InsuredHQ Review | 54 Data compared
OVERALL
SPECS
VS AVERAGE
PROS/CONS
ALTERNATIVES

InsuredHQ Review | 54 Data compared

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  • Starting price: 75 $/user/mo
  • Free plan: no
  • AI assistant: no
  • Built-in quotes and invoicing: yes
  • Workflow automation: yes

InsuredHQ review. Compare 54 pricing, CRM features, automation, integrations, and security controls to see how this platform ranks in the CRM Software category and whether it fits your team.

7.7

Overall score

What it is: An overall evaluation of CRM software, based on technical analysis, platform capabilities, and user reviews.

When it matters: When you need a quick reference for identifying the best CRM platforms for sales, service, marketing, or general customer management.

Score components:

60.0%

7.7

Technical Score

40.0%

8.0

User score

Very good
7.7

Technical Score

What it is: A technical assessment of CRM software across five key areas: plans and pricing, core CRM workflows, sales and automation, integrations and access, and security and deployment.

When it matters: When you want to compare CRM platforms by the workflows, automation, connectivity, and deployment options they provide.

Score components:

25.0%

7.5

Product & Pricing

25.0%

8.6

Core CRM

20.0%

6.7

Sales & Automation

15.0%

8.3

Integrations & Access

15.0%

7.0

Security & Deployment

Very good
8.0

User score

What it is: A rating that combines user reviews with the total number of reviews received by each CRM platform.

When it matters: When you want to understand how CRM platforms perform in everyday work and how reliable users find them over time.

Score components:

70.0%

0.0

User reviews

30.0%

1.0

Popularity

Excellent
  • 7.5
    Small business

    What it is: Evaluates accessible starter pricing tiers, permanent free plans, risk-free trial access, and built-in client invoicing for small businesses.

    Score components:

    40.0%

    7.4

    Starting price

    25.0%

    4.0

    Free plan

    20.0%

    10.0

    Free trial

    15.0%

    10.0

    Built-in quotes and invoicing

  • 7.0
    Sales automation

    What it is: Measures visual workflow automation triggers, AI lead scoring accuracy, multi-stage sales forecasting, and seamless two-way email tracking.

    Score components:

    35.0%

    10.0

    Workflow automation

    25.0%

    4.0

    Lead scoring

    25.0%

    4.0

    Sales forecasting

    15.0%

    10.0

    Email sync and tracking

  • 8.5
    Client and pipeline management

    What it is: Assesses visual sales pipeline customization, quote and contract generators, native mobile iOS/Android apps, and built-in VoIP calling.

    Score components:

    35.0%

    10.0

    Built-in quotes and invoicing

    25.0%

    4.0

    Project management

    20.0%

    10.0

    Mobile apps

    20.0%

    10.0

    Calling and dialer

  • 6.7
    Enterprise security and compliance

    What it is: Evaluates enterprise SAML single sign-on (SSO), immutable audit log retention, self-hosted deployment options, and granular REST API permissions.

    Score components:

    35.0%

    4.0

    Single sign-on (SSO)

    25.0%

    10.0

    Audit logs

    20.0%

    4.0

    Self-hosting

    20.0%

    10.0

    API access

  • insuredhq
  • insuredhq
insuredhq
insuredhq

Best prices

    N/A~ £0

Best rankings

The first number in the "Best rankings" table above indicates the product's rank among all products in our database, while the second number (in brackets) represents its rank among available products only. | The "average product" rating mentioned below reflects the median values calculated across all attributes for products within this category.

Technical Specifications of CRM platform InsuredHQ

Technical Score

What it is: A technical assessment of CRM software across five key areas: plans and pricing, core CRM workflows, sales and automation, integrations and access, and security and deployment.

When it matters: When you want to compare CRM platforms by the workflows, automation, connectivity, and deployment options they provide.

Score components:

25.0%

7.5

Product & Pricing

25.0%

8.6

Core CRM

20.0%

6.7

Sales & Automation

15.0%

8.3

Integrations & Access

15.0%

7.0

Security & Deployment

7.7
InsuredHQ has a technical score of 7.67 points, which is lower than 53.4% of CRM platforms.
User score

What it is: A rating that combines user reviews with the total number of reviews received by each CRM platform.

When it matters: When you want to understand how CRM platforms perform in everyday work and how reliable users find them over time.

Score components:

70.0%

0.0

User reviews

30.0%

1.0

Popularity

8.0
InsuredHQ has a user score of 8 points, which is higher than 0% of CRM platforms.
Popularity
What it is: An indicator based on the number of reviews received by CRM platforms.
When it matters: When you prefer a CRM platform that has been chosen and reviewed by many other users.
1.0
InsuredHQ has a popularity of 1 points, which is higher than 0% of products in this category.
Ratio quality/price

What it is: An indicator that combines the overall scores of CRM platforms with their prices.

When it matters: When you are comparing CRM platforms and want a good balance between capability and cost.

Score components:

60.0%

7.7

Overall score

40.0%

10

Price

8.4
InsuredHQ has a quality-to-price ratio of 8.4 points, which is higher than 44.4% of products in this category.
Starting price
What it is: The lowest advertised recurring entry-plan price for the CRM software, including its currency and billing period.
When it matters: It matters when recurring cost is a primary buying constraint.

Importance: HIGH

Good value: Lower recurring entry-plan price

75 $/user/mo
InsuredHQ starts at a higher recurring entry-plan price.
Billing period
What it is: The recurring time interval attached to the advertised entry-plan price.
When it matters: It matters when comparing monthly and annual commitments with different headline prices.

Importance: LOW

Monthly, Annual
Free plan
What it is: Whether the CRM software offers a permanent free plan.
When it matters: It matters when you want basic CRM access without a recurring fee.

Importance: MEDIUM

no
InsuredHQ does not offer a permanent free plan.
Free trial
What it is: Whether the CRM software offers a time-limited free trial.
When it matters: It matters when you want to test the CRM workflow before choosing a paid plan.

Importance: MEDIUM

yes
InsuredHQ offers a time-limited free trial.
14 days.
Minimum seats
What it is: The smallest number of paid seats required for the entry plan.
When it matters: It matters when a small team wants to avoid paying for unused seats.

Importance: MEDIUM

Good value: Lower required minimum number of paid seats

1 seats
InsuredHQ has a lower minimum seat requirement.
Show more
Account and company management
What it is: Whether the CRM supports account and company management.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
InsuredHQ supports account and company management.
Contact management
What it is: Whether the CRM supports contact management.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
InsuredHQ supports contact management.
Lead management
What it is: Whether the CRM supports lead management.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
InsuredHQ supports lead management.
Lead intake and qualification tracking.
Deal and pipeline management
What it is: Whether the CRM supports deal and pipeline management.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
InsuredHQ supports deal and pipeline management.
Visual sales and opportunity pipeline.
Custom fields
What it is: Whether the CRM lets users create custom fields.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
InsuredHQ lets users create custom fields.
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AI assistant
What it is: Whether the CRM includes native AI assistant capabilities for generative text, summaries, and sales insights.
When it matters: It matters when you want AI to automate writing, summarize customer interactions, and speed up daily sales tasks.

Importance: MEDIUM

no
InsuredHQ does not include native AI assistant capabilities.
Workflow automation
What it is: Whether the CRM supports configurable workflow automation.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
InsuredHQ supports configurable workflow automation.
Automated workflow rules and activity triggers.
Lead scoring
What it is: Whether the CRM supports lead scoring.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

no
InsuredHQ does not support lead scoring.
Email sync and tracking
What it is: Whether the CRM syncs email and tracks opens and clicks.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
InsuredHQ syncs email and tracks opens and clicks.
Sales forecasting
What it is: Whether the CRM provides sales forecasting.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

no
InsuredHQ does not provide sales forecasting.
Show more
Marketplace integrations
What it is: Whether the CRM provides a native integration marketplace.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
InsuredHQ provides a native integration marketplace.
InsuredHQ integration directory with Zapier and third-party tools.
API access
What it is: Whether the CRM provides documented API access.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
InsuredHQ provides documented API access.
Webhooks
What it is: Whether the CRM supports outbound webhooks.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
InsuredHQ supports outbound webhooks.
Mobile apps
What it is: Whether the CRM provides official mobile apps.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
InsuredHQ provides official mobile apps.
Native mobile applications for iOS and Android for InsuredHQ.
Data import and export
What it is: Whether the CRM supports both data import and export.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: LOW

yes
InsuredHQ supports both data import and export.
Show more
Single sign-on (SSO)
What it is: Whether the CRM supports single sign-on.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

no
InsuredHQ does not support single sign-on.
Security certifications
What it is: The security certifications or compliance frameworks documented for the CRM provider.
When it matters: It matters when your organization needs evidence of formal security or compliance controls.

Importance: LOW

SOC 2
Hosted on SOC 2 certified cloud infrastructure.
Role-based permissions
What it is: Whether the CRM supports configurable roles and permissions.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
InsuredHQ supports configurable roles and permissions.
Role-based access levels and user permissions.
Audit logs
What it is: Whether the CRM provides audit logs of user or record activity.
When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

Importance: MEDIUM

yes
InsuredHQ provides audit logs of user or record activity.
System activity log tracking user actions.
Supported operating systems
What it is: The operating systems supported by the CRM’s desktop or mobile clients.
When it matters: It matters when your team needs native clients on specific operating systems.

Importance: LOW

Web, iOS, Android
Show more

InsuredHQ vs the average CRM platform

  • Custom objects available
    InsuredHQ lets users create custom object types, while the average CRM platform does not let users create custom object types.
    Insurance policy, carrier, and commission relational data models.
    What it is: Whether the CRM lets users create custom object types.
    When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

    Importance: LOW

    InsuredHQ lets users create custom object types, while the average CRM platform does not let users create custom object types.
  • Native calling or dialer
    InsuredHQ provides native calling or dialer tools, while the average CRM platform does not provide native calling or dialer tools.
    Integrated phone dialer and agency two-way texting.
    What it is: Whether the CRM provides native calling or dialer tools.
    When it matters: It matters when you want CRM capabilities that match your sales and customer-management workflow.

    Importance: LOW

    InsuredHQ provides native calling or dialer tools, while the average CRM platform does not provide native calling or dialer tools.
  • Built-in e-signature
    InsuredHQ supports built-in e-signatures, while the average CRM platform does not.
    Integrated e-signature for policy applications.
    What it is: Whether the CRM supports native e-signatures for signing sales contracts and proposals.
    When it matters: It matters when sales teams want to close deals quickly by collecting legally binding digital signatures without separate e-sign subscriptions.

    Importance: LOW

    InsuredHQ supports built-in e-signatures, while the average CRM platform does not.
  • Custom objects available
    InsuredHQ lets users create custom object types, while the average CRM platform does not let users create custom object types.
  • Native calling or dialer
    InsuredHQ provides native calling or dialer tools, while the average CRM platform does not provide native calling or dialer tools.
  • Built-in e-signature
    InsuredHQ supports built-in e-signatures, while the average CRM platform does not.

Total
Core CRM
Sales & Automation
  • 46 $/user/mo Higher recurring entry-plan price
    InsuredHQ starts at a higher recurring entry-plan price than the average CRM platform.
  • 46 $/user/mo Higher recurring entry-plan price
    InsuredHQ starts at a higher recurring entry-plan price than the average CRM platform.
    What it is: The lowest advertised recurring entry-plan price for the CRM software, including its currency and billing period.
    When it matters: It matters when recurring cost is a primary buying constraint.

    Importance: HIGH

    Good value: Lower recurring entry-plan price

    InsuredHQ starts at a higher recurring entry-plan price than the average CRM platform.75 $/user/mo vs 29 $/user/mo
Total
Product & Pricing

Graphic comparison of InsuredHQ and other CRM platforms

Attribute category
Attribute

What it is: An overall evaluation of CRM software, based on technical analysis, platform capabilities, and user reviews.
When it matters: When you need a quick reference for identifying the best CRM platforms for sales, service, marketing, or general customer management.

Pros

  • Custom objects available
  • Native calling or dialer
  • Supports built-in e-signature
  • Higher included contact limit (unlimited)
  • Role-based permissions
  • Lower minimum seat requirement (1 seats)
  • Built-in quotes and invoicing
  • Supports contact management
  • Supports lead management
  • Configurable workflow automation

Cons

  • Higher recurring entry-plan price (75 $/user/mo)
  • No dedicated client portal
  • No in-quote online payments
  • No single sign-on
  • No marketing automation
  • No native AI assistant
  • No project management
  • No sales sequences
  • Limited language options (English only) (English only)
  • European data residency

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