Insurance Agency CRM
A complete client management system. Intake forms, customer portal, agent dashboard with analytics, quote management, and carrier integrations.
What you'll see:
- 1.Customer Form — Smart intake with VIN validation, document upload
- 2.Customer Portal — Track quote status, respond to agents
- 3.Agent Dashboard — Metrics, charts, pipeline overview
- 4.Lead Management — Notes, status updates, carrier submission
- 5.Quotes & Policies — Track active quotes, manage renewals
- 6.Reports — Conversion rates, lead sources, performance
Real-time sync
Carrier APIs
Document parsing