Best Insurance CRM X Apps

ERGO NEXT Insurance

Get NEXT. Get Going.

Free

Manage your business insurance on the go. Instantly create and send certificates of insurance, view policy documents, and receive timely notifications about claims and payments. Update your account and coverage easily, and file claims in minutes.

Ethos - Insurance & Wills

An Ethos Technologies company

Free

Secure your family's future with an all-in-one platform for life insurance and estate planning. Apply for term life insurance in minutes with no medical exams and create legally solid Wills and Trusts with guided tools.

Contacts Journal CRM

Manage Customers and Clients

Free

This app helps you manage customer relationships by tracking conversations, organizing contacts, and scheduling follow-ups. It allows you to store notes, files, and documents, and offers features like contact mapping and email templates to build stronger connections and never miss opportunities.

Aceable Real Estate, Insurance

Award-Winning Career Education

Free

Earn your real estate or insurance license with flexible, self-paced courses accessible on any device. Learn from experts with engaging content designed for career success.

UPCIC Mobile

Universal Property

Free

Manage your home insurance policy conveniently from your mobile device. Access policy documents, make secure payments, file and track claims, and locate agents. The app offers a centralized dashboard for all your insurance needs.

Lemonade Insurance

Home, car, pet, and life

Free

Easily purchase and manage home, car, pet, and life insurance policies directly from your phone. Get instant quotes, file claims with AI assistance, and enjoy a socially responsible insurance experience.

Frontline Insurance

Frontline Insurance

Free

Manage your homeowners insurance policy conveniently and securely on the go. Access policy details, make payments, file and track claims, and connect with your agent.

Copper CRM

CRM for Google Workspace

Free

This app streamlines your sales process and project management by integrating directly with Google Workspace. It automatically pulls in contact information and email conversations, allowing you to manage leads, track deals, and deliver projects visually from your mobile device.

Xactimate

by Xactware Solutions, Inc.

Free

Create comprehensive property damage estimates directly on your mobile device. This app integrates seamlessly with online and desktop versions, allowing professionals to build estimates from start to finish in the field.

PSI Test Prep

Premium test questions by PSI

Free

Prepare for licensure exams with practice questions, detailed progress tracking, and custom study sessions. Access explanations and references to pinpoint areas for improvement before test day. Upgrade for full access to question sets.

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.

AssuranceAmerica+

by AssuranceAmerica

Free

Manage your insurance policy with ease. This app allows you to make payments, access policy details, and view electronic ID cards. It simplifies account management and provides essential insurance services.

OnePageCRM - Simple CRM System

CRM for those who take action

Free

This app combines CRM functionality with productivity tools, offering follow-up reminders for every contact. It helps manage client relationships, track sales, and facilitates team collaboration. Users can store contact information, log interactions, and initiate calls directly from the app.

Branch Insurance

Bundled home & auto insurance

Free

This app offers a streamlined way to purchase bundled home and auto insurance, providing instant quotes and policy binding. Access your insurance documents, manage your account, and get support anytime. It also features community-based discounts and roadside assistance.

dotloop

by dotloop, inc.

Free

This platform optimizes real estate transactions and productivity. It allows users to create collaborative workspaces, manage documents, e-sign, and track progress from any device. Millions of agents and clients use it for end-to-end transaction management.

Redtail CRM

by Redtail Technology, Inc.

Free

Manage client relationships with access to contact information, calendar items, and CRM capabilities on the go. Stay connected to clients, prospects, and your team with features for scheduling, communication, and data management.

Unanet CRM

Go Beyond a CRM

Free

This app is a mobile platform designed to manage the pre-sales process for AEC industry professionals. It helps business developers and field professionals manage contacts, track relationships, and record activities directly from their smartphones, streamlining project pursuits.