A free CRM built for insurance agents
Binder is the only insurance CRM with a real free tier, not a 14-day trial. Everything to keep you organized: pipeline, contacts, policies, renewals, forms, and tasks, free forever for up to 5 users. No credit card, no countdown.
Everything that's free on Binder
The free plan is everything you need to keep your agency organized and nothing falling through the cracks. No countdown clock, no feature nag screens.
Pipeline & lead management
Track every prospect from first contact to bound policy. Kanban and list views, customizable stages, and deal tracking.
Client & account records
One profile per client with their policies, coverages, documents, and activity history, all in one place.
Policy tracking & renewals
Track every policy, surface upcoming renewals in your x-date queue, and never lose a book of business to a missed renewal.
Tasks & follow-ups
Create tasks linked to contacts, accounts, and policies. Assign to team members, set due dates, and track what's open.
Client intake forms
Build branded multi-step intake forms and share a public link. Submissions auto-create contact and account records in your CRM.
Reporting & dashboards
Core production and pipeline reporting on the free plan, so you always know what's closing and what's at risk.
Why Binder is the only real free insurance CRM
Most insurance CRMs have a "free trial" that counts down. A few have free tiers so restricted they're barely usable. Binder is different.
Who the free plan is designed for
Brand-new agents
You just got your license and you're building your first book. You need a real CRM to track prospects and follow-ups, but you're not paying $150/month for it on day one. The free plan gives you everything you need to grow.
Solo producers
You've been in the business for years and you're working independently. Your pipeline and renewals live in spreadsheets or your head. Binder gets it all organized in one place, for free, for as long as you stay solo or a small team.
Small agencies bootstrapping
1-5 producers, maybe your first year or two in. You're watching overhead carefully. Binder costs nothing until you're ready to add email automation and campaigns, and those tools are built to win enough extra business that they pay for themselves.
And when you want to grow your book
When you need automation, campaigns, and document storage, the Growth plan has you covered: everything in Free, plus the tools to win more business.
Up to 5 users
- Full pipeline & lead management
- Client & policy records
- Renewal tracking & x-date queue
- Tasks & follow-up reminders
- Client intake forms
- Core reporting
Unlimited users
- Everything in Free
- X-date & renewal campaigns
- Automated email follow-up sequences
- Cross-sell campaign automation
- Document storage & management
- Team roles & permissions
- Producer scorecards & forecasts
Stop managing your book in spreadsheets
Create your account in under a minute. Import your existing clients and pipeline. Start using it today. No card, no sales call, no time limit.