Best Insurance Agent CRM Apps

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.

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.

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.

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.

Dax Field Companion

The insurance field companion

Free

This app helps independent insurance agents manage their day and customer interactions on the go. It allows for quick access to customer details, document capture, and task management, with an AI assistant for hands-free note-taking and task creation. It also functions offline, syncing data when a connection is restored.

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.

Life Pros

by COLTON T BRAYTON

Free

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.

Agency Height

by Agency Height

Free

This app provides insurance agents with mobile access to carrier markets, lead management, and client intake tools. Streamline your workflow by finding suitable carriers, capturing new leads instantly, and pre-filling client information using your phone's camera.

Traise

by Traise

Free

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.

BlackCase

Financial Gap Analysis & CRM

Free

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.

Lead Champ

by Logan Lindgren

Free

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.