FreeAgent Insurance CRM
von FreeAgent Network
Wer nutzt diese Software?
Versicherungsfachleute, kleine Agenturen und Berater.
Durchschnittliche Bewertung25 Bewertungen
- Gesamt 4.5 / 5
- Benutzerfreundlichkeit 4.5 / 5
- Kundenservice 5 / 5
- Funktionen 4.5 / 5
- Preis-Leistungs-Verhältnis 4.5 / 5
- Startpreis 29,00 $/Monat
- Kostenlose Version Nein
- Kostenlose Testversion Ja
Cloud, SaaS, Web
Mobile - iOS Native
Mobile - Android Native
24/7 (Live Vertreter)
Support während der Geschäftszeiten
Angaben zum Hersteller
- FreeAgent Network
- Gegründet 2016
Über FreeAgent Insurance CRM
Versicherungs-CRM, das einfach zu verwenden ist, sodass du mehr Zeit für wichtigere Aufgaben hast. Es ist so konzipiert, dass es ähnlich wie E-Mail funktioniert, aber viel besser. Du brauchst endlich kein Excel mehr. Es bietet eine umfassende Lösung zur Verwaltung deiner Geschäftsbücher und für die Zufriedenheit deiner Versicherungsnehmer. Und alles geschieht automatisch. Das System ordnet alle deine E-Mails den richtigen Kontakten zu und verbindet sie mit den richtigen Verträgen, Trägern und Richtlinien. Du kannst Bilder hinzufügen, Dateien anhängen, Notizen hinzufügen und vieles mehr.
FreeAgent Insurance CRM Funktionen
- Leben & Gesundheit
- Richtlinien Managemen-
- Schaden- und Unfallversicherung
Die hilfreichsten Reviews für FreeAgent Insurance CRM
Bewertet am 12.10.2018
I Didn't Know A Team Could Be So Responsive
Kommentare: I have never asked more from a company. Our CRM needs were very different than the typical sales model. I chose FreeAgent because their team seemed willing to work with me to make the changes I needed for my unique circumstances. When shopping for the CRM, other companies told me they would charge thousands of dollars to train me how to build a system to fit my unique needs. FreeAgent CRM said they would be happy to build what I need at no extra cost. They have done just that and exceed my expectations every day. This robust system has everything I need and I appreciate its beautiful design.
Vorteile: Choosing FreeAgent CRM is the best decision I made this year. They have worked with me to make their CRM the exact fit I needed for a growing franchise. I have never worked with another company that is so responsive to my requests and needs. Every day I am amazed at how willing they are to make improvements to meet my needs and their team always teaches me how I can personalize the program to our unique circumstances. They take the time to understand my need and then go to work to find a solution.
Nachteile: I love the product so much that this is difficult for me to answer, but the two things I am hoping to someday have is a #hashtag feature for being able to search activities by topics and to someday be able to have texting also documented in the system. (I think I just thought of how this can be done simply!)! And another request is born....
Bewertet am 12.10.2018
FreeAgent CRM vs Salesforce = Apple iPhone XR vs mobile phone 1st generation in the mid 90s.
Kommentare: If Salesforce customers would be aware of FreeAgent CRM, Salesforce would have no clients any longer. It reminds me of an upstart like Amazon in 2000 vs the established retailer Sears. I would highly recommend Marc Benioff to take over FreeAgent CRM and let FreeAgent CRM's management revamp Salesforce's entire software and sales/marketing concept. If Sears would have bought Amazon their share price would have been up several thousand percent vs being down 99% during the last 11+ years. Eddie Lampert likely doubted that established, 100+ year old Sears would fall 99%. Better and more agile competitors like FreeAgent CRM can erode the market position of other established leaders over time as Apple, Amazon, Google, Facebook, Netflix have proven.
Vorteile: FreeAgent CRM's management and team are outstanding in terms of customization, service, interface, simplicity and elegance. The entire user experience if rated on a scale of 1 to 10 is 10+ while I would rank Salesforce 1 having seen Salesforce performing ten years ago and recently. Salesforce is a sales focused company with an extremely frustrating user experience vs FreeAgent CRM being a true CRM company. It's like using a new generation Apple iPhone vs a mobile phone by other leading providers in the mid 90s. We have no association with the company besides being a customer.
Nachteile: I have done extensive searches on many CRMs in the last 10 years and wish this 2016 founded company would have been existed 25 or 10 years ago.
Bewertet am 2.11.2018
FreeAgent Is the best value for your money.
Kommentare: This is my first experience with CRMs and its been so pleasant and not frustrating. Thats hard to find in the tech world for me. Our rep is wonderful and knows her stuff!
Vorteile: Simple, easy to use and easily learnable. Helpful staff that are there quickly to help with any issues that come up or that you have questions about. Integrates well with Office 365. Looks great and is neat and tidy.
Nachteile: Any cons that I did have, have quickly been fixed. They are open to suggestions and are constantly improving.
Bewertet am 30.10.2018
FreeAgent CRM is a Great Tool!
Kommentare: Customer representatives really work very hard to provide the best training and support! If you are a Mortgage Loan Originator, Real Estate Agent ora stand alone Sale Rep, I think FreeAgent is a great fit!
Vorteile: I like how easy it is to work with, especially for my small sales consulting business. It has all the key features I need!
Nachteile: I really can’t come up with a feature that detracts. Perhaps smaller type for the screen; but I would be very picky choosing that.
Bewertet am 23.8.2018
Kommentare: I have never had an experience like this before... they contacted me, and made follow up, answered all my questions, and even invited me to their offices. They have been great with customer support; it is almost 24/7. They are very nice and willing to help out, and hear your suggestions. Since I can customize it to my needs, it’s a perfect product. I recommend it 100%.
Vorteile: What I love the most about this product is that it is customizable, so the program adapts to my needs instead of the other way around. It is super user friendly, and it has great customer support!! They even give you 1:1 training, and help you customize your profile, and they won’t leave you alone until you are happy with the end product.
Nachteile: There are a few (almost none) user experience things that can improve... but they are constantly updating features.