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Head-to-head · Insurance CRM Software

GloveBoxCRM vs Fat Agent

  • Updated Oct 2026
  • Both researched from official sources
  • 7 checks side by side
Higher score GloveBoxCRM #2 in Insurance CRM Software 9.3/10 Pricing on request ✓ 5 of 6 features Visit GloveBoxCRM
Fat Agent #5 in Insurance CRM Software 8.8/10 Paid ✓ 5 of 6 features Visit Fat Agent

GloveBoxCRM leads on 0 checks, Fat Agent on 0, and 7 are even. Who comes out ahead on the 7 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreGloveBoxCRM · 9.3/10

GloveBoxCRM scores higher on our rubric for insurance crm software: 9.3 against 8.8 out of 10; our editors rank them #2 and #5.

GloveBoxCRM is the better fit for agencies wanting deep insurance automation. Fat Agent is the better fit for budget-conscious insurance agencies.

  • GloveBoxCRM fits best

    Agencies wanting deep insurance automation

  • Fat Agent fits best

    Budget-conscious insurance agencies

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Side by side

Feature GloveBoxCRM 9.3/10 Visit ↗ Fat Agent 8.8/10 Visit ↗
At a glance
Editor score 9.3 8.8
Ranking #2 in Insurance CRM Software #5 in Insurance CRM Software
Best for Agencies wanting deep insurance automation Budget-conscious insurance agencies
Pricing model Paid Paid
Starting price Pricing on request $50/mo
Free plan — —
Free trial — —
Deployment Cloud, Mobile Cloud, Mobile
Platforms Web, iOS, Android Web, iOS
Integrations 10 integrations 6 integrations
Built for Small business, Mid-market, Enterprise Small business, Mid-market
Features GloveBoxCRM 5/6 · Fat Agent 5/6
Sales pipelines ✓ ✓
Renewal tracking ✓ ✓
Agent management Not checked yet ✓ (best)
Email automation ✓ ✓
Policyholder portal ✓ (best) Not checked yet
Mobile apps ✓ ✓
Our review
Pros
  • 100+ campaigns cover sales, service, claims, and renewals
  • Dedicated pipelines and policy monitoring support insurance workflows
  • Portals, branded mobile apps, SMS, and quote tools extend client service
  • Combines leads, quoting, policies, renewals, commissions, and documents
  • Connects phone and two-way SMS directly to CRM records
  • Offers AI assistance, mobile access, funnels, and quote widgets
Cons
  • Pricing is customized and requires contacting sales
  • There is no free plan for evaluating the product independently
  • Its insurance-agency focus may not suit general-purpose CRM needs
  • The $50 starting price applies to an optional AMS module, not the core CRM
  • Key capabilities are split across multiple paid monthly modules
  • A policyholder portal is not part of the listed product capabilities
Our verdict

GloveBoxCRM is an insurance-focused CRM for independent insurance agencies coordinating producers, customer service representatives, and virtual assistants. It brings sales, service, claims, and renewal work into dedicated pipelines, while…

Read the review →

Fat Agent combines insurance CRM, agency management, quoting, communications, automation, and AI in one platform. It is designed for independent agencies handling property and casualty, life, and health business. Core workflows include…

Read the review →
  1. GloveBoxCRMInsurance CRM Software 9.3Pricing on request
  2. Fat AgentInsurance CRM Software 8.8Paid

Strengths and trade-offs

  • GloveBoxCRM — where it wins

    • 100+ campaigns cover sales, service, claims, and renewals
    • Dedicated pipelines and policy monitoring support insurance workflows
    • Portals, branded mobile apps, SMS, and quote tools extend client service

    Where it doesn't

    • Pricing is customized and requires contacting sales
    • There is no free plan for evaluating the product independently
    • Its insurance-agency focus may not suit general-purpose CRM needs
  • Fat Agent — where it wins

    • Combines leads, quoting, policies, renewals, commissions, and documents
    • Connects phone and two-way SMS directly to CRM records
    • Offers AI assistance, mobile access, funnels, and quote widgets

    Where it doesn't

    • The $50 starting price applies to an optional AMS module, not the core CRM
    • Key capabilities are split across multiple paid monthly modules
    • A policyholder portal is not part of the listed product capabilities

More comparisons

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update