Insurance

Agencies and brokers. 5 tested apps, 3 available today. Each job shows our pick first; here is how we pick.

Our pick · Keep track of clients

Langford CRM · Classic

A long-running contact and sales tracker with accounts, contacts, leads, calls and meetings.

Langford CRM · Classic, signed in on our test machine
Langford CRM · ClassicInstead of Salesforce or Zoho CRM
Start free
3 apps shown

Keep track of clients 3

Also tested — we'll set it up on request (1)

Get documents signed 2

Also tested — we'll set it up on request (1)
Also for your office: 31 general toolsPasswords, files, chat, scheduling and more, in the Any office folder →