Client 360 View
Every policy, claim, document, and communication for each client in one screen. Household and business grouping included.
BUILT AROUND / INSURANCE AGENCIES
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.
Discuss your workflowTHE EVERYDAY FRICTION
Sound
familiar?
- 01Policy data lives across carrier portals, spreadsheets, and your agency management system
- 02Renewal tracking is manual — policies lapse because nobody caught the date
- 03No unified view of a client across all their policies and claims
- 04Commission tracking and reconciliation takes days every month
- 05Cross-selling opportunities are invisible because data is siloed
A SYSTEM SHAPED AROUND YOU
The right pieces.
Working together.
These capabilities are a starting point. We scope the final system around your team, integrations, and requirements.
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.
POSSIBLE BUILDING BLOCKS
- Next.js
- React
- PostgreSQL
- Prisma
- Stripe
- DocuSign API
- Twilio
- AWS
BEFORE WE BUILD
A little
clarity.
Can it pull data from carrier portals?+
We build integrations with major carriers and aggregators. Policy data, commission statements, and renewal info flow into your CRM automatically.
How does renewal automation work?+
The system triggers 90/60/30-day workflows before expiration — emails to clients, task assignments to agents, and comparison quote requests.
Can I track commissions across carriers?+
Yes. Track expected vs actual commissions per policy and carrier. Reconcile against carrier statements automatically.
Does it support multiple lines of business?+
Personal, commercial, life, health — all managed in one system with line-specific workflows and reporting.
ANOTHER PERSPECTIVE
Accounting & Tax Firms
View all industries →YOUR NEXT STEP
Let’s talk about
your project.
Tell Raj what you’re working on and where you need help with insurance agency crm software. You’ll discuss fit, scope and the next steps before committing to a build.
RK
Raj Kumar
Founder & developer · Your direct point of contact