Register now or check out videos and the CRM manual for a quick start. Better yet, with free mobile apps, you can take our CRM with you anywhere you go. You can manage your personal sales with Bitrix24 or you can manage your entire company since Bitrix24 comes with over 35 free tools that span beyond simple client management. Insurance Software your Insurance Software solution for Insurance Companies and Insurance Brokers COREFIN Insurance & Broker is a vertically customized management solution based on Microsoft Dynamics 365, which enables insurers and insurance brokers to manage their whole business and gain a 360-degree view of the customer. You probably want to understand your sales funnel, see which marketing channels bring the most leads and identify weak spots in your sales process. You want to see your current sales and have projections for the near future. Chances are, you want your insurance CRM to do everything – email, nurturing and drip marketing, phone calls, scheduling, prospecting, lead qualification, quotes, invoices, helpdesk and product catalog. Your insurance broker margin is razor-thin, so you don’t want to be paying hundreds of dollars for a CRM system that may or may not work for you. helps you be more effective and efficient. Integrates with your favorite tools An agency management system helps you be more effective and efficient. We understand that selling insurance is hard, really hard, especially in the age of the Internet, when comparing prices is very easy. Insurance Agency Management Software System Saving life and health agencies time, money and clients with CRM, marketing and commission tools. Bitrix24 is the #1 free CRM for the insurance industry.
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