HubSpot for insurance agencies, or a CRM made for them?
HubSpot offers a free, general-purpose CRM. Insurance CRM is made for one kind of business: the independent insurance agency. Here's what each one offers.
What HubSpot says it does
From its own website, checked November 7, 2026.
- Offers a free CRM it describes as "100% free with no expiration date."
- Free tools include contact management, email tracking and templates, meeting scheduling and deal pipelines.
- More advanced CRM features are in paid premium editions.
- Its CRM page addresses "businesses of all sizes."
What Insurance CRM includes
Every feature here is in the app today.
- A VoIP phone system built in: a browser phone that rings every agent at once, plus desk phones and an iPhone app on your agency numbers
- Drag-and-drop call parking, warm and cold transfers, call recording, transcribed voicemail and branded caller ID
- Two-way texting with A2P 10DLC registration done inside the app, and email from the contact
- Automatic Progressive and National General quotes, with the premiums on the contact
- Policies pulled from those carriers, renewals and cancellations flagged, ID cards, certificates of insurance and e-signatures
- Sales recorded from the carrier's data, with reports by producer, carrier and line
- AI voice, text and email agents that answer, follow up and book callbacks on the schedule you set
- Starting at $199/month, with a live demo you can open without signing up
Where HubSpot is the stronger choice
If you want to start with a free CRM for contacts, email and a deal pipeline, HubSpot's free tools are a low-cost place to begin, with paid editions when you need more.
Where Insurance CRM is different
Insurance CRM knows what a policy is. Progressive and National General quotes and policies land on the contact, renewals and cancellations are flagged, and sales are recorded from the carrier's data. Calls, texts and emails run on your agency numbers, with AI agents for after hours. See insurance policy service.
Price you can see
Insurance CRM starts at $199/month and includes the phone system and texting. HubSpot publishes its own plans on its site.
FAQ
Questions agencies ask
- Is HubSpot good for insurance agents?
- HubSpot's CRM is general purpose, with free contact management, email tools and deal pipelines. Insurance CRM is built for independent insurance agencies, with carrier quotes, policies, phones and texting in the CRM.
- Does Insurance CRM connect to HubSpot?
- No. There's no connection between Insurance CRM and HubSpot today. You can import your contacts into Insurance CRM from a spreadsheet, and policy data from Progressive and National General is pulled in from the carriers.
- How much does Insurance CRM cost?
- Starting at $199/month. You can open the live demo and explore a sample agency without signing up.
See it on a sample agency
Open the live demo to explore a sample agency with no sign-up, or book a walkthrough with us.
Sources
What this page says about other companies comes from their own websites, checked November 7, 2026. Features and prices change, so confirm anything important with them. Product names are trademarks of their owners.
- HubSpot: https://www.hubspot.com/products/crm