Built for small teams, Less Annoying CRM is the easiest system to track policy applications, store group plan information, and stay on top of renewal dates so that you can focus on nurturing the relationships that your agency is built upon.
Just $15 per user per month, with no surprise "set-up fees", confusing tiers, or contracts (we hate those too).
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.