TopProvider LB - Wall Street & Technology Online B
TopProvider LB - Wall Street & Technology Online B

FreeAgent CRM

No reviews yet · Write a Review
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.

Company Details

Address
20665 4th St
Saratoga, CA 95070

Competitors of FreeAgent CRM

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

4 Products 0 White Papers 0 Press Releases

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... Read More

4 Products 0 White Papers 0 Press Releases

Over the last 30 years of industry change, our core mission to help our clients focus on their unique strategies and deliver exceptional investor service has never wavered. With unparalleled precision and ahead-of-the-curve solutions, we've helped over 4,400 firms in nearly 60 countries — from... Read More

5 Products 0 White Papers 0 Press Releases

Categories

Customer Relationship Management
TopProvider MR - Wall Street & Technology Online B