Service requests done while they're on the line
Every policy from your carriers sits on the customer's record with its coverages, vehicles and drivers, so most service calls end on the first call.
Policies pulled from your carriers
Policy details come from Progressive and National General: coverages, deductibles, vehicles, drivers and the policy's history, on the customer's record.
- One card per policy, with earlier terms folded in
- Each policy labeled by line: auto, home, renters and more
- Open the policy in the carrier portal in one click
Renewals with the premium change
Upcoming renewals show the new premium next to the current one and the percentage change, so you can reach out before a big increase lands.
Payment trouble and cancellations
Payments due, declined payments and pending cancellations for non-payment are flagged and pinned to the top, and cancelled policies show the carrier's reason.
ID cards from the contact
Send ID cards from the auto policy's card. For Progressive the cards are emailed for you; for other carriers the policy opens in the carrier's portal.
Sales recorded from the carrier
When the carrier reports a new policy, it's recorded as a sale with its coverages and vehicles, so the record and the reports stay current.
FAQ
Questions agencies ask
- Which carriers' policies are pulled in?
- Progressive and National General today, with more carriers on the way.
- Can I send ID cards from the CRM?
- Yes, from any auto policy. Progressive ID cards are emailed for you; other carriers open in their portal.
- Will I know when a renewal goes up?
- Yes. Renewals show the new premium, the current premium and the percentage change on the policy.
See it on a sample agency
Open the live demo to explore a sample agency with no sign-up, or book a walkthrough with us.