CRM for Insurance Advisors


Streamline your practice

  • Standardize processes with individual and group policy workflows
  • Automatically calculate commissions for a given time period
  • Reduce manual entry of policy data by importing carrier CSV files
  • Grow commissions with MailChimp integration

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Stay compliant

  • Automatically save all client email activity to the CRM
  • Maintain complete and up-to-date recorded client histories
  • Track all changes to client records with automatic audit trails
  • Secure your client’s data in our Tier 4 Canadian cloud

Provide superior client engagement

  • Easily view upcoming product renewals in pre-built dashboards
  • Manage group or individual policies for full flexibility
  • Pre-configured managed account types are fully customizable
  • Hundreds of insurance-specific fields to capture key details

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Prepare for succession

  • Increase practice resale value with a quantifiable, verifiable, compliant, and up-to-date book of business
  • Ease the business transition process with embedded workflows
  • Facilitate future expansion with scalable systems and structure


Ready to see what CRM software can do for your practice?


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