All-in-one Best CRM for Insurance Brokers!

Look like a world-class business and build trust with your audience

The insurance agents are happily organizing the work with the help of CRM for insurance brokers
  • Using multiple tools to keep track of potential clients and pending tasks?

  • Want to save time to serve more customers or to spend with family/friends?

  • Want to look professional and seamlessly grow your business?

  • Need a simple, easy to use and cost effective solution to your problems?

If your answer is ‘Yes’ to any of these questions, you are at the right place! We have solution to all these problems and more.
Don’t believe it? Sign up now and find out yourself, no strings attached!

Sign up Now

NO Credit card required

Have questions? Schedule a demo or send an email to contact@mybizzhive.com
Available in USA, Canada, UK, Australia, New Zealand and many other countries across the world!

GET ORGANIZED. SAVE TIME. GROW BUSINESS.

MyBizzHive’s leads management CRM icon

Leads

Manage contacts
& leads

MyBizzHive’s quotes management CRM icon

Quotes & Contracts

Send electronic quotes & collect e-signatures

MyBizzHive’s payment management CRM icon

Payments

Collect deposits
or payments

MyBizzHive’s invoice management CRM icon

Invoices

Send digital invoices

MyBizzHive’s booking management CRM icon

Bookings

Manage bookings
& deliver service

MyBizzHive’s booking management CRM icon

Expenses

Track business
expenses

MyBizzHive helps service providers manage potential customers, win more bookings and serve existing customers seamlessly.

Get benefited from MyBizzHive’s customer relationship management software MyBizzHive’s affordable CRM for business helps to grow every business You can grow your  business by best B2C CRM Boost business with best B2C CRM MyBizzHive’s best CRM for business owners
  • No set up required

    (Create free account and start using)
  • Customizable

    (Match with your process and terminology, takes only few minutes)
  • Secure

    (We won’t share your data with any third-party, ever!)
  • Accessible

    (Use any device to access your account, no app needed)
  • Pick a plan matching your needs

    (Upgrade anytime)
  • Great customer service

Contacts: Manage all your contacts in one place. Create notes or add follow up tasks/reminders. Learn more

MyBizzHive’s  contacts management CRM tool to manage all contacts in one place

Leads: End-to-end view of all current customers. Customize Leads board to match your process. Simply drag-n-drop leads to track progress. Learn more

MyBizzHive’s leads management tool manages all your leads in one place

Quotes: Add services, packages, pricing, terms details. Create customizable quotes & collect e-signatures. Learn more

MyBizzHive’s quote management CRM tool sends digital quotes and customize a quote

Invoices: Generate invoices from quotes and keep track of all your payments. Collect online payments or deposits from customers. Learn more

Invoice management CRM dashboard to create customizable invoices and templates

Booking: Manage all your in-person or virtual bookings. Access booking details or directions on the go with map integration. Learn more

MyBizzHive’s booking management CRM dashboard to manage all your bookings

PLANS

PLANS

Silver Gold Platinum
Get Organized
FREE
Look Professional
$18.00/mo
One-stop Shop
$29.00/mo
1 Month
Free Trial*
Contacts Learn More
Create Contacts (No Limit)
Create Tasks & Reminders
Import Existing Contacts
Leads Learn More
Manage Leads & Pipeline
Customize Stages & View
Contact Form Integration
Add Notes, Tasks & Appointments
Calendar & Schedule Learn More
Manage Bookings & Appointments
Add Notes, Tasks & Reminders
Google Map Integration
Automatic Booking Creation
Track Payments
Connect your M365 Email OR
Gmail (coming soon)
Learn More
Access Email Inbox
Access Calendar
One Click Lead Creation
Filtered View by a Contact/Lead
Quotes & Contracts Learn More
Add Services & Packages
Customizable Templates
Business Brand
Collect E-signatures
Reminders & Notifications
Download PDFs
Invoices & Payments Learn More
Add Services & Packages
Customizable Templates
Collect Payments/Advances
Track Online & Offline Payments
Reminders & Notifications
Download PDFs
Expenses Learn More
Track Business Expenses
Customize Categories
Generate Reports
Download PDFs

FAQs

A girl with a grey diary in hand | MyBizzHive’s faq data-aos="zoom-out-up"> A boy with a blue document case in hand | MyBizzHive’s faq data-aos="zoom-out-up"> A girl with a light shade of pink dress | MyBizzHive’s faq data-aos="zoom-out-up">
Who should use MyBizzHive?

This simple, easy-to-use best CRM for insurance agents is for small service-based businesses who have a typical lead to quote to cash journey. This includes seamlessly connecting with new prospects and delivering service to existing customers.

To use this app, you don't need any prior training or setup. You can even match your business processes & terminology with the app within a few minutes.

You can sign up for a free trial (no credit card required) and test drive the solution to see if it fits your business needs. No strings attached!

  • Entertainers
  • DJs
  • Bouncy House Rentals
  • Carpet Cleaning
  • Musicians & Bands
  • Caterers
  • Magicians
  • Home Cleaning
  • Photographers
  • Equipment Rentals
  • Face Painters
  • Painters
  • Decorators
  • Bartenders
  • Balloon Artists
  • Handyman
  • Wedding Services
  • Videographers
  • Petting Zoos
  • Gardners
  • Event Management
  • Cartoon characters
  • Real Estate Agents
  • Freelancers
  • Puppet shows
  • Construction services

No, our customer relationship management is optimized for all screen sizes and doesn't need a separate mobile app. Use any smartphone browser (Chrome, Safari, etc.) and login to access your account. The information is saved and synced automatically on all the devices you use.

Yes, this was our top priority while building the system. We have made all necessary security investments to make sure your information is safe and protected from unauthorized access at all times.

No, we do not share your customer or business data with any third-parties or contact them for any reason.

Your customers can pay using any credit card or PayPal. We will send the payments to your PayPal at no extra cost or commissions. We only facilitate the process and never store your customer payment info. Do a one-time setup in your MyBizzHive account and start collecting payments for no additional processing fees.

No, as long as you are on the plan that allows accepting payments, there are no additional fees.

With Platinum plan, you get full access to our product during the free trial. Try all features and decide what’s the right plan for you at the end of the trial.

Once the trial period is over, you will be automatically moved to the FREE plan. You can upgrade to paid plan anytime or simply continue using the free plan.

If you have any questions or need more info, please send us an email at contact@mybizzhive.com

You can cancel your subscription from the My Profile section. You can still access your account & information or re-start subscription any time.

There are no partial refunds for monthly subscriptions, your account will be automatically moved to the free plan at the end of the month.

For yearly subscriptions, the refund amount will be calculated as follows:
Total amount paid for yearly subscription - [Number of months since the yearly subscription started/renewed * Monthly subscription charges of the plan]

IMPORTANT: After you cancel yearly subscription from your account, you MUST send us an email at cancellation@mybizzhive.com and we will process the refund within 30 days.

None. What you see is what you pay.

MyBizzHive is available in several countries across the world and we are constantly adding more to our list.

  • USA
  • United Kingdom
  • Canada
  • Australia
  • Belgium
  • Denmark
  • France
  • Germany
  • Greece
  • Italy
  • India
  • Ireland
  • Israel
  • Kenya
  • Mexico
  • Netherlands
  • New Zealand
  • Norway
  • Poland
  • South Africa
  • Sweden
  • United Arab Emirates

Disclaimer: Online payment is only available in the United States at this time and we are working on adding more countries. You can still send invoices, track payments etc.

Don't see your country? Please send an email to contact@mybizzhive.com and we will work on adding your country!

Book a time-slot that works best for you and one of our reprsentatives will give a demo and answer any questions you might have.

You can also fill out the contact form below or send an email to contact@mybizzhive.com if you have any questions or need more information.

MyBizzHive’s contact us form icon

CONTACT US