Comparing CRM systems for insurance agencies
This page puts every insurance-agency CRM we compared in one table, next to Financi. Every claim about a vendor comes from its public site, and each comparison page has the full detail, when the other vendor suits you better, how to move, and sources.
Every system in one table
“Not mentioned” means we did not find it on the vendor's site, not that the capability does not exist. Select a system's name for the full comparison.
| System | What it is | Pension clearing house | WhatsApp for the team | Pricing |
|---|---|---|---|---|
| Financi | A CRM for insurance and pension agencies, by Shavve. Six modules on one client card. | Orders data from the clearing house and Har HaBituach with the client's consent and merges it into one client card. | A shared team inbox: campaigns, chat assignment, document requests and analytics, tied to the lead and the card. | Published on its site. |
| Surense | A CRM for insurance and financial agents. SurenseFire (cloud, in the browser), SurenseGo (agent app) and SurenseOne (client app). | Its site mentions a connection to the clearing house and Ministry of Finance databases, power-of-attorney issuing and automatic retrieval of information and files. | WhatsApp is mentioned as a contact channel in the agent app. A shared team inbox: not mentioned on the pages reviewed. | Not published. According to its site there are three plans (Basic, Pro and Enterprise), and the price depends on plan and number of users, given in a demo. Monthly commitment. |
| Roeto | A workspace for financial and insurance professionals. According to its site, from the IBI investment house. | Its site mentions an automatic pension clearing-house connection: automatic pulls, Form B-1 submission and single-client orders. | A shared team inbox: not mentioned. WhatsApp appears on the page as a contact channel for sales. | Not published. The route is through sales. |
| Bafi | An insurance-industry platform from B-COM (Haifa) that calls itself “the technology home of the insurance sector”, with separate modules. | An “On-Line clearing house” module (with its own page on the site). | A shared WhatsApp inbox: not mentioned on the main page. It has multichannel contact systems and online SMS. | Published on its site per module, excluding VAT, and subject to change (per the page). |
| SMS (SMS2010) | An operations and data-analysis system for insurance and pension professionals, presented as a “virtual office”. Run by S.M.S Service Management Systems. | Its site mentions clearing-house orders and building a client analysis booklet from insurance, financial and clearing-house data. | WhatsApp: not mentioned on its site. | Not published. |
How we compared
- Every claim about another vendor comes only from its public site, with a link and the date read on the comparison page.
- Whatever we could not find written there is marked “not mentioned”, which does not establish that the capability does not exist.
- We quote no vendor's prices or customer counts, and say nothing disparaging.
- Every page also says when the other vendor may suit you better.
- Financi is a party to the comparison, so check the details on the sites themselves and in a demo.
How to choose
Start from the agency's processes, not a feature list: what happens from lead to signature, who works with the clearing house, and how the team talks to clients. The guide to choosing an insurance-agency CRM has a checklist and a pilot plan, and the pricing page shows Financi's prices.
Frequently asked questions
Which CRM is best for an insurance agency?
There is no single answer: it depends on the processes, the team size and the connections the agency needs. Each comparison page also says when the other vendor may suit you better.
Where does the information about competitors come from?
Only from their public sites, as read on 25 October 2026, with a link to every source on the comparison page.
How much do insurance-agency CRMs cost?
Most vendors we compared do not publish a price on their site. Financi publishes its prices on the pricing page. Compare the total first-year cost: licences, users, onboarding and training.
Can we move from another system to Financi?
Yes, but we do not promise an automatic import before we have seen the data. Each comparison page has a section on what a move looks like.
Financi's modules
- CRM & processesLeads, customers, policies, processes and tasks, with commissions, calendar and role-based permissions.
- WhatsAppA shared inbox for the team: campaigns, chat assignment, document requests and analytics.
- Clearing house & Har HaBituachOrder and pull the customer's pension and insurance data, unified in one card.
Related free tools
Keep reading
- How to Choose a CRM for an Insurance Agency: Buyer's Guide, Checklist and ComparisonA buyer's guide for insurance and pension agencies: criteria, demo questions, and a fair picture of spreadsheets, generic CRMs and insurance-specific systems, sourced from the vendors' own sites.
- When an Insurance and Pension Agency Outgrows Spreadsheets and WhatsAppSpreadsheets and WhatsApp work until they don't. Signs your agency has outgrown them, what staying costs, how to move to one system without stopping work.
More comparisons and guides
Want to see this on a real agency process?
Book a demo and we will walk through a flow from lead to signature, including what Financi does not do.
Financi is by Shavve.
