A CRM for insurance agents that never drops a renewal.
Track policies and prospects, automate renewal reminders, follow up on quotes and route new enquiries — on a flat plan that beats per-seat agency CRMs.
30-day free trial · No card required · Cancel any time
The usual headache.
Renewals are revenue
A missed renewal reminder is lost recurring income.
Quotes need chasing
Prospects go quiet unless you follow up at the right moment.
Per-seat pricing
Agency CRMs charge per agent, which punishes a growing book.
Cheaper, simpler, all in one place.
Priced so it pays for itself
One flat plan from £39/mo with everything included — no per-feature add-ons and no surprise bill when you grow.
One login, not six tabs
CRM, outreach, support, scheduling, forms and finance in one app — so nothing falls between the tools you used to stitch together.
Live in an afternoon
No onboarding fee, no required demo call, no admin to hire. Sign up, import a CSV and you’re working the same day.
What you get on day one.
No add-ons to buy, no modules to unlock. The features that matter for insurance are in the box.
- Contact records with policy and renewal dates
- Automated renewal and quote follow-up sequences
- Lead routing for new enquiries
- Forms for quote requests that create contacts
- A booking page for reviews and consultations
CRM for insurance agents — common questions.
Give it 30 days, free.
The whole platform, no credit card, no demo call. Set it up this afternoon and see for yourself.