iOS App Store as of July 2026, ranked by rating, recency, and analysis of real user reviews.