Insurance&Tech_TLB_12.12.19

FreeAgent CRM

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20665 4th St
Saratoga, CA 95070

About FreeAgent CRM

  • FreeAgent Insurance CRM is a sales, marketing and customer service platform that helps insurance agencies big-and-small nurture quality customer relationships.

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

    Increase renewals and drop attrition.
    All of your data in one secure place.
    Track Emails, Calls, Meetings…. Track Everything.
    The right info at your fingertips - anywhere, anytime.

    In FreeAgent CRM, it all happens automatically.

    FreeAgent is a network of independent insurers and agencies large-and-small, growing together – supported by an expert team dedicated 110% to their success. More than a platform, this is a movement: empowering insurance professionals to reach and serve the customers who would benefit from their products and services.
Competitors of FreeAgent CRM
  • OneShield provides solutions for insurers of all sizes. Deployed in the cloud, our portfolio of standalone, subscription, and As-a-Service products include enterprise-class policy management, billing, claims, rating, product configuration, business intelligence, and smart analytics. OneShield... Read More
  • Credible | Competent | Capable IDT is a systems integration and consulting firm specializing in Content Services, ECM (Enterprise Information Management), consulting services and products inclusive of: business process management, case management, content management, data and document capture,... Read More