Best CRM for Insurance Brokers in 2026
Insurance brokers manage complex client portfolios with multiple policies, renewal dates, and claims. A CRM helps track policy lifecycles, automate renewal reminders, and manage cross-selling opportunities.
Reviewed by the Ikaroa team · Last updated: March 2026
All products on this page include exclusive Ikaroa community discounts. Look for the green deal badges below.
Open Doors: Best All-in-One CRM for Insurance Brokers
Open Doors is our top recommendation for insurance brokers because it combines CRM, email marketing, SMS, booking, invoicing, and automation in a single platform. Instead of paying for multiple tools, insurance brokers businesses get everything they need from day one, with unlimited contacts on every plan. It covers all the key needs: policy tracking, renewal management, claims tracking, and more.
Quick Summary: Top CRMs for Insurance Brokers
- 1Open Doorsfrom £97/month★ 4.8
- 2Salesforcefrom £20/user/month★ 4.3
- 3HubSpot CRMfrom £0/month★ 4.5
- 4Pipedrivefrom £14/user/month★ 4.4
- 5Zoho CRMfrom £0/month (3 users)★ 4.2
- 6Insightlyfrom £25/user/month★ 3.9
Open Doors
⭐ Our Pick★ 4.8All-in-one CRM, marketing automation, and business management platform. Built for small to medium businesses who want enterprise features without enterprise pricing. Includes CRM, email marketing, SMS, funnels, landing pages, booking, invoicing, automation workflows, reputation management, and more.
Open Doors Pricing for Insurance Brokers
✓Pros
- •All-in-one platform replaces 10+ tools
- •Significantly cheaper than buying separate tools
- •Built-in automation workflows
- •Unlimited contacts on all plans
- •White-label available for agencies
- •Dedicated support from Ikaroa team
✗Cons
- •Newer platform (fewer third-party integrations than HubSpot)
- •Learning curve for the full feature set
Best for: Small to medium businesses wanting one platform instead of 10 separate tools
Salesforce
★ 4.3The world's leading CRM platform, Salesforce offers unmatched customisation and scalability. Best suited for larger organisations with complex sales processes and dedicated admin resources.
Salesforce Pricing for Insurance Brokers
✓Pros
- •Incredibly customisable and scalable
- •Massive ecosystem (AppExchange has 5,000+ apps)
- •Industry-leading AI features with Einstein
- •Robust reporting and analytics
- •Trusted by Fortune 500 companies
✗Cons
- •Steep learning curve, often requires admin training
- •Expensive, especially for smaller teams
- •Complex pricing with many add-ons
- •Can feel over-engineered for simple use cases
- •Implementation can take months
Best for: Mid to large enterprises needing highly customisable CRM with complex workflows
HubSpot CRM
★ 4.5HubSpot offers a free CRM with powerful marketing, sales, and service tools. Popular with small to mid-sized businesses for its generous free tier and intuitive interface.
HubSpot CRM Pricing for Insurance Brokers
✓Pros
- •Generous free tier with no time limit
- •Excellent user interface and onboarding
- •All-in-one platform (marketing, sales, service)
- •Huge integration marketplace (1,000+)
- •Strong community and learning resources
✗Cons
- •Gets expensive quickly at Professional tier
- •Free plan has HubSpot branding
- •Limited customisation on lower tiers
- •Annual contracts on paid plans
- •Per-seat pricing adds up for larger teams
Best for: Small to mid-sized businesses wanting a free starting point with room to grow
Pipedrive
★ 4.4A sales-focused CRM built by salespeople, for salespeople. Pipedrive excels at visual pipeline management and is known for its simplicity and ease of use.
Pipedrive Pricing for Insurance Brokers
✓Pros
- •Beautiful, intuitive visual pipeline
- •Very easy to set up and use
- •Excellent mobile app
- •Good value for money
- •Built-in calling features
✗Cons
- •Limited marketing features
- •Reporting could be more advanced
- •No free plan available
- •Email integration can be clunky
- •Limited customer support features
Best for: Sales teams wanting a simple, visual pipeline-focused CRM
Zoho CRM
★ 4.2Part of the broader Zoho ecosystem, Zoho CRM offers excellent value with a comprehensive feature set. Particularly strong for businesses already using other Zoho products.
Zoho CRM Pricing for Insurance Brokers
✓Pros
- •Excellent value for money
- •Part of broader Zoho ecosystem (45+ apps)
- •Good AI features with Zia
- •Highly customisable at every tier
- •Free plan available for up to 3 users
✗Cons
- •Interface can feel dated compared to competitors
- •Learning curve for advanced features
- •Customer support can be slow
- •Some features feel bolted on
- •Mobile app could be more polished
Best for: Budget-conscious businesses wanting a full-featured CRM with room to grow
Insightly
★ 3.9Insightly combines CRM with project management, making it useful for businesses that need to manage both sales pipelines and post-sale project delivery.
Insightly Pricing for Insurance Brokers
✓Pros
- •Combines CRM and project management
- •Good for tracking post-sale delivery
- •Decent customisation options
- •Integrates with Google and Microsoft
- •Project linking to contacts and opportunities
✗Cons
- •Interface feels dated
- •Reporting is limited on lower tiers
- •No free plan
- •Email marketing requires separate add-on
- •Customer support could be better
Best for: Businesses needing CRM and project management in one platform
Open Doors vs Salesforce for Insurance Brokers
| Feature | Open Doors | Salesforce |
|---|---|---|
| Free Plan | ✗ Not available | ✗ Not available |
| Starting Price | £97/month | £20/user/month |
| Mobile App | ✗ | ✓ |
| Email Marketing | Limited | Limited |
| Automation | ✓ | ✓ |
| Our Rating | 4.8/5 | 4.3/5 |
Need a CRM set up for your insurance brokers business?
Our team handles implementation, data migration, and training. We have done it for businesses just like yours.
Why Insurance Brokers Need a CRM
Running a insurance brokers business means juggling multiple relationships, appointments, and follow-ups every single day. Without a proper system in place, opportunities slip through the cracks, follow-ups get forgotten, and you spend more time on admin than on delivering great service.
A CRM (Customer Relationship Management) system designed for insurance brokers helps you centralise all your contacts, automate repetitive tasks, and gain visibility into your sales pipeline. The key needs for insurance brokers include:
- ✓Policy tracking: Essential for insurance brokers to manage day-to-day operations efficiently.
- ✓Renewal management: Essential for insurance brokers to manage day-to-day operations efficiently.
- ✓Claims tracking: Essential for insurance brokers to manage day-to-day operations efficiently.
- ✓Cross-selling: Essential for insurance brokers to manage day-to-day operations efficiently.
- ✓Compliance management: Essential for insurance brokers to manage day-to-day operations efficiently.
The right CRM will pay for itself quickly through improved customer retention, faster follow-ups, and better organisation. Most insurance brokers businesses see a positive ROI within the first 3 months of implementing a CRM. If you need help choosing or implementing one, get in touch with our team.
CRM for Insurance Brokers: Frequently Asked Questions
Need CRM help for Insurance Brokers?
Ikaroa has implemented CRM systems for insurance brokers businesses of all sizes. From selection to setup to training, we handle everything.
Free consultation. No obligation.