Salesforce Financial Services Cloud vs Insureio
Side-by-side from the Top 11 ranking of InsuredMine vs AgencyZoom vs NowCerts: 11 Best CRM for Insurance Agents (2026). Last verified October 31, 2026.
The short answer
Salesforce Financial Services Cloud ranks higher on Top 11 (#6 vs #7) for Owners, principals and operations leads of United States insurance agencies, independent property and casualty, Medicare, health, benefits and life, who have decided to buy a CRM and want to know which one will agree with the agency management system they already run.. Printed prices and an Insurance Brokerages edition. The AMS join is your project.
At a glance
| Salesforce Financial Services Cloud | Insureio | |
|---|---|---|
| Top 11 rank | #6 / InsuredMine vs AgencyZoom vs NowCerts: 11 Best CRM for Insurance Agents (2026) | #7 / InsuredMine vs AgencyZoom vs NowCerts: 11 Best CRM for Insurance Agents (2026) |
| Score (out of 9.4) | 6.6 | 6.4 |
| Best for | Large brokerages that already run Salesforce | Life agents who sell by e-application |
| Pricing | $$$$ (Sales or Service Core $325, Advanced $500, Max $700 per user a month, billed annually; Insurance Brokerages included with Advanced and Max; Digital Insurance add on $180,000, included in Max) | $ (Basic $25, Marketing $50, Agency Management $50, Marketing and Agency Management $75, billed monthly; 30 day free trial; website quoting widget needs a Compulife subscription, $96 a year at the discounted rate) |
| HQ | — | Roseville, CA |
| Founded | — | — |
Salesforce Financial Services Cloud
Printed prices and an Insurance Brokerages edition. The AMS join is your project.
www.salesforce.com/financial-services/pricing/See full entry in InsuredMine vs AgencyZoom vs NowCerts: 11 Best CRM for Insurance Agents (2026)
Insureio
Cheap, printed, built for life e-apps. The site looks unmaintained.
www.insureio.com/See full entry in InsuredMine vs AgencyZoom vs NowCerts: 11 Best CRM for Insurance Agents (2026)
Methodology and scoring weights live at /methodology. No vendor pays for placement — see about.