Free CRM for insurance agents and brokers

If you are looking for something useful for client management, collaboration, and sales enhancement, you are in the right place. Bitrix24 is the best CRM for insurance brokers and brokers, as it allows not just integrate every tool with the CRM, but also access them from mobile or desktop apps.

CRM for Insurance Agents and Brokers

In the age of the Internet, insurance selling has become difficult as it is much easier for customers to compare prices online. We understand that you want something versatile and efficient to maximize your workflow at the lowest cost. Bitrix24 can arrange it. Our CRM for insurance agents is available for an unlimited number of people. Premium accounts at a very generous price and no per-user pricing unlock even more possibilities for your insurance agency.

This CRM for insurance brokers has a list of essential functions that is absolutely possible to get for free, for example, unlimited CRM data, events scheduling, product catalog and many more other things. In Bitrix24 you can actually work with your client base from any stage of the sale process – from contacts to recurring deals. In addition, there is a collaboration space for your company shaped like a Social Network, and task management section which allows getting the work done and fixed.

You can manage personal sales or work of the entire company, it doesn’t matter, because Bitrix24 is not just CRM for insurance agents and brokers, but it’s everything for insurance agents and brokers.

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

Basic features

  • Unlimited records
  • Free 5GB online storage
  • Email marketing
  • Call center
  • Custom fields
  • Quotes & invoices
  • Cloud or self-hosted (open source code access)
  • Free mobile CRM iOS and Android
  • Free integrations (RestAPI)

Unlimited CRM

Register free

Free contact center

  • Email marketing
  • Unlimited email templates
  • HTML template apps
  • Individual messages
  • Calls to/from CRM
  • Calls recording and forwarding
  • Instant Messaging
  • Video conferencing
  • Internal collaboration
  • Learn more

Register free

Powerful reports

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

Register free

More than just CRM

  • Tasks inside CRM
  • News thread for your company
  • Online document storage
  • HR tools
  • Free intranet (collaboration)
  • Employee engagement
  • Much more!

Register free

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.
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