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Free CRM For Your Insurance Business

By Matthew King

Written On August 23, 2019

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If you're still running your business using file cabinets, a Rolodex, business cards or jotted posted notes; or even just a generic CRM then we've got a solution for you. Increase your insurance business with FREE tools from us.

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Agent Xcelerator Program

Insurance Agent Xcelerator Program with TR King Insurance Marketing

Whether you've just started your insurance career or you're a seasoned veteran there are essential tools and software to kickstart your insurance business to take it to the next level. 

This Tool Is Available On Desktop and Mobile!

However, we all know that frustration when every new tool or "thing" that I have to use to increase my business costs $35/month there, $50 here, and before you know it; you're eating away your profit margins for your business before you even got started.

We get it. Some expenses just aren't worth it YET and the value isn't clear about how exactly this "tool/software" can help you increase your business. That's why the Agent Xcelerator Program exists because we offer you no cost tools to effectively run your business.

Book of Business At A Glance

Tracking Your Insurance Book Of Business Free Tools with TR King Insurance Marketing

While gaining new prospects is definitely a pipeline that needs to stay warm, servicing your current book of business is extremely important too.

Policy management enables you to know which products you sell the most and which current clients closely relate to new prospects or can provide referrals for similar target markets. In your CRM you can break down your book of business by carrier, effective dates, and status to view your written policies in groupings.


 

Pro Tip: Gaining oversight of your book of business comes with many perks like asking for referrals after your customers have a long history of satisfaction with you.

Tracking Commissions With Ease (A Few Select Carriers At This Time)

Tracking Insurance Commissions Using Free Tools with TR King Insurance Marketing

Along with keeping a close eye on a growing book of business, tracking commissions in your new CRM will give you peace of mind that you are being paid the correct amounts and on time. But why does the data matter? 

Again, knowing your revenue streams helps build a better and more stable business. Having commission data at your fingertips makes it easier to plan financial marketing strategies. For example, if you sell multiple policies you'll be able to see which ones you sell the most and the profitability of each to expand your company.

Knowing your production in moments helps position yourself and your company for the highest commissions available to you. 


 

Pro Tip: Missing commissions could hurt your business revenue, lead flow, and ultimately your career. Keep an eye on payments from the insurance carrier.

Quoting Tools For You and Your Insurance Agency (New Video Below)

Watch this comprehensive video on all the benefits that come with Agent Xcelerator, and the new updates for 2019.

Free Final Expense Quoting Tool 

Free Final Expense Quoting Tool with TR King Insurance Marketing

Know if your carrier is at the top and easily compare the premium rates of the Nations top Final Expense Companies against others with a few clicks. Final Expense is priced relatively level across the United States, however, some insurance companies perform better in certain areas.

Get instant access to this knowledge with a FREE Final Expense Quoting Tool.

Free Medicare Supplement Quoting Tool

Free Medicare Supplement Quoting Tool with TR King Insurance Marketing

Medicare Supplements rates vary from county to county and zip code to zip code. It is essential that you know which carrier is positioned well for pricing for your customer. All plans are standardized meaning the biggest difference between them is the price.

With a Free Medicare Supplement Quoting Tool, you no longer need to worry about struggling to find your client the best options because they are displayed right there! 


 

Pro Tip: Look for cross-sell opportunities by quickly quoting other products or getting the client more coverage for the same amount of money. This works really well if you've saved them money on Medicare Supplements; you could try cross-selling a Final Expense policy!

Free Medicare Advantage and PDP Quoting Tool

Free Medicare Advantage Quoting Tool with TR King Insurance Marketing

Plans for Medicare Advantage vary in many different aspects. Compare star ratings, plan types, out of pocket maxes and drug coverage to advise your clients in an instant.

Help your client remain educated about the available options in their area with a FREE Medicare Advantage Quoting Tool.


 

Pro Tip: It's common to sell a Hospital Indemnity Plan alongside a MAPD plan, look for this cross-sell as well!

Over to You

We'd love to hear your thoughts in the comments below on:

  1. Do you currently use a CRM, if not, why?
  2. Do you have any questions about using these tools?
  3. What is the Quoting tool you use the most?
  4. What are some activities and tasks you use to streamline your workflow?

If you have any other questions, please leave a comment below. We will carefully read each one of them. Happy Selling!

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Matthew King


Matthew King is a co-owner of TR King Insurance Marketing. When he's not creating processes, content, developing training, and implementing digital marketing strategies, he likes to immerse in gaming with his wife and friends.

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