These customizable process-tracking tools help you map out your policy selection workflow and manage
your new leads when they come in. At a glance, see whose policy needs to be renewed, and the carriers
you work with.
Based on conversations with hundreds of insurance agencies, we’ve set up fields we think you want,
but you can always add more -- at no additional cost. Want to track the allergies a client has? Go ahead.
Maybe you’re working with a family, or maybe you’re handling commercial insurance. If you have more
than one person on a plan, you can store all that information together in one place.
Business software is never fun. That’s why we’re “Less Annoying CRM”, and not “Never Annoying CRM”.
But we’re here to help make sure you have the least annoying experience ever. You’re here to help your
clients, and we’re here to help you.
Regardless of whether you prefer to hop on the phone for an in-depth conversation about how to track your biggest
client of the year, or want to do some learning on your own, we’ve got you covered -- for free.
Ready to sign up for your free 30-day trial of our Insurance CRM? Just click this button...
Try it out for free
We don’t take any credit card information, and it’s only $10 per user per month after. That’s it.
Want to chat a little more first? Just reach out to us here -- we’d love to talk to you.