Best CRM for Insurance Brokers (2026)

For insurance brokers, the Ikaroa team's top CRM picks are Open Doors, Salesforce and HubSpot CRM. They were picked with policy tracking, renewal management and claims tracking in mind, and the list below gives the rating, starting price and full review for every platform we recommend.

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

Full Review →

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

Full Review →

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

Full Review →

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

Full Review →

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)

Full Review →

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

Full Review →

Open Doors vs Salesforce

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

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