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.
What it costs
Free tools for up to 2 users. Starter Customer Platform around $20 per seat per month (introductory pricing is lower), Sales Hub Professional about $100 per seat per month and Enterprise about $150, with one-time onboarding fees reported at $1,500 and $3,500 respectively.
Trial and access: Free tier and self-serve signup with no credit card.
Who it suits
- Agencies that value fast staff onboarding and structured training
- Teams already using HubSpot for marketing
- Well-funded agencies comfortable with per-seat costs
- Sales-led organisations with a defined pipeline process
What it includes
| Insurance workflow | |
|---|---|
| Policy & renewal records | Not offered |
| Commission tracking | Not offered |
| ACORD forms & certificates | Not offered |
| Comparative rating / quoting | Not offered |
| Carrier records & downloads | Not offered |
| Producer licensing tracking | Not offered |
| Health insurance quoting | |
| Household records (members under one client) | Not offered |
| ACA marketplace quoting | Not offered |
| HealthSherpa connection (ACA) | Not offered |
| HealthSherpa connection (Medicare) | Not offered |
| Medicare plan comparison | Not offered |
| Individual Medicare quotes (drugs, pharmacy) | Not offered |
| SunFire quoting connection | Not offered |
| Provider network lookup | Not offered |
| Disruption alerts (carrier exits, network changes) | Not offered |
| Plan exit and network map | Not offered |
| Client communication | |
| Integrated phone system | Included |
| Integrated SMS | Paid add-on |
| Integrated email | Included |
| Integrated fax | Not offered |
| Integrated invoicing & payments | Included |
| AI receptionist | Not stated |
| Client portal | Not stated |
| E-signature | Paid add-on |
| Platform | |
| Workflow automation | Included |
| Custom fields & objects | Included |
| Public API | Included |
| Integration marketplace | Included |
| White-label / rebranding | Not offered |
| Mobile app | Included |
| Multi-language interface | Included |
| Reporting & dashboards | Included |
| Buying it | |
| Published price list | Included |
| Free plan | Included |
| Free trial | Included |
| Self-serve signup | Included |
What it does well
- HubSpot Academy is the strongest structured training in this comparison, free and certificated.
- The free tier is genuinely useful and the upgrade path is gradual.
- Clean, fast interface that new staff learn quickly, with excellent documentation.
- Large integration marketplace and a well-documented API.
Where it falls short
- The most expensive route in this comparison once you pass Starter, and Professional onboarding fees are mandatory in year one.
- No insurance objects; policies and commissions are custom properties and custom objects.
- Per-seat pricing punishes agencies that add licensed agents.
- Marketing contact tiers can raise the bill in ways that are hard to predict.
See it in motion
Videos are hosted on YouTube and load only when you click. We link independent walkthroughs where they exist, not only vendor marketing.
Official documentation
Sources
Everything on this page traces back to one of these. Checked 2026-09-04.
Reviews from agents
Written by people who use or have used HubSpot Sales Hub. Each review shows the reviewer's name, agency and state, and a person reads it before it appears. We do not edit the wording. Reviews never change a score or the ranking.
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