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The Best CRM for Insurance Sales

With OnePageCRM, you can focus on selling instead of dealing with admin. This simple sales CRM has all the important features that will help your sales grow.

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Why insurance sales agents choose OnePageCRM

follow up reminders
Bullet-proof follow-up
Use our bullet-proof follow-up system to add reminders with due dates to your leads and sort them by urgency.
simple crm
Simplicity & zero admin
Built on productivity principles, OnePageCRM helps insurance agents prioritize tasks and automate sales processes.
task management
Proactive sales
OnePageCRM is the best CRM built for those sales agents who take action rather than store contact data.

Grow insurance sales with OnePageCRM

Built for small businesses, OnePageCRM is well-known for its simplicity and unique features. Have a look at how this CRM can help you grow your insurance sales.
Follow-up Reminders

Keep in touch with clients and leads

Add follow-up reminders to any lead in OnePageCRM. Your contacts will be arranged in a color-coded list, with the most urgent ones at the top.

With this CRM, you'll always know what to do next and never forget to send that follow-up email.
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prioritized list of tasks
sales pipeline
interactive sales pipeline

Easily move leads through your pipeline

Track your sales and commissions and see all reports in one place.

With OnePageCRM, you can also forecast future sales to better understand how much you can make next month.
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custom fields

Customize contact profiles

As you move your leads through the pipeline, you'll get more information about them.

Depending on your industry, you might need to gather information on what medications they are taking, their annual income, how many children they have, or anything else that will influence their insurance type and cost.

In OnePageCRM, you can create custom fields to record all these data points.
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crm with custom fields

The best CRM for your team

  • email

    Shared inbox

    Connect individual inboxes to one shared inbox in your CRM. Even if someone goes on holiday, keep the conversations going.

  • Client Profile

    Tasks, notes and reminders

    Leave notes for anyone on your team about changes to a contact and easily assign tasks or deals to your colleagues.

  • Saved Actions

    Tasks, notes and reminders

    Monitor KPIs, keep an eye on the sales pipeline, identify bottlenecks—everything you need to track your team’s progress.

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best crm for teams

What our users say about OnePageCRM

lead capture
smart lead capture

Capture as much information as possible

Once you have a new lead in the pipeline, you need to enter their information into the CRM and capture as many details about them as possible before you make your first call.

With our free lead capturing tool, you can automatically add missing data from any web page to your contact profiles in just a click.
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statuses & labels

Set up a robust sales process

Setting up a process is important in insurance sales.

With OnePageCRM, you can build a simple sales process and easily track your progress.
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status and labels

Mobile CRM for sales agents

OnePageCRM works on any platform and any device. A perfect tool for sales agents on the go.
mobile crm
email
Emails
Send and log emails directly from your mobile CRM.
notes
Notes
Use voice-to-text notes to save notes in your CRM.
speed dialer
Speed Dialer
Keep top leads at your fingertips with our Speed Dialer.
priority
Starred Contacts
Star your VIP contacts to easily call them straight from your CRM.
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crm email integration
email CRM integration

Keep email templates inside your CRM

In insurance sales, email templates are important. You have different types of communication: email reminders, happy birthday wishes, sales pitches, and so on.

With our email CRM integration, you can send and receive emails straight from within your CRM, track email opens, send emails in bulk, and create free custom email templates.
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Connect OnePageCRM to your favorite apps

OnePageCRM is a simple sales CRM that integrates with several apps to make sure that you have everything you need to grow your insurance sales.
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Key features of the best sales CRM

Sales agents will benefit from the simplicity of OnePageCRM. It has only the features that help your business grow. No more fluff, multi-tier pricing plans, or a myriad of add-ons.
crm with tasks and reminders
Follow-up reminders
Actively manage relationships with leads and stay focused.
contact profile
Simple interface
We keep it simple. No need to pay for hundreds of features you’ll never need.
mobile crm
Multiple mobile apps
Use OnePageCRM’s mobile apps to do insurance sales on the go.
customer support
Top customer support
We are here to support your business growth and help you make the most of your CRM.
free trial
21-day free trial
No rush or pressure! Enjoy a 21-day free trial without entering your credit card details.
crm integrations
CRM integrations
Connect OnePageCRM with your favorite apps to boost your sales and grow faster.
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The sales CRM you’ve been looking for

The sales CRM that is built for sales agents. It makes your follow-up process easy, helps you focus on selling, and build relationships with leads. Simple and action-focused.
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No credit card required • 21-day free trial
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