Free CRM for insurance agents and brokers

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.