CRM & pipeline
A CRM built for how annuity agents work.
A drag-and-drop pipeline for new business, contact records that carry your notes and documents, lead intake that routes by rule, and a view of every policy you record. CSV import runs end to end.
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 up the way you sell.
- Drag-and-drop cards that carry the contact and policy context.
- Stage moves are logged on the contact timeline.
- Built for an annuity and life book, not a general insurance funnel.
Contacts
One contact record. The whole history.
Each contact carries a timeline - notes, tasks, meetings, documents, and the policies you've written for them, in one place, so there is less stitching across tabs before a renewal call.
- Timeline across notes, tasks, meetings, 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 view of every policy, and a book you can load in one pass.
Every policy you write ties back to the contact who holds it, so the book reflects the deals you record. Moving in is CSV import end-to-end - contacts, leads, and policies. How long it takes depends on your file.
- A view of every policy recorded, tied back to the contact.
- CSV import for contacts, leads, and policies in one pass.
- CSV export while you are subscribed and for a limited period afterward.
- Import runs in one pass; time depends on the size and quality of your file.
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, projections, 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 - see pricing. Bring your own integrations and the accounts stay yours when you leave.
Bring your book across in one CSV pass.