Rillo guides
What CRM do insurance agents use?
Policies and renewals in one place, and a call list each morning.
- From $49 a seat
- 30 days free
- No card
The short answer
Independent agents usually need two things from a CRM: every client's policies and renewal dates in one place, and a list each morning of who to call before a renewal or a quote goes cold. An agency management system holds the policy record of truth; a CRM like Rillo is where the selling and follow-up happen.
What to look for
- Every policy and renewal date under the client, not in a spreadsheet
- A renewal and quote call list built each morning
- Notes written for you after a call, so the file is current
- A seat price on the vendor's own page
The tools people weigh
- AgencyZoom, sales and service automation built for insurance agencies. Rillo vs AgencyZoom
- HubSpot, a general CRM with marketing tools. Rillo vs HubSpot
- Salesforce, a platform for large teams. Rillo vs Salesforce
- Badger Maps, route planning for agents in the field. Rillo vs Badger Maps
Listed, not ranked. Each comparison is from the company's own pages, with the date it was checked, and says where that tool is better.
Where Rillo fits
Rillo CRM fits an agent or a small agency that sells: the Insurance preset knows clients, quotes and renewals, and after a call you talk and Rillo writes the record and sets the follow-up. It is $49 a seat a month with 30 days free and no card. How Rillo CRM works for Insurance.
Where it does not
Rillo is not an agency management system or a rating tool. Keep your policy system of record.
More questions answered: What is a good CRM for a small business that sells in the field, What CRM should a small roofing company use, What CRM should a real estate agent use, Is there a CRM that sets itself up for my kind of business, What is a good free digital business card.
Which one are you?
One login, one record: the card you hand someone, the list at your counter and the accounts your reps carry are the same record.
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Rillo
Your card, your Rillodex, and a CRM when you want one. Write to us any time.
Hand over your card, they scan it, and you are in their phone. Everyone you meet lands in your Rillodex.
Rillo Connect about a minuteI run a shop
From $79 a month
Getting found. 44 of 70 points in 4 areas.
We check your Google listing, build your pages and ask for reviews, so customers can find you. A regulars list builds itself at the counter.
Rillo Shops set up with youI run a sales team
From $49 a seat
Built this morning from what's overdue and gone quiet.
Talk after a call and Rillo writes the record and sets the follow-up. Built for the phone first, and just as good at the desk.
Rillo CRM 30 days free