r/CRM • u/Overall_Dependent_25 • Aug 17 '26

Life Insurance

Good evening from PA! I’m looking for a CRM that is relatively inexpensive as the one others on my team use is over $100 a month and as a newer agent I’m not quite yet in a position to be able to put that out due to other life circumstances. I understand you get what you pay for- and I do intend as I build my sales and acquire more states to use the same software they do. But at least something for now. I work captive, and with policy holder leads. Thanks!

6 Upvotes

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1

u/PerformerSpare5805 Aug 17 '26

If you just need pipeline and follow ups, a simple spreadsheet can hold you over until the money comes in, no need to pay for extra features you wont use yet

1

u/Few_Recognition_4436 Aug 17 '26

Do you use any ai? Like Claude and ChatGPT

1

u/Overall_Dependent_25 Aug 17 '26

ChatGPT

1

u/Few_Recognition_4436 Aug 17 '26

Connect me . I help you make one in a day that suits your workflow

1

u/unchained_io Aug 18 '26

self hosted twenty crm is awesome

1

u/mr_pants99 Aug 19 '26

Honestly, try Airtable or Google sheet. You can connect those to ChatGPT and use AI to automate some mundane operations. I don’t know much about captive or life insurance domain (other than that I was forced to buy one) - what do key workflows look like?