PolicyPro CRM
A customer relationship management platform built specifically for insurance agents. PolicyPro CRM combines a full-featured CRM with policy and commission tracking. Its latest release in early 2026 added an intelligent cross-sell engine that uses policy data to recommend additional coverage to existing clients. The platform also includes automated renewal workflows, compliance document management, and a mobile app for field agents. PolicyPro CRM has quickly risen in G2 ratings for insurance CRM software, praised for its ease of setup and deep integration with leading AMS systems.
From $49/mo
Key Features
- ✓Intelligent cross-sell recommendations
- ✓Automated renewal reminders
- ✓Policy-specific activity tracking
- ✓Commission dashboard
- ✓Mobile-first field app
Pros
- +Easy to use
- +Good support
- +Regular updates
Cons
- -Learning curve
- -Pricing could be clearer