The best CRM for insurance agents is one that doesn't take weeks to set up, and gives you all your policy info at a glance. Designed with the independent agent in mind, Less Annoying CRM is the easiest system to track policy applications, store group plan information, and stay on top of renewal dates so that you can focus on nurturing the relationships that your agency is built upon.
These customizable process-tracking tools help you map out your policy selection workflow and manage your new leads when they come in. At a glance, see whose policy needs to be renewed, and the carriers you work with.
Based on conversations with hundreds of insurance agencies, we’ve set up fields we think you want, but you can always add more -- at no additional cost. Want to track the allergies a client has? Go ahead.
Maybe you’re working with a family, or maybe you’re handling commercial insurance. If you have more than one person on a plan, you can store all that information together in one place.
Business software is never fun. That’s why we’re “Less Annoying CRM”, and not “Never Annoying CRM”. But we’re here to help make sure you have the least annoying experience ever. You’re here to help your clients, and we’re here to help you.
"It's so easy to use and versatile. It allows me to store all the pertinent information about my client and customize the fields to fit my business. I also love that it works with my GSuite mail so that I can log all my communications with my clients."
Less Annoying CRM is U.S. News & World Report's #1 ranked CRM, and you and your team can try it for free for 30 days. No credit card needed.