Pipedrive
A pipeline-first sales CRM that is easy to learn and inexpensive to start. It has no insurance concepts at all, which makes it simple for new-business tracking and unsuitable on its own as a book of record.
What it costs
Lite $14, Growth $39, Premium $49 and Ultimate $79 per seat per month on annual billing; monthly billing is $24, $49, $79 and $99. Note the tier names changed in late 2025; older articles still refer to Essential, Advanced, Professional, Power and Enterprise.
Trial and access: Free trial with self-serve signup, no sales call.
Who it suits
- Solo producers and small teams tracking new business only
- Agencies that keep policies in a carrier portal or separate AMS
- Teams that want to be running this week, not this quarter
- Anyone who found their AMS too heavy for sales tracking
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 | Paid add-on |
| Integrated SMS | Paid add-on |
| Integrated email | Paid add-on |
| Integrated fax | Not offered |
| Integrated invoicing & payments | Paid add-on |
| 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 | Not offered |
| Free trial | Included |
| Self-serve signup | Included |
What it does well
- Among the easiest CRMs to learn: a new producer can be productive the same day.
- Fully published per-seat pricing with a low entry tier.
- Very large body of independent tutorial content.
- Clean API and a broad marketplace for bolting on the missing pieces.
Where it falls short
- No insurance data model whatsoever: no policies, renewals, carriers or commissions.
- Per-seat pricing scales badly for an agency adding licensed producers.
- Automation and reporting depth sit well below the enterprise CRMs.
- You will need additional tools for compliant SMS, calling and document handling.
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 Pipedrive. 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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