Best Insurance Prospecting Tools Apps

228+ iOS apps curated and reviewed

4.4 avg rating
20 free apps
Updated June 2026

Every iPhone needs a few good insurance prospecting tools apps. We benchmark 228+ of them on App Store rating, freshness, and pricing, then surface the standouts so you don't have to scroll the App Store yourself.

Top Picks for Insurance Prospecting Tools

ERGO NEXT Insurance#1

ERGO NEXT Insurance by Next Insurance Inc.

Get NEXT. Get Going.
Editor's Choice
πŸ’° Finance
4.9😊(10K ratings)
Free
ERGO NEXT Insurance screenshot 1
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ERGO NEXT Insurance screenshot 3
ERGO NEXT Insurance screenshot 4
ERGO NEXT Insurance screenshot 5
ERGO NEXT Insurance screenshot 6

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.

What We Love

  • πŸš€ Fast & Efficient
  • πŸ‘ Easy to use
  • πŸ‘ Straightforward process
  • πŸ‘ Great customer service

Room to Improve

  • πŸ› Sudden price hikes
  • πŸ› Unreliable policy renewals
  • πŸ› Poor customer support
GloveBox#2

GloveBox by GloveBox Inc. CO

Your Insurance. Simplified.
Strong Contender
πŸ”§ Utilities
4.6😊(875 ratings)
Free
GloveBox screenshot 1
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GloveBox screenshot 5
GloveBox screenshot 6

Manage all your insurance policies and communicate with your agent directly from your phone. Access policy documents, pay bills, and initiate claims with ease. Share your agent with friends and family through social media integration.

What We Love

  • πŸ‘ Easy access
  • πŸš€ Convenient and user-friendly
  • πŸš€ Organized and helpful
  • πŸš€ Game-changing app

Room to Improve

  • πŸ› Doesn't work/crashes
  • πŸ› Difficult to navigate
  • πŸ› Outdated information
Agencyzoom#3

Agencyzoom by Agency Zoom, LLC

Automate your insurance agency
Worth Considering
πŸ’Ό Business
4.4(38 ratings)
Free
Agencyzoom screenshot 1
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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.

More Insurance Prospecting Tools apps to explore

4
Insurance Xdate
Insurance Xdate
Insurance Xdate
Generate Leads. Win New Biz.
Free

This mobile app helps commercial insurance professionals generate leads by finding nearby businesses that are up for renewal, along with key information such as the incumbent carrier and current rates. By using the app, users can identify new opportunities and make informed follow-up calls to win new business.

πŸ’Ό Business
(2)
5
SalesRabbit
SalesRabbit
SalesRabbit
Field Sales Platform
Free

This all-in-one field sales platform helps professionals manage their entire sales cycle. It offers AI-powered lead generation, optimized canvassing, dynamic proposal building, and team gamification to boost productivity and close more deals.

AI-powered lead generationOptimized canvassing and route planningDynamic proposal building
πŸ’Ό Business
(1.2K)
free
6
AssuranceAmerica+
AssuranceAmerica+
AssuranceAmerica+
by AssuranceAmerica Corporation
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.

Policy paymentsView policy informationElectronic ID cards
πŸ’° Finance
(255)
free
7
RepCard - Field Sales Platform
RepCard - Field Sales Platform
RepCard - Field Sales Platform
Digital card and lead CRM
Free

This platform empowers field sales professionals to share digital business cards, capture leads, and manage their sales pipeline efficiently. It offers automated follow-ups and real-time engagement notifications to help close deals faster. Trusted by various industries, it streamlines the entire sales process.

Digital card sharingLead capture and organizationReal-time engagement notifications
πŸ’Ό Business
(2.5K)
free with in-app purchases
8
Cloze Relationship Management
Cloze Relationship Management
Cloze Relationship Management
Smart CRM, Inbox and Contacts
Free

This app acts as a personal assistant for professional relationships, consolidating all contact details and communication history from various apps into a single view. It uses AI to remind you to reach out to contacts and helps manage deals and projects.

Unified contact managementAI-powered remindersEmail tracking and templates
πŸ“Š Productivity
(2.7K)
free with in-app purchases
9
Badger Maps: #1 Route Planner
Badger Maps: #1 Route Planner
Badger Maps: #1 Route Planner
Field Sales Maps, Routes & CRM
Free

Optimize your field sales and service operations with this app. It helps you plan efficient multi-stop routes, visualize customer data on a map, and manage your leads and appointments. Automate tasks, track mileage, and sync with your CRM for increased productivity and sales.

Multi-stop route optimizationInteractive sales mappingAppointment scheduling
πŸ’Ό Business
(1.1K)
free with in-app purchases
10
SPOTIO | #1 Field Sales App
SPOTIO | #1 Field Sales App
SPOTIO | #1 Field Sales App
Outside Sales Management
Free

This app empowers outside sales teams to optimize their field activities, from prospecting to closing deals. It provides real-time visibility into sales performance, territory management, and team productivity, helping to eliminate guesswork and focus on high-impact tasks.

Intelligent pipeline generationCalendar managementSales activity tracking
πŸ’Ό Business
(314)
free with in-app purchases
11
Orion180
Orion180
Orion180
Insurance at Your Fingertips.
Free

Manage your insurance policies with ease. Access coverage details, submit claims, make payments, and receive updates. Agents can quote, bind, and manage policies on the go.

Access coverage detailsDownload policy documentsSubmit claims
πŸ’Ό Business
(19)
free
12
SalesPro, formerly Leap
SalesPro, formerly Leap
SalesPro, formerly Leap
Digital In-Home Sales Solution
Free

This app digitizes the entire in-home sales process, from initial estimates and proposals to contract signing and payment. It offers a unified platform to manage customer interactions and automate sales workflows, helping users close more deals.

Digital estimating and documentsResource centerIndustry-leading integrations
πŸ“Š Productivity
(4.3K)
freemium
13
Quotes for Sales Professionals
Quotes for Sales Professionals
Quotes for Sales Professionals
by Mutual of Omaha Insurance Company
Free

This business application assists insurance agents in generating quotes for insurance policies. It is designed exclusively for agents and producers to streamline the quoting process.

Insurance policy quotingAgent-exclusive toolStreamlined quoting process
πŸ’Ό Business
(46)
free
14
Zendesk Sell
Zendesk Sell
Zendesk Sell
CRM and Sales Tracker
Free

This sales productivity platform offers a cutting-edge mobile experience for sales teams. It provides essential CRM features alongside mobile-specific tools like communication tracking, email templates with notifications, and geolocation for efficient sales management on the go.

Communication trackingEmail templates with view notificationsGeolocation for nearby customers
πŸ’Ό Business
(1.6K)
free with in-app purchases
15
TerriTool: AI Field Sales
TerriTool: AI Field Sales
TerriTool: AI Field Sales
by Spencer Kelleher
Free

This app optimizes routes for field sales agents in real-time. It uses self-learning technology to find the most efficient paths. Designed for businesses to improve productivity and reduce travel time.

Real-time route optimizationSelf-learning engineField sales agent focus
πŸ’Ό Business
(25)
free with in-app purchases
16
Senior Agent Tools mobile
Senior Agent Tools mobile
Senior Agent Tools mobile
Lead Management & Map Routing
Free

Streamline lead management and optimize routes for insurance agents. This tool helps organize client information and provides efficient map routing to enhance productivity and client service.

Lead managementMap routingClient organization
πŸ’Ό Business
(10)
free
17
Prospecting Dashboard
Prospecting Dashboard
Prospecting Dashboard
by Mojo Selling Solutions LLC
Free

This tool helps users track personal prospecting goals by allowing them to set targets for appointments, contacts, and calls. It automatically compares progress against these goals and provides guidance to get back on track if needed. Seamless integration with Mojo Dialer ensures automatic progress updates.

Set weekly or monthly prospecting goalsTrack appointments, contacts, and callsAutomatic progress comparison
πŸ’Ό Business
(4)
free
18
CloserCoach - AI Sales Trainer
CloserCoach - AI Sales Trainer
CloserCoach - AI Sales Trainer
Objection Handling Coach
Free

Practice sales conversations and receive AI-powered feedback to improve your persuasion and closing skills. This app offers daily challenges and roleplay scenarios to help sales professionals build confidence and close more deals.

AI-powered feedbackDaily sales challengesRoleplay practice
πŸ’Ό Business
(666)
free with in-app purchases
19
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
πŸ’Ό Business
(45)
free
20
Anchor Insurance Online
Anchor Insurance Online
Anchor Insurance Online
by Ancho Auto & Cycle Insurance Agency, Inc
Free
πŸ’Ό Business
(1)