The Best Free CRMs for Health Insurance Agents

We did our research to find the best Customer Relationship Management (CRM) software for health insurance agents. Feel free to read up on these valuable tools and choose the best one for your needs! Of course there are many other CRMs available that you can research. All CRMs below are not associated with Benavest in any way, however, through extensive research on our end, we have provided the ones we find will best assist agents in keeping organization of clients.

The Best CRMs for Agents

In no particular order we found these to be the best CRMs to use for free.

Zoho
Hubspot
Less Annoying CRM

All of these CRMs offer the same basic feature that will get you up and running however they each have different advantages that may or may not align with your goals to use a CRM.

Zoho
Zoho is a great CRM with many robust features and a completely FREE pricing tier that includes basic features. The best thing about Zoho is Zoho One, which is a full-fledged platform that allows you to fully scale your business for a low price.

Zoho one includes tools for:

Organization
Marketing
Social Media
Help Desk
Automation
And many more
We highly recommend Zoho for those agents that are starting small but have very big goals in mind!

Hubspot
The free CRM version of Hubspot is very good and feature-rich. It is one of the CRMs with the most features out of the box in the bunch. It has just about all the same features as the other guys on the list and it’s completely free.

The big problem with Hubspot lies in how expensive the premium plans are. If you find yourself needing some of the premium features you will find yourself paying the most for those features over any of the competitors.

We recommend Hubspot for agents that want the most features they can get for free while understanding that they may need to move to another CRM or be willing to pay for the higher prices on Hubspot if premium features are desired.

Less Annoying CRM
Less annoying CRM is a great solution if you do not want to get overwhelmed with many different features. Less Annoying CRM has the few robust features that you need and want like:

Contact Management
Calendar and Tasks
Leads and Pipelines
Easy customization
And mobile access

Less Annoying CRM is the least feature-rich CRM on the list but the absolute best ease of use. Another snag you might hit with this CRM is that it does not offer a free version. However, there is only one pricing tier and it is very cheap. We recommend Less annoying CRM for individuals that would like a very simple and easy-to-use CRM.

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Conclusion

To sum it all up, all three of these CRMs are very good choices.

Zoho: Great choice for the agent that thinks they will expand a lot and has many great features for a low price if you decide to move up from the free plan.

Hubspot: Great choice for the agent that just wants as many features as they can get for free.

Less Annoying CRM: Great for the agent that is okay with paying a small monthly fee but has access to the easiest CRM to use.