Track Clients and Policies
Log client info, policy types, providers, and coverage amounts in one central location.
Upgrade to an Insurance CRM App
Download the free Insurance Broker Template app to manage clients, policies, and renewals in real time — with filtering, reminders, and dashboards built in.
Manage Renewals and Expirations
Stay ahead of upcoming renewals and avoid missed deadlines with clear visibility.
Log Quotes and Status
Track pending quotes, follow-ups, and conversion status across providers.
Stay Organized Across Carriers
Filter by insurance type, carrier, client, or policy status to streamline operations.
Why Do You Need an Insurance CRM App?
Client & Policy Dashboard
See all your clients, policies, and quote statuses in one real-time view.
Quote Pipeline Tracking
Track the full lifecycle from lead to quote to closed sale.
Renewal Reminders
Get alerted on upcoming renewals to follow up on time.
Custom Fields
Track policy number, premium, deductible, term, and more.
Carrier & Product Sorting
Segment policies by carrier, type (auto, health, life), or product tier.
Exportable Reports
Generate summaries for client reviews, audits, or compliance needs.
