Best Insurance CRM X Apps

ERGO NEXT Insurance

Get NEXT. Get Going.

Free

This mobile app lets you manage your business insurance easily on the go. Create and send certificates of insurance, view policy documents, receive fast notifications on claims, payments, and more. Manage account information, coverage, and file claims quickly.

Ethos - Insurance & Wills

An Ethos Technologies company

Free

Ethos - Insurance simplifies the process of getting life insurance by offering an online platform where users can easily apply for and manage their policies. With a user-friendly interface and quick approval process, Ethos makes getting life insurance hassle-free. Join Ethos today to protect your loved ones with ease.

Contacts Journal CRM

Manage Customers and Clients

Free

Transform your business and personal relationships with an intuitive CRM system. Keep track of conversations, set reminders, attach files, categorize contacts, and more with Contacts Journal. Boost productivity and foster connections with ease.

Aceable Real Estate, Insurance

Award-Winning Career Education

Free

Get your real estate license quickly with state-approved courses for Texas, Georgia, New York, Michigan, and Virginia on AceableAgent. Study on any device, at your own pace, and enjoy engaging content that makes learning easy and fun. Start your real estate education today!

UPCIC Mobile

Universal Property

Free

UPCIC Mobile is a comprehensive app for managing property insurance claims. Easily file and track claims, access policy information, and connect with agents all in one place. Download now to streamline your insurance process.

Lemonade Assurance

Home, car, pet, and life

Free

An innovative insurance app offering home, car, pet, and life coverage with policies starting at low monthly rates. Easy to use with quick policy purchase, instant claims, and personalized coverage options. Find out more at lemonade.com!

Frontline Insurance

Frontline Insurance

Free

This mobile app provides homeowners with convenient and secure access to their insurance policy, allowing them to manage claims, make payments, and review coverage details on the go. With the app, users can file claims, upload documents, view billing invoices, and access their agent's information, all from the palm of their hand.

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!

Xactimate

by Xactware Solutions, Inc.

Free

Estimate on-the-go with our mobile app that enables professionals to create detailed estimates on their iOS devices. Seamlessly integrated with our online and desktop platforms, it's the ideal tool for efficient estimating. For support, visit our eService center.

PSI Test Prep

Premium test questions by PSI

Free

Prepare for your licensure tests with our PSI Test Prep app, offering practice questions, detailed progress tracking, custom study sessions, explanations, and references. Advance your knowledge level and pinpoint areas for improvement before test day with our premium content. Upgrade to unlock the full set of questions with affordable in-app purchases.

Integrity for Agents

by Integrity Marketing Group, LLC

Free

Integrity for Agents empowers Medicare and Life Insurance Agents to streamline their workflow, manage contacts, create personalized quotes, submit applications, review policies, and purchase leads all in one place. It also offers tools for better client connection like personalized websites, compliant call recording, cross-sell recommendations, and real-time lead availability. Boost your business efficiency and client relationships with Integrity for Agents!

AssuranceAmerica+

by AssuranceAmerica Corporation

Free

Access essential insurance services easily with the Customer Self Service App. Manage policy payments, view information, access electronic ID cards, and more with just a few taps. Download now for hassle-free insurance management.

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.

Branch Insurance

Bundled home & auto insurance

Free

This insurance application offers bundled home and auto insurance, utilizing technology to make insurance more accessible and affordable. It allows users to customize coverage, access ID cards, file claims, and manage accounts, while also providing opportunities to earn discounts and rewards through community-driven programs.

dotloop

by DotLoop, LLC.

Free

An innovative real estate transaction and productivity platform offering form creation, e-signatures, task management, and analytics in one solution. Access transactions on-the-go, collaborate in real-time, and expedite deals with ease. Experience the seamless convenience of dotloop for mobile – try it for free or subscribe for advanced features.

Redtail CRM

by Redtail Technology, Inc.

Free

Access your day-to-day client information, calendar, and CRM tools with the mobile app designed for financial advisors. Stay connected to clients, manage activities, contacts, and opportunities on-the-go. Take advantage of a 30-day free trial and experience seamless client servicing anytime, anywhere.

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.