8 Best CRM Software for Insurance Agents in 2026 (Free & Paid)

A buddy of mine — Renata, runs a 6-producer independent P&C shop just outside Tampa — texted me at 9:47pm last August. Full panic mode. Her agency had jumped from 1,800 to 4,300 active policies in 22 months. The hybrid spreadsheet-plus-Outlook-folder duct tape that got her there finally cracked. Three renewals slipped past their effective […]