Bitrix24 is a popular CRM for the insurance industry. We understand that selling insurance is hard, really hard, especially in the age of the Internet, when comparing prices is very easy. Your insurance broker margin is razor-thin, so you don’t want to be paying hundreds of dollars for a CRM system that may or may not work for you. Chances are, you want your insurance CRM to do everything – email, nurturing and drip marketing, phone calls, scheduling, prospecting, lead qualification, quotes, invoices, helpdesk, and product catalog. You want to see your current sales and have projections for the near future. You probably want to understand your sales funnel, see which marketing channels bring the most leads, and identify weak spots in your sales process.
A CRM for insurance agents is a software system that helps manage leads, clients, policies, and renewals in one place. It tracks customer interactions and automates follow-ups to improve sales and client relationships.
Yes. Bitrix24 provides a free CRM plan that insurance agents can use to track clients, policies, and sales without extra cost.
Agents can capture leads from forms, calls, and emails, store client information, track policy details, schedule renewals, and automate reminders for follow-ups.
Key features include lead and client management, policy tracking, communication history, task reminders, document storage, and automation workflows.
Yes. Bitrix24 has a mobile app that allows insurance agents to manage leads, contacts, and tasks while working in the field.
* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page.