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description: Page 5 - Compare the best Insurance CRM Software in Canada. Capterra offers software reviews from verified users, pricing, and features. Find the top rated software for your business.
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title: Page 5 - Insurance CRM Software - Prices & Reviews - Capterra Canada 2026
---

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# Insurance CRM Software

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> Insurance CRM software helps agencies generate leads, manage marketing campaigns, and optimize client communication, streamlining overall insurance sales processes. This type of software commonly provides tools to manage prospects, contacts, sales activities, estimates, and more.

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## Products

1. [TierPeak](https://www.capterra.ca/software/1042455/tierpeak) — 5.0/5 (4 reviews) — TierPeak is an all-in-one solution that enables Small and medium business to automate their sales and marketing operations.
2. [Zenith CRM](https://www.capterra.ca/software/1063743/zenith-crm) — 5.0/5 (4 reviews) — AI CRM \& \& All In One Call Center Software with auto call/SMS/email, voicemail, and analytics for sales, service, marketing and backend
3. [SpiceX](https://www.capterra.ca/software/95190/spicecsm) — 4.3/5 (3 reviews) — SpiceCSM is a cloud based integration \& automation platform making it easy to connect disparate systems, and automating manual tasks.
4. [Maple CRM](https://www.capterra.ca/software/125612/maple-crm) — 3.3/5 (3 reviews) — Maple CRM is all-in-one CRM + Case Process management platform designed for immigration consultants and RCIC Consultants
5. [HelloLeads](https://www.capterra.ca/software/156143/helloleadz) — 4.0/5 (3 reviews) — HelloLeads CRM offers great business benefits that helps in accelerating sales conversions for your business.
6. [Onpipeline](https://www.capterra.ca/software/194459/onpipeline) — 4.3/5 (3 reviews) — CRM for organizing leads, managing the entire sales process, tracking activities, reporting, and producing price quotes and invoices.
7. [MyBasicCRM](https://www.capterra.ca/software/211535/mybasiccrm) — 4.3/5 (3 reviews) — MyBasicCRM is a customizable yet easy CRM platform that offers sectoral solutions with an all-included single plan.
8. [AGENCYMATE](https://www.capterra.ca/software/1018370/agencymate) — 4.7/5 (3 reviews) — AGENCYMATE is an all-in-one solution for insurance agency management - 7-in-1 tool.
9. [cVortex](https://www.capterra.ca/software/1043700/cvortex) — 5.0/5 (3 reviews) — cVortex is customer service software that enables omnichannel conversations between companies and customers while streamlining support
10. [ServiceTonic](https://www.capterra.ca/software/112516/servicetonic) — 4.5/5 (2 reviews) — Powerful, flexible and easy-to-manage Web-based help desk, issue tracking and service management software.
11. [CRMNEXT](https://www.capterra.ca/software/118388/crmnext) — 4.5/5 (2 reviews) — CRMNEXT is a global CRM solution provider, a specialist in optimizing customer relationships.
12. [Infer](https://www.capterra.ca/software/140089/infer) — 4.0/5 (2 reviews) — Infer combines advanced algorithms and hands-on tuning by our data scientists to score your leads with unprecedented accuracy.
13. [OnSite CRM](https://www.capterra.ca/software/155368/onsite-crm) — 5.0/5 (2 reviews) — Dynamic responsive CRM developed to increase sales and employee efficiency.
14. [Lucep](https://www.capterra.ca/software/159682/lucep) — 4.5/5 (2 reviews) — Increase sales from digital marketing and social media by connecting digital leads to sales agents on the phone - instantly.
15. [WiredContact Enterprise](https://www.capterra.ca/software/129607/wiredcontact-enterprise) — 5.0/5 (1 reviews) — WiredContact is a customizable CRM software that helps businesses increase sales, track pipelines, and manage leads.
16. [KIZEN](https://www.capterra.ca/software/187399/kizen) — 5.0/5 (1 reviews) — Personalization software designed to align your marketing stack and create custom personalizations and increase ROI.
17. [cobra CRM](https://www.capterra.ca/software/188635/cobra-crm) — 5.0/5 (1 reviews) — CRM products from cobra for sales, marketing and service. Regardless of whether it is a start-up or a corporation.
18. [SAIBA Global](https://www.capterra.ca/software/189424/saiba-global) — 1.0/5 (1 reviews) — SAIBA is an insurance broking software that provides CRM, policy administration, and accounting tools for global insurance brokers.
19. [MedicarePRO CRM](https://www.capterra.ca/software/1012942/medicarepro-crm) — 5.0/5 (1 reviews) — MedicarePRO CRM is a Medicare insurance sales CRM for agents and agencies.
20. [Gateway ERP](https://www.capterra.ca/software/1036220/gateway-erp) — 5.0/5 (1 reviews) — World's First BPM enabled ERP software solution covers all your operational activities and Finance in single platform.
21. [Peso](https://www.capterra.ca/software/1061560/peso) — 5.0/5 (1 reviews) — Accounts receivable solution that helps businesses with billing and invoicing, customer statements, collection strategies, and more.
22. [unLocked CRM](https://www.capterra.ca/software/1088383/unLocked-CRM) — 5.0/5 (1 reviews) — unLocked CRM is a fully autonomous insurance CRM with AI quoting, commission tracking, and sales automation for 1,228+ carriers.
23. [Intelligent Customer Management](https://www.capterra.ca/software/144311/nexj-contact) (0 reviews) — Our products can meet all of your vertical CRM needs in a single package. This includes Sales, Service and Marketing capabilities.
24. [Second CRM](https://www.capterra.ca/software/144727/second-crm) (0 reviews) — Cloud based easy to use software to improve customer relationships, increase sales and much more.
25. [Veritouch](https://www.capterra.ca/software/204106/veritouch) (0 reviews) — CRM solution based on Dynamics 365, designed for financial services companies like banks, insurance firms, and credit unions.

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## Related Categories

- [Sales Tracking Software](https://www.capterra.ca/directory/32744/sales-tracking/software)
- [CRM Software](https://www.capterra.ca/directory/2/customer-relationship-management/software)

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Operational visibility and monitoring facility will increase efficiency upto 40% after implementation. ERP implement in 1/3rd of time compare to the industry standard.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/20de712d-1f57-48cf-b084-f149f1472da6.png","url":"https://www.capterra.ca/software/1036220/gateway-erp","@type":"ListItem"},{"name":"Peso","position":21,"description":"Peso is your go-to solution for effortless accounts receivable management.\n\nPeso automates tasks, ensuring punctual payments and minimizing errors. \n\nIntegrate seamlessly with Zoho Books, Quickbooks, Xero, and 30 more. \n\nExplore features like automated reminders, invoice tracking, task management, document approval flows,  team collaboration, advanced AR insights, and customizable workflows.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3572a944-30bd-4d12-8dfb-a6567c4e08a2.png","url":"https://www.capterra.ca/software/1061560/peso","@type":"ListItem"},{"name":"unLocked CRM","position":22,"description":"unLocked CRM is a fully autonomous CRM built exclusively for insurance agents selling Life, Annuity, Medicare, and Health. The platform delivers instant quoting across 1,228 integrated carriers and automated commission tracking for 332 carriers, replacing the patchwork of disconnected tools most agents rely on. \n\nCore AI capabilities include a natural-language Quoting Suite that recommends plans across all product lines from a single conversation, an autonomous Agent AI for outbound calling and lead qualification, and a voice-command assistant trained on thousands of carriers and industry terminology. The platform ships with 463+ pre-built marketing assets, including workflows, email and SMS templates, pipelines, and booking links across 17 product lines, all activated in under 60 seconds. \n\nAdditional features include built-in VoIP calling, e-signatures, license auto-sync, TCPA-compliant messaging, and a unified inbox. Designed for independent agents, agency owners, IMOs, and FMOs.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/396a9f4a-53b6-4131-a388-dfb21b9b5a4a.png","url":"https://www.capterra.ca/software/1088383/unLocked-CRM","@type":"ListItem"},{"name":"Intelligent Customer Management","position":23,"description":"NexJ Systems (TSX: NXJ), the pioneer of Intelligent Customer Management, is the trusted partner for CRM products by global financial services institutions due to their deep domain expertise, next-generation technology, strategic investment in innovation, and strong commitment to customer success.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/dbf34f8d-bd37-4185-9af1-02acb113b599.png","url":"https://www.capterra.ca/software/144311/nexj-contact","@type":"ListItem"},{"name":"Second CRM","position":24,"description":"Second CRM offers a common technology platform, covering sales, customer service and operations, for small to medium businesses, to implement data driven standard processes that improve productivity and help businesses scale.\n\nAlong with the generic automation software that serves majority of small to medium businesses, Second CRM for Industries, offer preconfigured Second CRM solutions, helping customers to immediately benefit from the proven best practices, with enterprise level support.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/027658a2-451d-4dfb-a715-5862f164e0b6.png","url":"https://www.capterra.ca/software/144727/second-crm","@type":"ListItem"},{"name":"Veritouch","position":25,"description":"VeriTouch is a vertical Customer Engagement (CRM) solution built o​n top of Microsoft Dynamics 365, optimized with industry best practices that enable financial institutions to place customer relationship management at the core of their digital transformation journey.​VeriTouch consolidates data from the organization's back-end systems and digital channels. It provides a unified front end with standardized processes to serve customers efficiently; streamlined and tailored solutions to solve customer's concerns and address their needs; recommendations and guided selling tools to deliver relevant and differentiated offers to customers. ​​VeriPark’s Copilots for financial services seamlessly integrate GenAI capabilities into our VeriTouch Banking CRM. Applicable industries: Retail, SME & Corporate Banking, Insurance, Private Banking & Wealth Management","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7db71824-982b-4005-a6e7-b59ef21bc6e4.png","url":"https://www.capterra.ca/software/204106/veritouch","@type":"ListItem"}],"numberOfItems":25}
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