Reports Center is an industry leading secure reporting portal for agency and call center management teams. Stay on top of your business with access to the real-time Active Agent RTS report, CTM/Grievances reports and Call Center Call Recordings upload. To discuss your reporting needs, please contact us.

Active Agents RTS Report

Key Benefits:

  • View all agents, including downlines.
  • View current and next cert years per agent.
  • Automatically displays carrier contract status as they are completed.
  • Statuses include Active, Pending Certification, Contract Sent and more.
  • Sort and filter on agent, status and certification year.
  • Export to Microsoft Excel with the click of a button.
Inbox user interface

CTM / Grievances Report

Key Benefits:

  • Download CareFree uploaded CTM / Grievances reports.
  • Define permissions for reports access.
  • Auto email notifications when new reports are uploaded.
Customer profile user interface

Call Center Recordings

Key Benefits:

  • Upload call recordings of any size.
  • Fast, secure and reliable upload capability.
  • View log of upload and download activity.
Call Center Recordings

Already CareFree and need your agents to attend training?

Agents can attend training and start selling with CareCompare

View Courses

Interested in learning about how CareFree can help your agency?

Get in touch with our National Sales Director.

Contact Us

Do you or your agents have contracting questions?

Get in touch with one of our contracting specialists.

Contact Us
CareFree Insurance Services Logo

CareFree Insurance Services, Inc. provides Agents leading technology tools, marketing services and support to help drive more sales faster.

2024 CareFree Insurance Services, Inc. All information provided on this website is for Agent Use Only and not intended for public distribution.

CF290 8/2021

Available for Contracted Agents Only

Please call (888) 549-4800 , or click here to Get Contracted Now!


Available for Ready to Sell Agents Only

Please visit your Dashboard to view your next steps or call (888) 549-4800 with any questions.