Description: Insurance
software (33859) management (13813) agency (10401) crm (6746) customer relationship management (491) insurance crm (29) policy tracking (6) insurance agent crm (2)
Start with our free Insurance CRM. Built for Insurance Agents - a free insurance crm. Get new leads and improve sales. Track notes of all calls and activities. Place follow ups on your calendar to stay in touch. Run reports, view charts and graphs to where you business is at and what your sales pipeline looks like. Best of all, it's FREE for one user!
This is a 2 user crm for insurance agents. Store all leads and clients data, manage your business, notes and follow ups. Automated emails to keep you in touch with leads and clients (drip marketing). Upload files to client records, group clients (great for marketing, medical conditions and more). Many top lead providers are integrated so your leads feed right in. All for just $24.95 a month.
Our full version crm is fully customizable. Includes: term life insurance quotes, paramed exams, commissions, extensive reporting, document storage and much more! From a single insurance agent to a large agency, we have everything you need at a price you can afford. Built specifically for Insurance Agents!