A CRM built for insurance brokers
Clients, policies, renewals and claims on one board — every renewal chases itself, and you always know what each client holds and what’s due next.
Free · no signup · a real plan and price in ~10 minutes, in your words.
- that chase themselves
- Renewals
- to start
- €500
- to a working prototype
- ~1 week
Off-the-shelf CRMs were built for a sales team. Not for insurance brokers.
Renewal dates live in a spreadsheet of expiry columns — miss one and the client lapses, or shops around before you’ve even called.
What a client actually holds is scattered across three insurer portals and an inbox, so nobody has the whole picture in front of them.
Claims get chased by phone and email while the client sits in the dark — and the brokerage ends up looking slower than it is.
Commission reconciliation is a monthly slog of statements from every insurer, matched by hand against the policies you placed.
See it from the inside
What your CRM would look like — screen by screen.
Not stock screenshots — this is the shape of the system we’d build for insurance brokers: your records, your stages, your words. Click through the screens.
The owner’s morning screen — renewals coming due, open claims, commission — and what the automations already did today.
A real starting point
Here’s the analysis we’d start from — for insurance brokers.
Not a template. This is the data model, pipeline and automations a business like yours actually runs on — mapped in your words. Your free analysis produces exactly this, shaped to you.
Your system, mapped
Your pipeline, exactly as your CRM would show it — your stages, your words. This is what we build from.
What it tracks
Where customers reach you
Connects to
Busywork the system takes over
- Renewal reminders — nudges the client and flags the broker weeks before expiry
- Quote follow-ups — chases an unbound quote so it doesn’t go cold
- Claim status updates — keeps the client posted as a claim moves
- Document requests — collects KYC and proofs without the back-and-forth
What this replaces — where it hurts today
- Renewals lapsing in a spreadsheet
- No single view of what a client holds
- Claims chased by hand, client in the dark
Your price, from your answers
Standard scopePrototype · 1 weekstart here
€500
- Client + policy records
- The renewal board
- The renewal-reminder automation
Full build
€4,000–€8,000
Estimate — it becomes one fixed price on the free call. Never hourly, no surprises.
What sets your scope
- · Renewal tracking & automated reminders
- · One view of every client’s policies
- · Claims tracking & commission reconciliation
Run · monthly
€180/mo
Hosting, monitoring, fixes and small improvements.
If you go all the way: ≈ €6,160 first year, all-in — and you own everything. Today's only decision is the €500 prototype.
Questions insurance brokers ask us
- Does it chase renewals automatically before policies lapse?
- Yes — that’s the point. Every policy carries its expiry date, and the system nudges the client and flags you weeks ahead, so renewals get worked on time instead of slipping through a spreadsheet.
- Can I see everything a single client holds in one place?
- Yes. Each client record shows every policy across every insurer, with renewals, claims and commissions attached — one screen instead of three portals and an inbox.
- We’re regulated — who owns the data and is it secure?
- You own it entirely. It’s your system, hosted for you in the EU, with access you control per user, and you can export everything at any time. No per-seat lock-in.
- Does it work with the insurer portals and tools we already use?
- Yes — we build around your stack. Records link out to insurer portals, and anything with an export or API can feed the one screen your team works from.
Have a mess like this one?
Book a free 30-min call. We’ll sketch what your version of this system would look like — and put a number on it.
More businesses like yours
Find yours →Solar installers
Leads, roof surveys, DNO paperwork, install crews and warranties on one board — the quote goes out the day of the survey, and the G99 chases itself.
See the plan
Landscaping & gardening
Clients, jobs, crews and recurring rounds on one board — rain reshuffles itself, quotes chase themselves, and the schedule survives the wettest week of spring.
See the plan
Interior design
Projects, suppliers, orders and deliveries on one board — approvals chase themselves, and install week stops depending on a seventeen-tab spreadsheet.
See the plan