The only Insurance CRM

for better customer relationships.


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You cover your customers. We’ve got YOU covered.

Independent brokers and small agencies succeed for entirely different reasons than big-box insurance giants.

That’s why it’s so important to use a CRM designed for the entire insurance lifecycle.

Interacting with customers wins greater loyalty

Customer engagement initiatives in the Insurance industry reduce customer churn by 40-60%.

Bain/Research Now NPS Survey 2016

Insights = Advantage

Most insurers miss opportunities to provide additional services that would increase the lifetime value of the customer.

Customer Behavior and Loyalty in Insurance: Global Edition 2016


Increase renewals and drop attrition

Happy customers who feel connected to you are customers for life.

We help you convert new leads into clients and nurture your current clients into a lifelong relationship.

All of your data in one secure place

Customer records, applications, policies, commissions, important documents, phone calls – all together in a secure cloud-based space all your own – that you can access from anywhere!


The right info at your fingertips

We automatically create detailed lead records – no matter where they come from. Plus you can store and view the info that’s important to you: renewal dates, ages, birthdays, and more.

Track Emails, Calls, Meetings….


From the first contact to the signed policy to the 10-year-renewal – and everything in between.


Insurance CRM designed for you

A better way to manage your day-to-day.

We made all-in-one Insurance CRM that’s actually easy to use so you can spend more time on what’s important to you.

It’s designed to work a lot like email, but way better. You can finally ditch Excel. We provide a complete solution to manage your book of business and keep your policy holders happy.


Don’t Worry – We Make It Easy

It’s just what we do.

It’s easier than changing your email settings. Your IT guy will miss you. No technical knowledge or outside consultants needed.

We help you get up and running in no time, with CRM that feels like it’s made just for you. Just ask some of our happy customers.

  • The CRM is very nice. I love the fact that you get one on one training with the team and they listen to you so they can make all the modifications to the CRM. I have looked at so many CRM's to use with my Insurance Business and even though I am still in the process of customizing it I am very optimistic the final result will work well with my workflows. I like the interface, its very appealing visually speaking. Usability is very good. I like the fact that you can do so many integrations like Mail chimp and Zapier.

    Mireya Jauregui Owner, Life Solutions Insurance

Everything in one place

Excel and email can only take you so far. Every insurance business simply must have an instant central repository for all of your customer data.

In FreeAgent CRM, it all happens automatically.
We match all of your emails to the right Contacts and connect them to the right Contracts, Carriers, and Policies. You can add pictures, attach files, import notes – capture everything that is important to you.


Any View that Works for You

Easily filter information so you see what’s important to you.

You can even save views and share them with your team.

View Policies by Stage, or Contact by Referral Source. The possibilities are endless, but it only takes a few seconds to setup.

Integrations that matter to you


Get Organized in Minutes


Your Success is Our Success

FreeAgent is a network of independent insurers and small agencies, growing together – supported by an expert team dedicated 110% to their success. More than a platform, this is a movement: empowering small business owners to reach and serve the customers who would benefit from their products and services.

  • It has all the features that I have been looking for to help me grow my small business quickly!

    Jim Walker Owner, Insurance Agency
  • I picked FreeAgent CRM because it’s not complicated to use. It tracks everything I need including my emails, outbound calls, and meetings so I can keep my business on track.

    Judd Whiteman Chicago Title
  • We've been looking for a system that we can easily customize without spending more on consultants. It took us less than an hour to set things up and create custom fields. I love it!

    Kelly Shives
    Kelly Shives TLC Benefits & Business Solutions Inc.

Are you our next small business success story?