CRM for Insurance
Policy management, automated renewals, and cross-selling workflows for modern insurance agencies.
Insurance agencies live and die by retention and cross-selling. When your agency management system can't talk to your CRM, renewals slip through the cracks and cross-sell opportunities vanish. We build systems that keep your book growing and your clients covered.
Challenges We Solve
Common pain points in insurance, and how a custom CRM eliminates each one.
The Challenges
- Policy renewal tracking across multiple carriers
- No systematic cross-selling or upselling process
- Commission tracking disconnected from client management
- Manual certificate of insurance requests
Our Solutions
- Automated renewal reminders 90, 60, and 30 days out
- Cross-sell triggers based on life events and coverage gaps
- Commission tracking integrated with carrier data
- Self-service certificate request portal for clients
Never Miss a Renewal
Automated workflows trigger renewal outreach at the right intervals. Account reviews surface coverage gaps and your producers get notified about cross-sell opportunities before the competition does.
- Automated renewal pipeline with 90/60/30 day triggers
- Coverage gap analysis with cross-sell recommendations
- Carrier quoting integration for rapid proposals
- Client self-service portal for certificates and policy docs
- Commission tracking and forecasting by producer
Book of Business Intelligence
Know your book inside and out. Retention rates by producer, revenue by line of business, carrier concentration risk, and growth trends, all in real-time dashboards.
What Our Clients Say
“Reservation management, private event booking, and loyalty program in one system. Regular customers get recognized and rewarded. Our repeat business is through the roof.”
Laura Fitzpatrick
Owner, Fitzpatrick's Pub & Restaurant
Boston, MA
“Ad sales, subscriber management, and editorial workflow in one CRM. Our ad reps finally see subscriber engagement data that helps them sell smarter.”
Catherine Reed
Publisher, Beacon Media Group
New York, NY
“The client portal changed everything. Clients access their case documents, upcoming deadlines, and billing, and we stopped fielding 40 status update calls a week.”
Richard Caruso
Founding Partner, Caruso Law Group
Chicago, IL
“Intake, conflict checking, and matter management in one place. Our paralegals saved 15 hours per week on administrative tasks alone.”
Katherine Wells
Managing Partner, Wells & Associates
Washington, DC
“We tracked everything in Notion and Google Sheets before this. Now our pipeline, projects, and time tracking are all connected. Revenue forecasting actually works now.”
Amanda Walsh
Managing Director, Stratosphere Consulting
Atlanta, GA
“Moving from HubSpot to custom felt risky. Six months in, our team efficiency is up, our client satisfaction scores are higher, and we're spending $0 on per-seat licenses.”
Rachel Abrams
Principal, Abrams & Co Advisors
Miami, FL
“ASIC compliance requirements meant off-the-shelf wouldn't cut it. Custom CRM with Australian data residency and full audit trails. Exactly what we needed.”
James Whitfield
Managing Director, Harbour City Advisors
Sydney, NSW
“REA Group and Domain listings synced automatically. Buyer matching, open home management, and settlement tracking built for the Australian market specifically.”
Ben O'Connor
Director, Southern Cross Property
Melbourne, VIC
Ready to Transform Your Insurance CRM?
Book a free discovery call and we'll walk you through a solution tailored to your specific challenges.