Insurance Agent CRM
The easiest way to keep clients and policies organized
The only all-in-one CRM for insurance agents to help you track client details, manage policies, and grow your business.
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Client relationship pipeline
Build forms to collect client details
Get set up in an hour
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I keep getting more and more for my money. Thank you for being so honest to deal with, and so committed to my success in using your software.
Treavor A.
Customer since 2018
The easy way to manage policyholder relationships
Before
Scattered client and policy details
Missed follow-ups and renewals
Disorganized schedules and meetings
Limited visibility into policies
Minimal insights into coverage gaps
Inconsistent lead tracking
after
Organized client and policy pipeline
Timely follow-ups and reminders
Centralized scheduling and tasks
Team collaboration on accounts
Comprehensive client and policy history
Consistent lead capture process
Bring harmony to your insurance workflow
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Strengthen policyholder relationships
Keep follow-ups timely and organized to build trust and retain clients.
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A single source of truth for your team
Share client information, project updates, and notes across your team, so everyone stays aligned.
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Stay organized with ease
Manage policies, claims, and appointments — all in one easy-to-use platform.
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Valuable insights without complexity
Access clear data on policyholders and coverage to identify opportunities and meet client needs.
It is absolutely refreshing and very satisfying to work with a company that actually delivers on what it promises.
Ken L.
Customer since 2019
Tools to help you manage, organize, and grow
From organized policy management to easy data access, Less Annoying CRM supports your client relationships and helps you grow your insurance business.
Mobile Access Insurance
Access your CRM on any device
Manage policyholder information from any computer, tablet, or smartphone, whether you’re at the office or meeting clients.
Log Email Conversations Insurance
Keep all communication in one place
Simply BCC our unique email address, and Less Annoying CRM links each email to the correct client, so your history is always complete.
Easy Importing Insurance
Quickly transfer your contacts
Upload client and policyholder information from your current system with a simple spreadsheet.
Daily Agenda Emails Insurance
Start every day prepared
Receive a morning email with all your tasks, follow-ups, and renewal reminders, so you stay on top of your day.
Form Builder Insurance
Collect leads and policy details
Use our form builder to gather new leads and client data directly into your CRM, simplifying prospecting and policy management.
Collaboration Insurance
Keep your team aligned
Add team members for $15/user/month, with flexible permissions to make sure everyone can access the information they need.
Free Updates Insurance
Stay current at no extra cost
Less Annoying CRM includes free updates that are automatically applied so you always have the latest tools.
Secure Backups Insurance
Keep client data backed up
Your data is backed up on Amazon’s trusted infrastructure, with additional offsite backups for added security.
Security Insurance
Protect sensitive information
We use 256-bit encryption and strict data protection standards to safeguard your clients' information.
Support Insurance
Real people, real help
Our support team is a quick call or email away, ready to assist — even during your free trial.
One-Click Export Insurance
Own your data and access it anytime
Export all client and policy information with a single click, giving you full control of your data.
Sometimes in life you stumble onto something so unique and wonderful and just are always grateful you have it. That is how I feel about Less Annoying CRM.
Arlynn W.
Customer since 2019
Integrate LACRM with your favorite tools
Less Annoying CRM connects with the platforms and systems you already use to keep your insurance business organized and running smoothly.
Zapier
Automate workflows and link Less Annoying CRM to thousands of tools through Zapier.
Google Contacts
Organize contact info and sync with Google Contacts to keep all your connections current and accessible.
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Calendars
Sync your calendars directly into LACRM so you never miss a meeting or deadline.
See why insurance agents trust Less Annoying CRM
Join insurance agents across the country using Less Annoying CRM to manage client relationships, stay organized, and simplify daily tasks for their growing business.
I keep getting more and more for my money. Thank you for being so honest to deal with, and so committed to my success in using your software.
Treavor A.
Customer since 2018
It is absolutely refreshing and very satisfying to work with a company that actually delivers on what it promises.
Ken L.
Customer since 2019
Sometimes in life you stumble onto something so unique and wonderful and just are always grateful you have it. That is how I feel about Less Annoying CRM.
Arlynn W.
Customer since 2019
Ready to see what LACRM can do for you?
Find out if Less Annoying CRM is a good fit for you with a 30-day free trial.