Bonni Loves Saving Time with FreeAgent Insurance CRM

Bonni Swinney is an independent agent at Assure, LLC. She needed a simple solution that had just the right features for her business, so she could focus on what matters most to her success: better customer relationships.

FreeAgent CRM is the simplest solution to use on the go or on the desktop.

Bonni was looking for a way to manage her clients, but not JUST manage them.. she wanted to nurture them into customers for life. She knew she could provide more value to her customers if she could keep track of where they are in the sales process, and set-up personalized emails that would send automatically based on the rules and timing she decides.

With FreeAgent, she also receives helpful reminders to contact her leads and clients, so she never misses a chance to increase renewals. 

And now, all of those emails and calls are automatically synced to her CRM contacts, and tracked in one secure place – that she can access from anywhere! All the info she needs is at her fingertips – contacts, applications, policies, commissions, and more. 

I recommend this solution to anyone. It’s super easy to customize.

Bonni saved time on setup too. She said the support she received getting started and afterward made it way easier than she expected to switch from excel spreadsheets.

We love to help independent insurance agents soar to success. Are you a small business with big ambitions?

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