Salesforce for insurance agencies, or a CRM made for them?
Salesforce sells an edition of Financial Services Cloud for insurance brokerages. Insurance CRM is a CRM made for independent P&C agencies, with the phone system, texting and carrier quotes built in. Here's what each one offers.
What Salesforce Financial Services Cloud for Insurance Brokerages says it does
From its own website, checked November 7, 2026.
- Announced October 15, 2024 as an AI-powered solution, with general availability planned for February 2025.
- Aimed at producers and account managers at insurance brokerages.
- Uses Data Cloud to build a client profile from policy, claims and interaction data, flagging coverage gaps and retention risks.
- Includes commissions management for commission splits, and employee benefits servicing for plan-year renewals.
- Property and casualty servicing gives brokers a consolidated view of client property details across carriers.
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 Salesforce is the stronger choice
Brokerages that manage commission splits, employee benefits renewals and property details across many carriers are who Salesforce built this edition for. If your agency already runs on Salesforce, it's worth a look.
Where Insurance CRM is different
Insurance CRM comes made for an independent P&C agency: a phone system that rings every agent at once, two-way texting registered for A2P 10DLC, automatic Progressive and National General quotes, policies from those carriers, sales reports by producer, and AI agents. Read about insurance workflow automation.
Price you can see
Insurance CRM starts at $199/month. For Salesforce's current pricing, check with Salesforce.
FAQ
Questions agencies ask
- Is Salesforce good for insurance agents?
- Salesforce offers an edition of Financial Services Cloud made for insurance brokerages, aimed at producers and account managers. Whether it fits depends on your book and your team. Insurance CRM is built for independent P&C agencies, with phones, texting and carrier quotes in the CRM.
- Does Insurance CRM connect to Salesforce?
- No. There's no connection between Insurance CRM and Salesforce 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.
- Salesforce Financial Services Cloud for Insurance Brokerages: https://www.salesforce.com/news/stories/financial-services-cloud-for-insurance-brokerages/