Every platform we scored
Nine platforms, same five criteria, same weights.
| # | Product | Type | Published price | Self-serve | Features | Price | Flexibility | Tutorials | Self-serve | Score |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Zoho CRM | General-purpose CRM | Yes | Yes | 5 | 9 | 9 | 9 | 9 | 8.00 |
| 2 | ChronosCodexOur own product | Insurance-specific CRM | Yes | Yes | 8 | 9 | 7 | 6 | 9 | 7.90 |
| 3 | GoHighLevel | Marketing automation platform | Yes | Yes | 5 | 7 | 10 | 9 | 9 | 7.70 |
| 4 | HubSpot Sales Hub | General-purpose CRM | Yes | Yes | 5 | 5 | 9 | 10 | 9 | 7.15 |
| 5 | InsuredMine | Insurance-specific CRM | No | Yes | 8 | 6 | 6 | 6 | 7 | 6.65 |
| 6 | NowCerts | Agency management system | No | Partial | 8 | 5 | 6 | 5 | 4 | 5.80 |
| 7 | AgencyZoom | Insurance sales and retention platform | No | No | 7 | 4 | 6 | 6 | 3 | 5.30 |
| 8 | AgencyBloc AMS+ | Insurance-specific AMS and CRM | No | No | 9 | 3 | 6 | 5 | 2 | 5.25 |
| 9 | EZLynx | P&C rating and agency management | No | No | 8 | 3 | 5 | 6 | 2 | 4.95 |
1. Zoho CRM
A mature, inexpensive, very configurable general-purpose CRM with an enormous surrounding product suite. It knows nothing about insurance out of the box — every policy, renewal and commission concept is something you model yourself using custom modules.
Read the full profile →2. ChronosCodexOur own product
A household-centred CRM built specifically for health, ACA, Medicare and life agencies, with policies, commissions, SMS, email, calling and documents in one system rather than assembled from parts. It is the product this site's publisher operates.
Read the full profile →3. GoHighLevel
An agency-oriented marketing and sales automation platform with funnels, pipelines, SMS, email, calling and white-labelling. Insurance agencies use it heavily for lead generation and follow-up, but it has no concept of a policy or a renewal.
Read the full profile →4. HubSpot Sales Hub
A polished general-purpose CRM with the best free training programme in the category. Excellent as a sales and marketing system; like Zoho, it has no insurance data model, and it becomes expensive quickly at the Professional tier.
Read the full profile →5. InsuredMine
A CRM and sales pipeline built only for insurance agencies, designed to sit alongside an agency management system rather than replace it. Strong on client engagement and pipeline visibility.
Read the full profile →6. NowCerts
A full agency management system with certificates, policies, endorsements, commissions and ACORD forms, aimed at agencies that need AMS record-keeping rather than a marketing tool.
Read the full profile →7. AgencyZoom
A sales, onboarding and retention layer for insurance agencies, strongest for producer accountability, lead follow-up and renewal retention. Frequently deployed on top of an existing agency management system.
Read the full profile →8. AgencyBloc AMS+
The most insurance-native platform in this comparison, aimed squarely at life, health, senior and group benefits agencies. Commission processing is its standout strength. Pricing and access are entirely sales-led.
Read the full profile →9. EZLynx
A comparative rating engine with an agency management system attached, dominant in personal lines property and casualty. Powerful in its lane and largely irrelevant outside it.
Read the full profile →