Best Insurance CRM Software

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Join 800,000+ happy Act! users today.

"I have been using Act! for over 20 years and love the customizable front end and the flexibility."

"I like the configurability of Act!. We have used it for over 15 years and tailored it to reflect the data we need."

"I really love the Marketing Automation which allows me to quickly and easily send email campaigns to targeted audiences."

"I've depended on Act! since the beginning. It remains the hub for managing the many relationships under my watch."

"The best tech support people!"

Looking for value? See how Act! compares.

You’re managing renewals, servicing clients, and juggling compliance all at once. The last thing you need is more manual work or clunky systems. That’s where Act! comes in: A powerful, flexible insurance client management system that helps you do more with less effort and offers more features for the price point. See for yourself!

$30

user/mo billed annually

Act! Advantage Standard
A full-featured cloud-based CRM + Marketing solution

$100

user/mo
billed annually

Salesforce Pro Suite

Your savings with Act! 70%

$85

user/mo
billed annually

SugarCRM Advanced

Your savings with Act! 65%

$35

user/mo
billed annually

Zoho CRM Enterprise

Your savings with Act! 14%

$249

user/mo
billed annually

Keap Pro

Your savings with Act! 88%

Your savings with Act!

70%

65%

14%

88%

"It's a pleasure working with Act!"

"I consider Act! a solution partner that has helped me build my business. I couldn’t have done it without a strong CRM. I’ve tried others over the years, like Goldmine (in the old days), Microsoft Dynamics (a disaster for me), and most recently Monday.com, and I always go back to my basics in Act! and get the job done. Updates have always been meaningful, especially incorporating its social media and marketing platform. Most helpful is its tech support. Reps answer questions thoroughly and are knowledgeable of Act! for both online and desktop applications."

Anthony N, Small Business Owner

G2 Review

Features that work the way you do

Whether you’re an independent agent or managing a growing team, Act! is the best insurance CRM software for professionals who want to grow smarter.

Policy & Client Segmentation

Sort clients by policy type, risk profile, or renewal status—spot upsell and cross-sell opportunities instantly.

Automated Renewal Tracking

Never miss a renewal with customizable reminders and follow-ups that keep you top of mind.

Audit-Ready Documentation

Keep every policy detail, note, and document organized and searchable—so you’re ready for anything.

Email Marketing & Automation

Reach out to the right clients, at the right time, with built-in campaign tools.

Why choose Act! as your insurance agent CRM?

Powerful CRM and marketing in one.

We understand the unique needs of small businesses.

Committed to your success, we’re here to help from day one.

years in business

customer satisfaction

users worldwide

Trusted by insurance professionals worldwide

"We wouldn’t have written as much business as we have, without our adoption of Act!. With our data centralized in one place, we’re able to unleash the full capabilities of our Act! platform to keep in touch with clients on a regular basis. In a business like ours, those touchpoints are essential, in fact, often enough on their own to close a critical sale."

Bill Munn

President, MAP Insurance

“Exceeding expectations at every point of contact is critical to the success of my business and Act! allows us to do just that. Act! Is the foundation of everything we do when aiming to exceed expectations using personalized communications.”

Jay Ratcliff

President, Day Trade Fun

Powerful. Affordable. Easy to use.

Act! delivers unparalleled value and has a cost-effective plan to fit the needs of your unique business.

Act! Advantage
Standard

$30

USD/user/mo
(billed annually)

Full-featured CRM & Mobile App
Basic Email Marketing (includes 2,500 sends/mo)
Office 365 & Gmail Integration
Standard Interactive Quotes & Online Appointment Scheduling
Standard Forms, Surveys, Website Chat & Event Management
Reports & Interactive Dashboards
Standard Support w/ Dedicated Onboarding Specialist
15 Gb Cloud Storage w/ Nightly Backups & Automatic Updates

We're with you every step of the way.

At Act!, your success is our priority, and we’re here to help make it happen. Unlike other CRMs that leave you to figure things out on your own, we provide personalized assistance from day one. You'll have a dedicated Account Manager (a real human, not a chatbot!) and free onboarding with your subscription by a team of experts ready to get you up and running fast.

Integrate with the apps and tools you love.

Streamline workflows and maintain a complete record of email exchanges with seamless Microsoft Outlook integration.

Stay connected to your book of business—whether you're at your desk or in the field.

Transform your CRM into a purpose-built insurance platform—organized, flexible, and always up to date.

Customers love our award winning software!

Want to see how Act! can work for your agency?

Book a free, personalized demo with one of our insurance CRM specialists. We’ll show you how to cut down admin time, stay compliant, and build stronger client relationships—with zero pressure.