Free CRM for insurance agents

Free CRM for insurance agents

Bitrix24 is #1 free CRM for 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 dollar for a CRM system that may or may not work for you. Chances are, you want your insurance CRM to have 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 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 less. 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 CRM manual for quick start.
  • 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 CRM for insurance agency
  • Free Fully Featured CRM With No Limits

  • 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
  • More than just CRM

    • Tasks inside CRM
    • Document management
    • Cloud file server
    • Sales agent management (HR)
    • Free intranet (collaboration)
    • Employee engagement
    • Much more!
2,000,000+
organizations
are already using Bitrix24