Free CRM for insurance agents

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Insurance agents today are facing tough competition in the market, especially in the age of the internet. The internet has made it easier for customers to compare prices and choose an insurance provider just with a single click. We understand that this situation might cause you to maintain a thin margin, so there’s no way that you can spend hundreds of dollars for a CRM system. But still, you need a reliable CRM system that can support your growth. In order to succeed, you need a good CRM system with the most features such as email, drip marketing, taking phone calls, doing organization tasks like scheduling, prospecting, generating lead, preparing quotes, invoices, product catalog, as well as acting as help desk for your customers. In addition, you need a good CRM system to be able to see your current sales and sales projections. It is important that you have a good understanding of your sales funnels, so that you can see which marketing channels bring you the most leads and you can also identify any weak spots in your sales process. Now, what CRM system can do all that? The answer is Bitrix24! If you are a small insurance agency, with no more than 12 employees, you can get Bitrix24 for free. With Bitrix24, you can manage your personal sales as well as your entire company. Bitrix24 has over 35 free tools that can help you to run your business. In addition, your Bitrix24 account comes with a free mobile app so you can take your Bitrix24 account wherever you go. Don’t delay, register now or check out videos and our CRM manual for a quick start. *please note that the information may have changed since this publication. Check out current prices and features at Bitrix24’s pricing page.

Basic features

  • Free unlimited records
  • Free 5GB online storage
  • Free email marketing
  • Free call center
  • Free custom fields
  • Free quotes & invoices
  • Cloud or self hosted (open source code access)
  • Free mobile CRM iOS and Android
  • Free integrations (RestAPI)

Free Fully Featured CRM

Fully customizable

  • Custom fields
  • Sales automation
  • Custom forms
  • Custom access right settings
  • Web to CRM
  • Email to CRM
  • Call to CRM
  • Learn more

Free contact center

Powerful reports

  • Custom reports
  • Dashboards
  • Sales pipeline
  • Sales funnel
  • Expected sales
  • Agent activity reports
  • Unpaid invoices
  • Lead sources (marketing channels)
  • Learn more

CRM and So Much More

  • Tasks inside CRM
  • Document management
  • Cloud file server
  • Sales agent management (HR)
  • Free intranet (collaboration)
  • Employee engagement
  • Much more!
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872 S Milwaukee Ave #207, Libertyville, IL 60048, USA

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