Catalyit Guide

Customer Relationship Management

CRM technology helps insurance agencies strengthen client relationships by centralizing communication, automating follow-ups, managing sales, and improving retention.
Section I: CRMs in 2025
  
Section I

CRMs in 2025

What is a Customer Relationship Management system?

Customer Relationship Management (CRM) technology empowers insurance agencies to build stronger relationships with clients and prospects by centralizing and streamlining interactions. CRMs enable agencies to track client communication, manage sales pipelines, automate follow-ups, and organize client data for personalized service. These tools enhance productivity and improve customer retention by providing insights into client needs, preferences, and policy history. With integrated task management and reporting features, CRM solutions help agencies grow their book of business while delivering exceptional client experiences.

This guide can help...

  • Cross-Selling & Upselling
  • Customer Behavior Insights
  • KPI Tracking & Reporting
  • Sales Pipeline Management
  • Client Communication
  • Client Retention
  • Workflows, Processes & Automation
“Every agency needs a system and process for capturing customer contact information. As mentioned, your existing agency management system may have this functionality built in. If it does, you may not need a separate platform (an additional expense) to track contact information.”
Steve Anderson_circle
Steve Anderson

Catalyit Co-founder

      
Section II

How do I get started?

Are you looking for a customer relationship management system that meets your agency’s unique needs? With so many options available, it can be overwhelming to make a decision. Here's what we think you should consider.

Existing AMS Capabilities

Does your existing agency management system have capabilities for tracking prospects and clients?

Information Capture

What information would you like to capture about prospects and clients?

Company or Contact

Do you want it to be company-focused or contact-focused?

Ease-of-Use

Ease-of-use is essential, especially if producers will be capturing and updating information.

Flexibility

How flexible is the platform? For example, are you able to add additional custom fields?

     
Section III

What solutions are available?

Take a closer look at all your available options by visiting their profiles.

AgencyZoom
AgencyZoom

AgencyZoom
by Vertafore

You sell the policy. We automate the rest!

Lead Generation CRM Marketing Automation & Email Reputation Management Marketing & Sales

Momentum CRM
Momentum CRM

Momentum CRM
by Momentum by NowCerts

Digital automation to help grow, retain and upsell

CRM

We Build Staxx
We Build Staxx

We Build Staxx
by We Build Staxx

Automation, AI integration, and custom API solutions to help agencies streamline operations and increase efficiency.

CRM Enhancement Specialty Solutions

Automate My Social
Automate My Social

Automate My Social
by Anthem Software

Lead Generation CRM Social Media Management Website Development

Better Agency
Better Agency

Better Agency
by Better Agency

AMS CRM Marketing Automation & Email Sales Management Reputation Management

Bignition
Bignition

Bignition
by Wedge Group

CRM Sales Management

ClientCircle
ClientCircle

ClientCircle
by ClientCircle

CRM Marketing Automation & Email Website Development Reputation Management

HubSpot
HubSpot

HubSpot
by HubSpot

CRM Sales Management

InsuredMine
InsuredMine

InsuredMine
by InsuredMine

CRM Marketing Automation & Email Sales Management Mobile Apps Reputation Management

InsurGrid
InsurGrid

InsurGrid
by InsurGrid

CRM Sales Management

Keap
Keap

Keap
by Keap

CRM Sales Management

Neon
Neon

Neon
by b atomic

CRM Data Analytics

OneLink
OneLink

OneLink
by Intruity Corporation

CRM Phone Systems

Salesforce
Salesforce

Salesforce
by Salesforce

CRM Sales Management

    
Section IV

What are independent insurance agents using, and how do they rate?

Catalyit partnered with Big “I” state associations to survey independent insurance agencies across the US and gather information about their tech stack and satisfaction.

28%

Agencies using a CRM system

Catalyit Goes Deeper

CRM utilization is on the rise for prospecting, sales pipeline tracking, and marketing. AgencyZoom (Vertafore) is currently the leader with 25% usage, and there is a growing number of Salesforce implementations. Integration with an AMS is essential. CRM software assists agents in managing client engagement and new leads, automating marketing follow-up, and analyzing customer behavior.

Most Used
% Use
Avg. Rating
AgencyZoom (Vertafore)
25%
3.8
Salesforce
12%
3.8
ClientCircle
9%
3.7
Levitate
9%
4.3
Agency Revolution
8%
4.3
InsuredMine
6%
3.6
HubSpot
3%
3.0
Constant Contact
2%
5.0
InsurGrid
1%
4.0
b atomic!
1%
5.0
Better Agency
1%
3.0
Other
24%
3.8
     
Section V

Additional Resources

Keep yourself informed with the latest insights and product demos.

TechTips Articles

5 Things You Should Implement with Your Agency CRM
TechTips

5 Things You Should Implement with Your Agency CRM

May 3, 2024 2 min read
Benefits of Using a CRM in Your Agency
CRM

Benefits of Using a CRM in Your Agency

July 10, 2023 2 min read

Webinars & Demos

Don’t Have a CRM? Maybe You Should.
CRM customer selection
CRM

Don’t Have a CRM? Maybe You Should.

July 11, 2023
     
Section VI

Have questions?

The Catalyit Team is here to help! Get in touch with us.

  • Ask the Catalyit Chatbot
  • Submit a Support Ticket
  • Call us
Contact Us
Laptop and phone on desk

Contributors:

Steve Anderson

Steve Anderson

Casey Nelson

Casey Nelson

Mark Parrish

Mark Parrish

Guide Last Updated: January 2025

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