Manage policies, claims, and renewals without the chaos
Custom CRM for insurance agencies, brokers, and MGAs. Track clients, manage policies, automate renewals, and handle claims — built for how insurance businesses operate, not how generic CRMs force you to work.
98%
Renewal retention
0
Lapsed policies
10hr
Saved on commissions monthly
Sound familiar?
- Policy data lives across carrier portals, spreadsheets, and your agency management system
- Renewal tracking is manual — policies lapse because nobody caught the date
- No unified view of a client across all their policies and claims
- Commission tracking and reconciliation takes days every month
- Cross-selling opportunities are invisible because data is siloed
What you get
Built for your workflow, not around it
Client 360 View
Every policy, claim, document, and communication for each client in one screen. Household and business grouping included.
Policy Management
Track active, pending, and expired policies across all carriers. Automated expiration alerts and renewal workflows.
Claims Tracking
Log claims, track status with carriers, document communication, and update clients. Full audit trail for every claim.
Renewal Automation
Automated 90/60/30-day renewal reminders. Pre-built renewal workflows with comparison quotes and client outreach.
Commission Tracking
Track earned and expected commissions by policy, carrier, and agent. Reconcile against carrier statements automatically.
Reporting & Analytics
Book of business reports, retention rates, premium growth, and producer performance. Data that drives agency decisions.
Ready to replace spreadsheets with a real system?
Free consultation. We'll map out exactly what you need.
Built with
Modern tech, proven results
We use the same battle-tested stack behind our own products — fast, secure, and built to scale with your business.
Not sure where to start?
Book a free 30-minute call. We'll review your current setup and show you exactly how a custom system would work for your business.
Get startedHow it works
From first call to live system in weeks
Discovery Call
We learn your business, workflows, and pain points. You get clarity on what's possible and a rough timeline.
Scope & Proposal
Detailed spec, timeline, and fixed-price quote. No surprises. You approve before we write a line of code.
Build & Demo
We build in 2-week sprints with live demos. You see progress, give feedback, and steer the direction.
Launch & Support
We deploy, train your team, and provide ongoing support. Your system grows with your business.
See what we've built
200+ projects delivered across SaaS, CRM, mobile, and custom platforms.
Common questions
Frequently asked questions
We build integrations with major carriers and aggregators. Policy data, commission statements, and renewal info flow into your CRM automatically.
The system triggers 90/60/30-day workflows before expiration — emails to clients, task assignments to agents, and comparison quote requests.
Yes. Track expected vs actual commissions per policy and carrier. Reconcile against carrier statements automatically.
Personal, commercial, life, health — all managed in one system with line-specific workflows and reporting.
Get a free consultation
Tell us about your business and we'll show you how a custom insurance agencies system would work.