CRM Software
Act! CRM
Act! CRM combines contact, activity, and sales-pipeline management with marketing tools. It offers a hosted cloud product and a Windows desktop option.
$30 per user per month / billed annuallyTechZella Directory
Insurance Software in 2026
List of Insurance Software | Last updated: October 30, 2026
Quick comparison
Insurance Software
| # | Software / Tool | Best For | TechZella Score | User Rating | Pricing |
|---|---|---|---|---|---|
| 1 | Close | Close is a sales-focused CRM combining lead management, email, calling, SMS, workflows,… | 8.5/10 | — | $19 monthly or $9 annually per user /… |
| 2 | Descope | Descope is a hosted customer identity and access management platform for adding… | 8.2/10 | — | $0 / $249 |
| 3 | Pipeliner CRM | Pipeliner CRM, renamed Coevera in 2026, is a B2B sales CRM with… | 8.0/10 | — | $85 / $115 |
| 4 | Magnolia CMS | Magnolia is an enterprise CMS and digital experience platform for managing multi-site,… | 7.8/10 | — | From $3,500 / From $6,000 |
| 5 | Maximizer CRM | Maximizer CRM manages contacts, sales opportunities, activities and reporting, with financial-services editions,… | 7.7/10 | — | $65 USD per user / $79 USD per… |
| 6 | Act! CRM | Act! CRM combines contact, activity, and sales-pipeline management with marketing tools. It… | 7.5/10 | — | $30 per user per month / $45 per… |
| 7 | Routable | Routable automates business payables, vendor onboarding, and mass payouts through a web… | 7.5/10 | — | $1,250 / Custom |
| 8 | Winscribe | Winscribe is an enterprise digital dictation and transcription workflow system for managing… | 7.1/10 | — | See pricing |
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Editorial selection
Insurance Software in 2026
CRM Software
Maximizer CRM
Maximizer CRM manages contacts, sales opportunities, activities and reporting, with financial-services editions, Microsoft 365 integrations and cloud or on-premises deployment.
$65 USD per user / month
Accounting Software
Routable
Routable automates business payables, vendor onboarding, and mass payouts through a web platform, accounting integrations, CSV uploads, and an API.
$1,250 / month
Identity and Access Management
Descope
Descope is a hosted customer identity and access management platform for adding authentication, user management, and authorization to applications. It provides visual…
$0 / month
W
Digital Dictation Software
Winscribe
Winscribe is an enterprise digital dictation and transcription workflow system for managing voice recordings, documents, speech recognition, and reporting processes.
Content Management System
Magnolia CMS
Magnolia is an enterprise CMS and digital experience platform for managing multi-site, multilingual content. It supports traditional, headless, and hybrid delivery through…
From $3,500 / month
C
CRM Software
Close
Close is a sales-focused CRM combining lead management, email, calling, SMS, workflows, reporting, and AI features in one platform.
$19 monthly or $9 annually per user / month
CRM Software
Pipeliner CRM
Pipeliner CRM, renamed Coevera in 2026, is a B2B sales CRM with visual pipelines, account and opportunity management, workflow automation, and AI…
$85 / user/month, billed annually