FreeAgent CRM

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

Integrated Document Technologies, Inc. (IDT)

Integrated Document Technologies, Inc. (IDT)

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

Vertafore

Vertafore provides software and information to the insurance distribution channel including independent agents, brokers, MGAs, carriers and reinsurers. Vertafore leverages its industry presence to deliver meaningful solutions, powerful technology, critical information and robust insights to... Read More

eBSEG

eBSEG "e-Business Solutions Enabling Group", is a Global premier solution provider for omnichannel solutions. A company specialized & a premier provider of front-end, OmniChannel Platform since 2000 in North America and EMEA. eBSEG Introducing CEEP, Customer Experience & Engagement OmniChannel... Read More