Insurance Agency CRM + Live Dashboard is a CRM built for independent and captive insurance agents and small agencies. You get a ready-to-use Excel workbook and a live web dashboard your whole team can open on a phone, tablet or computer. One-time price, no monthly subscription.
Get the Insurance Agency CRM, $97
Why insurance agency owners outgrow spreadsheets and sticky notes
Retention is where an agency's income lives. When renewals sneak up and X-dates sit in a spreadsheet nobody opens, households leave quietly and new business never catches up.
- Renewals that surprise you instead of getting reviewed early
- X-dates that never get worked
- Not knowing your real retention rate
What the live dashboard shows
Open it on your phone and see new premium written, quote-to-bind, premium and policies in force, retention, commission and what needs attention today. It updates when you or a teammate loads the workbook, and everyone on your team sees the same numbers.
What it tracks
- Households, quotes and policies with line, carrier, producer and dates
- Renewals in the next 30, 60 and 90 days with review status
- Renewal risk flags
- X-date tracking
- Premium and commission by producer
Three ways to get started
Do it yourself: $97
Download the workbook (blank and sample versions), follow the Start Here tab and unlock your live dashboard. Includes 3 team seats.
Done for you: $997
We import your customer list (up to 1,000 rows), set your stages, team, goals and branding, then walk you through it on a 30-minute call. Includes 10 seats and 30 days of email support.
Custom build: from $3,000
For more than 25 people, everyone editing their own records online, or connections to software you already use. Fixed quote in writing before any work starts.
Need more people on your team? Add 5 seats for $199, up to 25.
Questions
Is there a monthly fee?
No. You pay once for the CRM. The live dashboard and your team seats are included.
What do I need to use it?
Microsoft Excel or Google Sheets for the workbook, and any web browser for the live dashboard.
Who can see my numbers?
Only the people you add to your team by email. You can remove someone at any time and their access ends.
Does it replace my agency management system?
No. It sits alongside it as your sales and retention tracker and dashboard. A connection to your system would be a custom build.
Can customers pay online through it?
Not yet. Online invoice payments are in testing and planned for our CRMs. Today you track invoices and what's owed.
See every industry on our business software page, or our custom apparel for insurance agency businesses.