A working CRM for insurance brokers and agencies.

What's inside

• Policies — every policy with its holder, type, annual premium and lifecycle status (Quote → Active → Lapsed/Cancelled)
• Claims — claims tied to the policy and the claimant's contact record, from Filed to Paid
• Quotes — inbound quote requests with a public Quote request form for your website, moving Sent → Follow-up → Won
• Dashboards — premium volume, policies by type, claims by status

Built on the CRM module: policyholders and prospects are Contacts, so one client's policies, claims and quotes all hang off a single record — and renewals become a conversation, not a spreadsheet hunt.