The CRM built for independent insurance agencies

Built by someone who has run an agency

Insurance CRM was developed by a 20-year insurance veteran who has owned, operated and sold insurance agencies, and it's used every day in a working agency.

One record for every customer

Each contact holds the whole relationship: every call, text and email, quotes from each carrier, policies with coverages and vehicles, tasks, appointments, documents and e-signatures.

• Calls, texts and emails on one timeline
• Policies, coverages, vehicles and drivers from your carriers
• Certificates of insurance and e-signatures from the contact

Your book, kept current from the carriers

Policy data is pulled from your carriers, so renewals, cancellations and payment problems are flagged on the contact without anyone re-keying them. Contacts can also be imported from a spreadsheet.

Numbers without a spreadsheet

Daily, weekly, monthly and year-to-date sales against your goals, by producer, carrier and line of business. Click any number to see the sales behind it, and see the agency's profit and loss with producer pay.

A team that works together

Roles for agents, supervisors and owners, a shared calendar, tasks and reminders, and an iPhone app with calls, texts, contacts, the calendar and reports.