Every life insurance company uses a CRM so agents can keep track of sales activity, lead scoring and management, email tracking, appointment setting, contract and document administration, sales goal planning and tracking, activity monitoring, sales performance, and invoicing and billing. 

With these tools, businesses can develop targeted marketing strategies using aggregate client data. 

The best CRM software for insurance agents can mine data to fit client personas better.

We’ll contrast the qualities and pricing plans of Agent CRM Vs. Ringy to see which is best for your company.

Agent CRM Vs Ringy: An overview

Let’s explore both scenarios:

Agent CRM

Agent CRM is a complete CRM including email marketing automation tools, text message marketing, and other features. 

Agent CRM is linked to more than 2,000 different systems, including Facebook. When a new lead is received, no delays or manual tasks are involved because the program calls you and promptly connects you with your new prospect.


Ringy CRM is a full-featured CRM created to support your team, improve performance, and close more deals.

Choosing an Insurance Agent CRM: Things to Keep in Mind

The number of calls your sales agents can make, the caliber of the connections they make, and the possibility that a cold call will end in a conversation will all be directly impacted by how productive your sales agents are.

If there is thorough reporting, calls are helpful. When evaluating dialers, consider the system’s information quality. Call handlers should be able to quickly transfer customers to salespeople, track call histories, and eliminate dropped calls.

CRM real estate agents’ productivity can be significantly boosted by integrating a best real estate agent crm like Agent CRM with their phone activities. Agents should be equipped with all the knowledge they need to handle calls correctly and glitch-free because a solid CRM integration is essential to your agents’ success.

A comparison of features

Email Marketing

The email templates in Agent CRM can be used for several things, including follow-ups and cold outreach. The layouts are simple to alter, and you can deliver leads directly from the CRM dashboard. Additionally, while looking through a lead’s record, you can see every email correspondence you’ve ever had with them. Additionally, SMS marketing can be done using this software. Agent CRM’s mobile app also allows you to reply to emails and text messages.

An efficient and user-friendly email marketing CRM is Ringy. You can create email templates from your winning pitches and deliver them to each lead in your database. You can also develop and improve marketing sequences for various lead attributes. Every tactic is successful with Ringy.

Sales Automation

Agent CRM can customize Pipelines to keep leads and clients organized, as well as the ability to send bulk SMS messages to lead and client lists. In addition, the option for sales automation is available.

 Ringy equips sales representatives with the resources they need to automate and streamline their processes, engage more prospects more effectively, and make data-driven decisions that maximize ROI.


Regarding support services, there is no match for Agent CRM. It offers phone, email, live chat, daily zoom calls, and phone support.

It is contrasted with Ringy, which only provides email and live chat support services.

Click & Play Library

Agent CRM provides a comprehensive Click & Play Library. Through this, they offer complete funnels AND email/text drip campaigns to import directly into your Agent CRM Account. Additionally, Agent CRM Training Library provides multiple videos of the agent’s training to enhance your selling skills and increase your sales.

Ringy doesn’t offer any training program for insurance agents.

Integrated VoIP

Through Agent CRM Integration, your VoIP phone system and customer relationship management system are connected. VoIP integration enables agents to do away with repetitive tasks by integrating various technologies into your customer management system and phone systems.

To contact prospects with Ringy, all you need is an internet connection. Call the leads on your CRM lead list while concentrating on other duties, and when a candidate responds, use your magic—no more waiting around for a response. Spend less time and increase productivity.

SMS Marketing

Drip campaigns, offered by Agent CRM, are like never-ending downpours of rain. These are long-term automated campaigns. Future sales and other decisions will benefit from these long-term initiatives.

You may send the same compelling text message to an infinite number of prospects or customers using Ringy’s automated SMS campaigns. You preserve best practices across your sales staff by ensuring consistency, and you immediately see results. Human error was eliminated.

Which one suits you the best?

Agent CRM is ideal for you because it lets you have all your options under one roof. It offers insurance agents transaction services. It aids in appointment scheduling for your organization. It provides limitless funnels at the most affordable pricing. The support services are also pervasive. Support options include phone, email, live chat, weekly zoom calls, and telephone.

The support services are lacking at Ringy as compared to Agent CRM, which will ultimately affect the overall benefit of the CRM.


Agent CRM is offering a competitive bundle that includes an amazing power dialer. In addition, Agent CRM delivers a feature-rich CRM with several extras exclusive to premium CRMs.

Both systems include an infinite number of Leads & Clients, unrestricted file storage, bulk email marketing, outbound calling, connection with third-party apps, and the ability for account admins to allocate leads to various team members.

After comparing the two programs, we suggest Agent CRM as the best insurance agent CRM.

Table of feature comparisons

Feature Agent CRM Ringy
Unlimited Team Members YES YES
Unlimited Leads & Clients YES YES
Pipelines YES YES
Lead Distribution YES YES
Unlimited File Storage YES YES
Mass Email Marketing YES YES
Mass Text Marketing YES YES
Send Individual Texts YES YES
Power Dialer YES YES
Third-Party App Integration YES YES
Funnels & Websites YES NO
Mobile App YES YES
Free Insurance Funnel Templates YES NO
Free Insurance Email/Text Campaign Templates YES NO
Onboarding Zoom Sessions YES NO
Twice-Daily Live Q&A Calls YES NO


About the Author

Agent CRM Team

Content Creator

The Agent CRM Team works with our developers, our community and our executives to create content for our blog. The content we create is useful for understanding how Agent CRM can help you, it can show you how to use our features and we use the blog to answer common questions.

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