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  5. Insurance Broker CRM

Insurance Broker CRM

Insurance Broker CRM

A CRM for insurance brokers managing policies across multiple insurers. It stores client and policy details, tracks renewals, mid term adjustments and claims notes, and prompts proactive renewal contact. Ideal for brokerages wanting to retain more clients each year. A renewal pipeline and document trail come as standard. The insurance lifecycle is pre built, putting the cost at roughly half of a tailored broker system.

What's included

  • Client and policy records
  • Renewal pipeline and prompts
  • Claims and adjustment notes

Delivery: Ready to launch

WELCOME10, 10% off your first project · ends 30 September 2026
£2,199
£4,398Save ~50%

Ready to launch

Everything included: hosting, domain, security & updates

Around 50% below typical UK agency prices

£2,199
£4,398

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