Best CRM for Insurance Brokers (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

Policy tracking

Renewal management

Claims tracking

Cross-selling

Compliance management

Top Recommended CRMs

Open Doors

★4.8/5

All-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.

From £197/month

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Salesforce

★4.3/5

The world's leading CRM platform, Salesforce offers unmatched customisation and scalability. Best suited for larger organisations with complex sales processes and dedicated admin resources.

From £20/user/month

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HubSpot CRM

★4.5/5

HubSpot 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.

From £0/month

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Pipedrive

★4.4/5

A sales-focused CRM built by salespeople, for salespeople. Pipedrive excels at visual pipeline management and is known for its simplicity and ease of use.

From £14/user/month

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Zoho CRM

★4.2/5

Part of the broader Zoho ecosystem, Zoho CRM offers excellent value with a comprehensive feature set. Particularly strong for businesses already using other Zoho products.

From £0/month (3 users)

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Insightly

★3.9/5

Insightly combines CRM with project management, making it useful for businesses that need to manage both sales pipelines and post-sale project delivery.

From £25/user/month

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Open Doors vs Salesforce

Feature	Open Doors	Salesforce
Free Plan	✗	✗
Starting Price	£197/month	£20/user/month
Our Rating	★ 4.8	★ 4.3

Ikaroa Partners

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