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The easiest CRM for Insurance Agents

Your clients trust you to pick the right policy for them. From prospects to happy clients, we help you track all the right interactions to make sure you do.

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The best CRM for insurance agents is one that doesn't take weeks to set up, and gives you all your policy info at a glance. Designed with the independent agent in mind, Less Annoying CRM is the easiest system to track policy applications, store group plan information, and stay on top of renewal dates so that you can focus on nurturing the relationships that your agency is built upon.

For only $15/user/month:

Policy and Lead pipelines to track your new prospects and existing policies.

These customizable process-tracking tools help you map out your policy selection workflow and manage your new leads when they come in. At a glance, see whose policy needs to be renewed, and the carriers you work with.

Unlimited, fully customizable fields to track whatever information matters most to you.

Based on conversations with hundreds of insurance agencies, we’ve set up fields we think you want, but you can always add more -- at no additional cost. Want to track the allergies a client has? Go ahead.

Group contacts up based on any shared group plan.

Maybe you’re working with a family, or maybe you’re handling commercial insurance. If you have more than one person on a plan, you can store all that information together in one place.

Get set up in an hour with free customer support.

Business software is never fun. That’s why we’re “Less Annoying CRM”, and not “Never Annoying CRM”. But we’re here to help make sure you have the least annoying experience ever. You’re here to help your clients, and we’re here to help you.

Less Annoying has the highest-rated customer service in the industry. Whether you prefer to hop on the phone for an in-depth conversation about how to streamline your onboarding process, or want to do some learning on your own, we’ve got you covered -- for free.
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Even more features to help you succeed

Mobile access

Less Annoying CRM is entirely web-based, which means that you can access it from any computer, tablet, or smartphone, anywhere in the world. Also, we handle all of the security, data backups, and software updates so that you don't have to worry about the boring technical stuff anymore.

Collaborate with your team

Add as many users from your company as you want for just $15/user/month. Each user has their own login and password, and you decide who has access to what. Whether you want your reps to only have access to their own data, or you want everyone to share, we make it easy.
Our email logging feature makes it easy to log emails into the CRM from any email provider. Just BCC messages to a unique address we set up for you, and we'll automatically process your mail and log it with the appropriate contacts.

Free updates

We're constantly working to improve our product, and you'll get future updates for free. And because Less Annoying CRM is web-based, we'll automatically install the upgrades for you so you can focus on other things.

Easy importing

Getting your contacts into the CRM is easy. Just export them from your current system to a spreadsheet, and upload that to our servers. If you need help, we'll be happy to run the import for you.

Always backed up

Stop worrying about losing your data! Our servers are hosted on Amazon.com's industry leading infrastructure, and we keep two different types of backups including several copies stored offsite in the event of a major disaster.

Daily agenda emails

Each morning we send you an email summarizing all of your tasks and events for the day. You don't even need to log in to stay organized!

Security

We offer 256-bit encryption and follow best-practices to ensure the security of your data.

One-click export

You own all the data in your CRM, so we make it easy for you to access it. If you ever want your own offline copy, just go to our export page and we'll give you a spreadsheet with all your contacts, companies, and notes.

Free phone and email support

Less Annoying CRM is designed to be as simple as possible, but sometimes it helps to talk to a real person. That’s what we're here for. Even during your free trial, you can reach us via phone or email and we'll be happy to help you out.

"It's so easy to use and versatile. It allows me to store all the pertinent information about my client and customize the fields to fit my business. I also love that it works with my GSuite mail so that I can log all my communications with my clients."

Linda M.‍

Insurance Broker

Ready to manage your contacts with confidence?

Less Annoying CRM is U.S. News & World Report's #1 ranked CRM, and you and your team can try it for free for 30 days. No credit card needed.

Start your free trial today