Which CRM for Insurance Agents does AI recommend most?

As of 2026-W24, AI named AgencyBloc in 63% of 30 sampled answers — more than any other brand.

How is this measured?

We ask each model a fixed set of buyer-intent questions, sampled repeatedly, and count how often each brand is named. Full method on the methodology page.

How often does it update?

Weekly. Mention rates shift as models update and as the web they cite changes.

/categories /crm /crm-insurance-agents

// CATEGORY INDEX · 2026-W24 · n=30

Best CRM for Insurance Agents according to AI

Across 30 sampled answers on four models, AI names AgencyBloc most often when buyers ask about this category.

↓ download CSV view prompts methodology

MOST RECOMMENDED

63 %

AgencyBloc

Δ WEEK new

AGREEMENT SPLIT

LEAD +7pp

LEADERBOARD // mention rate, all models

30 answers · sorted by mention rate

01AgencyBloc63%

02Zoho CRM57%

03Salesforce53%

04HubSpot47%

05Applied Epic43%

06AgencyZoom37%

07HubSpot CRM37%

08Insureio23%

09EZLynx23%

10PipeDrive23%

11Salesforce Financial Services Cloud20%

12RadiusBob17%

13Vertafore17%

14GoHighLevel17%

15HawkSoft17%

16Better Agency17%

17AMS36013%

18Radius10%

19Allstate10%

20Less Annoying CRM10%

21monday CRM7%

22Insly7%

23QuoteWizard7%

24State Farm7%

25PL Rating7%

26QuoteRush7%

27DocuSign7%

28Keap7%

29HubSpot Free7%

30Bitrix247%

31Salesmate7%

32Mutual of Omaha3%

33Transamerica3%

34Einstein3%

35BIGContacts3%

36Progressive3%

37Brix3%

38Radius Bob3%

39QQCatalyst3%

40More Than Just Insurance3%

41AgencyMVP3%

42GHL3%

43Farmers3%

44Applied3%

45EverQuote3%

46Calendly3%

47Mailchimp3%

48ClickFunnels3%

49Air.ai3%

50ElevenLabs3%

51LACRM3%

52PandaDoc3%

53VanillaSoft3%

54Monday.com3%

55Microsoft Dynamics 3653%

56Infusionsoft3%

57HelloSign3%

58Vertafore AgencyZoom3%

59InsuredMine3%

60Zoho3%

61Vertafore AMS3603%

62Veruna3%

63Bridge3%

64OnePageCRM3%

65Nutshell3%

MODEL_MATRIX // CRM for Insurance Agents

BRAND DS GEM KIMI GPT PPLX AVG

AgencyBloc 83171006750 63%

Zoho CRM 6717508367 57%

Salesforce 6733676733 53%

HubSpot 336767670 47%

Applied Epic 1750835017 43%

AgencyZoom 010050330 37%

scale 828507292 // 0 = never named · 100 = named in every sample

PROMPTS_USED × 5 models

> What is the best CRM for insurance agents?

> Which CRM should insurance agents use?

> Recommend a CRM for insurance agents.

> What CRM do insurance agents use most in 2026?

> Best affordable CRM for insurance agents?

> What's the top-rated CRM for insurance agents?

SOURCES_CITED 2026-W24

1 fitsmallbusiness.com 52.7%

2 hubspot.com 10.9%

3 agencybloc.com 10.9%

4 zoho.com 10.9%

5 g2.com 7.3%

6 softwareadvice.com 3.6%

7 capterra.com 3.6%

! LIMITATIONS

Mention rate measures how often a brand is named, not whether it's the best product. Results reflect each model's training data and live retrieval at sample time and shift week to week. We accept no payment for placement — see the methodology for the full prompt set, models and known limits.

RELATED_VERTICALS

CRM FOR HOME SERVICES

Housecall Pro 100%

CRM FOR HVAC BUSINESSES

Housecall Pro 97%

CRM FOR NONPROFITS

Bloomerang 90%

FAQ

Which CRM for Insurance Agents does AI recommend most?: As of 2026-W24, AI named AgencyBloc in 63% of 30 sampled answers — more than any other brand.
How is this measured?: We ask each model a fixed set of buyer-intent questions, sampled repeatedly, and count how often each brand is named. Full method on the methodology page.
How often does it update?: Weekly. Mention rates shift as models update and as the web they cite changes.