Free Insurance Agency Management Software is the free personal contact management software you’ve been looking for. This basic contact management solution has some great features like contact syncing, smart grouping, basic reports and more.
One of the greatest challenges that most independent agents face is strong financial growth. Being able to do more at a lower cost means that you can increase profits and grow your customer base. A great way for independent agents to manage this is by utilizing free management software for their agency.
AgencySmart
AgencySmart is an “all-in-one” cloud-based solution designed for general agents and retail brokers who sell employee benefits, insurance products, financial services and other industry related products (payroll, HR and consulting) to the commercial and individual marketplace. From data management to on-boarding and benefit enrollment, AgencySmart solves the problem of using multiple systems to manage your business. AgencySmart saves time, reduces labor cost and adds efficiencies that can make your agency more profitable.
CONTACT OR SCHEDULE A DEMONSTRATION HERE –> https://agencysmart.com/schedule-a-demonstration/
InsuredMine
InsuredMine is a digital platform of integrated Technologies enabling Independent Agents & Carriers to offer Omni-channel experience to their clients. This helps them grow their business by converting more leads, engagement with more contacts, and retaining clients longer.
The platform’s features include: CRM for Insurance Agents, Task Manager, Goal Management, Dashboard – Charts, widgets & KPI, Marketing Automation, Sales & Service Pipeline, Opportunities Management, Chat via App & Text, Google Reviews, Insurance Wallet Mobile App
ARS Manager Plus
ARS Manager Plus is a powerful insurance agency software helping you to improve productivity and generate more profits. It is a 32-bit Agency Management system enabling you to control all the processes in your agency. It includes comprehensive features allowing you to automate your agency’s operations, client services, and sales & marketing activities. It provides a free trial to all its users so that they can check its features and make a wise decision.
Key Features
- Stores important information of the insurers like acord forms, receipts, scanned images, ID cards, etc.
- Processes and manages acord by allowing you to view and fill the forms, store and retrieve those forms
- Ability to capture and scan documents
- Includes easy to use word processing feature helping to compose and print letters
- Can integrate with Outlook, MAPI compliant, Gmail, Hotmail, Yahoo, SMTP compliant email facility
- Supports email marketing features
- Can audit and monitor the activities of the customers like adding, editing the insurance policies
- Ability to accept payments online and to process them
- Includes document manager helping to streamline the documents of various customers and prospects
- Can generate various reports helping to make informed decisions
If you have already used ARS Manager Plus, please feel free to share your reviews here.
NowCerts
NowCerts is considered as an intelligent, secure, and intuitive agency management system having versatile features enabling you to streamline your operations and serve your clients in a better way. Highly creative and innovative software, it allows integrating to your 10+ favorite tools, providing excellent functionality. Helps in tracking commissions, fees, and interest rates on payment plans. You can try this software for 30 days for free before investing, to get the outcome you require.
Key Features
- The customers have the ability to issue their own certificates
- Provides automated update about policy information directly from the database of insurance carriers
- Includes task manager, providing the ability to assign tasks to agents and track their performance
- Provides 40+ reports with customized filters for better insights
- Can create invoices, collect payments, issue receipts, and process refunds
- Provides easy to use marketing forms
- Allows secure files and documents storage
- Ability to provide permissions to access
If you have already used NowCerts, please feel free to share your reviews here.
NextAgency
NextAgency is a modern agency management system featuring CRM, marketing and commission tools. Designed for agencies selling benefits, senior and life products, our software is easy to customize for your agency. NextAgency users save time, money, and clients. No wonder, given that our powerful and flexible insurance agency software helps you: – grow sales and deliver strong client service with powerful CRM tools – focus your team and increase their efficiency with shared notes and tasks – gain insights into your insurance business with reports and dashboard – sync your insurance agency’s emails with NextAgency – auto-route these emails directly client and prospect records – keep the promises your agency makes with personalized to-do lists – sync your agency’s calendar with NextMail – get what you’ve earned with optional commission management – integrate NextAgency with Ease, the leading benefit management platform – share data with thousands of other tools through Zapier – send newsletters and emails through our email campaign tool Other agency management systems lock you into long-term contracts. They may bill monthly, but you are obliged to pay them for the entire term. At NextAgency we believe you will stay because you want to. That is why our monthly license is truly month-to-month. We also understand that your insurance agency data is your data. With NextAgency, you own it. And we do not market to your prospects and clients. They are yours, too. Whether your insurance agency is large or small. Whether you focus on health insurance, Medicare coverage or life policies. NextAgency can help you save time, money, and clients. We invite you to attend one of our weekly demonstrations to see how our agency management software can take your agency to the next level. Please visit NextAgency.com and click on the GET DEMO button.
InsurancePro
InsurancePro is an ITC’s agent management system which can automate all the tasks required to run an insurance agency successfully. It can track commissions, update policy data, and reconcile payment transactions. It can decrease your workload and increase productivity and efficiency. Allowing you to access your client data easily, it helps you make informed business decisions. Also, its reconciliation features help you in protecting your agency from the unexpected losses. You can use this software free for 30 days to know its compatibility with your business processes and policies.
Key Features
- Allows filling up and managing Acord forms
- Provides commission reporting
- Includes easy-to-use interface
- Has built-in accounting features
- Can print documents
- Allows introducing customizable policy types
- Includes advanced quote management
- Provides cloud storage with high-end security
If you have already used InsurancePro, please feel free to share your reviews here.
Velocity
Velocity is a comprehensive agency management system specializing in the property & casualty market, fulfilling the needs of MGAs, Program Administrators, Wholesalers, insurance carriers, reinsurers, and retailers. It can automate the entire workflow with the help of its versatile functionality, architectural design, and scripting capabilities. It is a customizable software, allowing you to control your workflows the way you require.
Key Features
- Allows you to rate, quote, and issue insurance policies
- Helps in mass solicitation & renewals
- Facilitates claims management
- Includes HTML Email & templates
- Allows drag/drop attachments & Emails
- Includes automated workflow scripts
- Can track sales and provides reports & insights
- Facilitates marketing and prospecting
If you have already used Velocity, please feel free to share your reviews here.
BindHQ
BindHQ is the leading cloud Agency Management System (AMS) for specialty insurance distribution. It also facilitates accounting and document management and can be accessed from anywhere with an internet connection. Basically, it is a market-driven application fulfilling the demands of insurance agencies wanting to take their business to the next level.
Key Features
- Facilitates full policy management
- Includes underwriting panel
- Can be accessed from anywhere
- Provides real-time reporting
- Secure document management
- Includes insurance accounting module
- Provides role-based dashboards
- Can integrate with Email
If you have already used BindHQ, please feel free to share your reviews here.
Agencybloc
AgencyBloc is an agency management system allowing life and health insurance agencies to streamline their business operations using an industry-specific CRM facilitating marketing automation, commissions processing, and integrated business activities. It includes powerful tools which help in easily managing, accessing, and reporting regarding clients, prospects, agents, and commission data. It is a cloud-based insurance agency software providing 7 days free trial for you to check whether it suits your business logic or not.
Key Features
- Automates marketing and business functions
- Allows lead tracking and management of prospects
- Helps in making smart decisions with the help of 360-degree data analyzation
- Includes intuitive dashboard
- Can provide custom reporting with visually appealing graphs and charts
- Allows you to set up, customize and schedule campaigns
If you have already used Agencybloc, please feel free to share your reviews here.
So, these were the best 6 free insurance agency software which you can consider for improving the accuracy in the processes and help you excel in your business. If you are still confused as to which one to choose for your insurance agency? Below comparison chart can help –
Insly
Insly has brought in an effective insurance agency solution with the help of a passionate team and knowledge. It has a global reach and thus can be accessed from anywhere. Using the skills of experienced insurance brokers, Insly strives to bring effective solutions to real problems with the below mentioned versatile features:
Key Features
- Helps in implementing various insurance processes with minimum manual labor
- Can be customized as per your insurance products and their rules
- Allows you to prepare quick and professional-looking quotes
- Enables you to issue and manage policies
- Can generate documents dynamically
- Helps in calculating commission share between multiple insurers
If you have already used Insly, please feel free to share your reviews here.
Conclusion
Contact management software is a great business tool. It allows you to keep track of your customer contacts and make sure that you deliver the very best service possible. The right solution for you will depend on how well it can meet your needs and offer features that help make your day to day easier.