Best CRM for Insurance Brokers UK 2026: Software Compared
The best CRM and broker management software for UK insurance brokers - to manage policies, automate renewals, stay FCA-compliant and win more clients - with the market leaders and their alternatives.
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Last updated: June 2026 · Written by the CRMReviews team
For insurance brokers, the software is the engine of the business: client and policy records, renewal dates, quotes and FCA compliance all in one place. Miss a renewal and you lose a client; follow up well and you grow. But "CRM" for brokers spans full broker management platforms, quote-and-buy systems and lighter sales CRMs. This guide covers the market leader, its alternatives, and where a lead-generation CRM fits, for UK insurance brokers in 2026.
Key takeaways
- Acturis is the dominant UK broker platform - voted best for nine years running, with 850+ partners transacting £18.5bn of premium a year.
- Open GI and Applied Epic are the other established broker platforms.
- Newer all-in-one options include BrokerCentral, OGGO and Go-Insur.
- Freshsales suits brokers wanting a simple, AI-assisted sales CRM.
- For lead generation, renewal nurture and cross-sell, an all-in-one CRM like GoHighLevel adds value.
- Automated renewal reminders are the single biggest retention win.
Best CRM for insurance brokers at a glance
| # | Platform | Best for |
|---|---|---|
| 1 | Acturis | The UK broker platform standard |
| 2 | Open GI | Personal & commercial lines |
| 3 | BrokerCentral | All-in-one CRM, broker management & policy admin |
| 4 | OGGO | CRM + multi-quote, GDPR-compliant |
| 5 | Go-Insur | Quote & buy, rating engine, lifecycle servicing |
| 6 | GoHighLevel | Lead gen, renewal nurture & cross-sell |
| 7 | Freshsales | Simple, AI-assisted sales CRM |
| 8 | Applied Epic | Larger brokerages |
What brokers should look for
- Policy & client records: full history per client and policy.
- Renewal automation: reminders well ahead of expiry to retain clients.
- Quote & buy / rating: multi-quote and rating engines for new business.
- Compliance: FCA record-keeping, audit trails and GDPR.
- Cross-sell tools: spot and act on cover gaps across a client's policies.
- Lead capture & follow-up: convert quote enquiries faster.
Top picks explained
Acturis - the market standard
Brokers have voted Acturis the best software platform for nine years running in the Insurance Times eTrading Survey. It is a cloud-first platform used by brokers, insurers and MGAs to simplify underwriting, collaboration and customer servicing, unifying distribution, policy management and data analysis. Over 850 partners transact more than £18.5bn of premium a year on it in the UK alone - if you want the established standard, this is it.
Open GI & Applied Epic - established alternatives
Open GI is a long-standing platform strong across personal and commercial lines, while Applied Epic suits larger brokerages. Both are credible, mature broker platforms.
BrokerCentral, OGGO & Go-Insur - modern all-in-ones
BrokerCentral combines CRM, broker management and policy administration in one platform built specifically for brokers. OGGO pairs CRM with multi-quote capability, pipelines, email campaigns and document management in a GDPR-compliant environment. Go-Insur offers customisable quote & buy, a versatile rating engine, policy management and full lifecycle digital servicing - all strong modern alternatives to the incumbents.
GoHighLevel - best for lead gen & renewals
Dedicated broker platforms manage policies and compliance brilliantly, but they are less focused on marketing: capturing new leads, nurturing prospects and cross-selling. GoHighLevel complements them, automating client follow-up, renewal nurture and quote-enquiry conversion. Many brokers run a broking platform for operations and a marketing CRM for growth. See our best CRM software UK guide.
Broker platform vs marketing CRM
Think in two layers. Your broker platform (Acturis, Open GI, BrokerCentral) runs quotes, policies, insurer integrations and compliance. A marketing CRM (GoHighLevel) wins and converts the enquiries and automates renewal and cross-sell nurture. The best-run brokerages use both.
Broker platform strengths
- Policy, quote & insurer workflows
- FCA compliance & audit trails
- Rating engines & insurer integrations
Where a marketing CRM wins
- Automated renewal & cross-sell nurture
- Faster quote-enquiry follow-up
- Lead capture & flat-fee pricing
How we rank tools
We assess features, value, ease of use, compliance and UK fit, and weigh our findings against verified user reviews and broker feedback. More on the about page.
Frequently asked questions
What's the best software for insurance brokers?
Acturis is the dominant UK broker platform, voted best for nine years running. Open GI and Applied Epic are established alternatives, with BrokerCentral, OGGO and Go-Insur as modern options. For lead generation and renewal nurture, GoHighLevel is a strong complement.
Do I need broking software and a CRM?
Often yes. A broking platform handles policies and compliance; a marketing CRM wins new clients and improves retention through automated follow-up.
How do CRMs help with renewals?
They automate reminders well ahead of expiry and trigger nurture sequences, which significantly improves retention - the biggest win for brokers.
Are these tools GDPR and FCA compliant?
The leading broker platforms are built for FCA record-keeping and GDPR; OGGO, for example, operates in a GDPR-compliant environment. Always confirm data handling and audit features for your obligations.
What's a simpler, cheaper option?
Freshsales offers a simple, AI-assisted sales CRM for brokers who want straightforward pipeline and lead management without a full broker platform.
Retain more clients with automated renewals
GoHighLevel automates renewal reminders, cross-sell nurture and quote follow-up so brokers keep and grow more clients, alongside their broking platform. Try it free for 14 days.
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