Your insurance book of business, with no missed renewals
An insurance CRM for agents and brokers: insured customers, policies, and expiration dates all together, from €9,000 + VAT.
- Starting at
- €9,000 + VAT
- Timeline
- In the quote
- Before we start
- Fixed price
What your insurance CRM includes
It’s designed to sell and renew, not issue policies.
Policyholder profile
their policies, their family, and every conversation, on one screen.
Renewal dates at a glance
the CRM alerts you before each renewal.
Cross-selling
see who has home insurance with you but not auto insurance.
Contacts with their source
contacts from your website and WhatsApp come in automatically.
Open proposals
know which insurance quotes are waiting for a response.
Your production
new and renewed premiums by month and company.
How much does your insurance CRM cost?
What affects the price most is which programs it needs to connect to.
CRM for an insurance brokerage or agency
starting at€9,000+ VAT
To leave your renewal spreadsheet behind and sell more to your book of business.
- Policyholder profile
- Renewal alerts
- Proposal funnel
In the quote
Get your proposalEl mantenimiento va aparte y no pagas por cada usuario. Qué sube el precio
Is a custom CRM worth it?
If your management software already covers the sales side, maybe not.
It’s a good fit if…
- You track renewal dates in a spreadsheet or from memory.
- Your software stores policies, but doesn’t tell you who to call.
- You have sales reps or sub-agents and can’t see what each one is doing.
- You want to sell more to the customers you already have.
It’s not a fit if…
- Te falta cuadrar recibos y comisiones: mira el software para mediadores.
- Buscas una app para tus asegurados: mira la app para clientes de correduría.
How we set up your insurance CRM
We start with your book of business, and you’ll see the price in step two.
- 1
We review your book of business
how many policies you have, which carriers they’re with, and how clients find you.
- 2
We show you the CRM on screen
with the fixed price before you start.
- 3
We build it in stages
renewals first, then sales.
- 4
We upload your book of business
we add your clients and policies and train your team.
Here’s how we’d set it up for an insurance agency
This is an example so you can see the work involved, not a real client. Renewal notices come from each carrier’s email, and some get missed.
- Every Monday, the CRM lists the policies expiring in the next two months.
- Each notice goes to the sales rep who handles that client.
- When it’s time to renew, the CRM suggests the coverage that family is missing.
Questions about insurance CRMs
Is yours not listed? Write to us and we'll get back to you in less than 2 hours.
What is an insurance CRM?
It’s the software you use to manage your policyholders, their policies, and every sales interaction. It alerts you about upcoming renewals and tells you who to call.
How much does a CRM for insurance agents cost?
From €9,000 + VAT, depending on the screens and integrations. You get the fixed price before you start.
Does it replace my insurance brokerage management software?
It doesn’t have to. We connect it to read policies and expiration dates, if your software supports it.
Is there a free insurance CRM?
If you only need a client contact list, a free general CRM may work for you. Ours is a one-time purchase, built for your book of business, and doesn’t charge per user.
Is it different from your custom CRM?
It’s the same [custom CRM](@services/desarrollo-a-medida-crm), designed from day one for policies, carriers, and renewals.
Tell us what you need
We'll get back to you in less than 2 hours, Monday through Friday from 9:00 to 19:00.
Thanks, .
We'll get back to you in less than 2 hours, Monday through Friday from 9:00 to 19:00. If you write to us outside those hours, we'll get back to you the next business day.