Alternatives to Vymo
Compare Vymo alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Vymo in 2026. Compare features, ratings, user reviews, pricing, and more from Vymo competitors and alternatives in order to make an informed decision for your business.
-
1
Coevera
Pipelinersales Corp.
Coevera is the AI-native CRM built to empower and develop salespeople—not just track them. Formerly Pipeliner CRM, Coevera pairs a powerful, visual sales platform with a built-in professional development ecosystem, so your team gets better at selling while they sell. Rebuilt from the ground up, intelligence is the default—not a feature bolted onto decades-old architecture. Spot stalled deals at a glance, kill busywork with the Automatizer workflow engine, and plug into the wider AI ecosystem through native Model Context Protocol (MCP) support. Visual selling, intuitive navigation, and rapid time-to-value mean implementation in weeks, not quarters—and adoption stays high because the experience is built around the seller, not against them. Every capability is designed to amplify human judgment, never replace it. For organizations ready to move beyond legacy CRM and sell in a smarter, faster, more human way, Coevera is the platform built for what's next. -
2
Freshsales
Freshworks
Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities. With Freddy AI, salespeople can get insights into the best deals to go after and what actions to take and predict revenue with sales forecasting. Businesses can take the next step forward towards powerful pipeline management with Freshsales. If you need a solution for your marketing teams to organize customer information, personalize and automate email campaigns, and find the right sales opportunities, then Freshsales Suite fits the bill.Starting Price: $9 per user per month -
3
Jenesis Agency Management
Jenesis Software
Jenesis Agency Management System is web-based software designed to help insurance agents seamlessly manage existing clients, market to potential prospects, improve business efficiency, and manage sales & retention. With the ability to access your agency from anywhere on any device, Jenesis is easy to use and affordable. Jenesis offers a variety of features that include a client portal, email integration, ACORD forms, carrier downloads, credit card integration, rating, receipts and invoicing, and more. There are multiple packages to choose from depending on the needs of your agency. By leveraging Jenesis Agency Management System, you can maximize your time and grow your revenue stream.Starting Price: $60/month/user -
4
tigerlab
tigerlab
tigerlab positions itself as a leading provider of insurance software solutions and embedded insurance, empowering customers to deploy and adapt applications efficiently. With over a decade of experience, tigerlab focuses on enhancing business value and delivering breakthrough results to clients. Our configurable, API-driven, and intuitive insurance software solution is designed to enable you to deliver a superior end-to-end digital experience to customers and system users. Discover first-hand why our insurance platform is the perfect solution for an end-to-end digital insurance experience. Click the demo button to see the platform in action. -
5
Kixie PowerCall & SMS
Kixie
Kixie is a revenue engagement platform that helps teams connect faster, sell smarter, and scale efficiently with AI-driven automation and seamless CRM integration. ✔️ Outbound Sales: Increase connection rates by up to 400% with AI-powered Local Presence Dialing, Multi-Line PowerDialer, and Spam Risk Reduction. ✔️ Marketing: Automate calls and texts for instant follow-ups and personalized, scalable outreach. ✔️ Inbound Sales & CS: Streamline workflows with CRM-based call routing, shared SMS inboxes, and automated responses. ✔️ RevOps & Leadership: Optimize team performance with AI-powered call insights, live coaching, and real-time analytics. 🚀 Boost productivity and revenue with Kixie. Visit our website to get started for free today, no credit card required! -
6
Spekit
Spekit
Spekit is the modern sales enablement platform that unifies sales content and learning, and enables reps in their flow of work with AI Sidekick, the most contextual Just-in-Time Sales Assistant™. AI Sidekick uses contextual AI agents that leverage CRM, call intelligence, Gong, and email to understand a rep’s precise needs, then surfaces personalized coaching, messaging support, answers, and learning. Reps prepare for calls, follow up, and create tailored Deal Rooms and buyer experiences faster, leading to better deal execution, stronger relationships, and reduced ramp times. This Just-in-Time Enablement approach is powered by sales content management that combines the best of DAP, KMS, CMS, and LMS. A centralized repository with AI editing, governance, and built-in change management combats content decay and keeps messaging consistent. Beyond AI-powered automation, Spekit provides analytics on content consumption and buyer engagement to optimize strategy and attribute revenue. -
7
Showpad
Showpad
The Showpad Enablement Operating System® (eOS) unites marketing and sales teams to deliver revenue-driving experiences. Empower sellers with relevant content and training to engage buyers and run deals with confidence. With content and sales tools all centralized on Showpad eOS®, sellers can adapt to buyer needs instantly — knowing they’ll always have the right answer at their fingertips. Bring physical products to life in digital app experiences, from 3D models to 360° immersive showrooms, to enable more engaging in-person conversations. Plus, sellers can easily collaborate with decision-makers through comments and uploads in a Shared Space—a convenient and customized microsite that helps speed up the sales cycle. Scale the winning behaviors of top sellers with Showpad Coach to deliver the onboarding, training, and coaching your team needs to become trusted advisors and exceed targets. -
8
Mindtickle
Mindtickle
Revenue leaders trust Mindtickle’s Sales Readiness Platform to identify and drive winning rep behaviors. Shorten ramp time with an amazing onboarding experience that enables reps to succeed. Develop personalized skills and capabilities based on each rep’s knowledge and skill gaps. Drive high adoption through engaging field communications, gamification, and mobile experiences. Impact measurable revenue outcomes like rep productivity, time to first deal, and win rates. Set the true north in sales performance through skill benchmarks every rep should work toward. Track skill gaps across the organization and build a culture of accountability. Motivate and engage teams for measurable revenue outcomes. Track and address skill gaps at the team and individual levels through coaching. Create better deal outcomes by reviewing call recordings and helping reps through early deal stages. Partner with enablement to create custom training and content based on each rep’s needs. -
9
Groove
Clari
Groove, a Clari Company, is the leading sales engagement platform for enterprises using Salesforce. Built for the needs of relationship-based sellers, Groove increases rep productivity, drives Salesforce adoption, and provides revenue leaders with key insights to know what’s driving their business. Because Groove is Salesforce native, it has the most advanced activity capture in the industry, ensuring that revenue teams can rely on accurate reporting and forecasting, lowered compliance risk, and streamlined administration. Whether it’s automating CRM data entry or empowering reps to generate pipeline and close more deals, Groove gives reps 20% of their week back to focus on high-value activities. Over 70,000 people use Groove at some of the world’s largest and fastest-growing companies, including Google, BBVA, Atlassian, Uber, and Capital One. Groove has ranked #1 in customer satisfaction on G2 over 18 consecutive quarters. -
10
Guidewire
Guidewire Software
P&C insurers need a platform that helps them engage personally, innovate freely, and grow efficiently. At Guidewire, we are utterly committed to your success. We combine digital, core, analytics, and AI to deliver our platform as a cloud service. And with the largest R&D team, services team, and partner ecosystem in the industry, we continually evolve and innovate to meet your needs. Maybe that’s why more than 450 insurers, from new ventures to the largest and most complex in the world, run on Guidewire. Truthful relationships with customers, prospective customers, partners, investors, and each other. Communicating through clear arguments, building excellent quality products, and making decisions carefully on the basis of factual evidence. Chosen by more than 450 insurers, from new ventures to the largest and most complex in the world, Guidewire is the most trusted platform in the industry. -
11
Insly
Insly
Insly provides a fully extensible suite of software solutions that can be combined with your own custom modules to both simplify and completely automate all tasks required to run a successful insurance business. All the parts you need: forms, workflows, rating engine, document template editor, endorsement library, capacity management and so much more. Broker channel support out of the box. APIs expose everything and allow you to create the perfect Direct-to-Consumer experience. Automate cookie cutter cases for new sales and mid-term policy changes and automated renewals. All the premium accounting taken care of. Bordereaux and management reports in one click. Build your own custom reports. Pull in 3rd party data to help your underwriters make better decisions. Integrate with the rest of your tech stack, legacy or modern.Starting Price: $35 per user per month -
12
Sharpsell.ai
Sharpsell.ai
Sharpsell.ai is an AI-powered Sales Execution Platform designed for large, distributed sales teams. It enables organisations to improve sales consistency, accelerate frontline readiness, and drive stronger customer engagement through a single connected system. The platform brings together AI-driven guidance, personalised sales content, learning journeys, coaching workflows, roleplay simulations, and execution analytics to help sellers perform more effectively in everyday sales interactions. By embedding enablement directly into the flow of work, Sharpsell.ai helps teams scale best practices, improve productivity, and deliver more predictable sales outcomes across the organisation.Starting Price: Undisclosed -
13
URVA Sales
URVA
The URVA Sales Force Tracker is a mobile-friendly sales tool which brings your entire sales & distribution team on the same page. Sales teams normally interface with new leads to generate business and existing customers to upsell and grow business relationships further. While this may happen regularly or irregularly, there is rarely visibility on the whats happening without a tool that connects the people on the ground to the people in the HQ. URVA enables the bridging of this gap. The sales personnel on the go, have a nifty app on them, which allows them to record all customer interactions in seconds, and that too with geotagging for visibility. In return managers get to view what's happening and guide their teams about new products & services as well as targets & plans for the week/month without having to talk to every team member. Finally, at a leadership level, all these interactions are available for consumption in bit sized dashboards.Starting Price: $8 -
14
ezTask.io
AppiVa Software
Grow your business with the simplest CRM in town, that is driven by your sales process. Improve customer engagement, drive leads to closure, and nurture existing customers with our simple and intelligent sales force automation software. As they say, nothing happens unless someone sells something. And whatever you sell, you need people / leads to sell to. Manage this lifeline of sales almost hands free. You don’t build a business; you build people. And then people build the business. Nurture relationships with responsive communication to continue to build your business. Get the full ezTask.io experience on your iOS and Android devices and run your business from just about anywhere. We take care of clearing all the clutter on your plate, because we understand, all that sales professionals want to do is focus on sales.Starting Price: $19/month/user -
15
InsuredMine
InsuredMine
Help insurance agents maximize customer life time value - to sell more policies and retain more customers using digital insurance wallet, chatbot, and an agent portal. Features Include: 1. MOBILE APP - Policy Wallet, Push Notification, Reminders, Agent Details, Insurance Cards, Accident Checklist, Home Risk Scan, Customer Profile builder. 2. AGENT PORTAL - Analytics Dashboard, Renewal tracker, Deal Board, Email Integration, Customer Chat, Reports. 3. CHATBOT - Agent Connect, AI Driven QuotesStarting Price: $69per user per month -
16
Momentum AMP by NowCerts
NowCerts
Momentum AMP by NowCerts is an AI-powered agency management platform built for insurance agencies that want to automate workflows, improve communication, and manage operations in one connected system. The platform includes Momentum AMS, Momentum Automation Center, Momentum Edge, Momentum Enterprise, Momentum MAPS, Momentum PremFi, Momentum PROs, Momentum Rate, Momentum Toolbox, Momentum Voice, and InsuranceAgency.AI. Momentum AMS helps agencies manage policy administration, billing, claims, reporting, and client service through a user-friendly all-in-one solution. Its automation tools support email, text messaging, task assignments, pipeline management, notifications, and other workflow improvements that reduce manual work. Momentum also offers solutions for lead generation, premium finance quoting, commercial lines rating, managed services, staffing support, AI tools, and voice agent capabilities. Momentum AMP is designed to help insurance agencies modernize their operations, increaseStarting Price: $49.00/month -
17
SalesChoice
SalesChoice
An AI app on Salesforce for B2B sales that increases win rates, reduces cost of sales & improves Salesforce adoption. SalesChoice is the easiest and most comprehensive AI insights platform for sales analytics that has won over 17 industry leadership awards and promises to end revenue uncertainty and sales inefficiency for B2B sales teams. - The easiest to use: Game-changing insights appear in your CRM, right in your reps’ and managers’ existing views. They are so clear and easy to see they require absolutely no training. - The most comprehensive: Only SalesChoice reveals all the essential views and next-step best actions needed to guide you and your sales team across your entire revenue operations. “SalesChoice better targets best opportunities that are likely to win & avoid deals that have low odds of closing.” – 2020 Sales Mastery AI for Sales Solutions GuideStarting Price: $50/month/user -
18
Alpharun
Alpharun
Alpharun is an AI-powered sales performance platform that helps revenue teams uncover their best playbooks, coach reps in real time, and automate after-hours calls. The platform analyzes every customer interaction with AI-driven transcription and scoring, giving managers instant insights without manual QA or ride-alongs. Reps receive personalized feedback during live calls, while leaders get actionable analytics to pinpoint where deals stall. Alpharun’s AI role-play simulations accelerate training, cutting ramp times and improving close rates. Sales teams gain full performance transparency, with leaderboards and benchmarking to identify top performers and skill gaps. Built with enterprise-grade security and compliance with SOC 2 Type 2, HIPAA, and GDPR, Alpharun enables organizations to scale sales excellence safely and intelligently. -
19
Gryphon ONE
Gryphon.ai
You need solutions, not more problems. Get the answers you need to overcome objections, streamline sales processes, and unleash the power of your data. Calling it clairvoyant might be a stretch. But our conversation intelligence solution can capture the insights you need to deliver relevant coaching, drive team performance, and win more deals. Right when you need it. Conduct sales & service calls through the Gryphon platform using any phone, tablet, PC or application. Empower & protect your org with real-time screening & collection of call data automatically. Get unsurpassed, accurate visibility into sales & service rep activity & performance on-demand. Steer any conversation toward success. With real-time, in-call sales coaching, you’ll never miss another opportunity to close a deal. Unlock the next level with our powerful sales coaching platform.Starting Price: $50 per user per month -
20
Upland Altify
Upland Software
Upland Altify is the revenue optimization company. Helping companies to generate value with every customer interaction to grow revenue. Customer Revenue Optimization (CRO) helps sales teams win the opportunities that matter, grow revenue in their key accounts and improve sales execution by aligning the extended revenue team. Built natively on the Salesforce platform, Altify’s CRO applications help thousands of salespeople, sales leaders and executives achieve sustained customer revenue optimization and sales success. ALTIFY SALES PROCESS MANAGER guides sellers to follow a structured, proven sales process that improves their ability to deliver a winning outcome for both the seller and the customer. Based on proven industry templates and configured to your business, Sales Process Manager is a visual representation of your sales process, with links to the right content and tools your sales people need to move opportunities through the sales funnel. -
21
Saleshood
Saleshood
Founded in 2013, Saleshood is the leading comprehensive sales enablement platform used by hyper-growth companies to boost sales performance. A pioneer in the future of selling, Saleshood’s innovative sales tools and processes reduce time to ramp, lift quota attainment, accelerate sales velocity and prove the impact of revenue enablement programs. Companies such as Drift, Demandbase, PowerSchool, RingCentral, Latch, Domo, Omada Health, Sage, Trinet and Yext use Saleshood to realize fast revenue outcomes with 100% virtual training, coaching and selling — at scale.Starting Price: $50 per user / per month -
22
LeadSquared
LeadSquared
Manage all your products, teams and processes in one platform (digital, call center, or field agent driven). Never, ever miss a sales opportunity. In most B2C businesses, the prospect-to-customer journey is never straightforward. In fact, there isn’t just one path-to-closure. There are multiple sales journeys, involving different channels, processes, teams, and touchpoints. LeadSquared connects them all – processes, distributed teams, and touchpoints – to give you one complete end-to-end sales execution platform – for your digital teams, call center agents, feet-on-street teams (sales, partner onboarding, service), and operations. LeadSquared cuts down all the noise that your teams constantly wade through and allows them just to focus on just their next task, enhancing their efficiency and helping them sell more. No-code sales process builder. Sketch the best-possible sales workflows for your different products & teams. The sales processes are dynamic and completely flexible.Starting Price: $25 per user per month -
23
Zoho CRM
Zoho
Zoho CRM delivers a basic and clean interface layout that has a variety of unique features that drive to help lead conversion rates. With an intuitive dashboard, the CRM can run 'macros' to streamline how a lead is contacted and tracked through the process of a sales. Administrators can monitor missed opportunities and best performing agent users, and also make business-impacting decisions using the sales report function.Starting Price: $14.00/month/user -
24
Gen4 Agency Management
Gen4 Systems
An agency management system the whole team will use. From sales management to agency CRM through workflow automation and online enrollment…one system the whole team will use. The Gen4 sales system has been custom built for insurance brokers, complete with all the fields and processes needed to grow your agency. Managing an insurance pipeline is a little different than other industries. Pipelines by stage, closure date, and renewal date provide the different views needed to grow a successful insurance agency. Log sales calls, include meeting notes, hot button issues, schedule follow-ups and voice dictated notes from your phone or tablet. Access your sales notes on your smart phone walking into a client meeting or review your pipeline at lunch on your tablet…your sales system goes where you go.Starting Price: $195 per month -
25
Numerik
Numerik
Struggling to meet ambitious sales targets? Numerik is the roadmap and rocket fuel that drives teams to smash through goals. We consolidate all sales capabilities so your reps have the data-driven insights and real-time visibility needed to excel in one intuitive mobile platform. By syncing live with your CRM, Numerik offers an engaging way to capture customer interactions while delivering up-to-the-second metrics and forecasts to inform strategic decisions. With in-the-moment coaching, your sellers are set up for peak performance. By eliminating manual reporting and streamlining workflows in an experience designed specifically for field sales needs, Numerik allows you to focus teams on selling rather than jumping between platforms. Target standout opportunities, adjust strategy on the fly, and ensure no revenue potential goes unseen. For sales leaders seeking to operationalize growth through empowered teams, Numerik is the solution. -
26
Spinify
Spinify Pty Ltd
Spinify makes hitting sales goals exciting. Our sales gamification platform turns KPIs into live competitions, instant recognition, and rewards that keep teams motivated and performing at their best. Real-time leaderboards show exactly where everyone stands. Automated celebrations, badges, and prizes keep momentum high—no extra work required. Fully customize challenges to match your goals. Use AI coaching to give reps the insights they need to improve faster and win more. Boost morale, increase productivity, and create a culture of success your team loves. Trusted by GE Appliances, Re/MAX, Amica, and Dialpad, Spinify has powered 1.5M+ leaderboards that drive engagement, accountability, and results. Motivate. Engage. Win.Starting Price: $6/month/user -
27
GoalPlan
Goalplan
Sales organizations across the globe gain true value utilizing Goalplan's Platform Solution. Enjoy watching your organisation's performance in real time. Goalplan visualizes your business data and KPIs. Enabling you to track any type of data and getting the insights necessary to drive performance. Drive the company's performance by digitizing the management processes. Define and distribute targets. Manage sales budgets. Coach and communicate with the teams. And delegate necessary tasks. Improve engagement by sharing campaigns, broadcasting information and distributing sales competitions. Enabling your entire staff to learn, grow, get educated and well informed. The roll-out of Goalplan to our frontliners and sales management has been a game-changer for us. We have gained both speed and control that increases our productivity and saves us time. Time that we can spend on performing our sales activities instead.Starting Price: $25 per user per month -
28
Market Quest For Insurance
Market Focus
Market Quest a sophisticated yet accessible to use database marketing and customer management software, It helps to increase your sales, gives you the edge versus your competitors while being organized, Market Quest can send E-cards, newsletters, videos and more customization is available. Market Quest can integrate into your website to grab all entry forms and assign it to a sales professional. And not lose that lead and build customer loyalty thus help generate future referrals. Our marketing automation is designed for busy sales professionals and marketing departments who want to increase their marketing with the least amount of effort. All that is needed is to simply add people to the database and they automatically receive newsletters, birthday ecards, holiday and seasonal ecards, and other drip marketing campaigns. This advanced automation can be done for individual sales professionals or groups of sales professionals. -
29
Revenue.io
Revenue.io
Sell more and spend less on sales with a complete RevOps platform for conversation guidance, sales engagement, and live call insights and analytics-all in real-time. Revenue.io powers high-performing teams with real-time guidance and revenue intelligence. By surfacing and recommending what works best, Revenue.io enables hundreds of customers like HPE, Fidelity Investments, and Amazon Business to deliver predictable results and optimize their entire revenue operation. Optimize your revenue operations, analyze what works best, and scale your top performers with Revenue Science. Some solutions surface insights. Others give you the tools to act on them. We do it all—so you can optimize revenue performance in real-time. No more switching from tool to tool, fixing messy data or wasting budget on technology that your team barely uses. Revenue.io is the complete AI-powered RevOps platform that delivers real-time guidance in the moments that matter. -
30
e4enable
e4enable
Data driven coaching platform to define, develop & measure sales performance. Put sales competencies at the heart of every sales coaching conversation, easily identify gaps, drive improvements in skills and performance and measure the outcomes, all in one place. e4enable is a data driven coaching and development platform designed to define develop and measure what good looks like in your sales organisation. e4enable starts your journey on the right foot by putting sales competencies at the heart of every sales coaching conversation, driving improvements in skills, and developing the right sales mindset. It holds sales people and sales leaders accountable for driving adoption and reinforcing sales training and provides complete transparency at all levels of an organisation. To give you the full measure of your sales coaching and training program, it aligns competencies to leading sales KPIs and metrics to measure the impact on top line sales performance. -
31
Zywave Sales Cloud
Zywave
Streamline mission-critical workflows to fuel organic growth. Every agency needs a process to find and write new business, while providing the best service to renew current clients. Enable your agency with world-class technology to automate your everyday tasks, so that you can deliver superior value to your prospects and clients. Get in front of qualified leads and retain your existing clients by using technology to elevate your sales, renewals, and servicing. Enhance the entire process—all the way from prospecting to renewals—by using the game-changing tools available in the Zywave Sales Cloud. Compete on a whole new level by using our comprehensive suite of tools to generate new leads, nurture prospects and existing clients, and streamline servicing workflows. A comprehensive platform to simplify your entire sales process. Identify and market to new leads, coordinate all your communications with ease and take control of prospect meetings by delivering valuable insights. -
32
Bigtincan Readiness
Bigtincan
Prepare your teams today to win more tomorrow. Empower all your client-facing teams with the knowledge, skills and insights they need to perform at the highest level. Scorecards automatically track your enablement programs alongside sales KPIs from your CRM, so you can identify skill gaps early – and close them faster. Nearly 2/3 of enablement programs report only average results (at best). Bigtincan Readiness provides a simpler path to success, with tools that empower every team member with the skills, knowledge and resources to perform at the highest level. With 1,100+ customers from a variety of industries, Bigtincan Readiness has been helping companies enable their teams longer than any other provider. Create better content. Train and onboard quickly. Master key messages. Bigtincan Readiness provides solutions for every enablement requirement. -
33
CoachCRM
CoachCRM
CoachCRM unlocks your team's Challenges, tracks your Conversations, creates individual rep Action Plans and unlocks Team Visibility on blind spots in sales performance. Raise the bar for the entire team with high-accountability coaching. Confidently resolve all individual sales rep performance issues and drive your leading indicators of success. Scale your training and enablement programs with clear ROI. Identify chronic challenges and truly partner with sales management on issues impacting team. Support your Managers and provide expertise on key performance issues. Increase bandwidth and have clarity on the qualitative aspects of your team. -
34
Insurmi Violet
Insurmi
The A.I. assistant helping insurance providers deliver a more delightful, conversational customer experience. Violet is the helpful A.I. your customers need across the insurance customer journey, from filing claims to providing quotes to making policy changes. Our core technology delivers the best-in-class conversational A.I. technology for insurance providers. We combine our proprietary technology with design-thinking, insurance domain expertise, and data to deliver the best conversational A.I. solution for you. We’ll guide you through the entire process, from conceptualization to deployment of Violet. Boost online lead generation, automate support and offer a better digital experience with Violet. Quick & easy setup in minutes. Say goodbye to old, clunky forms. Violet will capture, qualify, and convert more leads on your website through an engaging conversational experience, so you can turn more of your site visitors into warm leads. -
35
Siro
Siro.ai
Put an AI sales coach in every rep’s pocket. Unlock missing revenue with AI and record face-to-face sales conversations. Siro's AI is trained on millions of field sales conversations (and growing daily) to show leadership what's working in the field and where reps are missing opportunities. To start recording and transcribing, reps tap one button in the app or directly from their lock or home screen. Enable auto-split to tap record once all day and let Siro isolate and separate your sales conversations, and Siro never drains your battery. Within seconds of a lost conversation, reps can access top examples from their peers on better handling the key moments of your sales process. Works offline and online, with an internet connection, your recordings are transcribed and analyzed in seconds. Siro's AI analyzes compares both what you say and how you say it to identify where you're missing out on revenue.Starting Price: Free -
36
BluInsurance
BluRoot
Best CRM software for insurance agents. BluInsurance is one of the best CRM softwares for insurance agents that manages your client database and simplifies the complex operations of your business. BluInsurance allows insurance agents to select appropriate markets and will instantly create concise, personal submissions. Once sent, BluInsurance tracks the progress to keep both the broker and the carrier accountable. BluInsurance captures all online leads from both your website and 3rd-party sites and notifies an appropriate agent to follow up. Once contact is made, agents can send custom online forms to collect the necessary information to write a policy. With BluInsurance’s built-in email and SMS marketing campaigns, it is easy to stay in touch and build relationships with your clients to ensure that you capture the renewal.Starting Price: $45 per user per month -
37
Onyx Platform
Onyx Platform
Onyx Platform is an all-in-one CRM and dialer built specifically for phone-based sales teams in regulated industries such as insurance and financial services, designed to streamline operations and improve customer engagement. It combines CRM, telephony, intelligent lead routing, call recording with DNC integration, compliance tools, and real-time reporting in a single browser-based interface so agents and managers can view lead progress, customer history, policy data, and next steps without switching platforms. It delivers unified customer profiles that show every policy, interaction, and note in one place, along with customizable disposition tracking and role-based views for agents, managers, and admins. Onyx embeds security, audit trails, and activity logging into all features to help teams stay compliant by default, and aligns with industry security frameworks to protect sensitive data. Lead management capabilities include smart routing, licensing logic, and etc. -
38
Insureio
Insureio Technologies
Unleash the power of automation to streamline insurance marketing and lead management. Top producers don’t have more hours in the day than you do – they’ve just figured out a better way to use them. Insureio gives you their systematized, automated approach to selling, resulting in more sales, less paperwork, and happier clients. Track leads, events, tasks, and policies. Get forecasting for sales and productivity, with opportunities posted to your dashboard and pre-built reports for instant analytics. Minimize non-revenue-generating activities. Our drop-ticket app fulfillment offers proactive case management, approval automation, and e-Policy delivery. Automate marketing, lead generation, and sales functions. Implement lead nurture campaigns and status-driven follow-ups with a click. Quote over 40 leading carriers with our easy one-page app for term life, permanent life, LTC, disability, and annuities.Starting Price: $25 per month -
39
AgencyZoom
Vertafore
Put your producers on a rocket ship with AgencyZoom's easy to use sales platform. Stand out from the rest, to keep customers coming back to your insurance agency. An amazing Dashboard that shows you who is hitting goals and who's holding you back. Click and drag, it's that easy! Smart automation to make sure your insurance sales skyrocket. Build an automated customer journey from prospecting, to renewals, and beyond. Know exactly what you and your insurance producers need to do to succeed today, this month, and this year. Month after month you'll build up your insurance agency's Google Reviews automatically. Build an automated customer journey from prospecting, to renewals, and beyond. Click and drag, it's that easy! Smart automation to make sure your insurance sales skyrocket. Our lead manager makes it easy for agents to follow their valuable leads down the pipeline, with smart tools that help nourish the right leads today.Starting Price: $79 per month -
40
Intelisale
Intelisale
Client-centric, cross-platform B2B sales tool runs on any mobile device (smartphone, tablet) or web browser. It enables sales representatives to plan, suggest, organize, make instant orders, and track personal and organizational goals. It speeds up and simplifies the entire order management process – from approving orders and customizing offers to various reporting and customization options. It is created to support both field sales reps and sales reps taking orders behind a desk. Advanced sales-route planning with built-in GPS acts as a personal assistant for every field sales rep. The algorithm suggests the fastest driving route in real-time and generates a monthly calendar with visiting frequency, visit duration, and route sustainability. Managers have complete oversight of all field sales activities. -
41
CloudApps
CloudApps
Helping businesses increase sales results by providing sales leaders with deep insight into deal health, giving them the tools to drive every rep to quota and taking forecast accuracy to unprecedented new heights. Thanks to The CloudApps sales effectiveness and accuracy platform, our customers are increasing win rate by 20%, average deal size by 19% and achieving forecast accuracy of over 95%. How? By using AI and behavioral science to track & promote the right sales behaviors at the right time. Helping sales executives forecast, predict & improve sales results using artificial intelligence and behavioral science. By tracking sales behaviours, we provide the deep insight needed to assess deal health, determine pipeline quality and pinpoint the behaviours of top performers. We help create a data-driven path to closure for each of your deals and increase win rates across the board. -
42
Partner Platform (Partner XE)
Strategic Insurance Software, LLC
Partner Platform’s agency management system (Partner XE) is praised by clients for its ease of use, breadth of capabilities, and long-term affordability. Built for the agency that cares about community values and is tired of the status quo of overly complex management systems, you’ll find Partner Platform is supported by a team that you can count on and lives their values of being a partner. Easily manage the entire life-cycle of your agency’s client relationship from pre-sales to servicing to renewal in a unified system that has sales and marketing, client, policy, and financial management, agency-branded mobile app, integrated text messaging, data analytics, web solutions, and integrations with third-party tools and industry partners. -
43
Brokercore
Brokercore
Brokercore is uniquely designed to improve the experiences of commercial brokers, MGAs, and policyholders. Get support for your operations and manage your costs as you scale — while giving your customers a more convenient digital experience. Transact more policies and capture more client data automatically without hiring more people. Get one solution to manage your entire policy workflow and give customers an improved experience instead of a patchwork of subpar software. Avoid costly mistakes through transparent customer interactions and repeatable automated processes. Frustrated with the clunky technology that holds you hostage? Brokercore has a mighty goal: to create software you might actually enjoy using that can also adapt to the ever-changing insurance landscape. Handle all aspects of policy management including midterm endorsements, capturing correspondence, tracking claims, and remarketing, all from one system. -
44
SalesKen
SalesKen
Salesken helps companies realize the benefits of the “Science of Sales”. See which leads are likely to convert based on actual customer conversations. Real-time cues contextual cues for your sales team to close every deal. Ensure that every salesperson follows your winning playbook. Insights into what your team is doing well and where they could improve. Leverage real-time cues during your conversations. Utilize analytics and diagnostics to improve every day. Get an X-Ray of your pipeline based on actual customer conversations. Real time talking points for reps in conversations and advanced analytics post-call. Affordable price plans, pay as you go and integrates with all your favorite tools. -
45
Xactly Insights
Xactly
Leverage near real-time reporting on pay and performance and AI to empower a consistent health check on your sales organization. From the outset see a clear, high-level snapshot of team performance. Leverage AI/ML-based indicators to help determine areas of concern. Xactly's Rep Attrition algorithm helps managers proactively stem attrition before it happens. Xactly Insights is the only SPM solution to offer real-time dynamic performance indicators based on real pay and performance data from a number of industries. Sales, sales operations, and finance teams can all leverage this data to make accurate and timely business decisions. Leverage AI/ML to predict sales rep attrition and proactively take measures to address before it happens. Compare plan design and performance against industry peers with advanced filter settings that allow customers to slice and dice sales and business data to configure advanced metrics and reports that support a wide array of sales performance business needs. -
46
Ambition
Ambition
The #1 sales performance software, Ambition transforms sales teams into powerful revenue engines. From coaching and analytics to TVs and contests, our tools make it easy for sales leaders to draw smart insights from data, and to create a culture of success on the sales floor — so that every rep can drive revenue in a measurable, meaningful way. Manage and measure what matters across multiple roles or segments. Ambition delivers visibility and insights to managers while also empowering reps to exceed goals and prioritize their activity. Share Insights, smart alerts, and key trends to the right person, in the right place, and at the right time. Customizable Ambition Workflows and deep integrations power real-time recognition and notifications. Develop and manage your teams with consistent, customizable metric-based coaching programs. Ambition's powerful coaching suite allows sales and enablement leaders to maximize team performance. -
47
Chorus by ZoomInfo
ZoomInfo
Increase the success of your sales teams with Chorus by ZoomInfo, a conversation intelligence platform. Chorus by ZoomInfo provides sales teams the ability to capture, summarize, and analyze their customer meetings to identify opportunities and customer interests and improve meeting performance. Chorus also enables easy collaboration and integrates with Salesforce Enterprise and leading online meeting and sales engagement platforms. Capture and share your sales team's best talk tracks to create more quota-crushing "A" players. Unlock hidden insights from customer conversations that close deals. -
48
Planck
Planck
With just a business name and address, Planck’s artificial intelligence data platform creates all relevant underwriting insights in real time, with over 90% accuracy and coverage. Improve loss ratios and increase underwriting efficiency by getting all relevant and accurate customer and risk insights. Increase submission-to-bind ratio, automate pre-fill or eliminate fields. Increase the data quality and availability throughout the insurance value chain. Leverage artificial intelligence to increase underwriting efficiency and profitability. Whether you oversee the P&L of the business line, sales, distribution, underwriting, or wants to improve your data, analytics and digital capabilities, we’ve got your back. Leveraging our proprietary open web data-mining capability and pulling from thousands of available sources, Planck gathers all the data about a business entity and its operations in real time. -
49
Uhubs
Uhubs
Gain deep insights into your team's competencies with our advanced skills diagnostic assessment. Pinpoint areas for improvement in minutes and rapidly build tailored development plans. Streamline growth and onboarding with pathways. Best-in-class templates save managers time and develop reps consistently to their potential. Extend your team's capabilities with our managed enablement services, addressing project gaps and driving measurable improvements in metrics and skills. Partner with the trusted leader in cost-effective enablement. Say goodbye to tedious spreadsheets and documents; translate your onboarding plan into engaging, dynamic and automated journeys. The Pulse combines your CRM data with lightning surveys completed by reps & managers to establish a competency baseline, reveal blindspots and identify development opportunities. -
50
Daisee
daisee
Daisee builds technology to provide access to deep insight into the behavioural and emotional dynamics of your customers with the most accurate AI-powered, fully-automated AQM available for more impactful coaching, improved commercial outcomes and compliance monitoring. Daisee analyzes and automatically scores 100% of customer interactions using a world-first automated, digital quality scorecard. This automatically surfaces quality assurance issues that require human intervention in the areas of communication, compliance and conduct. Daisee enables you to see far beyond words alone, surfacing the underlying emotion hidden deep within your interactions – what your customers are really saying, thinking, and feeling. Daisee helps organisations create practical business value immediately, with software that is incredibly flexible and easy to deploy across any telephony system. Globally Daisee operates in Australia, New Zealand and the USA.Starting Price: $89/month
