Software for insurance agencies
Custom CRM for insurance agencies
If you run a one-person insurance broker covering home and auto, you've probably seen it: quote requests go cold while you gather the details. This custom CRM takes that job off your plate. A pipeline for your leads and deals, with follow-up reminders and only the fields you use.
Why insurance agencies ask for this
- Quote requests go cold while you gather the details.
- Leads from different carriers and sites end up in different inboxes.
What it looks like in practice
Picture a one-person insurance broker covering home and auto. Every new lead appears in your own pipeline with its source. Each morning you see who needs a follow-up today. Moving a deal to the next stage sets the next reminder.
How it works for insurance agencies
Once the custom CRM is running for a one-person insurance broker covering home and auto, this is the sequence.
- We map your stages and the details you track.
- I build a simple pipeline with search and notes.
- Lead sources feed in automatically.
- Follow-up reminders are built in.
- You get it deployed and own the data.
Tools it connects to
For insurance agencies, I usually connect it to Outlook and Google Sheets. It runs on Next.js, Supabase and n8n behind the scenes.
Questions from insurance agencies
Does the custom CRM work with Outlook?
Often, yes. Before building the custom CRM I check your Outlook account and plan, because some features depend on API access. If there's a gap for your insurance setup, you'll know before you pay anything.
How is policyholder data handled?
For the custom CRM, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
How long does it take to set up for insurance agencies?
Plan on 3 to 5 weeks from the day I get access to your accounts. Most of that is testing with your real review calls and messages, so nothing goes live until it behaves the way you want.
Want this for your insurance business?
Tell me how your insurance business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built