Free CRM for Insurance Agents — Free Forever, Not a Trial
Get a real insurance CRM at $0: lead inbox, pipeline, contacts, and CSV import for the vertical you sell. No card, no countdown, no forced downgrade. Upgrade to Pro only when you need more.
The free CRM for insurance agents, in one paragraph
InsureLeads CRM's Free plan costs $0 forever — not a trial. One user, one insurance vertical, and the core CRM: lead inbox, pipeline, contacts, and CSV import. Need more verticals, calendar sync, or built-in telephony? Upgrade to Pro for $29/user/month — automatically free while your org runs an active InsureLeads lead campaign.
- $0 forever — no trial clock, no auto-charge, no card to start
- 1 user + 1 vertical with real insurance pipeline stages & dispositions
- Lead inbox, contacts, and CSV import (column mapping + dedupe)
- Pro at $29/user/mo — free while an active lead campaign runs
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What's actually free, forever
This is the whole free feature set — no asterisk, no hidden trial timer. Everything below stays yours at $0, for one user and one vertical you choose at signup.
- 1 user seat — A full single-agent workspace — no card required, no seat that expires into a paywall.
- 1 insurance vertical (you pick at signup) — Choose the line you actually sell and get its real pipeline stages, dispositions, and typed fields — not a generic "sales" board.
- Lead inbox — Every new lead lands in one place, ready to work, instead of scattered across email, texts, and spreadsheets.
- Pipeline — Move contacts through stages built for how insurance actually closes — quoted, application, issued, and the states in between.
- Contacts — Your book of business, organized — notes, history, and status on every person you talk to.
- CSV import with column mapping + dedupe — Bring your existing list in cleanly: map your columns to the right fields and skip duplicates on import.
Free vs. Pro: the honest comparison
Same CRM core on both plans. Pro adds scale — more verticals, calendar sync, telephony, and AI.
Pro is included free for as long as your organization runs an active InsureLeads lead campaign. For the full plan breakdown, see CRM pricing, or the complete insurance CRM software overview.
Free is not a trial — here's what that means
Most "free" CRMs are a 14- or 30-day trial in disguise: you build your pipeline, the clock runs out, and the tool holds your work hostage until you pay. The InsureLeads Free plan works differently.
- No countdown. Free stays free — there is no day-14 or day-30 expiry on your account.
- No card to start. You are not asked for payment details to use the Free plan.
- No auto-charge. Nothing converts to a paid bill behind your back; upgrading to Pro is a deliberate choice.
- No forced downgrade of your data. Your leads, contacts, and pipeline stay accessible on the Free plan.
How free-with-leads works
InsureLeads is a lead vendor first. If you buy leads from us, the CRM stops being an upsell and becomes the place your leads live. The mechanic is simple:
- Start on Free. Create your workspace at $0 and pick your vertical.
- Run a lead campaign. Order leads through InsureLeads — for example, exclusive final expense leads — and they deliver straight into your inbox and pipeline.
- Pro turns on, free. While that campaign is active, your Pro plan (all 10 verticals, calendar sync, telephony, AI, team features) is included at no extra charge.
Buying for a team? See how the same setup scales for agencies and IMO teams, or hand the whole thing to us with done-for-you services.
Why generic CRMs don't fit insurance agents
General-purpose CRMs like HubSpot, Zoho, and Bitrix24 offer free tiers, but they are built for generic sales teams. Out of the box they give you a blank deal board — and leave the insurance-specific work to you:
- No per-vertical pipelines. You have to invent stages for final expense, Medicare, or life from scratch.
- No insurance dispositions. The statuses agents actually use — quoted, application, issued, not-taken — aren't there.
- No built-in lead marketplace. There's no way to buy exclusive insurance leads and have them land in the CRM.
InsureLeads CRM ships the pipeline stages, dispositions, and typed fields for your vertical on day one — across final expense, Medicare, ACA / health, term life, whole life, IUL, mortgage protection, auto, home, and commercial trucking on Pro.
Free Insurance CRM FAQs
Yes. InsureLeads CRM's Free plan is free forever — not a 14-day trial that flips to a bill. It gives one agent a single-vertical workspace with a lead inbox, pipeline, contacts, and CSV import at $0. You only pay if you upgrade to Pro ($29/user/month) for all 10 verticals, calendar sync, telephony, and AI, and even Pro is free while your organization runs an active InsureLeads lead campaign.
InsureLeads CRM's Free plan is completely free with no time limit. General-purpose CRMs advertise free tiers too, but they ship as blank sales boards — no insurance verticals, dispositions, or built-in lead marketplace. InsureLeads' Free plan is purpose-built for one insurance line you choose at signup, so it works the day you log in.
One user, one insurance vertical you pick at signup, and the core CRM: a lead inbox, a pipeline with insurance-specific stages and dispositions, contact records, and CSV import with column mapping and duplicate skipping. That is the full free feature set — no trial countdown attached to it.
No. It is free forever. There is no countdown, no automatic charge, and no forced downgrade of your data when a clock runs out. You stay on Free for as long as you want; upgrading to Pro is a choice you make when you need more verticals, calendar sync, telephony, or AI — never a default that happens to you.
Pro is $29 per user per month and unlocks all 10 vertical templates, calendar connections (Google, Outlook, Calendly, Cal.com), bring-your-own-Twilio telephony (softphone, SMS, and call logging), the AI lead assistant for first-touch and follow-up, and team/agency features. Everything in Free is included in Pro.
While your organization has an active InsureLeads lead campaign running, your Pro plan is included at no extra charge. The leads you buy are delivered straight into the same CRM, and your team keeps full Pro features for as long as the campaign is live.
The Free plan is the CRM itself — the inbox, pipeline, contacts, and import to work leads you already have or generate yourself. Leads are sold separately through InsureLeads and land directly in the CRM. If you run an active lead campaign, your Pro plan is included free.
The Free plan supports one vertical that you choose at signup from the 10 available: final expense, Medicare, ACA / health, term life, whole life, IUL, mortgage protection, auto, home, and commercial trucking. Each has its own pipeline stages, dispositions, and typed fields. Upgrade to Pro to use all 10 at once.