CRM software for insurance brokers

Bitrix24 is a one-stop CRM insurance, marketing, and sales tool designed to help brokers seamlessly manage their business, clients, and leads via a single platform.

Get access to a marketing automation suite comprising 30+ business tools, including the world's most powerful insurance agency CRM. Bitrix24 streamlines any process you have - from capturing and converting leads to preparing bills and invoices.

With Bitrix24 CRM for insurance brokers, you will be able to acquire leads effortlessly, manage all your contacts and transactions, automate your business processes, and simply close more deals. Throw in our arsenal of marketing tools and you'll get the picture.

In fact, Bitrix24 is more than just an insurance company CRM. Built for insurance brokers and firms of all sizes, it comprises 30+ tools for business, administration, and marketing.

You can generate leads from web forms, live chats, phone calls, or social media, and have them added to your CRM. Move deals down the sales pipeline using automation rules and triggers. Use lead scoring to see which prospects your sales reps need to focus on and assign them automatically.

Engage with your clients and site visitors using a wide variety of communication tools customizable to your preferences, including a live chat, VoIP telephony, social media, messengers, email, and more.

Ready to get started with the best CRM in insurance? Create your free account now!Get access to a marketing automation suite comprising 30+ business tools, including the world's most powerful insurance agency CRM. Bitrix24 streamlines any process you have - from capturing and converting leads to preparing bills and invoices.

With Bitrix24 CRM for insurance brokers, you will be able to acquire leads effortlessly, manage all your contacts and transactions, automate your business processes, and simply close more deals. Throw in our arsenal of marketing tools and you'll get the picture.

In fact, Bitrix24 is more than just an insurance company CRM. Built for insurance brokers and firms of all sizes, it comprises 30+ tools for business, administration, and marketing.

You can generate leads from web forms, live chats, phone calls, or social media, and have them added to your CRM. Move deals down the sales pipeline using automation rules and triggers. Use lead scoring to see which prospects your sales reps need to focus on and assign them automatically.

Engage with your clients and site visitors using a wide variety of communication tools customizable to your preferences, including a live chat, VoIP telephony, social media, messengers, email, and more.

Ready to get started with the best CRM in insurance? Create your free account now! 

* Please note that the information may have changed since the publication. For current prices and features please visit Bitrix24 pricing page

Basic features

  • Unlimited users free 
  • 5GB free online storage
  • Web based and on premise
  • Unlimited CRM records free
  • CRM Import/Export
  • Flexible access rights
  • Free mobile apps for iOS and Android
  • API and source code available

Best Web Based CRM

  • Leads/Contacts/Companies/Deals
  • Custom sales stages
  • Custom fields in CRM
  • Quotes and Invoices
  • Products and Product Catalog
  • CRM activity stream
  • Currencies and taxes

Import and export

  • Excel & CSV
  • Email to lead
  • Call to lead
  • Web to lead (external web forms)
  • Manual entry
  • Mobile entry

Sales Automation

  • Custom workflows (business processes)
  • Email marketing
  • Access rights
  • Automatic lead assignment
  • Sales funnel
  • CRM reports
  • Tasks and documents
  • Calendar and scheduling

Call Center and Telemarketing

  • Incoming calls
  • Outbound calls
  • Rent local number
  • Rent toll-free number
  • Use your number
  • Call recording
  • Call forwarding
For more information about Bitrix24, head over to our training courses.
We also have a great YouTube channel that covers every aspect of Bitrix24, from sales and planning to document management and company internal communication tools.
To download the self-hosted edition of Bitrix24 that can be installed on your own server and give you access to open source code, please visit the Bitrix24 Self-Hosted page.
Be sure to check out other Bitrix24 tools:
10,000,000+ organizations have chosen Bitrix24