Best Insurance Agent CRM Apps

32+ iOS apps curated and reviewed

4.7 avg rating

20 free apps

Updated September 2026

Agencyzoom is the household name in insurance agent crm, but it's far from the only option. We track 32+ alternatives and competitors on iOS — many free, many higher-rated than you'd expect.

Compare top Insurance Agent CRM Apps (September 2026)

#	App	Price	Rating	Ads	In-App Purchases	Updated
1	Agencyzoom	Free	4.4★ (38)	No	No	Aug 2026
2	Integrity for Agents	Free	4.1★ (48)	No	No	Sep 2026
3	InsuranceCRM24	Free	—	No	No	May 2026
4	InsurDial	Free	—	No	No	Jul 2026
5	Agency Pulse	Free	—	No	No	Sep 2026
6	Insurance & Policy Management	Free	—	No	No	Aug 2026
7	DoorKnocker Agent	Free	5.0★ (4)	No	Yes	Jul 2026
8	Broker 360	Free	4.7★ (52)	No	No	Sep 2026

Top Picks for Insurance Agent CRM

#1

Agencyzoom by Agency Zoom, LLC

Automate your insurance agency

Editor's Choice

💼 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.

#2

Integrity for Agents by Integrity Marketing Group

Strong Contender

💼 Business

4.1(48 ratings)

Free

Integrity for Agents screenshot 1

Integrity for Agents screenshot 2

Integrity for Agents screenshot 3

Integrity for Agents screenshot 4

Integrity for Agents screenshot 5

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.

#3

InsuranceCRM24 by Parag Shah

Insurance CRM 24 for agents

Worth Considering

💼 Business

0.0(0 ratings)

Free

InsuranceCRM24 screenshot 1

InsuranceCRM24 screenshot 2

More Insurance Agent CRM apps to explore

Insurance Agent CRM

For Life Insurance Agents

Insurance & Policy Management

Insurance & Policy Management

Insurance & Policy Management

CRM, Agent App For Manage Data

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

DoorKnocker Agent

DoorKnocker Agent

DoorKnocker Agent

Field tool for life agents

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

by BROKER 360 LLC

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

by AgentCubed, LLC

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

Companion app for Swivel CRM

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

by COLTON T BRAYTON

This platform helps insurance agents manage their business efficiently. Track production, quote carriers instantly, manage leads, and access sales resources all from your mobile device.

Production tracking dashboardInstant carrier quoting toolLead management and pipeline tracking

by Agency Height

📊 Productivity

This business platform enhances communication and client management for insurance professionals. It offers tools for calls, personalized messaging, and team collaboration to foster stronger client relationships and business growth.

Streamlined communicationClient managementTeam collaboration

Agentivo: Insurance CRM

Close More Policies, Lose None

Financial Gap Analysis & CRM

This app helps you identify and address financial coverage gaps by connecting you with licensed professionals. It offers a free gap analysis, AI-powered scheduling, and a centralized platform to manage policies, accounts, and documents with your advisor.

Free financial gap analysisAI-powered schedulingCoverage tracking

by Logan Lindgren

This app simplifies lead management for sales professionals. Capture, track, and organize leads with renewal alerts and notes. Optional team plans allow for shared lead management and collaboration.

Fast lead captureRenewal alertsStatus tracking

Smart Insurance Agent App

by MOHD EZREEZAL BIN SALLEH

by Alex Branning

Built by Agents for Agents

This platform helps Medicare agents manage their client relationships and business operations. It streamlines client intake with digital forms, organizes assessments, and tracks leads efficiently.

Client relationship managementDigital client intake questionnairesAssessment organization

FAQ about Insurance Agent CRM

What are the best insurance agent crm apps for iPhone?

Agencyzoom tops our insurance agent crm apps ranking as of September 2026, with a 4.4-star average from 38 App Store ratings, and it's free to download.

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 Agencyzoom and Integrity for Agents.

Does Agencyzoom have ads or in-app purchases?

Agencyzoom has no ads and has no in-app purchases, according to its App Store listing as of September 2026.

How many insurance agent crm apps are on the App Store?

We track 32+ insurance agent crm apps on the iOS App Store as of September 2026, ranked by rating, recency, and analysis of real user reviews.

What can I do with Agencyzoom?

Agencyzoom allows you to manage leads, track sales performance, organize daily tasks, and review customer policy information directly from your mobile device. You can update lead statuses, take notes, send emails, capture quotes, and even sell policies.

What devices does Agencyzoom support?

Agencyzoom is available on iPhone and iPod devices. It is designed to be accessible on the go for users of these Apple mobile devices.