Clients & households
People, businesses and households with all their policies on one record.
CRM for insurance agencies
A custom CRM for insurance agencies
Clients with several policies, renewals spread across the year, quotes from different carriers and reminders in someone’s calendar. We build a CRM around your book of business so renewals and cross-sells do not slip through.
Scope
What an insurance agency CRM can include
Built around clients, policies and renewal dates.
Policies
Carrier, line, premium, effective and expiration dates per policy.
Renewal pipeline
Upcoming renewals with tasks and reminders weeks in advance.
Quotes
Quotes from several carriers compared and tracked to a decision.
Documents
Applications, declarations and signed forms stored with the client.
Roles & reports
Producers, CSRs and owners each see what they need, with book-of-business reports.
Related work
Systems like this we have built
Client names are withheld under confidentiality agreements. See all engagements →
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Internal dashboards for a distributed operations team
Shared dashboards over live operational data, saved views per role and exports in the formats finance already used.
Operations bot and admin panel for app portfolio tracking
Automated collection of App Store and Google Play listing data, a Telegram bot as the daily interface, and an admin panel with roles and exports.
Delivery
How the project runs
The same four phases on every project. Only their length changes with scope.
1. Discovery · 1–2 weeks
Interviews with the people who will use the system, a map of the current process, a written specification and an estimate. The documents are yours even if you build elsewhere.
2. Architecture · 1–2 weeks
Data model, integrations, infrastructure and a milestone schedule. This is where the scope, price and launch date are fixed in writing.
3. Build · two-week iterations
A working demo every Friday and a staging environment you can open at any time. Changes in scope are priced and agreed before they are built.
4. Launch & support · ongoing
Deployment, handover, documentation and training, then a support arrangement sized to the business.
Pricing
How much does a custom insurance CRM cost?
Typical ranges for US clients at 2025–26 senior remote rates. The fixed price is agreed in writing after discovery.
A custom system has no monthly license per user — you pay for hosting at cost. Use the configurator to see a range for your scope.
Open the configurator- Core CRM (customers, jobs, pipeline)
- $20,000 – $40,000
- Integrations (accounting, telephony, email, calendar)
- + $2,500 – $10,000
- Scheduling and dispatch
- + $5,000 – $10,000
- Companion mobile app for crews
- + $18,000 – $42,000
FAQ
Questions we are asked most
Can it remind us about renewals automatically?
Yes. Renewal tasks and client reminders are created from policy dates on a schedule you choose.
Can you move our data from our current software or spreadsheets?
Yes. Customers, jobs, estimates and history are migrated in stages during the build, so the office keeps working during the switch.
Do we own the system and the data?
Yes. Repositories, cloud accounts and data are created in your name from the first commit. There is no per-seat license and no lock-in.
How long does it take?
A core agency CRM is usually live in 5–10 weeks.
Contact
Talk to the people who will build it
Describe what you need and get an indicative budget and timeline in two minutes. We reply within one business day.
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