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.
INDATA® is a leading industry provider of software and services for buy-side firms, including trade order management (OMS), compliance, portfolio accounting and front-to-back office. INDATA’s iPM Portfolio Architect AI is the investment industry’s first portfolio construction, modeling,... Read More
Tier1ACE for Capital Markets is a specialized on-demand (SaaS) CRM product for equities / debt capital markets – including List management, a Roadshow Marketing Calendar, Interest & Holding tracking, Research Preferences, Conference Management, telephony and access to 200,000 buy-side owners via...
Pivotal CRM for Financial Services is a powerful industry-specific customer relationship management solution for firms that want to use CRM strategically—to model, enhance, and streamline their unique sales, marketing, and customer service processes, not dictate them. Pivotal CRM addresses the...