Custom software for insurance agencies
A CRM and software built for insurance agencies, owned by you
Independent agencies juggle carriers, policies, renewals, and service requests across several tools, many priced per producer. A CRM and portal built around how your agency actually sells and services policies keeps every household and business account in one place.
Example build
Your CRM
An agency CRM centered on the household or business account, not just a contact. It can track:
- Households and business accounts with every policy, carrier, and premium
- Renewal pipeline with X-dates and reminders 60, 30, and 15 days out
- Cross-sell gaps: auto with no home, business with no umbrella
- Lead sources and producer performance
- Service requests: endorsements, ID cards, certificates
- Commission tracking by carrier and producer
Subscriptions this can replace
- AgencyZoom
- Salesforce or HubSpot for sales
- Form builders for quote intake
- E-signature add-ons
- Spreadsheets for renewals and commissions
Example builds
Apps and tools I can build for you
Online quote intake
Line-specific forms for auto, home, life, and commercial that create the lead and the account in your CRM.
Client portal
Clients see their policies, download ID cards, request changes, and upload documents.
Certificate of insurance requests
Commercial clients request COIs; your team reviews and sends from one queue.
Renewal review workflow
A checklist for each renewal so remarketing and coverage reviews happen on time.
Producer dashboard
New business, retention, and pipeline by producer, updated live.
Automations that save your team hours
- Renewal reminders to clients and producers
- Birthday and policy-anniversary touchpoints
- Drafted follow-ups for quotes that went quiet
- AI summaries of long carrier emails and policy documents
A person approves anything that goes to a customer or moves money. How automation works.
What you own at the end
- The source code, in a repository under your company account
- Your database and every customer record, exportable any time
- Hosting in your name, with no per-user or per-tech fees
- Training for your office and field teams
- Know-how to change and improve it yourselves with AI
Common questions
Can a custom CRM work alongside our agency management system?
Yes. Most agencies keep their agency management system as the policy record and use the custom CRM for sales, renewals, and service. Data can be imported on a schedule from exports or, where the system allows it, through its API.
Is client data kept secure?
It can be held to a high standard: individual logins, encryption in transit and at rest, and the database in your own hosting account. We also design around the data-security requirements your state places on insurance licensees, so your compliance obligations stay covered.
Other industries
Electrical contractors · HVAC companies · Plumbing companies · Retail stores · Contractors & construction · Landscaping & lawn care · Property management · Auto repair shops · Professional services
Let's sketch the software your business needs
Book a free 30-minute consultation. Tell me how your business runs and what you pay for today, and I'll outline the CRM and tools I would build, what they would replace, and roughly what they would cost.