You can find out about the various CRM (Customer Relationship Management) plan for Insurance Agencies in USA, The ideal CRM system makes it simpler for insurance agents to make sure that the consumer is receiving the smoothest assistance alongside his or her policy conditions.
There are lots of things you ought to take into account when choosing a CRM plan that fits your necessities.
BenchmarkONE 
Benefits:
BenchmarkONE is a very comprehensive CRM system for sales and marketing. It’s also great for email marketing automation to gather and qualify prospects. The sales automation features manage your pipeline and help win more successful conversions.
It’s great for small to medium businesses like agencies, private practices and consultants. It also offers very detailed analytics and reporting.
Drawbacks:
Teams with more than 5 people will need to take a more expensive plan. There are no customer support tools, so it’s not a truly all-in-one CRM.
Pricing:
- Free version is good just for 1 user
- Core $70 is for 2 users per month, billed semi-annually
- Pro $139 is for 5 users per month, billed semi-annually
- Enterprise $199 is for unlimited users per month, billed semi-annually
There are also 2 premium onboarding services valued at $199 (included with Core Plans) and $399 (included with Pro and Enterprise plans).
eWay-CRM
Benefits:
eWay-CRM is a Microsoft Outlook plug-in that provides you with all the tools necessary to manage customer relationships. It’s embedded right into Microsoft Outlook, which is a great plus for those teams who want to work in a familiar environment.
You can:
- Manage leads and deals
- Track projects and tasks
- Collaborate with your team
All without leaving Microsoft Outlook!
This CRM has a lot of great features that make it highly effective for any small or medium-sized business. In short, it provides you with a range of good-to-have tools, including email marketing, lead management and more! Whatever you want to do, eWay-CRM has a way to do it.
The system is very easy to use as it can be customized for your specific needs. You can customize the user fields, the workflows, and design form layouts in a way that helps your productivity and efficiency.
In short, eWay-CRM is a top pick if you’re looking to improve your sales and customer connections—especially if you’re a Microsoft Office user. Smaller companies that need a CRM integrated with Microsoft Outlook will want to give this software a try.
Drawbacks:
The free plan is quite limited while the paid plans might be high-priced for small and medium-sized companies. Considering the plugin is integrated into Outlook, there’s no option to download it onto a Mac. Luckily, there’s a web-based version Mac users can use.
Pricing:
The good news is that eWay-CRM comes with a free plan that you can use for an unlimited period of time. The drawback is that it only supports one user and comes with 200 MB Cloud Storage. The other great news is you can opt to pay for the software on a subscription basis (cloud version) or purchase a lifetime license (host it on your own server). The cheapest monthly plan stands at $24 user/month, while the most affordable lifetime license starts at $369/user + 15% annual support.
HubSpot
Benefits:
HubSpot is one of the biggest vendors out there (up there with Salesforce), and they offer a free CRM for unlimited users with basic features.
The free HubSpot CRM allows you to assign and track leads, manage the sales process, manage workflows for better project management, and record customer interactions across every channel in one place. It also has pretty comprehensive email marketing, as well as inbound marketing tools (the latter is quite useful for getting search engine hits for blog posts).
The platform works with G Suite and Microsoft Office, making implementation and data syncing seamless. Integration with Zapier facilitates easy information sharing and task management across apps like Google Sheets, Facebook Lead Ads, Slack, and more).
The non-free, paid add-on packages for HubSpot CRM boost data storage, generate more sophisticated reports, and incorporate new AI and advanced automation tech.
Drawbacks:
The free CRM has many features, but a lot of them aren’t that robust, which means you may find yourself having to shell out for Marketing, Sales, or Service Hub products. Customizability is limited, which might make the CRM hard for certain niche small businesses to tweak and meaningfully implement.
Pricing:
- HubSpot CRM is free and the number of users is unlimited.
- Marketing Hub, Sales Hub, and Service Hub add-on packages are $50 each per user/per month, billed monthly.
- HubSpot CMS starts at $300 per month, billed monthly.
- All-inclusive Starter Growth Suite starts at $113 per user/per month, billed monthly.
Learn More: HubSpot
Best Free CRM Software #3: Insightly
Insightly CRM happens to be a direct competitor to HubSpot CRM since it targets pretty much the same market segment. And to be more precise, Insightly is a cloud-based customer relationship management system that offers small to mid-sized businesses a range of tools for marketing campaigns, managing their sales processes, project management, as well as facilitating integrations with relevant apps like Microsoft Outlook and Gmail.
Such capabilities have attracted more than 1.5 million users to Insightly, who continue to leverage it for call management, advanced reporting, project management, workflow automation, quote generation, sales opportunities management, lead management, email tracking, contact management, and relationship linking.
Its mobile CRM app further supplements these functionalities with audio notes and business card scanning.
Sadly, however, not all these features are accessible for free. They are, instead, distributed across three different versions of Insightly CRM.
The one we’re interested in is, of course, Insightly Free CRM, which is a permanently free tool for managing sales, contacts, and projects. But, here’s the kicker- it restricts not only some functionalities but also the number of users and records.
The only way you can unlock the limitations is by purchasing a premium version. It’s available in three optional subscription plans, whose costs are calculated per user based on either monthly or annual billing rates.
That said, the third one is the free trial version, which offers all the premium features for a limited period of time. And come to think of it, you might want to start off here since Insightly won’t force you to commit. You’ll be free to proceed without submitting your credit card credentials.
But, don’t let it discourage you from trying out the free version. While it might not be as powerful as the corresponding premium version, Insightly’s Free CRM is still one of the best free CRM tools on the market.
Its tools essentially allow you to manage tasks and projects, build and launch email campaigns, link the CRM system to your customer’s social media accounts, convert leads into sales opportunities, coordinate proposals, as well as streamline your entire sales funnel.
But, unlike HubSpot CRM, Insightly Free CRM can only accommodate a maximum of two users. On the brighter side, however, at least they get an impressive set of project management capabilities, combined with task management, sales management, and lead management.
In addition to that, this free CRM solution comes with accounting integrations, custom reports and charts, mass email and custom email templates, as well as self-service support. The number of records you can store here is 2,500, with two custom fields for each record type.
And in case you’re wondering, Insightly’s records refer to reports, comments, events notes, emails, tasks, projects, opportunities, organizations, leads, and contacts
You get to manage all that from a pleasantly straightforward interface. Insightly has designed its system with a focus on ease of use, a smooth user experience, and intuitiveness.
Insightly Free CRM Software Features
Insightly Free CRM provides OAuth Single Sign-On (SSO), accounting integrations, custom reports and charts, mass email and custom email templates, task and project management, lead and sales management, self-service support, 2,500 record limit, 2 custom fields per record type, 10 mass emails per day, plus up to 2 users.
What Insightly CRM Features Do You Pay Extra For?
Insightly CRM offers its premium features through three pricing plans – Plus, Professional, and Enterprise- for $29 per user per month, $49 per user per month, and $99 per user per month respectively.
Some of the additional features they provide include:
- Developer API support and professional services at an extra cost
- Schedule serverless lambda functions, dynamic page layout rules
- Lambda function authoring and execution
- Deploy custom apps on any platform
- Calculated fields on any object
- Custom validation rules
Apptivo: Best Free CRM With Product Management
| Pros | Cons |
| ✔ Straightforward lead and contact management interface✔ Excellent customer support | ✖ Focus on products not ideal for businesses in service industries✖ Can’t customize software (e.g., create custom fields, filter data)✖ No mobile app with free account |
If your primary concern is managing your products and invoices while also juggling leads, Apptivo may be the answer. The best free CRM with product management, Apptivo offers a help desk, basic sales features, work orders and more. Unlike other CRM software, Apptivo focuses on selling products, not services, so marketing features are limited while invoicing and product management are enhanced.
Ease of Use
With a user-friendly interface and point-and-click functions, Apptivo is easy to learn and even easier to use. You’ll be navigating its many functions on your own in no time.
Core Features
With Apptivo’s free CRM software, benefit from:
- 3 user accounts
- Lead and contact management
- Standard reporting
- Activity management
- Add notes to projects and contacts
- Check on your deal statuses at any step of the process
Conclusion
A CRM (Customer Relationship Management) solution for independent insurance agents is not as straightforward as one would expect. Because independent agents specialize in selling different types of insurance like auto or health, each solution needs to be tailored to cater to specific needs.