Free CRM for insurance agents

Bitrix24 100% free CRM for insurance brokers. Cloud and open source. Lead management, marketing, sales automation.

Free CRM for insurance agents

Bitrix24 is the #1 free 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.

Yes, Bitrix24 does all of that and yes, it really is free, if your insurance agency has 12 employees or fewer. You can manage your personal sales with Bitrix24 or you can manage your entire company since Bitrix24 comes with over 35 free tools that span beyond simple client management. Better yet, with free mobile apps, you can take our CRM with you anywhere you go. Register now or check out videos and the CRM manual for a quick start.

* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 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)

CRM for Agencies

Sales Tools for Agents

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

Task Management for Agents

  • Workgroups/Projects
  • Tasks and subtasks
  • Checklists
  • Task templates
  • Recurring tasks
  • Time tracking
  • Gantt chart and Kanban boards
  • External users (extranet)

Collaboration tools

  • Online storage (5GB to Unlimited)
  • Online editing
  • File sharing
  • Document management
  • Cloud file server
  • Sales agent management (HR)
  • Free intranet (collaboration)
  • Employee engagement
  • Much more!

For more information about Bitrix24, head over to our training courses. We also have a great YouTube channel that covers every aspect of Bitrix24, from sales and planning to document management and company internal communication tools. To download the self-hosted edition of Bitrix24 that can be installed on your own server and give you access to open source code, please visit the Bitrix24 Self-Hosted page.

Be sure to check out other Bitrix24 tools:
10,000,000+ organizations have chosen Bitrix24