Salesforce Financial Services Cloud vs MedicarePRO
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 #8) 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 | MedicarePRO | |
|---|---|---|
| Top 11 rank | #6 / InsuredMine vs AgencyZoom vs NowCerts: 11 Best CRM for Insurance Agents (2026) | #8 / InsuredMine vs AgencyZoom vs NowCerts: 11 Best CRM for Insurance Agents (2026) |
| Score (out of 9.4) | 6.6 | 6.1 |
| Best for | Large brokerages that already run Salesforce | Solo Medicare agents on a flat $45 |
| 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) | $ (Agent $45 a month, 1 staff member; Agency $55 a month, 3 staff members; 30 day trial, no card, no contract) |
| HQ | — | — |
| 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)
MedicarePRO
$45 flat for a Medicare agent. Names no integrations.
www.medicareproapp.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.