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  2. Marketing automation/
  3. insurance agencies
Programmatic guide

Best Marketing automation for insurance agencies

Client intake, matter tracking, and follow-up CRM picks for insurance agencies — not full practice-management or billing suites.

For client intake and follow-up — not legal practice management (billing, trust accounting, court calendaring).

What we score on

  • Matter/case-style pipeline or custom stages
  • Document-friendly contact records
  • Ethical wall / team permissions if needed
  • Calendar + email sync
H
#01

HubSpot

All-in-One-CRM für Marketing und Vertrieb.

📇CRM

HubSpot vereint Vertrieb, Marketing und Service auf einer Plattform — mit großzügigem gratis CRM und Automatisierung beim Skalieren.

4.4(11.2k)
From
Free
A
#02

ActiveCampaign

Marketing automation with a real CRM attached.

⚡Marketing automation

ActiveCampaign leads with automation depth — branching workflows, conditional content, and the best automation builder UX in the category.

4.5(10.3k)
From
$15/mo
B
#03

Brevo

Affordable all-in-one marketing platform (formerly Sendinblue).

✉️Email marketing

Brevo bundles email, SMS, WhatsApp, chat, and CRM with the most generous free tier in the category.

4.5(2.2k)
From
Free