Insurance Agency CRM + Live Dashboard: Done-For-You Setup

We set it up for you. Get the Insurance Agency CRM + Live Dashboard built around your business: your client or household list (an export from your agency management system works) imported, your stages, team, goals and business name set, and everything loaded into your live dashboard with 10 team seats.

Made to order. After you order, we email you within 1 business day to schedule a 30-minute setup call. Right after checkout you also get a Next Steps guide that explains exactly what happens.

Made for independent and captive insurance agents and small agencies. Built by The Buckeye Branding Company, a family business in Copley, Ohio. The owner has spent 20+ years running operations in auto dealership service departments and parts and equipment distribution, and builds the tools we use ourselves.

What's included

• Everything in the Insurance Agency CRM + Live Dashboard: the workbook (Excel + Google Sheets), the live dashboard and the access card
• Your client or household list (an export from your agency management system works) imported from a spreadsheet or CSV, up to 1,000 rows
• Your pipeline stages, team, goals and business name set for you
• A 30-minute setup call
• A walkthrough video of your finished CRM
• 10 team seats, with your team added for you
• 30 days of email support after delivery

What happens after you order

1. Order. We email you within 1 business day to schedule your setup call.
2. Setup call (30 minutes). We confirm your stages, team, goals and business name, and collect your list.
3. We build. We import your list, set everything up and load it into your live dashboard.
4. Review and go. You get your finished workbook and a walkthrough video, and we add your team. Email support is included for 30 days.

Have these ready for the call

• Your client or household list (an export from your agency management system works) as a spreadsheet or CSV export (up to 1,000 rows)
• Your lines of business, carriers, lead sources and producers, plus each producer's monthly goals
• The names and emails of the people who will use it (up to 10 seats, including you)
• Your logo, if you'd like it on your workbook
• Whether you'll use Microsoft Excel or Google Sheets

What it does

• Households, quotes and policies with line, carrier, producer, effective and expiration dates, premium and commission
• Renewals in the next 30, 60 and 90 days, with review status and rate change on each renewal offer
• Renewal risk flags from a rule you can see: pending cancellation, rate increase at or above your alert %, monoline, first renewal, not reviewed
• Policy and premium retention, retention by line, and cancellations by reason
• X-date calendar for the next 12 months and a call list; passed X-dates roll forward 6 or 12 months
• Cross-sell list of monoline households with the next line to offer, plus bundle, umbrella and life penetration
• Lead source ROI: cost per lead, cost per bind and first-year commission per $1 spent
• Producer scorecards against each producer's own monthly goal, and commission by month, line and carrier
• Pre-filled renewal review and X-date emails that open in your own email app, plus tap-to-call (nothing is sent automatically)

The live dashboard

Your workbook's numbers as a live web dashboard: KPI tiles, goal gauges, charts and a needs-attention list across Overview, Pipeline & Quotes, Policies & Book, Renewals & Retention, X-Dates, Producers, Commissions and Settings. Pick a date range, compare to the prior period, search, export to CSV or print. It works on phone, tablet and computer, in light or dark mode. Load your workbook and every page redraws with your data. If something in the workbook needs fixing, like an active policy whose expiration date is weeks past, the dashboard tells you.

Team seats

Done-For-You includes 10 team seats: you plus up to 9 teammates, and we add them for you. Everyone signs in with their own email and sees the same dashboard. Whoever loads an updated workbook updates it for everyone, and the dashboard shows who updated it and when. Growing? Extra Team Seats add 5 more at a time, up to 25 in total.

Good to know

• Made to order. This is a setup service plus a digital product; nothing ships.
• We import up to 1,000 rows from one spreadsheet or CSV. Bigger or messier lists? Email us before ordering.
• Works in Microsoft Excel (Mac or Windows) and Google Sheets. No macros, no add-ins.
• One-time price, no monthly subscription.
• Need custom fields, more than 25 people or something built from scratch? Ask about a fully custom CRM (from $3,000).
• Because every setup is made to order, we can't offer refunds once your setup call is done. Please email us with any questions first.
• Figures are estimates from your own data, not financial, legal or tax advice.

Questions? Email sales@buckeyebrandingcompany.com. Made by The Buckeye Branding Company, a family business in Copley, Ohio.