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.

Delivery: Ready to launch