Reminding a client about a renewal, managing your team or tracking a new lead — it's all in one place, right from your mobile. Here's the everyday edge InsureCRM gives you.
Log every call, meeting and message as a timestamped note on the lead or client. The full relationship history is one scroll away — nothing lives in someone's memory or a lost chat.
Every client gets their own secure app login to view policy details, documents and renewal dates, raise a support ticket and manage their cover — a self-serve portal that makes you look enterprise-grade.
Send one personalized push — title, rich message with ##NAME## / ##COMPANY_NAME## variables and media — to your whole book at once: all clients, all employees, or a chosen segment.
Explore →Web and mobile push notifications fire the moment something needs attention — a due renewal, a new lead, a follow-up or a ticket update — so your team acts first, not last.
Roles and permissions, agent groups and ticket assignment keep everyone in their lane while working the same book — so a growing team stays coordinated, not chaotic.
Native iOS & Android apps put the entire CRM in your pocket — clients, policies, renewals, notes and alerts — so you can run the business from anywhere.
The system chases renewals and follow-ups so you don't have to. Follow-ups fire on each policy's premium mode, reminders go out 1 month, 15 days and 1 day before every due date, and custom fields per policy type capture exactly what each product needs.
Turn every client query into a tracked ticket with priorities, agents and a full reply thread.
Explore →A live dashboard of your book — policies, premium, leads, claims and commissions at a glance.
Explore →Capture leads from every channel and convert them with a visual pipeline and notes.
Explore →Every policy, document, ticket and note for a client on one relationship profile.
Explore →Know what you've earned — paid, pending and projected — per insurer and product.
Explore →See the full list of everything InsureCRM gives your agency.
View all →Put every one of these capabilities to work for your agency in minutes.