Our free CRM for insurance agents just requires a quick share on social media and then you get instant access. For updates to the CRM, follow us.
The file is “view only”. So, in order to use and edit you may download as many copies as you’d like and use them in Excel or you can click File > Make a Copy to save your own copy with editing rights on your Google Drive.
We created this free CRM for insurance agents to help agencies track their:
- policy sales
- policy expiration dates
- up-sell opportunities
- lead sources
You will also find within the CRM is a tab with links to 132 insurance lead generation ideas.
This is an ongoing project and one of our many little gifts to help insurance agents with marketing their agencies.
That said, feedback helps us to continue to improve this for everyone and release new versions. Feel free to drop a comment below with any suggestions.
Currently, our insurance CRM includes a number of helpful sheets to quickly and easily store and analyze data on the following:
- Sales Performance
- Lead Performance
- New Leads
- Lead Sources
- Policy Sales
- Expiration Dates
- And more
- Auto Sync to Calendar (Available now for advanced users)
- Email Templates
- New Suggestions (comment below)
Who Our Free Insurance CRM is For
- Independent insurance agents without dozens of lead sources to track
- Agents who prefer spreadsheet style tracking and ability to customize the data fields/functionality themselves
- Agents working offline with just their phone and a spreadsheet to track calls
The CRM is stored in Google Sheets, and you are able to save your own copy to your Google Drive. Then you can begin using your CRM privately and may make any edits to the template that you want.
Additionally, you may download the file and use it in Excel if you prefer.
We hope that our free insurance CRM helps you and your insurance business.
Please leave a comment below with any questions or comments you have.
All feedback, suggestions, and questions are welcome.
Other CRM Software for Insurance Agents
There are plenty of insurance CRM software to choose from. Most of them are not free but some of them offer free trials.
Most of these offer some sort of free lite version or temporary trial:
- Less Annoying CRM
Admittedly, these other insurance CRM software are packed with features that our free insurance CRM does not include.
We think that for some people, another insurance CRM software may be better, but for many who are comfortable working in Excel or Google Sheets, ours may be simpler to use.
Because ours is stripped down to only the most important features of a CRM for insurance agents, you won’t waste time learning new software and getting frustrated with advanced features.
Our simple CRM for insurance agents is just that, simple. But simple does not mean ineffective.
So, who offers the best CRM for insurance agents? Well, that will vary depending on who you ask.
Ours is free to access and within minutes you can be using it and customizing it specifically for your needs.
So, you have nothing to lose, go on and give it a try. We think you will find that our simple CRM is one of the best free insurance CRM software options for some folks.
Suggestions and Updates
Thank you all for the awesome feedback and suggestions!
We are already working on some updates that will make this insurance CRM even better by auto syncing calendar events with notifications and creating email templates to send to leads and customers.
Please share all of your comments, feedback, and suggestions below in the comments section. Or start a chat with our team.
Also, follow us on Twitter to see when we release a new version.