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10 Best Sales Engagement Platforms for Insurance Brokers in 2026 Analyzed

Albert Richer
Curated by :
Albert Richer
Updated Jan 15, 2026

For a complete view, browse our main Sales Engagement & Outreach Platforms category.

Sales Engagement Platforms for Insurance Brokers
Albert Richer

Unpacking Sales Engagement Platforms for Insurance Brokers: What the Data Tells Us In a comparative analysis of product specifications, market research indicates that platforms like HubSpot and Salesforce dominate the insurance sector, often lauded for their user-friendly interfaces and robust integration capabilities. Customer feedback trends suggest that users frequently report a preference for HubSpot’s customizable pipelines, while Salesforce’s extensive features may feel overwhelming for smaller firms. Interestingly, many consumers suggest that pricing models are a key deciding factor; platforms range from $50 to over $300 per month, making affordability a vital consideration for brokers operating on tight budgets. Data indicates that while many tools advertise advanced analytics, the actual performance often does not meet expectations. In fact, industry reports show that users often associate high performance with simpler interfaces—something to ponder when choosing between a tech-heavy solution and a more straightforward one. A little humor: why did the insurance broker bring a ladder to the sales meeting? Unpacking Sales Engagement Platforms for Insurance Brokers: What the Data Tells Us In a comparative analysis of product specifications, market research indicates that platforms like HubSpot and Salesforce dominate the insurance sector, often lauded for their user-friendly interfaces and robust integration capabilities.

Similar Categories
1
Expert Score
9.8 / 10
636
133
BOOST SALES FAST
1
Showell Insurance Sales Enablement
9.8

Showell Insurance Sales Enablement

Showell Insurance Sales Enablement
View Website
Showell is a dynamic sales enablement tool specifically designed for insurance companies. It addresses the industry's need for a streamlined sales process and fast agent training, thereby drastically increasing sales figures. The tool also offers seamless access to content anywhere, ensuring that agents can work efficiently, even when on the move.
Showell is a dynamic sales enablement tool specifically designed for insurance companies. It addresses the industry's need for a streamlined sales process and fast agent training, thereby drastically increasing sales figures. The tool also offers seamless access to content anywhere, ensuring that agents can work efficiently, even when on the move.
BOOST SALES FAST

Best for teams that are

  • Mid-market sales teams needing to organize and present content effectively
  • Field agents requiring offline access to sales materials and presentations

Skip if

  • Agencies looking for a CRM to manage leads and policies
  • Small teams with no need for a dedicated content presentation tool

Expert Take

Research indicates Showell uniquely combines sales content management with a built-in Learning Management System (LMS), allowing insurance carriers to train and enable external agents in one platform. Our analysis highlights its robust offline capabilities as a key differentiator for field sales, ensuring agents can present rates and policies without internet access. Unlike many competitors, Showell offers transparent public pricing and a free tier, democratizing access to enterprise-grade enablement tools.

Pros

  • Robust offline access for field agents
  • Transparent pricing with free plan available
  • Built-in LMS for agent training
  • Intuitive interface with fast setup
  • ISO 27001:2022 certified security

Cons

  • Limited advanced analytics depth
  • Issues with complex PowerPoint animations
  • Fewer native integrations than market leaders
  • Folder navigation can be challenging
  • Basic reporting features
2
Expert Score
9.8 / 10
657
48
2
InsuredMine CRM
9.8

InsuredMine CRM

InsuredMine CRM
View Website
InsuredMine CRM is a highly specialized software solution for insurance agencies. It provides a comprehensive suite of tools designed to optimize and grow an agency by simplifying the process of managing insurance needs. With features tailored specifically for the industry, it addresses the unique needs of insurance brokers such as policy management, client engagement, and prospecting.
InsuredMine CRM is a highly specialized software solution for insurance agencies. It provides a comprehensive suite of tools designed to optimize and grow an agency by simplifying the process of managing insurance needs. With features tailored specifically for the industry, it addresses the unique needs of insurance brokers such as policy management, client engagement, and prospecting.

Best for teams that are

  • Agencies seeking an all-in-one solution for CRM, marketing, and analytics
  • Commercial lines agencies needing robust management tools

Skip if

  • Users wanting a simple, lightweight tool with a minimal learning curve
  • Very small teams who might find the comprehensive feature set overwhelming

Expert Take

Our analysis shows InsuredMine distinguishes itself through its robust 2-way integration with legacy Agency Management Systems like Applied Epic and AMS360, a feature often missing or cost-prohibitive in competitors. Research indicates it successfully consolidates CRM, marketing automation, and client portals into a single secure platform backed by SOC 2 Type II certification. While setup can be complex, the depth of data synchronization offers agencies a unified 'single source of truth' that significantly reduces manual double-entry.

Pros

  • Deep 2-way sync with Applied Epic/AMS360
  • SOC 2 Type II certified security
  • All-in-one CRM and marketing automation
  • Highly rated customer support and training
  • Transparent pricing vs enterprise alternatives

Cons

  • Mobile app stability and login issues
  • Internal email module can be slow
  • Steep learning curve for full configuration
  • High implementation fees for advanced setups
  • Complex setup requires significant time investment
3
Expert Score
9.7 / 10
676
150
3
VanillaSoft CRM & Sales Dialer
9.7

VanillaSoft CRM & Sales Dialer

VanillaSoft CRM & Sales Dialer
View Website
VanillaSoft is a robust lead management CRM and sales engagement platform, specifically designed for insurance brokers. It provides real-time lead management, a compliant auto-dialer, and powerful automation tools that streamline the sales process and enhance productivity.
VanillaSoft is a robust lead management CRM and sales engagement platform, specifically designed for insurance brokers. It provides real-time lead management, a compliant auto-dialer, and powerful automation tools that streamline the sales process and enhance productivity.

Best for teams that are

  • High-volume outbound sales teams like Medicare or Life insurance
  • Call centers focusing on speed-to-lead and automated dialing

Skip if

  • Relationship-focused agents needing deep policy servicing features
  • Agencies looking for a full-service AMS rather than a sales dialer

Expert Take

Our analysis shows VanillaSoft distinguishes itself through its 'Intellective Routing' system, which fundamentally changes how sales teams operate by replacing static lists with dynamic, queue-based prioritization. Research indicates this approach significantly improves speed-to-lead for high-velocity sales environments. Furthermore, its documented commitment to TCPA and HIPAA compliance makes it a uniquely safe choice for regulated industries like insurance and higher education, offering peace of mind that many generic CRMs cannot match.

Pros

  • Queue-based 'Intellective Routing' increases speed-to-lead
  • Strong TCPA and HIPAA compliance features
  • Supports preview, progressive, and parallel dialing
  • Native integrations with Salesforce and Gong
  • Responsive customer support and onboarding

Cons

  • Occasional system lag and freezing reported
  • SMS limited to 160 characters per message
  • UI described as dated by some users
  • Mobile app rendering issues reported
  • Add-on costs increase total price
4
Expert Score
9.5 / 10
415
47
REAL-TIME COACH
4
Allego Sales Enablement
9.5

Allego Sales Enablement

Allego Sales Enablement
View Website
Allego's Sales Enablement for Insurance is a SaaS solution designed specifically for the insurance industry. It empowers insurance brokers and advisors with AI-powered training, content sharing, digital selling, and coaching tools. This platform addresses the industry's need for real-time, comprehensive training and engagement tools which can directly boost revenue.
Allego's Sales Enablement for Insurance is a SaaS solution designed specifically for the insurance industry. It empowers insurance brokers and advisors with AI-powered training, content sharing, digital selling, and coaching tools. This platform addresses the industry's need for real-time, comprehensive training and engagement tools which can directly boost revenue.
REAL-TIME COACH

Best for teams that are

  • Mid-to-large insurance teams needing scalable training and coaching
  • Hybrid sales teams requiring virtual enablement and content sharing

Skip if

  • Small agencies looking for a basic CRM or lead management tool
  • Solo agents who do not need complex training infrastructure

Expert Take

Our analysis shows Allego stands out by successfully consolidating seven distinct sales tools—including LMS, content management, and conversation intelligence—into a single cohesive platform. Research indicates it is particularly strong for regulated industries, offering FINRA and FDA compliance that many competitors lack. Based on documented analyst reports, it is a confirmed market leader, leveraging 'Enablement AI' to provide practical, agentic guidance to sellers rather than just passive content storage.

Pros

  • Consolidates 7 sales tools into one
  • Leader in Forrester and Gartner reports
  • Strong AI coaching and dialog simulation
  • FINRA and FDA compliance features
  • Mobile-first design for field sales

Cons

  • Steep learning curve for administrators
  • Interface can feel cluttered to some
  • Pricing is not publicly transparent
  • Setup requires significant planning
  • Search can be overwhelming with much content
5
Expert Score
9.5 / 10
690
151
5
Nutshell CRM for Insurance Agents
9.5

Nutshell CRM for Insurance Agents

Nutshell CRM for Insurance Agents
View Website
Nutshell is a comprehensive CRM specially designed for insurance agents, providing a unified platform for sales, marketing, and customer engagement. It addresses the industry needs by prioritizing customer care, enhancing efficiency, and facilitating business growth strategies.
Nutshell is a comprehensive CRM specially designed for insurance agents, providing a unified platform for sales, marketing, and customer engagement. It addresses the industry needs by prioritizing customer care, enhancing efficiency, and facilitating business growth strategies.

Best for teams that are

  • Small agencies or independent brokers needing an affordable, easy-to-use CRM
  • Teams wanting simple pipeline management without complex AMS features

Skip if

  • Agencies requiring deep policy management or commission tracking
  • Large enterprises needing extensive industry-specific compliance tools

Expert Take

Our analysis shows Nutshell is an exceptional choice for Property & Casualty agents who need a flexible, affordable CRM without the complexity of enterprise tools. Research indicates its "next-action" sales framework aligns perfectly with insurance renewal workflows, and the unlimited storage policy is a massive advantage for agents with growing books of business. While it lacks the native commission tracking of niche tools, its ease of use and SOC 2 security make it a high-value contender.

Pros

  • Unlimited data storage and contacts on all plans
  • Extremely user-friendly interface with low learning curve
  • Free live support included for every customer
  • Affordable pricing starting at ~$16/user/month
  • SOC 2 Type II certified security standards

Cons

  • No native commission tracking functionality
  • Does not sign HIPAA Business Associate Agreements
  • Lacks built-in Agency Management System (AMS) features
  • Reporting tools can be too basic for advanced needs
  • Fewer native insurance integrations than vertical CRMs
6
Expert Score
9.2 / 10
551
36
CLIENT RETENTION PRO
EASY INTEGRATION
6
bolttech Customer Engagement Platform
9.2

bolttech Customer Engagement Platform

bolttech Customer Engagement Platform
View Website
bolttech's customer engagement platform is designed specifically for insurance providers, offering personalized and seamless customer experiences at every stage. It ensures customers stay engaged, resulting in increased loyalty and retention rates in the highly competitive insurance industry.
bolttech's customer engagement platform is designed specifically for insurance providers, offering personalized and seamless customer experiences at every stage. It ensures customers stay engaged, resulting in increased loyalty and retention rates in the highly competitive insurance industry.
CLIENT RETENTION PRO
EASY INTEGRATION

Best for teams that are

  • Non-insurance enterprises (telcos, retail) wanting to embed insurance
  • Large insurers looking to expand digital distribution channels

Skip if

  • Traditional independent insurance agents looking for a CRM
  • Small brokerages managing a local book of business directly

Expert Take

Our analysis shows bolttech stands out for its massive ecosystem scale, connecting over 700 distribution partners with 230 insurers to quote $55 billion in premiums annually. Research indicates their proprietary 'Click-to-Protect' technology is a significant differentiator, using computer vision to remotely diagnose device screen health, which streamlines onboarding and reduces fraud. Based on documented features, the platform's ability to embed insurance seamlessly via API makes it a powerful enabler for non-insurance businesses.

Pros

  • Connects 230+ insurers and 700+ distributors
  • AI-driven 'Click-to-Protect' remote diagnostics
  • No upfront cost for merchant partners
  • Quotes $55B+ in annualized premiums
  • Seamless API integration for embedded insurance

Cons

  • Mixed consumer reviews on repair speed
  • Logistics complaints regarding device pickup
  • Support response times can be slow
  • Platform navigation described as confusing by some
  • Enterprise pricing is not publicly transparent
7
Expert Score
9.1 / 10
391
90
UNIFIED WORKFLOW
EFFICIENCY BOOSTER
7
Conquer for Insurance Brokers
9.1

Conquer for Insurance Brokers

Conquer for Insurance Brokers
View Website
Conquer is a streamlined SaaS solution designed specifically for insurance brokers, aiming to enhance efficiency by integrating all essential sales tools into one cohesive platform. It addresses the industry's demand for speed and accuracy by simplifying workflows and providing a centralized system for sales activities.
Conquer is a streamlined SaaS solution designed specifically for insurance brokers, aiming to enhance efficiency by integrating all essential sales tools into one cohesive platform. It addresses the industry's demand for speed and accuracy by simplifying workflows and providing a centralized system for sales activities.
UNIFIED WORKFLOW
EFFICIENCY BOOSTER

Best for teams that are

  • Enterprise insurance teams already using Salesforce
  • High-volume sales teams needing native guided selling and cadence tools

Skip if

  • Agencies not using Salesforce as their core CRM
  • Small agencies looking for a standalone, all-in-one solution

Expert Take

Our analysis shows Conquer is uniquely positioned for insurance brokers because it is 100% native to Salesforce, eliminating the data sync errors common in other SEPs. Research indicates it is trusted by industry giants like UnitedHealthcare to handle high-volume enrollment periods. Based on documented features, its ability to log every interaction automatically ensures the rigorous audit trails required for insurance compliance, though users should verify recording reliability.

Pros

  • Native Salesforce architecture eliminates data sync errors
  • Proven scalability with UnitedHealthcare case study
  • Automated activity logging ensures audit trails
  • High-volume dialing capabilities for enrollment periods
  • Responsive customer support team

Cons

  • Reports of missing call recordings (compliance risk)
  • Telephony usage billed separately from license
  • Mobile app described as not user-friendly
  • Audio delay and latency issues reported
  • Voicemail transcription features are limited
8
Expert Score
8.9 / 10
571
44
CUSTOMIZABLE POWER
SEAMLESS EXPERIENCE
8
AgencyBloc: Insurance CRM
8.9

AgencyBloc: Insurance CRM

AgencyBloc: Insurance CRM
View Website
AgencyBloc is a comprehensive insurance-specific CRM and agency management system. It has been designed to address the unique needs of insurance brokers, including managing policies, tracking commissions, and automating sales processes. It supports growth and efficiency in the insurance industry.
AgencyBloc is a comprehensive insurance-specific CRM and agency management system. It has been designed to address the unique needs of insurance brokers, including managing policies, tracking commissions, and automating sales processes. It supports growth and efficiency in the insurance industry.
CUSTOMIZABLE POWER
SEAMLESS EXPERIENCE

Best for teams that are

  • Life and Health insurance agencies needing industry-specific tools
  • Agencies requiring built-in commission tracking and policy management

Skip if

  • Property & Casualty (P&C) focused agencies
  • Large enterprises needing infinite customization capabilities

Expert Take

Our analysis shows AgencyBloc stands out for its specialized focus on Life and Health insurance, offering deep functionality that generic CRMs cannot match. Research indicates the Commissions+ module significantly reduces processing time by automating reconciliation, a critical pain point for agencies. Based on documented security audits like SOC 2 Type II and HIPAA compliance, it provides enterprise-grade data protection essential for handling sensitive health information.

Pros

  • Specialized for Life & Health insurance
  • Automated commissions processing & reconciliation
  • SOC 2 Type II & HIPAA compliant
  • Robust workflow automation triggers
  • Highly rated customer support

Cons

  • Mandatory implementation fees ($1k-$5k)
  • Separate pricing for Commissions+ module
  • Interface can feel cluttered
  • Limited Property & Casualty features
  • Steep learning curve for reporting
9
Expert Score
8.9 / 10
687
123
AUTOMATE & THRIVE
COMPREHENSIVE CRM
9
AgencyZoom
8.9

AgencyZoom

AgencyZoom
View Website
AgencyZoom is a robust sales engagement platform designed specifically for insurance brokers. It automates time-consuming tasks, enables quicker growth, and aids customer retention by managing all aspects of the sales process from leads to renewals. Its industry-specific features make it a perfect fit for modern insurance agents seeking to grow their book of business.
AgencyZoom is a robust sales engagement platform designed specifically for insurance brokers. It automates time-consuming tasks, enables quicker growth, and aids customer retention by managing all aspects of the sales process from leads to renewals. Its industry-specific features make it a perfect fit for modern insurance agents seeking to grow their book of business.
AUTOMATE & THRIVE
COMPREHENSIVE CRM

Best for teams that are

  • Sales-focused agencies wanting to automate onboarding and retention
  • Personal lines agencies needing a user-friendly sales pipeline
  • Small to mid-sized agencies prioritizing sales growth over complex servicing

Skip if

  • Large agencies requiring complex commercial lines workflows
  • Businesses seeking a comprehensive all-in-one AMS for complex operations

Expert Take

Our analysis shows AgencyZoom effectively bridges the gap between clunky legacy AMS systems and modern sales performance needs. Research indicates it excels at visualizing sales pipelines and automating producer follow-ups, areas where traditional management systems often struggle. While integration depth varies by partner, the Vertafore acquisition adds a layer of long-term stability and trust that is critical for agencies making infrastructure investments.

Pros

  • Includes 7 user seats in base price
  • Visual drag-and-drop sales pipelines
  • Automated Google Review requests
  • Backed by Vertafore stability
  • High user ratings for ease of use

Cons

  • HawkSoft integration cannot create new clients
  • EZLynx sync requires manual imports
  • Search functionality can be inefficient
  • Some workflows require excessive clicking
  • Training consistency varies
10
Expert Score
8.6 / 10
399
154
AI-DRIVEN INSIGHTS
TOP INDUSTRY-SPECIFIC
10
Salesforce Insurance Agency Management Software
8.6

Salesforce Insurance Agency Management Software

Salesforce Insurance Agency Management Software
View Website
Salesforce's Insurance Agency Management Software is an end-to-end solution designed specifically for insurance agencies and brokerages. It provides a 360-degree view of customers, empowering insurance professionals with comprehensive data and analytics for improved decision-making and service delivery.
Salesforce's Insurance Agency Management Software is an end-to-end solution designed specifically for insurance agencies and brokerages. It provides a 360-degree view of customers, empowering insurance professionals with comprehensive data and analytics for improved decision-making and service delivery.
AI-DRIVEN INSIGHTS
TOP INDUSTRY-SPECIFIC

Best for teams that are

  • Large enterprise insurers requiring deep customization and AI analytics
  • Organizations needing a scalable platform for complex workflows

Skip if

  • Small independent agencies with limited budget or IT resources
  • Teams wanting a simple, out-of-the-box solution with quick setup

Expert Take

Salesforce Insurance Agency Management Software is a game-changer for professionals in the insurance industry. It offers robust, industry-specific features that streamline processes, enhance customer service, and drive sales. It's not just a CRM - it's a comprehensive management solution, providing detailed insights into every facet of the insurance process. The ability to customize dashboards and integrate with other Salesforce products offers unparalleled flexibility and control, making it a beloved tool among insurance agencies and brokerages.

Pros

  • Comprehensive customer data
  • Customizable dashboards
  • Integration with other Salesforce products
  • Robust analytics tools
  • Industry-specific features

Cons

  • Complex implementation process
  • May require technical expertise
  • Higher price point

Product Comparison

Product Has Mobile App Has Free Plan Has Free Trial Integrates With Zapier Has Public API Live Chat Support SOC 2 or ISO Certified Popular Integrations Supports SSO Starting Price
1 Showell Insurance Sales Enablement
Yes No Contact for trial No No Email/Ticket only Not specified Custom integrations only No Contact for pricing
2 InsuredMine CRM
Yes No Yes - 14 days Yes Yes Yes Not specified Slack, Google Workspace, Salesforce Yes $79/month
3 VanillaSoft CRM & Sales Dialer
No No Yes - 14 days Yes No Yes Not specified Salesforce, Microsoft 365, Zoom No Contact for pricing
4 Allego Sales Enablement
Yes No Contact for trial No Enterprise API only Email/Ticket only SOC 2 Microsoft 365, Salesforce, Zoom Yes Contact for pricing
5 Nutshell CRM for Insurance Agents
Yes No Yes - 14 days Yes Yes Yes Not specified Google Workspace, Slack, Mailchimp Yes $19/user/month
6 bolttech Customer Engagement Platform
No No Contact for trial No No Email/Ticket only Not specified Custom integrations only No Customized pricing
7 Conquer for Insurance Brokers
No No Contact for trial No Enterprise API only Email/Ticket only Not specified Salesforce, Microsoft 365, Google Workspace Enterprise plans only Contact for pricing
8 AgencyBloc: Insurance CRM
No No Yes - 14 days No No Email/Ticket only Not specified Custom integrations only No $59/user/month
9 AgencyZoom
Yes No Yes - 14 days Yes Yes Yes Not specified Slack, Salesforce, Google Workspace Yes $79/user/month
10 Salesforce Insurance Agency Management Software
Yes No Contact for trial Yes Yes Yes Both Slack, Google Workspace, Microsoft 365 Yes Contact for pricing
1

Showell Insurance Sales Enablement

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Custom integrations only
Supports SSO
No
Starting Price
Contact for pricing
2

InsuredMine CRM

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Slack, Google Workspace, Salesforce
Supports SSO
Yes
Starting Price
$79/month
3

VanillaSoft CRM & Sales Dialer

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
No
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Salesforce, Microsoft 365, Zoom
Supports SSO
No
Starting Price
Contact for pricing
4

Allego Sales Enablement

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Enterprise API only
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
SOC 2
Popular Integrations
Microsoft 365, Salesforce, Zoom
Supports SSO
Yes
Starting Price
Contact for pricing
5

Nutshell CRM for Insurance Agents

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Google Workspace, Slack, Mailchimp
Supports SSO
Yes
Starting Price
$19/user/month
6

bolttech Customer Engagement Platform

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Custom integrations only
Supports SSO
No
Starting Price
Customized pricing
7

Conquer for Insurance Brokers

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Enterprise API only
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Salesforce, Microsoft 365, Google Workspace
Supports SSO
Enterprise plans only
Starting Price
Contact for pricing
8

AgencyBloc: Insurance CRM

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Custom integrations only
Supports SSO
No
Starting Price
$59/user/month
9

AgencyZoom

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Slack, Salesforce, Google Workspace
Supports SSO
Yes
Starting Price
$79/user/month
10

Salesforce Insurance Agency Management Software

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Both
Popular Integrations
Slack, Google Workspace, Microsoft 365
Supports SSO
Yes
Starting Price
Contact for pricing

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How We Rank Products

How We Evaluate Products

Our Evaluation Process

In evaluating sales engagement platforms specifically designed for insurance brokers, key factors included product specifications, feature sets, customer reviews, and overall ratings. Critical considerations for this category involved the platforms' ability to streamline client interactions, integrate with existing systems, and support insurance-specific workflows. The research methodology focused on a comprehensive analysis of these elements, comparing the features and capabilities of 11 products, while also reviewing customer feedback and assessing the price-to-value ratio to determine the most effective solutions for insurance brokers.

Overall scores reflect relative ranking within this category, accounting for which limitations materially affect real-world use cases. Small differences in category scores can result in larger ranking separation when those differences affect the most common or highest-impact workflows.

Verification

  • Products evaluated through comprehensive research and analysis of user feedback and expert insights.
  • Rankings based on a thorough evaluation of features, customer reviews, and market performance.
  • Selection criteria focus on key functionalities and industry standards specific to sales engagement for insurance brokers.

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Score Breakdown

0.0 / 10

What This Award Means