✓ Award-Winning Cloud CRM Software Since 2003
1-855-229-2043

Award-Winning Insurance CRM Software for Agencies & Brokers

Power your insurance agency with comprehensive CRM software that integrates sales, policy management, claims processing, and client service on one unified platform designed for insurance professionals.

Book a Demo Start Free Trial

22+

Years of Value-Based CRM Leadership

3,500+

Insurance Agencies Transformed

159

Countries Served Worldwide

24/7

Expert Support Available

Comprehensive CRM Solutions Built for the Insurance Industry

Salesboom Cloud Insurance CRM Software Solution supports business lines for the Financial Services Sector with highly scalable on-demand solutions and expert support.

Our platform serves the insurance segment including agencies, brokers, underwriters, and reinsurance companies with tools specifically designed for insurance operations. Our award-winning insurance CRM is a must-have for any business in this competitive marketplace.

Powerful integrations with industry leaders such as Google's G Suite and QuickBooks ensure your agency is equipped to maximize revenue with essential tools including drip marketing, quote to cash automation, lead generation, mass email marketing, and comprehensive policy management.

Operational Excellence

Automation of core business processes including marketing, sales, policy management, and customer service for streamlined operations.

Analytical Intelligence

Advanced methods for analyzing customer behavior and incorporating business intelligence strategies into decision-making processes.

Collaborative Power

Seamless collaboration with customers across multiple communication channels and between organizational team members to ensure quality service delivery.

The degree of detail and integration is fully scalable and can be modified by owners as needed. Salesboom offers solid customer support, comprehensive training, and professional services to ensure your success.

Comprehensive CRM Capabilities for Personal and Commercial Insurance

Unlike many Insurance CRM vendors, Salesboom.com offers comprehensive services supporting both personal and commercial insurance operations. Our platform addresses every aspect of the insurance lifecycle from lead generation through policy management, claims processing, and ongoing client relationship management.

Whether you sell life insurance, property insurance, health insurance, RRSPs, or other financial products, Salesboom provides the specialized tools insurance professionals need to succeed in today's competitive market.

Powerful Marketing and Sales Tools for Insurance Agents

Salesboom Cloud CRM enables you to create highly personalized marketing campaigns and execute them seamlessly across multiple channels.

Personalized Marketing Campaigns

With advanced need analysis and product recommendation capabilities built specifically for insurance, our CRM helps agents close more sales by providing the right product choices at the right time.

  • Multi-channel campaign execution across email, phone, social media, and direct mail
  • Drip marketing automation for nurturing leads over time
  • Mass email marketing with personalization and tracking
  • Lead generation tools that capture and qualify prospects automatically
  • Marketing ROI tracking to identify your most profitable campaigns
  • Segmentation capabilities to target specific customer groups with relevant offers
Insurance CRM marketing automation dashboard showing campaign performance and lead generation metrics

Referral Management

Transform your satisfied clients into a powerful referral engine with automated referral tracking and management.

  • Automatically create leads for every referral captured
  • Easily view and analyze your most valued sources of referrals
  • Track referral conversion rates and success patterns
  • Reward programs to incentivize client referrals
  • Automated follow-up workflows for referral leads

Targeted Sales and Cross-Selling

Maximize revenue opportunities with intelligent cross-selling and upselling capabilities that identify when clients need additional coverage.

  • Maximize cross-selling opportunities based on life events and policy analysis
  • Streamline account origination for multiple product sales
  • Identify coverage gaps in existing client portfolios
  • Automated alerts for policy renewal and upsell opportunities
  • Product bundling capabilities for competitive pricing

Intelligent Call List and Activity Management

Never miss a critical client touchpoint with comprehensive call list management and activity tracking designed specifically for insurance agents.

Smart Call Lists

Accurate, complete, and timely call lists triggered by events, meetings, and predefined conditions ensure you never miss an important client contact.

Activity Tracking

Track, assign, and escalate call activities appropriately across your team with complete visibility into every client interaction.

Automated Reminders

Automated reminders for policy renewals, birthday calls, and annual reviews ensure consistent client engagement and retention.

Performance Analytics

Call outcome tracking to measure effectiveness and identify coaching opportunities for continuous improvement.

Comprehensive Household and Client Portfolio Management

Household Management

Manage complex family relationships and household structures with ease using our advanced household management capabilities.

  • Maintain complete view of all family members and their relationships
  • Track policies across entire household for comprehensive coverage analysis
  • Identify cross-selling opportunities within family units
  • Manage beneficiary relationships and policy dependencies
  • Consolidated reporting at household level for better insights

Portfolio Management

Gain complete visibility into each client's entire insurance portfolio with comprehensive tracking and analysis tools.

  • View all policies, coverage amounts, and premium information in one place
  • Track policy anniversaries, renewal dates, and important milestones
  • Analyze portfolio performance and identify optimization opportunities
  • Monitor assets under management and client lifetime value
  • Generate portfolio reports for client review meetings

Complete Policy Lifecycle Management

Manage every policy from quote to renewal with comprehensive tracking and automation capabilities.

Policy Tracking

Track all policy details including coverage amounts, premiums, beneficiaries, and policy status across all insurance lines.

Renewal Management

Automated renewal tracking and notification system ensures no policy lapses and maximizes retention rates.

Anniversary Tracking

Never miss important policy anniversaries with automated reminders and workflow triggers for timely client outreach.

Policy Modifications

Streamlined process for handling policy changes, riders, and endorsements with complete audit trail documentation.

Streamlined Claims Processing and Management

Transform claims management from reactive to proactive with automated workflows and comprehensive tracking.

Automated Claims Workflow

Handle claims efficiently with automated routing, status tracking, and communication workflows that keep all stakeholders informed.

  • Automated claim intake and initial assessment
  • Intelligent routing to appropriate claims handlers
  • Real-time status tracking visible to all authorized parties
  • Automated notifications at each stage of claims process
  • Document management for claims-related paperwork
  • Integration with carrier systems for seamless processing

Claims Analytics and Reporting

Gain insights into claims patterns, processing times, and outcomes to improve service delivery and identify training needs.

  • Track average claims processing time by type and handler
  • Analyze claims frequency and severity by client, policy, or product line
  • Monitor claims resolution rates and customer satisfaction scores
  • Identify patterns that may indicate fraud or abuse
  • Generate reports for carriers and regulatory compliance

Comprehensive Commission and Compensation Management

Track agent commissions, splits, and compensation with precision and transparency.

Salesboom's commission tracking system provides complete visibility into agent compensation across all product lines and carriers.

Automated Commission Calculations

Automatically calculate commissions based on policy type, premium amount, and agent commission structures with support for complex split arrangements.

Agent Performance Tracking

Monitor individual and team performance with comprehensive dashboards showing sales, renewals, and commission earnings.

Commission Reporting

Generate detailed commission reports for agents, management, and accounting with full transparency and audit trails.

Split Commission Management

Handle complex commission split scenarios including team sales, override commissions, and multi-agent transactions.

Centralized Document Management and Compliance

Store, organize, and retrieve all insurance documents with robust security and compliance features.

Document Repository

Centralized storage for all policy documents, applications, claims paperwork, and client communications with version control and audit trails.

Security and Compliance

Bank-level security with encryption, role-based access controls, and compliance features meeting insurance industry regulatory requirements.

E-Signature Integration

Streamline policy issuance with integrated electronic signature capabilities for faster processing and improved client experience.

Smart Document Search

Powerful search capabilities to instantly locate any document by client, policy, date, or document type with full-text search support.

Mobile CRM for Insurance Agents On-the-Go

Access your complete CRM from anywhere with full-featured mobile applications for iOS and Android.

Complete Mobile Functionality

Every feature of Salesboom CRM is available on mobile devices, ensuring agents can work productively regardless of location.

  • Access complete client information and policy details instantly
  • Create and update policies while meeting with clients
  • Capture electronic signatures on mobile devices
  • Take photos and attach documents directly from mobile
  • Log calls, meetings, and activities in real-time
  • Access call lists and task reminders
  • View dashboards and reports on mobile
  • Work offline with automatic synchronization when connected

Powerful Analytics and Business Intelligence

Transform data into actionable insights with comprehensive analytics and customizable reporting capabilities.

Real-Time Dashboards

Executive, manager, and agent dashboards providing instant visibility into key performance indicators and business metrics.

Custom Report Builder

Create unlimited custom reports using drag-and-drop interface with filters, grouping, and calculation capabilities.

Trend Analysis

Identify patterns in sales, retention, claims, and client behavior to make data-driven strategic decisions.

Performance Metrics

Track agent productivity, conversion rates, policy retention, and revenue metrics with goal-setting and tracking capabilities.

Sales Pipeline Analytics

Visualize your sales pipeline, forecast future revenue, and identify bottlenecks in your sales process.

Scheduled Reports

Automatically generate and distribute reports on customizable schedules via email or export to Excel and PDF.

Seamless Integration with Essential Business Tools

Salesboom integrates with the tools insurance agencies already use, creating a unified technology ecosystem.

Google G Suite

Complete integration with Gmail, Google Calendar, Google Drive, and Google Contacts for seamless workflow and data synchronization.

QuickBooks Integration

Bidirectional synchronization with QuickBooks keeping accounting and CRM data perfectly aligned for accurate financial reporting.

Microsoft Outlook

Email integration, calendar synchronization, and contact management seamlessly connecting Outlook with your insurance CRM.

Carrier Systems

Connect with insurance carrier platforms for real-time policy data, quoting capabilities, and commission information.

Telephone Systems

CTI integration providing screen pops with client information, automatic call logging, and one-click dialing capabilities.

Open API

Robust API architecture enabling custom integrations with virtually any business system to protect technology investments.

Enterprise-Grade Security and Regulatory Compliance

Protect sensitive client data with bank-level security and maintain compliance with insurance industry regulations.

Data Encryption

256-bit SSL encryption for data in transit and AES-256 encryption for data at rest ensuring maximum security for sensitive client information.

Role-Based Access

Granular permission controls ensuring users only access information appropriate to their role and responsibilities within the organization.

Compliance Features

Built-in compliance tools supporting HIPAA, SOX, FINRA, and state insurance regulations with comprehensive audit trails.

Audit Trails

Complete activity logging tracking every data access, modification, and deletion with timestamp and user identification.

Secure Cloud Infrastructure

Enterprise-class data centers with redundancy, automatic backups, and disaster recovery capabilities ensuring business continuity.

Industry Certifications

SOC 2 Type II certified with regular security audits and penetration testing to maintain highest security standards.

World-Class Customer Support and Training

Salesboom provides comprehensive support and training to ensure your team maximizes CRM value.

24/7 Expert Support

Access knowledgeable CRM specialists whenever you need assistance, not automated chatbots.

  • 24/7/365 availability via phone, email, and live chat
  • Average response time under 2 hours for support requests
  • Dedicated support specialists familiar with insurance operations
  • Remote assistance for technical troubleshooting
  • Regular system health checks and optimization recommendations

Comprehensive Training Programs

Ensure user adoption and proficiency with tailored training programs for all skill levels.

  • Initial administrator training covering system configuration
  • End-user training customized for agents, managers, and support staff
  • Role-specific training focusing on relevant features and workflows
  • On-demand video tutorials and documentation library
  • Ongoing training for new features and advanced capabilities
  • Train-the-trainer programs for large organizations

Explore Salesboom Editions

Discover powerful CRM editions to scale your business efficiently.

Professional Edition

A complete CRM suite with Marketing Automation, ERP integration, and Support tools — built for performance and value.

Explore Professional
Enterprise Edition

For large enterprises — automate workflows, unify data, and leverage analytics to drive strategic growth.

View Enterprise
Team Edition

Perfect for small teams starting with CRM — manage leads, track sales, and boost productivity with simplicity.

Discover Team

Rapid Implementation with Proven Methodology

Get up and running quickly with Salesboom's proven implementation process and insurance industry templates.

1

Discovery and Planning

Comprehensive analysis of your business processes, requirements, and goals with detailed implementation roadmap.

2

System Configuration

Customize CRM using insurance industry templates, configure workflows, and set up user roles and permissions.

3

Data Migration

Clean, transform, and migrate your existing data with validation processes ensuring data quality and integrity.

4

Integration Setup

Connect CRM with QuickBooks, G Suite, carrier systems, and other business tools for unified operations.

5

Training and Testing

Comprehensive training for all users with testing phase to validate system functionality and user readiness.

6

Go-Live and Optimization

Launch CRM system with ongoing support and optimization to ensure success and maximize ROI.

Typical implementation timeline: 30-90 days depending on complexity, data volume, and integration requirements. Phased rollout options available to minimize business disruption.

Measurable ROI and Business Benefits

Insurance agencies using Salesboom CRM consistently report significant improvements across key business metrics.

30-40% Increase in Sales

Better lead management, automated follow-up, and cross-selling opportunities drive significant revenue growth.

50% Reduction in Admin Time

Automation of routine tasks frees agents to focus on revenue-generating activities and client relationships.

25% Improvement in Retention

Proactive service, renewal reminders, and better client communication significantly reduce policy lapses.

20-30% Cost Savings

Operational efficiency gains and reduced administrative overhead substantially lower operating costs.

60% Faster Onboarding

New agents become productive quickly with structured workflows and comprehensive training resources.

100% Compliance

Built-in compliance features and audit trails ensure regulatory requirements are consistently met.

Professional Services for Insurance Agencies

Beyond software, Salesboom provides expert consulting and professional services to ensure your success.

Project Management

Dedicated project managers ensuring on-time, on-budget implementation with regular status updates and clear communication.

Data Analysis Services

Expert analysis of your data structure and system requirements ensuring optimal CRM configuration for your business.

Custom Integration

Connect Salesboom with your existing carrier systems, document management platforms, and specialized business tools.

Training Services

Comprehensive training programs ensuring your team maximizes CRM value with role-specific instruction and ongoing support.

Change Management

Expert guidance helping your organization embrace new processes and technology for successful CRM adoption.

Ongoing Optimization

Regular system reviews and optimization recommendations ensuring you continuously improve CRM effectiveness.

Our Financial Services experts always have solutions for your business. Our goal is to provide our clients with efficient software, consulting, and training that delivers the most effective products and services possible.

Transforming Insurance Agencies for the Modern Era

Salesboom helps innovative insurance and financial organizations transform customer information from a transaction-based view to a people-centered approach.

The Insurance and Financial Services industry is more competitive than ever. Salesboom provides the industry expertise and technology solutions that give you a competitive advantage. Using Salesboom online CRM solution will enable you to easily engage with customers to create and capitalize on opportunities.

Organic Revenue Growth

Systematized referral programs and cross-selling initiatives drive sustainable revenue growth without increasing marketing spend.

Client Acquisition

Attract and retain new clients with superior service delivery, professional processes, and technology-enabled experiences.

Customer Loyalty

Maximize customer loyalty and assets under management through proactive service and personalized client experiences.

Agent Productivity

Improve agent productivity and reduce administrative overhead with automated workflows and intelligent tools.

Scalable Operations

Scale your agency efficiently without proportional staff increases through process automation and operational excellence.

Competitive Advantage

Gain sustainable competitive advantage through technology leadership and superior operational capabilities.

Our CRM solution is fully customizable and includes relevant industry features such as personal information management, comprehensive insurance information tracking, custom reports, and specialized workflows for insurance operations.

Why Insurance Agencies Choose Salesboom

For over 15 years, Salesboom has been the trusted CRM partner for insurance agencies worldwide.

Proven Track Record

15+ years serving the insurance industry with 3,500+ agencies worldwide trusting Salesboom to power their operations.

Insurance Expertise

Deep understanding of insurance operations, regulations, and workflows built into every feature and function.

Best Value

Transparent pricing starting at $14/user with no hidden fees, no vendor lock-in, and predictable monthly costs.

Rapid Implementation

Pre-configured insurance templates and proven methodology enable implementation in 30-90 days with minimal disruption.

Partnership Approach

We're invested in your success with dedicated support, ongoing training, and continuous system optimization.

Continuous Innovation

Regular updates with new features, integrations, and capabilities at no additional cost keeping you ahead of competition.

Ready to Transform Your Insurance Agency with Award-Winning CRM?

Join thousands of insurance agencies and brokers worldwide who trust Salesboom to power their operations. Sign up today for a free trial and begin to Boom your sales!

Book a Demo Today Start Free Trial

CRM Tools, Automation & Intelligent Solutions

Sales Force Automation Features

Improve sales execution and pipeline visibility using advanced Sales Force Automation features designed to boost productivity and close rates.

CRM Customization Tools

Adapt your CRM to your business processes with flexible customization tools for fields, workflows, and layouts.

CRM Software Solutions

Explore scalable and industry-ready CRM software solutions built to support sales, service, and customer management.

Sales Intelligence

Gain actionable insights and data-driven decision support through integrated sales intelligence capabilities.

Comprehensive CRM Platform

Manage your entire customer lifecycle in one system with a comprehensive CRM platform that unifies sales, service, and operations.

Sales Automation

Accelerate revenue growth and streamline processes with intelligent sales automation across your entire sales cycle.

Salesboom On Demand Hosted CRM, Web-Based SFA & ERP Software Industry Solutions

Aerospace Defense Cloud CRM

Manage complex aerospace and defense operations with real-time collaboration and automation tools.

Explore Solutions
Automotive Cloud CRM

Streamline dealership management, improve sales tracking, and boost customer retention effortlessly.

Discover Features
Call Centers Cloud CRM

Optimize agent performance and track customer interactions with a unified call center CRM platform.

Get Started
Chemical Cloud CRM

Manage inventory, compliance, and client relationships in the chemical industry efficiently.

View Details
Clinical Practice Cloud CRM

Simplify patient data management and improve healthcare efficiency in clinical practices.

Learn More
Clinical Research Cloud CRM

Track participants, trials, and results seamlessly with a dedicated research CRM system.

Explore Features
Telecommunications Cloud CRM

Automate service delivery, billing, and customer care for telecom providers worldwide.

See Solutions
Consumer Goods Cloud CRM

Enhance sales, distribution, and customer loyalty programs in the consumer goods sector.

Discover More
Electronics Cloud CRM

Manage product lifecycles, support tickets, and sales processes in electronics manufacturing.

View Solutions
Energy Cloud CRM

Optimize energy distribution and customer support with CRM tailored for utilities.

Explore Options
Financial Institution - Banking Cloud CRM

Deliver personalized banking experiences and streamline financial operations.

View Solutions
Government Services Cloud CRM

Modernize citizen engagement and streamline workflows across public services.

Learn More
Hospital Cloud CRM

Manage patients, appointments, and staff interactions through a unified CRM platform.

See How It Works
Hospitality Cloud CRM

Enhance guest satisfaction and streamline hotel operations with personalized CRM tools.

Discover Features
Manufacturing Cloud CRM

Improve production, supply chain, and client management across your manufacturing units.

View Details
Pharmaceuticals Cloud CRM

Manage drug sales, distribution, and compliance in the pharmaceutical industry.

Explore Solutions
Retail Cloud CRM

Boost customer retention and track inventory across retail channels effortlessly.

Get Started
Staffing Cloud CRM

Simplify talent acquisition, client matching, and placement tracking for staffing agencies.

Learn More
Transportation Cloud CRM

Track fleet operations, shipments, and client logistics all in one integrated system.

View Solutions
Travel Cloud CRM

Enhance booking management, itineraries, and customer service for travel agencies.

Book a Demo
Cloud CRM in the Federal Government

Modernize federal operations with a secure, scalable cloud CRM platform.

Explore Solutions