Which CRM for Insurance Agents does AI recommend most?

As of 2026-W29, AI named Salesforce in 77% 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.

// CATEGORY INDEX · 2026-W29 · n=30

Best CRM for Insurance Agents according to AI

Across 30 sampled answers on 5 models, AI names Salesforce most often when buyers ask about this category.

↓ download CSV view prompts methodology

MOST RECOMMENDED

77 %

Salesforce

Δ WEEK new

AGREEMENT SPLIT

LEAD +3pp

LEADERBOARD // mention rate, all models

30 answers · sorted by mention rate

01Salesforce77%

02AgencyBloc73%

03Zoho CRM73%

04Applied Epic63%

05HubSpot57%

06HubSpot CRM53%

07AMS36043%

08AgencyZoom30%

09EZLynx30%

10HawkSoft30%

11Insureio27%

12Salesforce Financial Services Cloud23%

13Vertafore20%

14Pipedrive17%

15RadiusBob13%

16Bitrix2413%

17PL Rating13%

18Less Annoying CRM10%

19Salesmate CRM10%

20Better Agency10%

21EZLynz10%

22Radius10%

23EZLynz Sales Center7%

24InsuredMine7%

25Nutshell7%

26Einstein7%

27EverQuote7%

28GHL7%

29GoHighLevel7%

30Infusionsoft7%

31Insly7%

32Keap7%

33Nimble7%

34NowCerts7%

35QuoteWizard7%

36Redtail Technology7%

37Veruna7%

38Zoho7%

39Freshsales3%

40Simply CRM3%

41ACS3%

42AgencyAutomator3%

43Agent CRM3%

44Aon3%

45Applied3%

46BIGContacts3%

47BenefitPoint3%

48Bigtin3%

49Bridge3%

50Capsule CRM3%

51DocuSign3%

52Financial Services Cloud3%

53Firepoint3%

54Google Workspace3%

55Jenesis3%

56Marsh3%

57Microsoft Dynamics3%

58Monday CRM3%

59PandaDoc3%

60RadiusAI3%

61Redtail3%

62Ringy3%

63Salesforce Einstein GPT3%

64Salesforce Insurance Cloud3%

65Salesmate3%

66Shape3%

67VanillaSoft3%

68Wealthbox3%

69Zoho Sign3%

MODEL_MATRIX // CRM for Insurance Agents

BRAND DS GEM KIMI GPT PPLX AVG

Salesforce 83501006783 77%

AgencyBloc 67331008383 73%

Zoho CRM 83178383100 73%

Applied Epic 50501003383 63%

HubSpot 6783335050 57%

HubSpot CRM 1717678383 53%

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-W29

1 hubspot.com 16.3%

2 agencybloc.com 13.1%

3 zoho.com 13.1%

4 salesmate.io 10%

5 bitrix24.com 8.8%

6 insurance-tech.com 8.8%

7 ezlynx.com 7.5%

8 insureio.com 6.3%

! 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

Jobber 100%

CRM FOR HVAC BUSINESSES

Housecall Pro 97%

CRM FOR NONPROFITS

Bloomerang 97%

FAQ

Which CRM for Insurance Agents does AI recommend most?: As of 2026-W29, AI named Salesforce in 77% 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.