CRM & pipeline
A real CRM, built for how agents work.
A drag-and-drop pipeline for new business, contact records that carry every interaction, lead intake that routes itself, and a live view of every policy you write. CSV import runs end to end, so a fresh book is in within minutes.
People
Callbacks due
12
today
Open leads
248
unclosed
Est. open pipeline
$6.8M
premium
Saved audiences
6
segments
Mailers in flight
2
in market
Avg response
6.4%
last 90 days
| Name | Stage | Last call | Source | State | Est. value | Score |
|---|---|---|---|---|---|---|
| Ivan Delacroix | Qualified | 3d ago | Referral | AZ | $310,000 | 93 |
| Emmett Bruckner | Qualified | Yesterday | Referral | IN | $250,000 | 91 |
| Roy Tanaka | Contacted | 8d ago | Seminar | CA | $210,000 | 71 |
| Lourdes Ferreira | Quoted | 4d ago | Seminar | TX | $175,000 | 88 |
| Bridget Callahan | Quoted | Today | Medicare mailer | OH | $140,000 | 79 |
| Wanda Silverio | Contacted | 2d ago | Facebook form | FL | $120,000 | 74 |
| Marge Ostrowski | Contacted | 6d ago | Direct mail | WI | $95,000 | 59 |
| Gerald Vanterpool | New | - | Medicare mailer | OH | $85,000 | 82 |
| Estelle Kirchner | New | - | Website quote | MI | $75,000 | 64 |
| Curtis Nwachukwu | New | - | Website quote | GA | $60,000 | 67 |
Pipeline
Drag-and-drop pipeline with stages you define.
New business moves through stages you set up to match how you actually sell - not a fixed funnel someone else drew. Drag a deal forward, and the contact, the policy, and the follow-up come with it.
- Custom stages for new business, set per organization.
- Drag-and-drop cards that carry the contact and policy context.
- Every move is logged on the contact timeline, no separate note required.
- Built for life, health, and P&C - the pipeline is vertical-agnostic.
Contacts
One contact record. The whole history.
Each contact carries a unified timeline - calls, emails, documents, and the policies you've written for them, in one place. You stop stitching the story together across five tabs before a renewal call.
- Unified timeline across calls, emails, documents, and policies.
- Policies you've written link back to the contact automatically.
- Documents attach to the contact and stay searchable.
- Open a record and see the full relationship, not a fragment of it.
Leads
Lead intake with assignment rules and nudges.
Intake forms capture new leads and route them by rule, so a lead lands on the right agent's desk without a manual handoff. Follow-up nudges keep the next step from slipping.
- Lead intake forms that feed straight into the pipeline.
- Assignment rules route each lead to the right agent.
- Follow-up nudges flag the next action before it's overdue.
- Leads convert in place - no re-keying a contact once they sign.
Policies & import
A live view of every policy, and a book that loads in minutes.
Every policy you write ties back to the contact who holds it, so the book stays current as deals close. Moving in is CSV import end-to-end - contacts, leads, and policies - so a fresh book is in within minutes, not a migration project.
- A live view of every policy written, tied back to the contact.
- CSV import for contacts, leads, and policies in one pass.
- CSV export at any time - your records stay yours.
- A fresh book is in within minutes, not weeks.
Connected to the rest of your book
The CRM is where the book starts.
- Book of businessThe live view of every policy you've written - renewals, status, and the contact behind each one, in one place.
- CommissionsTrack expected commission against the policies in your book, so what you're owed isn't a spreadsheet you maintain by hand.
- Document vaultEncrypted storage for applications, illustrations, and policy documents - attached to the contacts and policies they belong to.
FAQ
Common questions.
One platform. Your tools. Your data.
Solo from $69.99, Pro $129, Team for IMOs from $49.99/seat - see pricing. Bring your own integrations and the accounts stay yours when you leave.
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