CRM
Clients, pipeline and commissions in one place.
Accounts and contacts, a placement pipeline, campaigns and commission statements — built for how insurance is sold, and connected to the policies and claims that follow.
No card needed. Every module is included on every plan; see pricing.
- Import your client list from a spreadsheet and keep it in sync with your directory
- A pipeline that ends in a bound policy, not a closed deal
- Commissions computed from the policy, not keyed from memory
Came for something else? Sell cover · Claims · Reinsurance · the whole platform